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 for joining us for 2022 Basics of Will and Revocable Trust Drafting.
In this program, experienced practitioners address the basic tax and non-tax issues involved in estate planning and the drafting of wills and revocable trusts.
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.
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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, he 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 earned his B.S., with highest distinction, from the University of North Carolina at Chapel Hill and his J.D., with high honors, from the University of North Carolina at Chapel Hill School of Law.
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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 clients 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. He 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.
John earned his B.A. from the University of Virginia and his J.D., magna cum laude, from Wake Forest University School of Law.
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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 earned his B.A., with distinction, in History and Peace, War, and Defense from the University of North Carolina and his J.D., with honors, from the University of North Carolina School of Law.
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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.
In addition, Larry 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 is a member of the American College of Trust and Estate Counsel Southeast Fellows Institute, Wake County, North Carolina and Tenth Judicial District Bar Associations.
Larry earned his B.A., summa cum laude, from North Carolina State University and J.D., cum laude, from Campbell.
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