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Day 1 | NCBA 2021 Annual Review

8:55        Welcome and Introductions

9:00        If Ignorance Is Bliss, Why Did We Ask the State Bar That Ethics Question?*

Jason A. McGrath, McGrath and Spielberger PLLC Attorneys at Law, Charlotte

Jason McGrath presents actual ethics questions and real-world ethics dilemmas as presented to the State Bar, as well as the State Bar's responses. (This is not a repetition or summary of Formal Ethics Opinions.) The issues cover a wide range of topics, and many apply to all attorneys, regardless of practice area or career stage.

10:00      Break

10:10      Bankruptcy Law Update

William E. "Billy" Brewer Jr., Janvier Law Firm PLLC, Raleigh
William P. "Bill" Janvier, Janvier Law Firm PLLC, Raleigh

The only thing constant about the practice of bankruptcy is the constant change. Billy Brewer and Bill Janvier review a day's worth of recent Chapter 7, 11, 12 and 13 cases in just under an hour. If time permits, and just for fun, they may also talk about a Chapter 15 case.

11:10      Break

11:20      Privacy and Data Security Law Update

Matthew A. Cordell, VF Corporation, Greensboro
Elizabeth H. Johnson, Wyrick Robbins Yates & Ponton LLP, Raleigh

Most organizations will soon need to change the ways they collect, use, safeguard and share personal information. This session highlights the most impactful developments in privacy and data security law for 2020. Topics include new and emerging U.S. laws (CCPA, CPRA, VCDPA, CPA, etc.), international laws, regulatory and enforcement trends, and industry developments, among other updates.

12:20      Lunch Break

1:05        Real Property Case Law Update

Christopher L. Burti, Statewide Title Inc., Farmville

Review the most recent and impactful case law decisions involving real property.

2:05        Break

2:15        Labor and Employment Law Update

Robin E. Shea, Constangy Brooks Smith & Prophete LLP, Winston-Salem

Receive a general overview of basic employment law issues — including at‐will employment, wrongful discharge, noncompetes and related tort claims — with 2020‐21 updates.

3:15        Break

3:25        Estate Planning Law Update

Sandra M. "Sandy" Clark, Manning Fulton & Skinner PA, Raleigh

Examine recent cases and changes to law impacting estate planning and the administration of a decedent's estate.

4:25        Adjourn for the day

* Indicates portion providing Ethics/Professional Responsibility credit
‡ Indicates portion providing Technology Training credit

Thank you

Thank you for joining us today for day one of NCBA 2021 Annual Review. We'll see you tomorrow.


  • Heather T. Baker

    Heather T. Baker is originally from New Jersey, but grew up in North Carolina and went on to graduate from N.C. State University with a degree in English. A high school teacher instilled in her the importance of being able to write and say exactly what you mean, and Heather has continued to love and develop this skill set in both the written and spoken word. Since graduating from UNC Chapel Hill School of Law in 2009, Heather has focused her practice on workers' compensation and is an integral member of Teague Campbell's workers' compensation team. She practices with a comprehensive understanding of the law while balancing each of her clients' specific needs. Heather has an impressive record advocating for her clients in and out of the courtroom.

    Within the realm of workers' compensation in North Carolina, Heather represents employers across industries, some of which include construction, manufacturing, healthcare, hospitality, utilities, and vegetation management. She is regularly asked to speak at local and national conferences, client seminars, and other industry events. Heather has been honored to speak annually at the NC Bar Association's Workers' Compensation Seminar and has also spoken at the NC Bar Association's Annual Review Meeting. She currently serves as Secretary of the NC Bar Association's Workers' Compensation Section Council for the 2020/2021 session and will serve as Vice-Chair in the 2021/2022 year. Heather is also an active member of the National Workers' Compensation Defense Network (NWCDN), a network of prominent insurance defense firms throughout the United States and Canada. She is currently serving as the Southeast Regional Chair and regularly speaks at NWCDN conferences.

