Designed for individuals who practice or are beginning to practice in the estate planning and probate law areas, the 2023 Estate Planning & Probate Law Survey Course provides an overview of key concepts and discusses practical considerations, planning strategies and opportunities.
Gain insight from knowledgeable estate planning and tax practitioners as they share their expertise on the following pertinent topics:
- Wills, trusts and probate law in North Carolina
- Estate, gift and generation-skipping transfer taxes
- Real estate, retirement and business interests
- Fiduciary income taxation
INCLUDED SESSIONS
- Wills
- North Carolina Uniform Trust Code
- Probate Law
- Transfer Taxes: Estate, Gift and Generation-Skipping Transfer
- Gross Estate and Estate Valuation
- Partnerships, LLCs and Corporations
- Estate Planning With Powers of Attorney, Guardianship and Ward
- Charitable Giving
- Fiduciary Income Taxation of Trusts and Estates
- The Intersection of Elder Law and Estate Planning
- The Intersection of Family Law and Estate Planning
- Retirement Benefits and Life Insurance
DETAILS
In-Person Live or Live Webcast
Thursday–Friday, November 2–3, 2023
Event start time varies based on delivery method. Click on the event at the bottom of the page for exact start times.
AGENDA
Click here to view the full In-Person Live program agenda.
Click here to view the full Live Webcast program agenda.
IN-PERSON LIVE LOCATION
North Carolina Bar Center, 8000 Weston Parkway, Cary
Click on the In-Person Live event at the bottom of the page for hotel information.
SPEAKERS
- S. Kyle Agee, Johnston Allison & Hord PA, Charlotte
- Douglas W. "Doug" Benson, Foundation for the Carolinas, Charlotte
- John R. Cella Jr., Ragsdale Liggett PLLC, Raleigh
- Crissy R. Dixon, Craige Jenkins Liipfert & Walker LLP, Winston-Salem
- Elinor J. "Elie" Foy, Wyrick Robbins Yates & Ponton LLP, Raleigh
- Mark J. Hale Jr., Baddour Parker Hine & Hale P.C., Goldsboro
- Jessica B. Heffner, Wyrick Robbins Yates & Ponton LLP, Raleigh
- Linda Funke Johnson, Senter Stephenson & Johnson PA, Fuquay-Varina
- James C. "Jim" Purnell V, White & Allen, Kinston
- Aimee Smith, Craige Jenkins Liipfert & Walker LLP, Winston-Salem
- Sandi O. Thorman, GreerWalker CPAs & Advisors, Charlotte
- Sara Page H. Waugh, Moore & Van Allen PLLC, Charlotte
PLANNED BY
NCBA Estate Planning & Fiduciary Law Section
- Mark J. Hale Jr., Baddour Parker Hine & Hale P.C., Goldsboro (Planner)
- Christopher N. "Chris" Hewitt, Womble Bond Dickinson (US) LLP, Winston-Salem (Planner)
- Lawrence A. Moye IV, Womble Bond Dickinson (US) LLP, Raleigh (Planner)
APPROVED CREDIT
North Carolina: 12.50 MCLE Hours
Qualifies for NC State Bar Estate Planning & Probate Law Specialization
COVID-19
Masks remain optional at NCBA/NCBF in-person events, and we encourage all attendees to use good health and safety practices. The NCBA/NCBF does not provide notification of potential exposure following in-person events.
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.
