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41st Annual Estate Planning & Fiduciary Law Program

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Join us this summer for our 41st Annual Estate Planning & Fiduciary Law Program, presented virtually for the first time.

This live webcast program provides six hours of CLE programming covering significant estate planning, estate administration and tax issues, with topics suitable for both new and experienced lawyers.

Coinciding with the annual meeting of the Estate Planning & Fiduciary Law Section, this program also offers one hour of ethics credit and one hour of the newly required technology credit.

INCLUDED SESSIONS

  • Recent Developments
  • Legislative Update
  • SECURE Act: How SECURE Do You Feel? Retirement Accounts and Estate Planning Post-SECURE Act
  • Watch Out! Malpractice Avoidance, Claims Repair and Ethical Considerations
  • 2020 Vision in Charitable Planning: What Every Planner Needs to Know
  • Email: The Most Dangerous Technology in a Law Firm

DETAILS
Live Webcast
Thursday, July 23, 2020
8:25AM-3:40PM

AGENDA
Click here to preview the full program agenda.

SPEAKERS

  • Lori M. Allen, Young Moore & Henderson PA, Raleigh
  • Douglas W. Benson, Foundation for the Carolinas, Charlotte
  • Stephen A. Brown, Young Moore & Henderson PA, Raleigh
  • Colleen L. Byers, Bell Davis & Pitt PA, Winston-Salem
  • Christina G. Hinkle, McPherson Rocamora Nicholson Wilson & Hinkle PLLC, Durham
  • Judith U. "Judy" Linville, Linville Law Office PLLC, Charlotte
  • Chadwick I. "Chad" McCullen, Young Moore & Henderson PA, Raleigh
  • Stephanie R. Poston, Young Moore & Henderson PA, Raleigh
  • Catherine Sanders Reach, North Carolina Bar Association, Cary
  • Mark A. Scruggs, Lawyers Mutual Liability Insurance Company of NC, Cary

PLANNED BY
NCBA Estate Planning & Fiduciary Law Section

  • Caitlin N. Horne, Moore & Van Allen PLLC, Charlotte (Planner)
  • Samuel R. "BJ" Kilgore III, The Van Winkle Law Firm, Asheville (Planner)

APPROVED CREDIT
North Carolina: 6.00 MCLE Hours

Includes
1.00 Ethics/Professional Responsibility
1.00 Technology Training
Qualifies for NC State Bar Estate Planning & Probate Law Specialization


PROGRAM PRICING
See pricing below. Discounts may be available for NCBA members who are students, law professors, judges or legal services/public interest attorneys. Call CLE at 919.677.0561 for details.