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.
10:40 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.
2:20 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.
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