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Original Program: 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, video replay and speaker information.

Product Information
Product Date:
September 26, 2019
Agenda
  • 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
Product Information
Date Presented:
September 27, 2019 8:30 AM Eastern
Length:
8 hours, 5 minutes
2019 Estate Planning and Probate Law Survey Course
TUITION RATE. Early and Membership discounts automatically apply at checkout. 

Register early and SAVE 10%!  

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.

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


Cary | Monday-Tuesday, January 6-7, 2020
  
North Carolina Bar Center
8000 Weston Parkway Driving Directions | 800.228.3402 | Conference Room A   
Registration: 8:45am | Day 1: 9:00am-5:00pm, Day 2: 9:00am-4:30pm 
#750BAR | Early December 16

Charlotte | Monday-Tuesday, December 9-10, 2019
Hampton Inn & Suites Charlotte South Park at Phillips Place
6700 Phillips Place Court Driving Directions | 704.319.5700 | Conference Room
Registration: 8:45am | Day 1: 9:00am-5:00pm, Day 2: 9:00am-4:30pm 
#750CHA | Early November 18

Winston-Salem | Thursday-Friday, December 19-20, 2019
Fairfield Inn & Suites Winston-Salem Hanes Mall
1680 Westbrook Plaza Drive Driving Directions | 336.714.3000 | Room 153 A&B
Registration: 8:45am | Day 1: 9:00am-5:00pm, Day 2: 9:00am-4:30pm 
#750WIN | Early November 28

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?
Book Sale
Products
CARY VIDEO REPLAY Monday-Tuesday, January 6-7, 2020 | #750BAR
NCBA Price:$0.00
CHARLOTTE VIDEO REPLAY Monday-Tuesday, December 9-10, 2019 | #750CHA
NCBA Price:$0.00
WINSTON-SALEM VIDEO REPLAY Thursday-Friday, December 19-20, 2019 | #750WIN
NCBA Price:$0.00