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2022 Basics of Estate Administration

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Estate administration can be a lengthy and complex process rife with potential pitfalls and costly missteps. Even the most seemingly straightforward case can quickly become challenging to navigate. So, where do you start? What documentation do you need? Which of the decedent’s assets are subject to administration and which are not? What paperwork needs to be filed (and when)?

Get the answers to these and many other practical questions as seasoned practitioners guide you through the mechanics of the entire process, from file organization to final distribution of assets.

Designed to help you master the basics of estate administration in North Carolina, this program covers the following essential concepts: exceptions to formal estate administration, pre-qualification, qualification and post-qualification procedures, handling various types of assets, including business assets and retirement accounts, preparing and filing inventories, annual accounts and final accounts of the decedent’s estate, including distributions and apportionment considerations, overview of federal estate tax issues and filing requirements and other matters pertaining to the decedent’s tax returns.

To facilitate continuous skill development and conceptual reinforcement long after the program concludes, attendees receive a digital copy of the newly released, fully updated North Carolina Estate Administration Manual, 10th Edition.


  • Pre-qualification Procedures and Exceptions to Formal Administration
  • Qualification and Post-qualification Procedures
  • Handling Assets
  • Handling Business Interests
  • Handling Retirement Accounts
  • Inventories, Accountings and Distributions
  • Estate Taxation
  • Decedent's Tax Returns

Live Webcast
Thursday, February 10, 2022
8:25 AM–4:45 PM

Click here to view the full program agenda.


  • Monica C. Berry, Ingersoll Firm PLLC, Winston-Salem
  • Charlie D. Brown, Brown Estate Planning & Elder Law, Graham
  • Walter B. Burwell Jr., Envisage Law, Raleigh
  • Charles E. Davis, Poyner Spruill LLP, Raleigh
  • Daniel B. Finch, Envisage Law, Raleigh
  • Christopher N. "Chris" Hewitt, Womble Bond Dickinson (U.S) LLP, Winston-Salem
  • Holly B. Norvell, Johnston Allison & Hord PA, Charlotte
  • Kristyn G. Whitaker, Jones Branz Whitaker LLP, Raleigh
  • Joseph H. "Jay" Williams, Lowe & Williams PLLC, Mount Airy

NCBA Estate Planning & Fiduciary Law Section

  • Marc W. Ingersoll, Ingersoll Firm PLLC, Winston-Salem (Planner)

North Carolina: 6.75 MCLE Hours

Qualifies for NC State Bar Estate Planning & Probate Law Specialization

The electronic version is included with your 2022 Basics of Estate Administration program registration. Call the CLE Department at 919.677.0561 to add a print copy to your registration for just $75.

See pricing below.