You are Currently Visiting The NCBA CLE Online Catalog & Learning Portal

              
            

Live Cary, NC Bar Center | Live Webcast

Wednesday-Thursday, September 27-28, 2017

Registration: 8:00a
Wednesday Program: 8:25a-4:45p
Thursday Program: 8:30a-4:45p

Also Available via Video Replay

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

The 2017 Estate Planning and Probate Law Survey Course is designed for individuals who practice or are beginning to practice in the estate planning and probate law areas.

The course objectives are met through a series of lectures by estate planning and tax practitioners selected for their knowledge and expertise in particular areas.

Detailed written outlines are provided for each subject to be covered.

  • North Carolina probate and trust law
  • Estate, gift and generation-skipping transfer tax
  • Planning with real estate, retirement and business interests
  • Fiduciary income taxation

Planned by the NCBA Estate Planning & Fiduciary Law Section

Product Information
Product Date:
September 27, 2017
Agenda
  • North Carolina Law of Wills
  • North Carolina Uniform Trust Code
  • North Carolina Probate Law – Part I
  • North Carolina Probate Law – Part II
  • Charitable Giving
  • Partnerships, LLCs and Corporations: Estate Planning and Probate Issues
  • Property Law: Estate Planning and Probate Issues
  • Estate Planning with Powers of Attorney/Guardianship and Ward
  • Retirement Benefits: Estate Planning and Probate Issues
  • Gross Estate
  • Valuation of Gross Estate
  • Estate Tax: Estate Tax Deductions, Credits and Payments of Tax
  • Marital Deduction
  • Gift Tax/Uniform Transfers to Minors Act
  • Fiduciary Income Tax of Trusts and Estates
  • Generation-Skipping Transfer Tax
  • Annuities and Life Insurance: Estate, Gift and Income Tax Issues
Product Information
Date Presented:
September 28, 2017 8:30 AM Eastern
Length:
8 hours, 20 minutes
Paralegal Division Member Price:
$410.00
Estate Planning & Fiduciary Law Section Member Price:
$565.00
NCBA Member Price:
$585.00
Non-Member Price:
$660.00
2017 Estate Planning and Probate Law Survey Course

Registration Tuition Options:  

 
LIVE and VIDEO WEBCAST

Early Bird
   
Save $75 by registering early!
LIVE CARY
early bird expires 
September 20

Early Bird and Membership discounts will automatically be applied at checkout.
Regular  
NCBA Estate Planning & Fiduciary Law Section Member $465 $540$565 
NCBA Member $485 $560$585 
NCBA Paralegal Division Member $310 $385 $410 
Non-Member $560 $635 $660 
CLE Passport 14 tokens 
Full-time LANC Attorney (NCBA Member) $310 $335 
1st Year Licensed in NC (NCBA Member) $198 $223 
 
 The following categories do not include MCLE fees:
Law Student Division Member $25 N/A
Paralegal Division Student Member $25 N/A
Judge (NCBA Member) Please call the NCBA CLE Department to register for these categories: 800.228.3402 $75 N/A
Law Professor (NCBA Member) $75 N/A
Clerk of Court (NCBA Member) $75 N/A
 


LIVE CARY Program Location and Local Hotel Accommodations:

Program Location

NC Bar Center
8000 Weston Parkway, Cary, NC 27513 Directions | 800.228.3402 | Dorsett Auditorium 

Local Hotel Accommodations


Embassy Suites
201 Harrison Oaks Boulevard, Cary Directions 

Rates | $169 
Includes full cooked-to-order breakfast and manager's evening reception

Reservations 
Click here to register online. Web reservation preferred: select dates and click "add special rate code.  Enter 2691626.


TownePlace Suites by Marriott

120 Sage Commons Way, Cary Directions

Rates | $114 studio queen with sleeper sofa (Sunday-Thursday) 
Includes complimentary hot breakfast

Reservations
| 919.678.0005 
Ask for the NC Bar Association corporate rate


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 $75 on a video replay program by registering early!


