Live Cary | North Carolina Bar Center Thursday, February 6, 2020
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
, fully update with the new 2020 supplement. North Carolina Estate Administration Manual, 9th Edition
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
February 06, 2020 8:25 AM Eastern
7:25 AM Central, 6:25 AM Mountain, 5:25 AM Pacific
8 hours, 5 minutes
Registration Time Remaining:
14 days, 5 hours
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 6.75 Estate Planning and Probate Law Specialization: 6.75
LIVE CARY Thursday, February 6, 2020 | #751BEA
WEBCAST Thursday, February 6, 2020 | #751LWC
CARY VIDEO REPLAY Wednesday, April 15, 2020 | #751BAR
CHARLOTTE VIDEO REPLAY Friday, April 10, 2020 | #751CHA