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, video replay and speaker information.
September 26, 2019
North Carolina Law of Wills and Trusts | Nesbitt
Probate Law | Kilgore
Gross Estate (Valuation of Gross Estate) | Cella
Estate Planning with Powers of Attorney/Guardianship and Ward | Johnson
Federal Transfer Tax: Estate, Gift and Generation Skipping Transfer Tax (GST) | Daniel
Charitable Giving | Cadogan
Drafting for Flexibility: Unwinding a Bad Plan | Van Hoy
Partnerships, LLCs and Corporations: Estate Planning and Probate Issues | Foy
Life Insurance: Estate Planning and Business Succession | Trotter
Estate Planning Issues in the Modern Era | Adams and Kohut
Fiduciary Law and Disputes | Barker
The Intersection of Family Law and Estate Planning | Davis
The Intersection of Elder Law and Estate Planning | Smith
Fiduciary Income Taxation of Trusts and Estates | Thorman
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