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Available via Video Replay

Original Program Date: September 27-28, 2017


*Please note: Any new tax laws passed in late 2017/2018 are not reflected in this program. This program is presented in light of the law in September 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
  • 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
8 hours, 20 minutes
2017 Estate Planning and Probate Law Survey Course

Registration Tuition Options:  


Early Bird
Save $75 by registering early!

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


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
CLE Premier Pass