Estate administration can be a lengthy and complex process rife with potential pitfalls and costly missteps. Even the most seemingly straightforward case can quickly become challenging to navigate. So, where do you start? What documentation do you need? Which of the decedent's assets are subject to administration and which are not? What paperwork needs to be filed (and when)?
Get the answers to these and many other practical questions as seasoned practitioners guide you through the mechanics of the entire process, from file organization to final distribution of assets.
Designed to help you master the basics of estate administration in North Carolina, this program covers the following essential concepts: exceptions to formal estate administration; pre-qualification, qualification and post-qualification procedures; handling various types of assets, including business assets and retirement accounts; preparing and filing inventories, annual accounts and final accounts of the decedent's estate, including distributions and apportionment considerations; overview of federal estate tax issues; and filing requirements and other matters pertaining to the decedent's tax returns.
To facilitate continuous skill development and conceptual reinforcement long after the program concludes, attendees receive a digital copy of the bestselling North Carolina Estate Administration Manual, 10th Edition, fully updated with the new 2024 supplement.
INCLUDED SESSIONS
- Pre-qualification Procedures and Exceptions to Formal Administration
- Qualification and Post-qualification Procedures
- Handling Assets
- Handling Business Interests
- Handling Retirement Accounts
- Inventories, Accountings and Distributions
- Estate Taxation
- Decedent's Tax Returns
DETAILS
In-Person Live
Tuesday, February 13, 2024
7:45
AM–5:15 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
- Monica C. Berry, Ingersoll Firm PLLC, Winston-Salem
- Charlie D. Brown, Brown Estate Planning & Elder Law, Graham
- Walter B. Burwell Jr., Envisage Law, Raleigh
- Charles E. Davis, Poyner Spruill LLP, Raleigh
- Caroline Denning, Womble Bond Dickinson, Raleigh
- Daniel B. Finch, Envisage Law, Raleigh
- Christopher N. "Chris" Hewitt, Womble Bond Dickinson (U.S.) LLP, Winston-Salem
- Jonathan Hilliard, Womble Bond Dickinson (U.S.) LLP, Winston-Salem
- Kristyn G. Whitaker, Jones Branz Whitaker LLP, Raleigh
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: 6.75 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.
NORTH CAROLINA ESTATE ADMINISTRATION MANUAL, 10TH EDITION
The electronic version, fully updated with the new 2024 supplement, is included with your 2022 Basics of Estate Administration program registration. Call the CLE Department at 919.677.0561 to add a print copy to your registration for just $110. Print copy will be mailed within 10 days following the program.
PROGRAM PRICING
CLE Premier Pass is not accepted for this program (see CLE Premier Pass terms and conditions).
See pricing below.
