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  1. Courses
  2. 43rd Annual Estate Planning...

43rd Annual Estate Planning & Fiduciary Law Program


This CLE covers 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.

INCLUDED SESSIONS (Also available for individual purchase)

  • 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

SPEAKERS

  • 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 M. 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

PRODUCED
July 21-23, 2022

PLANNED BY
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)

APPROVED CREDIT
North Carolina: 10.00 MCLE Hours

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


PROGRAM PRICING

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.

Access to the program and content expires ninety (90) days from the date of purchase.

$575.00 - $745.00
Premier Pass
$0.00
Estate Planning & Fiduciary Law Section Member
$575.00
Member
$620.00
Non-Member
$745.00
Items Included in the Purchase of this Course
Document Icon

Program Manuscript

Document: Manuscript
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Program PowerPoint

Document: PowerPoint
Presentation Icon

Federal and State Update

Presentation: 1.5 General 1.5 Total Hour(s) S. Kyle Agee, Kimberly J. "Kim" Kirk, Lauren S. Martin, 94 min 15 sec
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Legislative Update

Presentation: 0.75 General 0.75 Total Hour(s) Judith U. "Judy" Linville, Catherine L. Wilson, 44 min 20 sec
Presentation Icon

Cross-Border Conundrums: Identifying and Handling International Issues in Our Daily Practice

Presentation: 1.0 General 1.0 Total Hour(s) Danielle M. "Dani" Burness, 59 min 35 sec
Presentation Icon

Survey of Directed Trusts in the Carolinas

Presentation: 1.0 General 1.0 Total Hour(s) F. Patricia "Patty" Scarborough, Brett D. Sovine, 63 min 56 sec
Presentation Icon

All Things "E" (Electronic)

Presentation: 1.0 General 1.0 Technology Training 1.0 Total Hour(s) Mark J. Hale Jr., Linda Funke Johnson, 62 min 45 sec
Presentation Icon

Tax Controversy

Presentation: 1.25 General 1.25 Total Hour(s) David D. Aughtry, 75 min 50 sec
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What the Cool Kids Are Doing in Estate Planning

Presentation: 1.25 General 1.25 Total Hour(s) Samuel A. Donaldson, 76 min 34 sec
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Reverse Engineering Estate Planning for Good

Presentation: 1.0 General 1.0 Total Hour(s) Raymond C. "Ray" Odom, 61 min 32 sec
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Hindsight Is Everything: A Discussion of Notable (or at Least Interesting) Recent Fiduciary Litigation Cases in 2021

Presentation: 1.25 General 1.25 Total Hour(s) Keri D. Brown, 77 min 30 sec
Survey Icon

Program Evaluation

Survey: 7 questions
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Certificate of Completion

Certificate: 0/9 Course items completed
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