Skip to main content

2022 Basics of Will and Revocable Trust Drafting

8:55        Welcome and Introductions

9:00        Basics of Estate Planning

Lawrence A. "Larry" Moye IV, Womble Bond Dickinson (U.S.) LLP, Raleigh

Starting off with a definition, this session identifies the fundamental goals and objectives of estate planning, explores forms of ownership and beneficiary designations, and explains the significance of title. It also reviews the different types of wills (including living wills) and powers of attorney (including durable powers of attorney and health care powers of attorney), statutory alternatives to wills and basic transfer tax concepts.

10:30      Break

10:40      Revocable Trust Drafting

Jillian E. Brevorka, Brevorka Law Firm PC, Greensboro

Gain insight into planning the uses of revocable trusts as the presenter explores funding issues and transfer of assets to trusts, disposition of personal property and real property and integration of tax planning strategies.

12:10      Lunch Break

12:40      Will Drafting: Non-tax Issues

Brooks F. Jaffa, Cranford Buckley Schultz Tomchin Allen & Buie PA, Charlotte

Review important definitions pertaining to non-tax issues, and dive into a discussion of various provisions (including payment of debts and expenses; guardianship; funeral, burial or cremation instructions; and waiver of bond) and clauses (including compensation of executor, presumption of survivorship, and the exordium clause). This presentation also discusses devise of tangible personal property, real property and residuary estate, and other miscellaneous provisions and execution procedures.

2:10        Break

2:20        Will Drafting: Tax Issues

John W. Forneris, Robinson Bradshaw & Hinson PA, Charlotte

Planning for estate tax savings with marital and credit shelter trusts, the discuss tax implications of fiduciary selection and fiduciary powers.

3:50        Adjourn

Thank you

Thank you for joining us for 2022 Basics of Will and Revocable Trust Drafting.

Contributors

  • Jillian E. Brevorka

    Jillian E. Brevorka is an Associate of Brevorka Law Firm PC in Greensboro. Her principal areas of practice are estate and trust practice.

    Jillian is a member of the Estate Planning & Fiduciary Law Section of the North Carolina Bar Association. She is also a member of the Florida Bar; New York State Bar; South Carolina Bar and the American Bar Associations; National Academy of Elder Law Attorneys and the New York Chapter of National Academy of Elder Law Attorneys.

    Jillian received her B.S. degree from Cornell University in 2001 and her J.D. degree from Wake Forest University School of Law in 2008.

    Click here for more information about Jillian.

  • Charles E. "Charlie" Davis III

    Charles E. "Charlie" Davis III is a partner with Poyner Spruill LLP in Raleigh. He advises clients on estate and trust planning issues, including the implications of estate, gift, GST, and income taxes. He also advises executors and trustees in the administration of estate and trusts. In addition, Charlie advises businesses and business owners on general corporate issues, tax issues, and succession planning.

    Charlie is a Board-Certified Specialist in Estate Planning and Probate Law by the North Carolina State Bar Board of Legal Specialization. He is a member of the North Carolina Bar Association's Estate Planning and Fiduciary Law Section.

    Charlie received his B.S. degree with highest distinction from the University of North Carolina at Chapel Hill in 2011 and his J.D. degree with high honors from the University of North Carolina at Chapel Hill School of Law in 2014.

    Click here for more information about Charlie.

  • John W. Forneris

    John W. Forneris is a member of Robinson Bradshaw & Hinson PA in Charlotte. He practices in the areas of estate planning, estate administration and tax planning. He assists client with the development of wealth transfer strategies that achieve the clients' personal and financial goals while minimizing the tax and costs associated with the transfer of wealth to younger generations. John also works with clients to preserve and maximize the value of their wealth through the formation of family limited liability companies and charitable gift planning.

    John's experience includes the preparation of federal gift, estate and fiduciary income tax returns and various estate planning documents, including wills, powers of attorney, revocable trusts, irrevocable life insurance trusts, GRATs, charitable remainder trusts and generation-skipping transfer tax-exempt trusts.