    Community is important to Heather and she has made it a priority to invest in her local community. During law school, she helped co-found a mentoring program, Graduate2Graduate, which paired law school students with local high school students who were identified as academically at risk. Heather went on to assist with the launch of Lawyers 4 Literacy in Wake County, a volunteer organization that pairs lawyers in the area with elementary school children to increase literacy and interest in history and civics. More recently, in response to the effects of the COVID-19 pandemic on public education, Heather volunteered to assist with fundraising for the Project for Equitable Access in Remote Learning (PEARL), which aims to mitigate the education equity gap that has intensified as a result of COVID-19 by providing support for high school students in Raleigh, North Carolina. Heather is also the Chair of the firm's Mentoring Committee, where she enjoys working with associates and other newer attorneys in the legal community.

    Heather is a proud resident of downtown Raleigh. She and her husband, Mike, met while attending N.C. State University and they love living in Raleigh. They have two young daughters who keep them on their toes. Heather is an avid runner and enjoys participating in marathons across the country. The Boston marathon holds a special place in her heart. When not working, wrangling children, or running, Heather enjoys traveling. She and Mike most recently traveled to Vietnam and Cambodia and continue to add to their list of places to visit.

    Click here for more information about Heather.

  • William E. "Billy" Brewer Jr.

    William E. "Billy" Brewer Jr. began his practice as a general practitioner in 1977. Beginning in 1987, he focused his practice on consumer bankruptcy. In April 2017, he joined the team at Janvier Law Firm PLLC, helping to expand its services to assist a wider range of clientele. Billy's extensive experience not only as a bankruptcy lawyer, but as a general practitioner who handled real estate closings, divorce cases, and criminal matters, provides the background to deal with the numerous issues that arise in bankruptcy cases.

    Billy's professionalism and prowess have not gone unnoticed, earning him several distinctions over the years, including an AV Preeminent peer review rating through Martindale-Hubbell, and he was selected for inclusion in North Carolina Super Lawyers, a part of Thomson Reuters, from 2008 to 2018. The Super Lawyers distinction is a high honor considering the independently led, multiphase selection process that includes a peer review and a thorough good standing and disciplinary check. He served on the board of directors for the National Association of Consumer Bankruptcy Attorneys (NACBA) from 1997 to 2015, and as NACBA's president in 2011-2012. He was inducted as fellow in the American College of Bankruptcy in 2009. Finally, he received the Lifetime Achievement Award for the Bankruptcy Section of the North Carolina Bar Association in 2014.

    Billy is certified as a specialist in consumer bankruptcy by the North Carolina State Bar Board of Legal Specialization.

    Click here for more information about Billy.

  • Christopher L. "Chris" Burti

    Christopher L. "Chris" Burti earned a Bachelor of Science Degree in Management from East Carolina University and received his Juris Doctor from the University of North Carolina School of Law (Chapel Hill).

    After fifteen years in private practice he left the law firm of Lewis & Burti in 1994 to join Statewide Title Inc., where he serves as Vice President and Senior Legal Counsel. Chris concentrated his practice in the areas of Commercial Real Estate, Residential Real Estate and Governmental Law. As counsel for Statewide Title Inc., Chris works with attorneys across the State in resolving complex legal issues in residential, governmental and commercial transactions involving real property. He is active in providing input and advice on drafting legislation to increase certainty in land records, mortgage lending and to correct problems affecting real property.

    Chris is the principal course planner and speaker for continuing legal education seminars for Statewide Title Inc., and has been a CLE presenter for the North Carolina Bar Association, The North Carolina Land Title Association, The University of North Carolina School of Law, Wake Forest University School of Law, Professional Educational Systems, Inc., the North Carolina Municipal Attorneys Association and other professional associations. He is the principal author on the topic of Real Property Law for the Statewide Title Inc. Newsletter and Legal Memorandum. These articles have been frequently reprinted in other legal journals.

    Chris is a Past President of the North Carolina Land Title Association and has served for two terms as its General Counsel. He has previously served on the North Carolina Bar Association Real Property Section Council, the North Carolina Bar Association Board of Governors, on its Executive Committee, as Chair of the Senior Lawyers Division and on the Transitioning Lawyers Commission.

