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Live Cary | North Carolina Bar Center
Friday, February 7, 2020

Available formats

   

In this program, experienced practitioners address the basic tax and non-tax issues involved in estate planning and the drafting of wills and revocable trusts.

The program is designed primarily for attorneys, paralegals, legal assistants, trusts officers and accountants who have limited experience in this area of practice, and it also serves as an excellent refresher course for more experienced attorneys.

Participants receive an overview of estate planning objectives and basic estate planning documents (including powers of attorney), an opportunity to discuss key issues relating to drafting wills and drafting and funding revocable trusts, and a summary of tax and non-tax considerations that influence drafting.

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
  • 8:25am | Registration and Continental Breakfast
  • 8:55 | Welcome and Introductions
  • 9:00 | Basics of Estate Planning | Kilgore
  • 10:30 | Break
  • 10:45 | Revocable Trust Drafting | Brevorka
  • 12:15pm | Networking Lunch
  • 1:00 | Will Drafting: Non-tax Issues | Davies
  • 2:30 | Break
  • 2:45 | Will Drafting: Tax Issues | Forneris
  • 4:15 | Adjourn
Web Event Information
Start Time:
February 07, 2020 8:55 AM Eastern
7:55 AM Central, 6:55 AM Mountain, 5:55 AM Pacific
Add to Calendar:
Estimated Length:
7 hours, 20 minutes
Registration Time Remaining:
15 days, 5 hours
Registration Fee:
Free
Basics of Will and Revocable Trust Drafting
TUITION RATE. Early and Membership discounts automatically apply at checkout. 

Register early and SAVE 10%! Live Cary and Webcast early rate expires January 17. 

Standard: $340 / $305 Early
NCBA Member: $285 / $255 Early
NCBA Estate Planning & Fiduciary Section Member: $265 / $240 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



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 A   
Registration: 8:45am | Program: 9:00am-3:30pm 
#752BAR | Early March 25 

FACULTY. 
Speaker Information
Jillian E Brevorka   [ view bio ]
Janice L Davies   [ view bio ]
John W Forneris   [ view bio ]
Sara W Harrington   [ view bio ]
Samuel R 'BJ' Kilgore III   [ view bio ]
Holly B Norvell   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 6.00
Estate Planning and Probate Law Specialization: 6.00
Questions?
CLE Premier Pass
Products
LIVE CARY Friday, February 7, 2020 | #752BWD
NCBA Price:$0.00
WEBCAST Friday, February 7, 2020 | #752LWC
NCBA Price:$0.00
CARY VIDEO REPLAY Wednesday, April 15, 2020 | #752BAR
NCBA Price:$0.00