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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.

Agenda
  • 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 BREAKOUT SESSIONS
  • - Track 1 | Installment Sales to Spousal Grantor Trusts | Hattenhauer and Mellen
  • - Track 2 | Practical Estate Administration: Observations from a Public Administrator | Johnson
  • TRACK BREAKOUT SESSIONS
  • - Track 1 | Reducing Prospective Tax Liability Through Consideration of Basis Issues in Estate Planning | Siler
  • - Track 2 | Drafting in Uncertain Times | Foy
  • TRACK BREAKOUT SESSIONS
  • - 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
Length:
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
attendees.

Cary | Tuesday-Wednesday, December 17-18, 2019  
North Carolina Bar Center
8000 Weston Parkway Driving Directions | 800.228.3402 | Dorsett Auditorium   
Registration: 8:45am | Day 1: 9:00am-4:00pm, Day 2: 9:00am-12:15pm 
#820BAR | Early November 26

Greensboro | Thursday-Friday, December 12-13, 2019  
Carruthers & Roth PA
235 North Edgeworth Street Driving Directions | 336.379.8651 | Conference Room   
Registration: 8:45am | Day 1: 9:00am-4:00pm, Day 2: 9:00am-12:15pm 
#820CRL | Early November 21

Hickory | Thursday-Friday, November 21-22, 2019  
Catawba Valley CC Appalachian Center
2760 US Hwy 70 SE Driving Directions | 828.327.7000 | Room 109B
Registration: 8:45am | Day 1: 9:00am-4:00pm, Day 2: 9:00am-12:15pm 
#820HIC | Early October 31

Pinehurst | Thursday-Friday, November 7-8, 2019
Comfort Inn of Pinehurst
9801 US 15-501 Driving Directions | 910.215.5500 | Second Floor Meeting Room
Registration: 8:45am | Day 1: 9:00am-4:00pm, Day 2: 9:00am-12:15pm 
#820PIN | Early October 17

Rocky Mount | Tuesday, November 12, 2019
Comfort Inn
200 Gateway Boulevard Driving Directions | 252.937.7765 | Meeting Room
Registration: 8:00am | Program: 8:15am-6:30pm 
#820RMT | Early October 22

FACULTY. 
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
Questions?
CLE Premier Pass
Products
CARY VIDEO REPLAY Tuesday-Wednesday, December 17-18, 2019 | #820BAR
NCBA Price:$0.00
HICKORY VIDEO REPLAY Thursday-Friday, November 21-22, 2019 | #820HIC
NCBA Price:$0.00
PINEHURST VIDEO REPLAY Thursday-Friday, November 7-8, 2019 | #820PIN
NCBA Price:$0.00
ROCKY MOUNT VIDEO REPLAY Tuesday, November 12, 2019 | #820RMT
NCBA Price:$0.00
GREENSBORO (CARRUTHERS & ROTH PA) VIDEO REPLAY Thursday-Friday, December 12-13, 2019 | #820CRL
NCBA Price:$0.00