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42nd Annual Estate Planning & Fiduciary Law Program

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Join us this summer as we examine recent federal and North Carolina statutory developments that impact significant estate planning, estate administration and tax issues.

Designed to benefit both new and experienced lawyers alike, the 42nd Annual Estate Planning & Fiduciary Law Program offers practical tips and insight to help you navigate challenges and opportunities in the current environment, including:

  • Advising business owners about passing a family business to the next generation (presented by keynote speaker Tom Pauloski)
  • Preparing gift tax returns (presented by featured speaker Beth Kaufman)
  • Preserving the spousal rights and favorable tax attributes of community property
  • Becoming more proficient and productive in your daily practice with new tech tools
  • Planning for persons with disabilities
  • Understanding the science of addiction


  • Recent Developments
  • Legislative Update
  • Migrating Community Property: Cashing In on That Hot Ticket to Paradise
  • Putting "Success" Back Into Business Succession Planning
  • Planning for Persons With Disabilities: Recent Developments and Continued Challenges
  • A Lawyer's Guide to Understanding Addiction
  • From Gift-Splitting to Hair-Splitting: Improving Your Odds in the Audit Lottery
  • Top Technology Trends and Developments Practitioners Should Be Aware of in an Estate Planning/Estate Administration Practice
  • From Picking the Fight to Ending It: Important Considerations When Navigating an Estate or Trust Dispute

Live Webcast
Thursday-Friday, July 22-23, 2021
Day 1: 11:55 AM–5:15 PM
Day 2: 7:55 AM–2:30 PM

Click here to view the full program agenda.


  • Stephen A. Brown, Young Moore & Henderson PA, Raleigh
  • Tyler F. Chriscoe, Young Moore & Henderson PA, Raleigh
  • Debra L. Foster, Debra L. Foster PLLC, Charlotte
  • Beth S. Kaufman, Caplin & Drysdale, Washington, DC
  • Cathy Killian, North Carolina Lawyer Assistance Program (NCLAP), Charlotte
  • Kristen M. Lewis, The Bowden Law Firm, Atlanta, GA
  • Chadwick I. McCullen, Young Moore & Henderson PA, Raleigh
  • M. Kemp Mosley, Narron Wenzel PA, Raleigh
  • Lawrence A. "Larry" Moye IV, Womble Bond Dickinson (U.S.) LLP, Raleigh
  • Holly B. Norvell, Johnston Allison & Hord PA, Charlotte
  • Thomas J. "Tom" Pauloski, Bernstein Global Wealth Management, Chicago, IL
  • Stephanie R. Poston, Young Moore & Henderson PA, Raleigh
  • Daire E. Roebuck, Smith Bowers PLLC, Raleigh
  • M. Riana Smith, Smith Bowers PLLC, Raleigh

NCBA Estate Planning & Fiduciary Law Section

  • B.J. Kilgore, The Van Winkle Law Firm, Asheville (Planner)
  • Kerri L.S. Mast, Brown Brothers Harriman, Charlotte (Planner)

North Carolina: 10.00 MCLE Hours

1.00 Substance Abuse/Mental Health
1.00 Technology Training
Qualifies for NC State Bar Estate Planning & Probate Law Specialization


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.