    Click here for more information about Chris.

  • Sandra M. "Sandy" Clark

    Sandra M. "Sandy" Clark is a partner with Manning Fulton & Skinner PA in Raleigh. She represents individuals and fiduciaries regarding strategies for estate planning, trust planning, special needs trusts, and administrative matters. Sandy also has a broad range of experience with closely-held businesses for business matters including mergers and acquisitions.

    Sandy is a Certified Public Accountant and is a Board Certified Specialist in Estate Planning and Probate. She has a diversified tax, business, estate planning and probate practice. She works with clients on matters involving complex tax-saving wealth transfer strategies including family limited partnerships and limited liability companies, generation skipping trusts, charitable trusts and various other estate freezing and discount valuation strategies. She advises clients related to estate and trust administration and has experience with complex estate litigation including caveat actions and special proceedings.

    Sandy was the Chair of the North Carolina Bar Association, Estate Planning & Fiduciary Law Section and is a Fellow with the American College of Trust and Estate Counsel. She frequently speaks on estate planning and probate law for trade and professional groups.

    Sandy graduated with honors from Campbell University Law School and also received her undergraduate B.B.A. degree with honors from Campbell University.

    Sandy is very active in several charitable organizations, including Special Olympics and the YMCA and served on the Advisory Board and as the Chairperson of the "We Build People" campaign for the Kraft YMCA. She is married with two children and lives in Cary.

    Click here for more information about Sandy.

  • Matthew A. Cordell

    Matthew A. Cordell is the Vice President and General Counsel for Privacy and Technology at VF Corporation.

    VF operates under many consumer brands names you might recognize, including Vans, The North Face, Timberland, Dickies, Supreme, and many others. VF is made up of 70,000 employees in dozens of countries around the world.

    Matt is the founder and Chair of the Privacy and Data Security Specialization Committee of the NC State Bar. He holds several IAPP certifications: CIPP/US, CIPP/E, CIPP/Canada, and CIPM. He is an IAPP and ABA certified Privacy Law Specialist (PLS), and an IAPP Fellow of Information Privacy (FIP).

    Click here for more information about Matthew.

  • Kearns Davis

    Kearns Davis founded Brooks Pierce's practice in white-collar criminal defense, felony trials and appeals, grand jury proceedings, and government investigations, and he handles a broad range of federal and business litigation. Kearns is a lecturer in Trial Advocacy at the University of North Carolina School of Law. He was president of the North Carolina Bar Association in 2016-17. He was an Assistant United States Attorney from 2003-07.

    Kearns is listed among "The Best Lawyers in America" in White-Collar Criminal Defense, Bet-the-Company Litigation, and Commercial Litigation (Woodward/White publishing) since 2010); "North Carolina Super Lawyers Top 10" attorneys in all categories since 2016; "Chambers USA: America's Leading Lawyers for Business" in White-Collar Crime and Government Investigations since 2012; Business North Carolina's "Legal Elite Hall of Fame" in Criminal Law; and "Local Litigation Star" for North Carolina in White Collar Crime since 2015.

    Click here for more information about Kearns.

  • Latasia A. Fields

    Latasia A. Fields brings her passion for advocacy to Raleigh practicing both workers' compensation and employment law. She works with insurance carriers, third-party administrators, and employers, including but not limited to, retailers and healthcare entities. Latasia enjoys identifying the intersection of workers' compensation and employment law and has experience with motions and hearings before the North Carolina Industrial Commission.

    In her workers' compensation practice, Latasia represents employers, insurance carriers, and third-party administrators across a broad range of industries including retail and hospitality, construction, healthcare, manufacturing, and transportation. Latasia has experience litigating the full range of workers' compensation claims including injury by accident, occupational disease, death claims, traumatic brain injuries, and even claims involving permanent and total disability. She routinely negotiates favorable settlements through mediation as well as informal negotiations. When unable to reach a settlement agreement, Latasia zealously advocates for her clients' interests before all levels of the North Carolina Industrial Commission from the administrative forum to the Full Commission.

