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43rd Annual Estate Planning & Fiduciary Law Program

Join us this summer as we return in person to Kiawah Island for our 43rd annual estate planning and fiduciary law program. This program, also offered by Live Webcast, provides three mornings of CLE covering significant estate planning, estate administration and tax issues.

Designed to benefit both new and experienced lawyers alike, the 43rd Annual Estate Planning & Fiduciary Law Program offers practical tips and insight to help you navigate challenges and opportunities in the current environment.

Coinciding with the annual meeting of the Estate Planning & Fiduciary Law Section, this program — attended by attorneys, CPAs, trust officers and other estate planning professionals from North Carolina and beyond — offers opportunities to network with colleagues in the estate planning arena.


  • Federal and State Update
  • Legislative Update
  • Cross-Border Conundrums: Identifying and Handling International Issues in Our Daily Practice
  • Survey of Directed Trusts in the Carolinas
  • All Things "E" (Electronic)
  • Tax Controversy
  • What the Cool Kids Are Doing in Estate Planning
  • Reverse Engineering Estate Planning for Good
  • Hindsight Is Everything: A Discussion of Notable (or at Least Interesting) Recent Fiduciary Litigation Cases in 2021

In-Person Live and Live Webcast
Thursday-Saturday, July 21-23, 2022
Event start time varies based on delivery method. Click on the event at the bottom of the page for exact start times.

Click here to view the full In-Person Live program agenda.
Click here to view the full Live Webcast program agenda.

Kiawah Island Golf Resort, 1 Sanctuary Beach Dr, Kiawah Island, SC
Click here for hotel reservation information.


  • S. Kyle Agee, Johnston Allison & Hord PA, Charlotte
  • David D. Aughtry, Chamberlain Hrdlicka White Williams & Aughtry, Atlanta, GA
  • Keri D. Brown, Baker Botts, Houston, TX
  • Danielle W. Burness, McGuireWoods LLP, Raleigh
  • Samuel A. Donaldson, Georgia State University College of Law, Atlanta, GA
  • Mark J. Hale Jr., Baddour Parker Hine & Hale PC, Goldsboro
  • Linda Funke Johnson, Senter Stephenson & Johnson, Fuquay-Varina
  • Kimberly J. "Kim" Kirk, Johnston Allison & Hord PA, Charlotte
  • Judith U. "Judy" Linville, Linville Law Office PLLC, Charlotte
  • Lauren S. Martin, Johnston Allison & Hord PA, Charlotte
  • Raymond C. Odom, Northern Trust Corporation, Chicago, IL
  • F. Patricia "Patty" Scarborough, Evans Carter Kunes & Bennett PA, Charleston, SC
  • Brett D. Sovine, Brown Brothers Harriman & Company, Charlotte
  • Catherine L. Wilson, McPherson Rocamora Nicholson Wilson & Hinkle PLLC, Durham

NCBA Estate Planning & Fiduciary Law Section

  • Sandra M. "Sandy" Clark, Manning Fulton & Skinner PA, Raleigh (Planner)
  • Kerri L.S. Mast, Brown Brothers Harriman & Company, Charlotte (Planner)

North Carolina: 10.00 MCLE Hours

1.00 Technology Training
Qualifies for NC State Bar Estate Planning & Probate Law Specialization


See pricing below. Discounts may be available for NCBA members who are students, law professors, judges or legal services/public interest attorneys. Call CLE at 919.677.0561 for details.