Asheville | Comfort Suites Outlet Center | Thursday-Friday, November 2-3, 2017
890 Brevard Road Directions | 828.665.4000 | Biltmore Room 
Registration: 8:15
Day 1: 8:30a-5:15p | Day 2: 8:30a-5:15p
#501ASV | Early Bird October 26


Cary | NC Bar Center | Tuesday-Wednesday, January 16-17, 2018

8000 Weston Parkway Directions | 800.228.3402 | Dorsett Auditorium
Registration: 8:15 
Day 1: 8:30a-5:15p | Day 2: 8:30a-5:15p
#501BAR | Early Bird January 9


Charlotte | Hampton Inn & Suites Charlotte SouthPark at Phillips Place | Thursday-Friday, January 18-19, 2018

6700 Phillips Place Court Directions | 704.319.5700 | Conference Room
Registration: 8:15 
Day 1: 8:30a-5:15p | Day 2: 8:30a-5:15p
#501CHA | Early Bird January 11


Pinehurst | SpringHill Suites Pinehurst Southern Pines | Monday-Tuesday, December 4-5, 2017

10024 US Highway 15/501 Directions | 910.695.0234
Registration: 8:15 
Day 1: 8:30a-5:15p | Day 2: 8:30a-5:15p
#501PIN | Early Bird November 27


Wilmington | Hampton Inn Wilmington-Medical Park | Wednesday-Thursday, October 25-26, 2017

2320 South 17th Street Directions | 910.796.8881 | Azalea Room II
Registration: 8:15 
Day 1: 8:30a-5:15p | Day 2: 8:30a-5:15p
#501WLM | Early Bird October 18


Winston-Salem | Fairfield Inn & Suites Winston-Salem Hanes Mall | Thursday-Friday, January 11-12, 2018

1680 Westbrook Plaza Drive Directions | 336.714.3000 | Room 153 A&B
Registration: 8:15 
Day 1: 8:30a-5:15p | Day 2: 8:30a-5:15p
#501WIN | Early Bird January 4

 

Speaker Information
Douglas W Benson   [ view bio ]
Ansley C Cella   [ view bio ]
John R Cella Jr   [ view bio ]
Andrea C Chomakos   [ view bio ]
Stephanie C Daniel   [ view bio ]
Elinor J 'Elie' Foy   [ view bio ]
Rick E Graves   [ view bio ]
Caitlin N Horne   [ view bio ]
Linda F Johnson   [ view bio ]
Timothy W Jones   [ view bio ]
Samuel R 'BJ' Kilgore III   [ view bio ]
Jill L Peter Kaess   [ view bio ]
Heidi E Royal   [ view bio ]
N Lucille 'Lucy' Siler   [ view bio ]
Rebecca L Smitherman   [ view bio ]
Sandi O Thorman, CPA   [ view bio ]
Bradley T 'Brad' Van Hoy   [ view bio ]
Jason W Wenzel   [ view bio ]
Victoria S Windell   [ 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): 14.50
Estate Planning and Probate Law Specialization: 14.50
Questions?
CLE Passport
Share This
Passport
You must be logged in to access NCBA Passports.
To continue, you need to log in to North Carolina Bar Association. If you have any questions about your account please contact us at 1-866-702-3278.
Email Address:
Password:
Products
LIVE CARY Wednesday-Thursday, September 27-28, 2017 | #501EPC
Paralegal Division Member: $385.00
Estate Planning & Fiduciary Law Section Member: $540.00
NCBA Member: $560.00
Non-Member Price: $635.00
ASHEVILLE VIDEO Thursday-Friday, November 2-3, 2017 | #501ASV
Paralegal Division Member: $385.00
Estate Planning & Fiduciary Law Section Member: $540.00
NCBA Member: $560.00
Non-Member Price: $635.00
CARY VIDEO Tuesday-Wednesday, January 16-17, 2018 | #501BAR
Paralegal Division Member: $385.00
Estate Planning & Fiduciary Law Section Member: $540.00
NCBA Member: $560.00
Non-Member Price: $635.00
CHARLOTTE VIDEO Thursday-Friday, January 18-19, 2018 | #501CHA
Paralegal Division Member: $385.00
Estate Planning & Fiduciary Law Section Member: $540.00
NCBA Member: $560.00
Non-Member Price: $635.00
PINEHURST VIDEO Monday-Tuesday, December 4-5, 2017 | #501PIN
Paralegal Division Member: $385.00
Estate Planning & Fiduciary Law Section Member: $540.00
NCBA Member: $560.00
Non-Member Price: $635.00
WILMINGTON VIDEO Wednesday-Thursday, October 25-26, 2017 | #501WLM
Paralegal Division Member: $385.00
Estate Planning & Fiduciary Law Section Member: $540.00
NCBA Member: $560.00
Non-Member Price: $635.00
WINSTON-SALEM VIDEO Thursday-Friday, January 11-12, 2018 | #501WIN
Paralegal Division Member: $385.00
Estate Planning & Fiduciary Law Section Member: $540.00
NCBA Member: $560.00
Non-Member Price: $635.00