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Available via Video Replay

Original Program Date: July 27-29, 2017

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

The program offers innovative CLE programming covering significant estate planning, estate administration and tax issues, providing a range of topics for both new and experienced lawyers.

Sessions with dynamic speakers include:

  • Federal and state recent developments
  • Insolvent Estate Administration and Contentious Guardianship Administration
  • Guidance for Completing Forms 706 and 8971
  • Planning for and Leveraging a Will Caveat Success
  • Succession Planning for the Family Business

Planned by the NCBA Estate Planning & Fiduciary Law Section

Product Information
Product Date:
July 27, 2017
  • You’ve Won Your Caveat. Now What? Planning for and Leveraging Caveat Success
  • Insolvent Estate Administration. Contentious Guardianship Administration. Is it Time to Call the Public Administrator?
  • The Times They Are A-Changin’: How Your Irrevocable Trusts Can Change With Them
  • Intergenerational Split Dollar—The Morrissette Case: A Taxpayer Victory
  • Federal and State Recent Developments
  • Ethics Rules Rebooted by Technology
  • North Carolina Legislative Update
  • Hot Topics and Cold Reality
38th Annual Estate Planning & Fiduciary Law Program

Registration Tuition Options: 



Early Bird
    Save $70 by registering early!

Early Bird and Membership discounts will automatically be applied at checkout.
NCBA Estate Planning & Fiduciary Law Section Member $375 $445
NCBA Member $395 $465
NCBA Paralegal Division Member $245 $315
Non-Member $465 $535
CLE Passport 9 tokens
Full-time LANC Attorney (NCBA Member) $245
1st Year Licensed in NC (NCBA Member) $198
 The following categories do not include MCLE fees:
Law Student Division Member $25
Paralegal Division Student Member $25
Judge (NCBA Member) Please call the NCBA CLE Department to register for these categories: 800.228.3402 $75
Law Professor (NCBA Member) $75
Clerk of Court (NCBA Member) $75

Video Locations: 

NC State Bar rules require a minimum number of pre-registered active State Bar members. 
The NCBA reserves the right to cancel any video program prior to the program date if registrations do not meet the NC State Bar requirement.

Save $70 on a video replay program by registering early!

Speaker Information
Farhad Aghdami   [ view bio ]
Elizabeth K Arias   [ view bio ]
Jean Gordon Carter   [ view bio ]
Andrea C Chomakos   [ view bio ]
Janice L Davies  [ view bio ]
Mark J Hale Jr   [ view bio ]
Jessica Mering Hardin   [ view bio ]
Marc W Ingersoll   [ view bio ]
Linda F Johnson   [ view bio ]
Christopher J C 'Chris' Jones   [ view bio ]
David T Lewis   [ view bio ]
Maria M Lynch   [ view bio ]
James E McNair   [ view bio ]
Mitchell Kemp Mosley   [ view bio ]
James W Narron   [ view bio ]
Tanya N Oesterreich   [ view bio ]
Elizabeth L Quick   [ view bio ]
Rebecca L Smitherman   [ view bio ]
Sue A Sprunger   [ view bio ]
Kimberly H Stogner   [ view bio ]
Martin L White   [ view bio ]
Beth A Wood   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 9.75
Estate Planning and Probate Law Specialization: 9.75
General: 8.75
Ethics/Professional Responsibility: 1.00
CLE Premier Pass