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In-Person Live | 2024 Basics of Will and Revocable Trust Drafting


In this program, experienced practitioners address the basic tax and non-tax issues involved in estate planning and the drafting of wills and revocable trusts.

While designed primarily for attorneys, paralegals, legal assistants, trusts officers and accountants who have limited experience in this area of practice, the program also serves as an excellent refresher course for those with more experience.

Join us for a review of estate planning objectives and basic estate planning documents (including powers of attorney), followed by an opportunity to discuss key issues related to drafting wills and drafting and funding revocable trusts. Participants also explore tax and non-tax considerations that influence drafting.

INCLUDED SESSIONS

  • Basics of Estate Planning
  • Will Drafting: Non-tax Issues
  • Will Drafting: Tax Issues
  • Revocable Trust Drafting

DETAILS
In-Person Live
Wednesday, February 14, 2024
8:25 AM–4:20 PM

AGENDA
Click here to view the full program agenda.

IN-PERSON LIVE LOCATION
North Carolina Bar Center, 8000 Weston Parkway, Cary

HOTEL INFORMATION
Contact hotels directly for reservations at the special NCBA room rate. Rates are based on availability and rooms may sell out.

Embassy Suites, 201 Harrison Oaks Boulevard, Cary
Nightly Rate: $174 single/double
Reservations: Click here or call 919.677.1840 (Corporate Account Code: 2691626)

TownePlace Suites by Marriott, 120 Sage Commons Way, Cary
Nightly Rate: $114 studio queen with sleeper sofa (Sunday–Thursday)
Reservations: 919.678.0005 (Ask for the NCBA corporate rate)

SPEAKERS

  • John W. Forneris, Robinson Bradshaw & Hinson PA, Charlotte
  • Brooks F. Jaffa, Cranford Buckley Schultze Tomchin Allen & Buie PA, Charlotte
  • Judith U. Linville, Linville Law, Charlotte
  • David R. Vines, Offit Kurman, Charlotte

PLANNED BY
NCBA Estate Planning & Fiduciary Law Section

  • Kathryn Cook DeAngelo, Collins Family & Elder Law, Charlotte (Planner)
  • Mackenzie Mills, Jones Branz & Whitaker, Raleigh (Planner)

APPROVED CREDIT
North Carolina: 6.00 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.