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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
Agenda
  • Federal and State Recent Developments
  • Intergenerational Split Dollar—The Morrissette Case: A Taxpayer Victory
  • 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
  • You’ve Won Your Caveat. Now What? Planning for and Leveraging Caveat Success
  • 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.
Regular
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!


Asheville | Comfort Suites Outlet Center | Thursday-Friday, September 28-29, 2017
890 Brevard Road Directions | 828.665.4000 | Biltmore Room 
Registration: 8:45
Day 1: 9:00a-4:30p | Day 2: 9:00a-12:15p 
#585ASV | Early Bird September 21


Cary | NC Bar Center | Tuesday-Wednesday, August 22-23, 2017

8000 Weston Parkway Directions | 800.228.3402 | Dorsett Auditorium
Registration: 8:45
Day 1: 9:00a-5:00p | Day 2: 9:00a-12:30p 
#585BAR | Early Bird August 15


Charlotte | Hampton Inn & Suites Charlotte SouthPark at Phillips Place | Tuesday-Wednesday, September 19-20, 2017
6700 Phillips Place Court Directions | 704.319.5700 | Conference Room
Registration: 8:45
Day 1: 9:00a-5:00p | Day 2: 9:00a-12:30p 
#585CHA | Early Bird September 12


Fayetteville | Fairfield Inn & Suites Fayetteville North | Thursday-Friday, October 12-13, 2017
4249 Ramsey Street Directions | 910.223.7867 | Conference Room
Registration: 8:45
Day 1: 9:00a-4:30p | Day 2: 9:00a-12:15p 
#585FAY | Early Bird October 5


Hickory |
Catawba Valley CC Appalachian Center | Thursday-Friday, November 16-17, 2017
2760 Hwy 70 SE Directions | 828.327.7000 | Room 1122
Registration: 8:45
Day 1: 9:00a-4:30p | Day 2: 9:00a-12:15p 
#585HIC | Early Bird November 9


Hickory | Patrick Harper & Dixon | Thursday-Friday, October 12-13, 2017

34 2nd Street NW #400 Directions | 828.322.7741 | Library
Registration: 8:45
Day 1: 9:00a-4:30p | Day 2: 9:00a-12:15p 
#585PHD | Early Bird October 5


Pinehurst | Days Inn Conference Center Southern Pines Pinehurst | Thursday-Friday, November 2-3, 2017

805 SW Service Road Directions | 910.585.6497
Registration: 8:45
Day 1: 9:00a-4:30p | Day 2: 9:00a-12:15p 
#585PIN | Early Bird October 26


Wilmington | Ward and Smith PA (University Corporate Center) | Thursday-Friday, November 9-10, 2017

127 Racine Drive Directions | 910.794.4800 | Conference Room F
Registration: 8:45
Day 1: 9:00a-5:00p | Day 2: 9:00a-12:30p 
#585WLM | Early Bird November 2


Winston-Salem | Fairfield Inn & Suites Winston-Salem Hanes Mall | Thursday-Friday, October 12-13, 2017
1680 Westbrook Plaza Drive Directions | 336.714.3000 | Boardroom
Registration: 8:45
Day 1: 9:00a-5:00p | Day 2: 9:00a-12:30p 
#585WIN | Early Bird October 5

 

 

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 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
Questions?
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Products
ASHEVILLE VIDEO Thursday-Friday, September 28-29, 2017 | #585ASV
Paralegal Division Member: $315.00
Estate Planning & Fiduciary Law Section Member: $445.00
NCBA Member: $465.00
Non-Member Price: $535.00
CARY VIDEO Tuesday-Wednesday, August 22-23, 2017 | #585BAR
Paralegal Division Member: $315.00
Estate Planning & Fiduciary Law Section Member: $445.00
NCBA Member: $465.00
Non-Member Price: $535.00
CHARLOTTE VIDEO Tuesday-Wednesday, September 19-20, 2017 | #585CHA
Paralegal Division Member: $315.00
Estate Planning & Fiduciary Law Section Member: $445.00
NCBA Member: $465.00
Non-Member Price: $535.00
WILMINGTON VIDEO Thursday-Friday, November 9-10, 2017 | #585WLM
Paralegal Division Member: $315.00
Estate Planning & Fiduciary Law Section Member: $445.00
NCBA Member: $465.00
Non-Member Price: $535.00
WINSTON-SALEM VIDEO Thursday-Friday, October 12-13, 2017 | #585WIN
Paralegal Division Member: $315.00
Estate Planning & Fiduciary Law Section Member: $445.00
NCBA Member: $465.00
Non-Member Price: $535.00
FAYETTEVILLE VIDEO Thursday-Friday, October 12-13, 2017 | #585FAY
Paralegal Division Member: $315.00
Estate Planning & Fiduciary Law Section Member: $445.00
NCBA Member: $465.00
Non-Member Price: $535.00
HICKORY VIDEO Thursday-Friday, November 16-17, 2017 | #585HIC
Paralegal Division Member: $315.00
Estate Planning & Fiduciary Law Section Member: $445.00
NCBA Member: $465.00
Non-Member Price: $535.00
PINEHURST VIDEO Thursday-Friday, November 2-3, 2017 | #585PIN
Paralegal Division Member: $315.00
Estate Planning & Fiduciary Law Section Member: $445.00
NCBA Member: $465.00
Non-Member Price: $535.00
HICKORY VIDEO (Patrick Harper & Dixon) Thursday-Friday, October 12-13, 2017 | #585PHD
Paralegal Division Member: $315.00
Estate Planning & Fiduciary Law Section Member: $445.00
NCBA Member: $465.00
Non-Member Price: $535.00