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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.


  • 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 Replay
Thursday-Friday, November 3-4, 2022
Day 1: 8:45 AM–4:15 PM
Day 2: 9:00 AM–12:35 PM

Click here to view the full program agenda.

Carruthers & Roth PA, 235 North Edgeworth Street, Greensboro, NC 27401


  • 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

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.