    In contrast, Latasia's employment law practice is dedicated to compliance and litigation avoidance. Latasia provides conscientious and personalized counsel to business owners, public employers, in-house counsel, and human resources professionals on a variety of employment law issues such as, Title VII claims of discrimination and harassment, retaliation, ADA accommodations and leave policies, and more. Latasia has also been critical in spearheading the development of Teague Campbell's Employment Law Workshops. These fee-based workshops are offered to public and private sector employers to mitigate risk and address underlying issues that lead to employment law claims.

    While Latasia has made Raleigh her second home, she will always be loyal to the Queen City and all that it has to offer. In her free time, she enjoys attending Panthers games, traveling, and trying new restaurants. Latasia loves to scope out a good barbeque restaurant and admits that her guilty pleasure is a barbecue sandwich with coleslaw and a little hot sauce from B's in Greenville.

    Click here for more information about Latasia.

  • Robert E. "Rob" Harrington

    Robert E. "Rob" Harrington is a member of Robinson Bradshaw & Hinson PA in Charlotte. Rob litigates complex business disputes. He represents corporate clients in a broad range of contract, trade practice and other business matters. Rob has served as lead counsel in cases in various jurisdictions, including the North Carolina Business Court and other state and federal courts in North Carolina, South Carolina, Virginia, Georgia, Mississippi and Louisiana. He has frequently defended financial institutions in consumer lending disputes and lawsuits arising from their service as fiduciaries.

    Rob chairs the firm's Litigation Department. He served as president of the Mecklenburg County Bar, was appointed by the Chief Justice of the North Carolina Supreme Court to the North Carolina Commission on the Administration of Law and Justice and serves as a member of the board of governors of the North Carolina Bar Association. For his professional work and civic engagement, North Carolina Lawyers Weekly recognized Rob as Lawyer of the Year in 2017 and Business North Carolina included him in its annual Power 100 list for 2020.

    Rob received his B.A. degree, magna cum laude, from Duke University and his J.D. degree with high honors from Duke University School of Law in 1987.

    Click here for more information about Rob.

  • Richard E. Hicks PhD

    Richard E. Hicks PhD a licensed psychologist and a licensed clinical addictions specialist, is Executive Director of HRC and Director of EAP Programs (BarCARES representing the largest of those programs).

    Dr. Hicks received undergraduate degrees in Psychology and Electrical Engineering from North Carolina State University. He obtained a Masters and Doctorate in Clinical Psychology from the University of North Carolina - Chapel Hill. He has provided psychological services to adults, adolescents, and children in a variety of outpatient and inpatient settings since 1998. He served on the Board of the North Carolina Psychological Association from 2009-2015, and he currently serves on the North Carolina Substance Abuse Professional Practice Board.

    Click here for more information about Dr. Hicks.

  • Judge Lucy N. Inman

    Judge Lucy N. Inman has served on the North Carolina Court of Appeals since her election in 2014. She previously served as a special superior court judge for four years, presiding in trials and hearings in more than 40 of our state's 100 counties.

    Judge Inman started her legal career as a law clerk to Chief Justice Jim Exum of the Supreme Court of North Carolina. She then practiced civil litigation for 18 years, first in California and later in North Carolina. She received her JD in 1990 from the University of North Carolina at Chapel Hill School of Law and her BA in English in 1984 from N.C. State University. Judge Inman's first career was as a newspaper reporter.

    Judge Inman serves on the Board of Directors of NC BarCARES, a nonprofit provider of free, confidential and professional counseling to lawyers and judges. She has previously served in leadership positions with the North Carolina Bar Association and the North Carolina Association of Women Attorneys.

    Judge Inman and her husband Billy Warden live in Raleigh.

    Click here for more information about Judge Inman.

  • William P. "Bill" Janvier

    William P. "Bill" Janvier is with Janvier Law Firm PLLC in Raleigh. Bill has helped individuals and businesses file successful bankruptcy cases throughout North Carolina. He works with business of all types, and has filed bankruptcy cases for builders, developers, restaurants, retail chains, farms, medical practices, distributors, shopping centers, office buildings, technology companies and high income individuals.

