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Original Program: July 25-27, 2019

Available formats


Join us for our 40th Annual Estate Planning & Fiduciary Law Program.

This program provides innovative CLE programming covering significant estate planning, estate administration and tax issues and a wide range of topics for both new and experienced lawyers.

Dynamic speakers cover a variety of topics, including:

  • Federal and state recent developments
  • Sales to spousal grantor trusts
  • Basis planning
  • Flexible drafting in times of uncertainty
  • The intersection of estate planning and elder law
  • Practical estate administration
  • Navigating a fiduciary dispute

Planned by the NCBA Estate Planning & Fiduciary Law Section

Click on the "In Depth" tab for tuition, video replay and speaker information.

  • Federal and State Recent Developments | Cooper, Kain and Loftis
  • A View from the Trenches: What's Happening with Transfer Tax Audits/Controversies in the Era of Higher Exemptions? | Porter
  • - Track 1 | Installment Sales to Spousal Grantor Trusts | Hattenhauer and Mellen
  • - Track 2 | Practical Estate Administration: Observations from a Public Administrator | Johnson
  • - Track 1 | Reducing Prospective Tax Liability Through Consideration of Basis Issues in Estate Planning | Siler
  • - Track 2 | Drafting in Uncertain Times | Foy
  • - Track 1 | If Mom Could Only See Them Now! Navigating a Fiduciary Dispute | Brown and Hutson
  • - Track 2 | A Peek into Elder Law: The Intersection of Estate Planning and Elder Law | Mewhinney
  • Ethics | Spahn
  • Legislative Update | Davies and Mosley
  • The Junction of Excellent Estate Planning and Terrible Trust Administration | Redd
Product Information
Date Presented:
July 25, 2019 8:00 AM Eastern
2 days, 4 hours
40th Annual Estate Planning & Fiduciary Law Program
TUITION RATE. Early and Membership discounts automatically apply at checkout. 

Register early and SAVE 10%! 

Standard: $605 / $545 Early
NCBA Member: $505 / $455 Early
NCBA Estate Planning & Fiduciary Law Section Member: $470 / $425 Early
CLE Premier Pass: $0

Discounts are available for NCBA members who are students, law professors, judges or legal services/public interest attorneys. Call CLE at 800.228.3402 for details.

VIDEO REPLAYS. The agenda may not include certain breakouts/tracks shown at the original program.  

Note: Track 2 is featured in the video replays. Materials for all tracks are provided to

Speaker Information
Stephen A Brown  [ view bio ]
Thomas A Cooper   [ view bio ]
Janice L Davies   [ view bio ]
Elinor J 'Elie' Foy   [ view bio ]
Paul M Hattenhauer  [ view bio ]
Caitlin N Horne  [ view bio ]
John N Hutson Jr   [ view bio ]
Linda Funke Johnson  [ view bio ]
Matthew R Kain  [ view bio ]
R Wilson Loftis III   [ view bio ]
Briani Bennett Mellen  [ view bio ]
Kate A Mewhinney   [ view bio ]
Mitchell Kemp Mosley   [ view bio ]
John W Porter  [ view bio ]
Charles A 'Clary' Redd   [ view bio ]
N Lucille 'Lucy' Siler   [ view bio ]
Thomas E Spahn  [ view bio ]
Beth A Wood   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 9.75
Estate Planning and Probate Law Specialization: 9.75
General: 8.75
Ethics/Professional Responsibility: 1.00
CLE Premier Pass