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Available via Video Replay

Original Program Date: September 27-28, 2017

Click on the "In Depth" tab for tuition, 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
2017 Estate Planning and Probate Law Survey Course

Registration Tuition Options:  

 
VIDEO

Early Bird
   
Save $75 by registering early!

Early Bird and Membership discounts will automatically be applied at checkout.
Regular
NCBA Estate Planning & Fiduciary Law Section Member $465 $540
NCBA Member $485 $560
NCBA Paralegal Division Member $310 $385
Non-Member $560 $635
CLE Passport 14 tokens 
Full-time LANC Attorney (NCBA Member) $310
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 $75 on a video replay program by registering early!


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


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?
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Products
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
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