    Bill's hard work and passion have earned him several distinctions over the course of his career including an AV Rating* through Martindale-Hubbell and having his name listed in Super Lawyers, a part of Thomson Reuters, every year since 2006, Legal Elite every year since 2006 and Best Lawyers in America every year since 2007. Bill has served as Chairman of the Bankruptcy Section of the North Carolina Bar Association, has served on the local rules committee for the United States Bankruptcy Court for the Eastern District of North Carolina for over 10 years, and serves as a Director for the Eastern Bankruptcy Institute. He is certified as a specialist in business and consumer bankruptcy by the North Carolina State Bar Board of Legal Specialization.

    Bill graduated with honors from the University of North Carolina School of Law in 1992.

    Click here for more information about Bill. 

  • Elizabeth H. Johnson

    Elizabeth H. Johnson is a member of Wyrick Robbins' privacy and data protection practice group. She has practiced exclusively in that specialty for 16 years.

    Elizabeth is a certified privacy law specialist (NCBA) and a certified information privacy professional (IAPP).

    Click here for more information about Elizabeth.

  • Xavier D. Lightfoot

    Xavier D. Lightfoot is an employment and personal injury attorney at Ward and Smith in Raleigh. His practice primarily focuses on labor and employment law, serious personal injury and wrongful death, and civil litigation. As a member of Ward and Smith's Labor and Employment Practice Group, he regularly advises employers on a wide range of labor and employment law issues, including personnel policies and handbooks, employment discrimination and harassment, employee discipline and termination, drug and alcohol testing, and various wage and hour matters.

    In addition, Xavier has experience litigating claims for serious personal injury, including cases involving vehicle accidents, professional malpractice, and premises liability, among other areas. He also represents both corporate and individual clients in a broad range of civil litigation before state and federal courts.

    Xavier earned his B.S in Business Accounting and Finance from East Carolina University and his J.D. from North Carolina Central University School of Law.

    Click here for more information about Xavier.

  • Jason A. McGrath

    Jason A. McGrath has been practicing law continuously since 1996. He spent five (5) years as an "assistant DA", and was consistently near the top with regard to the number of trials completed and the percentage of trials won. After being recruited into a highly rated private firm, Jason was promoted and named managing partner of one of the firm's offices. In 2009, he started his own firm.

    Jason has tried over 100 cases to completion, has prepared over 10,000 legal documents for clients, has participated in thousands of depositions (including hundreds of expert depositions), and has represented the public, private individuals, and businesses.

    Jason has a Doctorate of Jurisprudence (law degree) from Florida State University, class of 1996. From 1989 through 1993, he attended Florida State as an undergrad, earning a bachelor's in Political Science, a bachelor's in International Affairs, and a minor in Spanish.

    In law school, Jason was part of a two person Moot Court team which won a National Moot Court Competition in Beverly Hills, California. During his undergraduate years, he was a member and officer in the Sigma Chi fraternity. He was admitted into Florida State University's Honors Program and attended Florida State on various scholarships, including a National Merit Scholarship.

    Click here for more information about Jason.

  • Meredith J. Parker

    Meredith J. Parker is a family law attorney with Charles R. Ullman & Associates PLLC in Raleigh. Meredith received her B.A. in Political Science from the University of North Carolina at Chapel Hill in 2014 and earned her Juris Doctor degree from Campbell University School of Law in 2017.

    Meredith focuses her practice exclusively on family law matters in Wake County, including separation, divorce, child custody, child support, alimony, property distribution, domestic violence, premarital agreements, separation and property settlement agreements, and grandparents' custody rights.

    Meredith currently serves on the Communications Committee for the North Carolina Bar Association Family Law Section.

    Click here for more information about Meredith.

  • Jan E. Pritchett

    Jan E. Pritchett is the managing attorney at the Greensboro law firm of Schlosser & Pritchett. He has extensive experience in litigating criminal matters and is a Board Certified Specialist in Federal and State Criminal law. He has been recognized by North Carolina Super lawyers for over a decade and North Carolina Magazine's Legal Elite. One of his most recent recognitions was his 2018 induction into the Southern University Law Center Hall of Fame.

