Join us this summer as we meet in person at Kiawah Island for the 44th Annual Estate Planning & 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, attendees learn practical tips and gain 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.

This program covers a variety of dynamic topics, including the following:

• Federal and State Recent Developments
• Estate Planning for the Middle Wealthy by keynote speaker Bob Kirkland
• The SECURE Act
• Business Succession Planning by featured speaker Josh Husbands
• Asset Protection as Part of Your Estate Planning Strategies
• LLC Planning and New Disclosure Legislation

INCLUDED SESSIONS

• Recent Developments
• State Legislative Updates: What You Need to Know for 2023 and Beyond
• Estate Planning for the Middle Wealthy
• The Evolution of the SECURE Act: Proposed Regulations and SECURE 2.0
• Spousal Rights in Estate Administration
• Business Succession Planning
• Asset Protection Using Tenancy by the Entirety Ownership and Pitfalls of Arbitration Provisions
• LLCs in Estate Planning, Including FINCEN Rules
• An Inside Look at Cybersecurity and How You Can Protect Yourself

DETAILS
Live Webcast
Thursday–Saturday, July 20–22, 2023
Day 1: 8:15 AM–12:45 PM
Day 2: 8:10 AM–12:00 PM
Day 3: 8:10 AM–12:00 PM

AGENDA
Click here to view the full program agenda.

SPEAKERS

• S. Kyle Agee, Johnston Allison & Hord PA, Charlotte
• Elizabeth K. "Liz" Arias, Womble Bond Dickinson (US) LLP, Raleigh
• Phillip J. "Phil" Ferraro, JP Morgan Chase & Company, Tampa, FL
• Christina G. Hinkle, McPherson Rocamora Nicholson Wilson & Hinkle PLLC, Durham
• Joshua E. "Josh" Husbands, Holland & Knight, Portland, OR
• John N. Hutson Jr., Young Moore & Henderson PA, Raleigh
• Robert K. "Bob" Kirkland, Kirkland Woods & Martinsen LLP, Liberty, MO
• Judith U. "Judy" Linville, Linville Law Office PLLC, Charlotte
• M. Kemp Mosley, Narron Wenzel PA, Raleigh
• Stacy M. Reid Monroe, Johnston Allison & Hord PA, Charlotte
• N. Lucille "Lucy" Siler, Johnston Allison & Hord PA, Charlotte
• Catherine L. Wilson, McPherson Rocamora Nicholson Wilson & Hinkle PLLC, Durham

PLANNED BY
NCBA Estate Planning & Fiduciary Law Section

• Sandra M. "Sandy" Clark, Manning Fulton & Skinner PA, Raleigh (Planner)
• Christopher N. Hewitt, Womble Bond Dickinson (US) LLP, Winston-Salem (Planner)

APPROVED CREDIT
North Carolina: 10.00 MCLE Hours

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.