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Live Cary | North Carolina Bar Center
Thursday-Friday, September 26-27, 2019

Available formats

   

The 2019 Estate Planning and Probate Law Survey Course is designed for individuals who practice or are beginning to practice in the estate planning and probate law areas.

The course objectives are met through a series of lectures by estate planning and tax practitioners selected for their knowledge and expertise in particular areas. Written outlines are provided for each subject to be covered.

  • North Carolina probate and trust law
  • Federal transfer tax: estate, gift and generation-skipping transfer tax
  • Planning with real estate, retirement and business interests
  • Fiduciary income taxation

Planned by the NCBA Estate Planning & Fiduciary Law Section 

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

Agenda
  • THURSDAY, SEPTEMBER 26, 2019
  • 8:00am | Registration and Continental Breakfast
  • 8:25 | Welcome and Introductions
  • 8:30 | North Carolina Law of Wills and Trusts | Nesbitt
  • 10:00 | Break
  • 10:15 | Probate Law | Kilgore
  • 11:15 | Gross Estate (Valuation of Gross Estate) | Cella
  • 12:15pm | Networking Lunch
  • 12:45 | Estate Planning with Powers of Attorney/Guardianship and Ward | Johnson
  • 1:45 | Federal Transfer Tax: Estate, Gift and Generation Skipping Transfer Tax (GST) | Daniel
  • 2:45 | Break
  • 3:00 | Charitable Giving | Cadogan
  • 4:00 | Drafting for Flexibility: Unwinding a Bad Plan | Van Hoy
  • 5:00 | Adjourn for the day
  • FRIDAY, SEPTEMBER 27, 2019
  • 8:00am | Continental Breakfast
  • 8:30 | Partnerships, LLCs and Corporations: Estate Planning and Probate Issues | Foy
  • 9:30 | Life Insurance: Estate Planning and Business Succession | Trotter
  • 10:30 | Break
  • 10:45 | Estate Planning Issues in the Modern Era | Adams and Kohut
  • 11:45 | Fiduciary Law and Disputes | Barker
  • 12:45pm | Networking Lunch
  • 1:15 | The Intersection of Family Law and Estate Planning | Davis
  • 2:15 | The Intersection of Elder Law and Estate Planning | Smith
  • 3:15 | Break
  • 3:30 | Fiduciary Income Taxation of Trusts and Estates | Thorman
  • 4:30 | Adjourn
Web Event Information
Start Time:
September 26, 2019 8:25 AM Eastern
7:25 AM Central, 6:25 AM Mountain, 5:25 AM Pacific
Add to Calendar:
Estimated Length:
1 day, 8 hours
Registration Time Remaining:
33 days, 19 hours
Registration Fee:
Free
2019 Estate Planning and Probate Law Survey Course
TUITION RATE. Early and Membership discounts automatically apply at checkout. 

Register early and SAVE 10%! Live Cary and Webcast early rate expires September 5. 

Standard: $730 / $655 Early
NCBA Member: $610 / $550 Early
NCBA Estate Planning & Fiduciary Law Section Member: $565 / $510 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.

PROGRAM LOCATION. 


North Carolina Bar Center

8000 Weston Parkway, Cary, NC 27513 | 800.228.3402 | Driving Directions 

HOTEL INFORMATION. Contact hotels directly for reservations at the special NCBA room rate. Rates are based on availability and may sell out. 


TownePlace Suites by Marriott
120 Sage Commons Way, Cary, NC 27513 | Driving Directions

  • Rates | $114 studio queen with sleeper sofa (Sunday-Thursday)
  • Reservations | 919.678.0005 (Please ask for the NCBA corporate rate)

Embassy Suites
201 Harrison Oaks Boulevard, Cary, NC 27513 | Driving Directions

  • Rates | $174 single/double
  • Reservations | Click here to book online (Group Code 2691626)

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


To be scheduled. 

FACULTY. 
Speaker Information
Abby L Adams   [ view bio ]
Michael H Barker   [ view bio ]
Ed Cadogan   [ view bio ]
John R Cella Jr   [ view bio ]
Stephanie C Daniel   [ view bio ]
Jaime H Davis   [ view bio ]
Elinor J 'Elie' Foy   [ view bio ]
Linda Funke Johnson  [ view bio ]
Samuel R 'BJ' Kilgore III   [ view bio ]
Paula A Kohut   [ view bio ]
C Barton 'Bart' Landess   [ view bio ]
Kerri L S Mast   [ view bio ]
Andrew L Nesbitt   [ view bio ]
Aimee L Smith   [ view bio ]
Sandi O Thorman   [ view bio ]
Michael J Trotter   [ view bio ]
Bradley T 'Brad' Van Hoy   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 14.50
Estate Planning and Probate Law Specialization: 14.50
Questions?
CLE Premier Pass
Products
LIVE CARY Thursday-Friday, September 26-27, 2019 | #750EPC
NCBA Price:$0.00
WEBCAST Thursday-Friday, September 26-27, 2019 | #750LWC
NCBA Price:$0.00