    Jan began his early career with a small Fayetteville law firm before relocating to Greensboro to become an Assistant District Attorney in Guilford County. For the last 22 years, Jan's practice has been limited to criminal matters. During his 26 year career as an attorney, he has litigated over 200 jury trials and several hundred bench trials.

    Jan resides in Greensboro with his wife and two girls. He is active in several community organizations and enjoys traveling, golf and tennis in his time away from the grind.

    Click here for more information about Jan.

  • Catherine Sanders Reach

    Catherine Sanders Reach is Director for the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals. Formerly she was Director, Law Practice Management and Technology for the Chicago Bar Association and the Director at the American Bar Association's Legal Technology Resource Center.

    Prior to her work at the NCBA, CBA and ABA she worked in library and information science environments for a number of years, working at Ross and Hardies as a librarian. She received a master's degree in Library and Information Studies from the University of Alabama, Tuscaloosa in 1997.

    Catherine's professional activities include articles published in Law Practice magazine, Law Technology News and GPSolo Magazine, as well as numerous other publications. She has given presentations on the use of technology in law firms for national bar conferences, state and local bar associations and organizations such as the National Association of Bar Council and the Association of American Law Schools. In 2011 she was selected to be one of the inaugural Fastcase 50, celebrating fifty innovators, techies, visionaries, and leaders in the field of law and in 2013 became Professionalism for New Attorneys (PNA) a Fellow of the College of Law Practice Management. She served on the ABA TECHSHOW Board from 2007-2009, 2014-2016 and is co-vice chair in 2019.

    Click here for more information about Catherine. Connect with her on Twitter and LinkedIn.

  • Robin E. Shea

    Robin E. Shea is a partner with the labor and employment firm Constangy Brooks Smith & Prophete LLP. She has more than 30 years' experience in employment litigation, including Title VII and the Age Discrimination in Employment Act, the Americans with Disabilities Act, the Genetic Information Nondiscrimination Act, the Equal Pay Act, and the Family and Medical Leave Act; and class and collective actions under the Fair Labor Standards Act and state wage-hour laws; and labor relations. She provides preventive advice to employers and conducts training for human resources professionals, management, and employees on a wide variety of topics.

    Robin is editor in chief of her firm's legal bulletins and its three law blogs, including Employment & Labor Insider, which was included in the ABA Blawg 100 for five years.

    Robin graduated, cum laude, from Wake Forest University School of Law, and her undergraduate degree is from the University of North Carolina at Chapel Hill. She is a past chair of the NCBA's Professionalism Committee and has been listed in Best Lawyers in America since 2012. She was voted "Lawyer of the Year" for 2022 in Best Lawyers in America for North Carolina employment law-management.

    Click here for more information about Robin.

  • Lauren E. Snyder

    Lauren E. Snyder focuses her practice on legal ethics and malpractice, complex civil litigation, and government enforcement actions. Lauren practices in Washington D.C. and Raleigh. She has represented various individuals and corporations in a wide range of federal criminal investigations and prosecutions, including investigations and prosecutions related to price-fixing cartels, mail and wire fraud, "off label" use of medical devices, and financial crimes.

    Lauren has served as both defense and plaintiff's counsel and has been involved in all aspects of litigation, from initial case assessments to trials and appeals.

    Click here for more information about Lauren.

  • Matthew Sparks

    Matthew Sparks received his Juris Doctor from Campbell University School of Law and his Bachelor of Arts in Management and Society from UNC Chapel Hill. Since his admission to the North Carolina State Bar, Matthew has exclusively practiced family law, including separation, divorce, child custody, child support, postseparation support, alimony, equitable distribution, and domestic violence. He has successfully represented client's in Wake County and other surrounding counties.

    Click here for more information about Matthew.

October 14, 2021
Thu 8:55 AM EDT

Duration 7H 30M

This live web event has ended.

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