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Live Cary | North Carolina Bar Center
Thursday, February 6, 2020

Available formats


Estate administration can be a lengthy and complex process rife with potential pitfalls and costly missteps. Even the most seemingly straightforward case can quickly become challenging to navigate.

So, where do you start?

  • What documentation do you need?
  • Which of the decedent’s assets are subject to administration and which are not?
  • What paperwork needs to be filed (and when)?

Get the answers to these and many other practical questions as seasoned practitioners guide you through the mechanics of the entire process, from file organization to final distribution of assets.

This can’t-miss program is designed to help you master the basics of estate administration in North Carolina, including the following essential concepts:

  • Exceptions to formal estate administration
  • Pre-qualification, qualification and post-qualification procedures
  • Handling various types of assets, including business assets and retirement accounts
  • Preparing and filing inventories, annual accounts and final account of the decedent’s estate, including distributions and apportionment considerations
  • Overview of federal estate tax issues
  • Filing requirements and other matters pertaining to the decedent’s tax returns

To facilitate continuous skill development and conceptual reinforcement long after the program concludes, attendees receive a digital copy of the bestselling North Carolina Estate Administration Manual, 9th Edition, fully update with the new 2020 supplement.

Planned by the NCBA Estate Planning & Fiduciary Law Section

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

  • 7:45am | Registration and Continental Breakfast
  • 8:25 | Welcome and Introductions
  • 8:30 | Pre-qualification Procedures and Exceptions to Formal Administration | Whitaker
  • 9:30 | Qualification and Post-qualification Procedures | Nesbitt
  • 10:30 | Break
  • 10:45 | Handling Assets | Burwell and Finch
  • 11:45 | Handling Business Interests | Norvell
  • 12:15pm | Networking Lunch
  • 1:00 | Handling Retirement Accounts | Brown
  • 1:45 | Inventories, Accountings and Distributions | Ingersoll
  • 2:30 | Break
  • 2:45 | Overview of Estate Taxation | Hewitt
  • 3:30 | Decedent's Tax Returns | Broughton
  • 4:30 | Adjourn
Web Event Information
Start Time:
February 06, 2020 8:25 AM Eastern
7:25 AM Central, 6:25 AM Mountain, 5:25 AM Pacific
Add to Calendar:
Estimated Length:
8 hours, 5 minutes
Registration Time Remaining:
14 days, 5 hours
Registration Fee:
Basics of Estate Administration
TUITION RATE. Early and Membership discounts automatically apply at checkout. 

Standard: $488
NCBA Member: $440
NCBA Estate Planning & Fiduciary Law Section Member: $424

Rates include the NC Estate Administration Manual, 9th Edition electronic version, fully supplemented manual and electronic supplements. Please contact the CLE Department to add on a print version for an additional $75.

CLE Premier Pass is not accepted for this program (see CLE Premier Pass terms and conditions).


North Carolina Bar Center

8000 Weston Parkway, Cary, NC 27513 | 800.228.3402

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.  

Cary | Wednesday, April 15, 2020
North Carolina Bar Center
8000 Weston Parkway Driving Directions | 800.228.3402 | Conference Room C   
Registration: 8:45am | Program: 9:00am-4:15pm 

Charlotte | Friday, April 10, 2020 
Hampton Inn & Suites Charlotte SouthPark at Phillips Place
6700 Phillips Place Court Driving Directions | 704.319.5700 | Conference Room 
Registration: 8:45am | Program: 9:00am-4:15pm 

Speaker Information
H Chalk Broughton Jr   [ view bio ]
Charlie D Brown   [ view bio ]
Walter B Burwell   [ view bio ]
Daniel B Finch   [ view bio ]
Christopher N Hewitt   [ view bio ]
Marc W Ingersoll   [ view bio ]
Andrew L Nesbitt   [ view bio ]
Holly B Norvell   [ view bio ]
Parrish L Peddrick   [ view bio ]
Daire E Roebuck   [ view bio ]
Kristyn G Whitaker   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 6.75
Estate Planning and Probate Law Specialization: 6.75
CLE Premier Pass
LIVE CARY Thursday, February 6, 2020 | #751BEA
NCBA Price:$0.00
WEBCAST Thursday, February 6, 2020 | #751LWC
NCBA Price:$0.00
CARY VIDEO REPLAY Wednesday, April 15, 2020 | #751BAR
NCBA Price:$0.00
CHARLOTTE VIDEO REPLAY Friday, April 10, 2020 | #751CHA
NCBA Price:$0.00