    John is a contributing author to the BB&T Estate Planning Forms Manual, a popular resource for North Carolina attorneys. He s on the Board of Directors for the Charlotte Chamber of Young Professionals, a member of the Estate Planning & Fiduciary Law Section of the North Carolina Bar Association, Charlotte Estate Planning Council and the Estate Planning & Probate Section of the Mecklenburg County Bar Association.

    John received his B.A. from the University of Virginia in 2010 and his J.D., magna cum laude, from Wake Forest University School of Law in 2013.

    Click here for more information about John.

  • Brooks F. Jaffa

    Brooks F. Jaffa is a partner at Cranford Buckley Schultz Tomchin Allen & Buie PA in Charlotte. He represent clients in a wide range of legal matters including commercial litigation, fiduciary litigation, employment litigation, and federal civil asset forfeiture litigation.

    John was recognized by Business North Carolina's Legal Elite in the category of Tax/Estate Planning and as a "Young Gun" in 2019, having previously been recognized as Young Gun in 2017 and 2018. Brooks was also included in the 2019 Edition of the The Best Lawyers in America in the area of Trusts and Estates.

    Outside of his practice, Brooks is very active in the NCBA. Brooks served as the Chair of the Estate Planning & Fiduciary Law Section's Pro Bono Committee and previously as the Young Lawyer Liaison to the section. He also served on the section's Legislative Committee where he helped draft the North Carolina Uniform Power of Attorney Act.

    Brooks is also a member and current Chair of the Standing Committee on Disaster Legal Services for the NCBA's Young Lawyers Division. In this capacity he has overseen the provision of disaster legal services to victims of Hurricane Florence. Previously he served as the District 9 (NC) Representative (and past Division Director and Committee Chair) for the NCBA's Young Lawyers Division and the American Bar Association Young Lawyers Division. In his role as the District 9 Representative, Brooks organized and led the NCBA's disaster legal services project in which over 175 attorneys provided pro bono legal services to over 400 individuals and families affected by Hurricane Matthew in Eastern North Carolina. For his efforts for with respect to Hurricane Matthew, Brooks received the Younger Lawyer Pro Bono Attorney of the Year Award from the NCBA and the Pro Bono Award for Outstanding Collaborative Project from the Mecklenburg County Bar.

    Outside of his work with the NCBA, Brooks serves as a member of the Board of Directors for Jewish Family Services of Greater Charlotte and Loaves and Fishes.

    Brooks graduated with distinction from the University of North Carolina in 2009 and with honors from the University of North Carolina School of Law in 2012.

    Click here for more information about Brooks.

  • Lawrence A. "Larry" Moye IV

    Lawrence A. "Larry" Moye, IV is a partner at Womble Bond Dickinson (US) LLP and practices primarily out of the firm's Raleigh office. His practice includes advising clients in estate and trust planning and administration, gift and charitable contribution planning, the formation and usage of limited liability entities, and business succession planning. He also advises clients involved in will and trust disputes, breach of fiduciary duty claims, and other fiduciary litigation concerning the rights, duties and powers of trustees and beneficiaries under the terms of trust agreements. His fiduciary litigation clients include executors, individual and corporate trustees, and estate and trust beneficiaries.

    Larry received his undergraduate degree from NC State University where he was a Park Scholar. He received his J.D. degree from Campbell University's law school where he served on the editorial board of the law review and as president of the Christian Legal Society. Larry has been recognized by his peers as a Super Lawyer, Legal Elite, and Best Lawyer in both litigation and planning/ transactional areas of practice.

    Larry grew up in a farming family in eastern North Carolina and now lives in Raleigh with his wife, Brittany, and two rambunctious sons.

    Click here for more information about Larry.

Click here to view Forms and CLE Policies, Terms and Conditions.

If paying by check, click here for a printable registration form. Please reference the live webcast program code 974BWD.

February 11, 2022
Fri 8:55 AM EST

Duration 6H 55M

This live web event has ended.

For Technical Support
(888) 705-6002
+1 (858) 201-4136*
*for callers residing outside of the United States