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2021 Estate Planning & Probate Law Survey Course

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Designed for individuals who practice or are beginning to practice in the estate planning and probate law areas, the 2021 Estate Planning & Probate Law Survey Course provides an overview of key concepts and discusses practical considerations, planning strategies and opportunities.

Gain insight from knowledgeable estate planning and tax practitioners as they share their expertise on the following pertinent topics:

  • Wills, trusts and probate law in North Carolina
  • Estate, gift and generation-skipping transfer taxes
  • Real estate, retirement and business interests
  • Fiduciary income taxation


  • Wills
  • North Carolina Uniform Trust Code
  • Probate Law
  • Charitable Giving
  • Partnerships, LLCs and Corporations
  • Estate Planning With Powers of Attorney, Guardianship and Ward
  • Fiduciary Income Taxation of Trusts and Estates
  • Gross Estate and Estate Valuation
  • Transfer Taxes: Estate, Gift and Generation-Skipping Transfer
  • Retirement Benefits
  • Life Insurance
  • Recent Tax Changes

Live Webcast
Thursday-Friday, September 23-24, 2021
Day 1: 8:15 AM–4:40 PM
Day 2: 8:25 AM–3:00 PM

Click here to view the full program agenda.


  • S. Kyle Agee, Johnston Allison & Hord PA, Charlotte
  • Koral F. Alman, The Van Winkle Law Firm, Asheville
  • Douglas W. "Doug" Benson, Foundation for the Carolinas, Charlotte
  • John R. Cella Jr., Ragsdale Liggett PLLC, Raleigh
  • Doris J. "Dori" Dixon, Schell Bray PLLC, Greensboro
  • Elinor J. "Elie" Foy, Womble Bond Dickinson (U.S.) LLP, Raleigh
  • Paul M. Hattenhauer, Culp Elliott & Carpenter PLLC, Charlotte
  • Christopher N. "Chris" Hewitt, Womble Bond Dickinson (U.S.) LLP, Winston-Salem
  • Linda Funke Johnson, Senter Stephenson & Johnson PA, Fuquay-Varina
  • Sandi O. Thorman, GreerWalker CPAs & Advisors, Charlotte
  • Sara Page H. Waugh, Moore & Van Allen PLLC, Charlotte

NCBA Estate Planning & Fiduciary Law Section

  • C. Barton "Bart"Landess, Catawba Lands Conservancy, Charlotte (Planner)
  • Kerri L.S. Mast, Brown Brothers Harriman & Company, Charlotte (Planner)

North Carolina: 12.50 MCLE Hours

Qualifies for NC State Bar Estate Planning and 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.