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Kiawah Island, SC | Kiawah Island Golf Resort

Thursday-Saturday, July 27-29, 2017

Thursday Registration: 7:30a
Thursday Program: 8:00a-12:00p
Networking Reception: 6:30-8:00p
Friday Program: 8:10a-12:00p
Saturday Program: 8:10a-12:00p

Also Available via Video Replay

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

Join us this summer as we return to Kiawah Island for our 38th Annual Estate Planning & Fiduciary Law Program.

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

Coinciding with the Annual Meeting of the Estate Planning & Fiduciary Law Section, this program will be attended by attorneys, CPAs, trust companies and other estate planning professionals from North Carolina and beyond and will offer a number of opportunities to network and mingle with colleagues in the estate planning arena.

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

Guest Speaker Farhad Aghdami Sponsored by Brown Brothers Harriman

Product Information
Product Date:
July 27, 2017
Agenda
  • Federal and State Recent Developments
  • Estate Planning & Fiduciary Law Section Annual Meeting | Edward W. Griggs, Womble Carlyle Sandridge & Rice LLP, Winston-Salem, presiding 2016-2017 Section Chair
  • Morrissette Case | Keynote speaker sponsored by The Morehead Group
  • Networking Reception
  • Breakout Session | Reading Between the Numbers – What You Need to Know About Filing Forms 706 and 8971
  • Breakout Session | Pre-Mortem Income Tax and Basis Management Planning
  • Breakout Session | Why We Love Private Foundations (and Why Jimmy Narron is Wrong to Prefer Community Foundations)
  • Breakout Session | Insolvent Estate Administration. Contentious Guardianship Administration. Is it Time to Call the Public Administrator?
  • Breakout Session | The Times They Are A-Changin’ – How Your Irrevocable Trusts Can Change With Them
  • Breakout Session | You’ve Won Your Caveat. Now What? Planning for and Leveraging Caveat
  • 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!
LIVE KIAWAH ISLAND early bird expires 
July 20

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
 
Please call the NCBAF CLE Department to register for the categories to the right: 800.228.3402
Full-time LANC Attorney (NCBA Member) $245
1st Year Licensed in NC (NCBA Member) $198
The following categories do not include MCLE fees:
Judge (NCBA Member) $75
Law Professor (NCBA Member) $75
Clerk of Court (NCBA Member) $75
Law Student Division Member $25
Paralegal Division Student Member $25
 


LIVE KIAWAH ISLAND Program Location and Hotel 
Accommodations:

Program Location
 
Kiawah Island Golf Resort
| One Sanctuary Beach Drive, Kiawah Island, SC 29455 Directions | 800.654.2924 or 843.768.2121  

Hotel Accommodations



Rates
| Scenic View Villas: $237 one bedroom, $303 two bedroom, $422 three bedroom | Ocean View Villa: $379 one bedroom | Sanctuary: $556 run of house
 
Reservations | 800.654.2924 or 843.768.2121 | Group Booking ID#: 13464

Hotel Cutoff Date | June 22, 2017

The NCBA CLE has obtained this special room rate by contracting a total meeting package at the Kiawah Island Golf Resort. We must meet certain minimum hotel room requirements or face attrition and/or meeting room rental charges. To continue to provide reasonable CLE registration fees, we need your help. Please take advantage of this negotiated room rate.

Just over the horizon form historic Charleston, an island of spectacular beauty rests between the winding Kiawah River and a pristine stretch of Atlantic Ocean beach. Nestled into this tranquil landscape, Kiawah Island Golf Resort welcomes you to an ambiance of elegant ease and relaxation enhanced in every aspect by the resort’s hospitable staff. Visitors can enjoy the serenity of ten miles of pristine beach, 30 miles of paved bike trails and a variety of nature programs. They may also chose to challenge their game on the resort’s award winning tennis courts or championship golf courses including The Ocean Course, home of the 2012 PGA Championship.       

For thousands of years, eagles, egrets and other natural residents of Kiawah have enjoyed its lush, semi-tropical environment while remaining sheltered from the world. Today, Kiawah Island remains a haven for those who stay. However, the reasons for visiting have become more varied. From ten miles of romantic, unspoiled beach to 30 miles of paved, biking trails. From kayaking and canoeing adventures to alligator and birding walks. From oceanfront fine dining to riverside oyster roasts.

 
Video Locations: 

NC State Bar rules require a minimum number of pre-registered active State Bar members. 
The NCBAF 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 "Marty" 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
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Products
KIAWAH ISLAND, SC Thursday-Saturday, July 27-29, 2017 | #585EPF
Paralegal Division Member: $315.00
Estate Planning & Fiduciary Law Section Member: $445.00
NCBA Member: $465.00
Non-Member Price: $535.00
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