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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

  • 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
Web Event Information
Start Time:
September 27, 2017 8:25 AM Eastern
7:25 AM Central, 6:25 AM Mountain, 5:25 AM Pacific
Add to Calendar:
Estimated Length:
7 hours, 20 minutes
Registration Time Remaining:
40 days, 4 hours
Paralegal Division Member Price:
Estate Planning & Fiduciary Law Section Member Price:
NCBA Member Price:
Non-Member Price:
2017 Estate Planning and Probate Law Survey Course

Registration Tuition Options:  


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

Early Bird and Membership discounts will automatically be applied at checkout.
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

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

| 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!

Video replays to be scheduled.


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 Peters 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
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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
LIVE WEBCAST Wednesday-Thursday, September 27-28, 2017 | #501LWC
Paralegal Division Member: $410.00
Estate Planning & Fiduciary Law Section Member: $565.00
NCBA Member: $585.00
Non-Member Price: $660.00