8:25 Welcome and Introductions
8:30 Pre-qualification Procedures and Exceptions to Formal Administration
Kristyn G. Whitaker, Jones Branz Whitaker LLP, Raleigh
This session explains the gathering of information and other pre-qualification procedures, assets not subject to administration, small estates, summary administration, family allowances, estates composed of only real estate, and transfers of motor vehicles.
9:30 Break
9:40 Qualification and Post-qualification Procedures
Jonathan Hilliard, Womble Bond Dickinson (U.S.) LLP, Winston-Salem
Learn about the qualification procedures for testate and intestate estates, determination of beneficiaries, and other post-qualification procedures.
10:40 Break
10:50 Handling Assets
Walter B. Burwell Jr., Envisage Law, Raleigh
Daniel B. Finch, Envisage Law, Raleigh
Discuss how to handle bank accounts, certificates of deposit, stocks, bonds, mutual funds, life insurance, government bonds and income tax refunds. This session also addresses the intricacies of handling real property, tangible personal property, motor vehicles, mobile homes, and beneficial interests in trusts and other estates.
11:50 Lunch Break
12:50 Handling Business Interests
Caroline Denning, Womble Bond Dickinson, Raleigh
Explore the handling of business interests, including sole proprietorships, partnerships, limited liability companies, C and S corporations, and professional corporations.
1:20 Break
1:30 Handling Retirement Accounts
Charlie D. Brown, Brown Estate Planning & Elder Law, Graham
Walk through the basics of handling employee benefit plans, individual retirement accounts and annuities.
2:15 Break
2:25 Inventories, Accountings and Distributions
Monica C. Berry, Ingersoll Firm PLLC, Winston-Salem
This session covers inventories, annual and final accounts, distributions, and apportionment.
3:10 Break
3:20 Estate Taxation
Christopher N. "Chris" Hewitt, Womble Bond Dickinson (U.S.) LLP, Winston-Salem
Receive an overview of federal estate tax.
4:05 Break
4:15 Decedent's Tax Returns
Charles E. Davis, Poyner Spruill LLP, Raleigh
During this session, we discuss final income tax returns, estate and trust income tax returns, gift tax returns, and tax returns for other states.
5:15 Adjourn
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Certificate of Completion and Archived Video: Your certificate of completion and archived video will be available approximately two weeks of the program date and can be found in your CLE account. MCLE credit is available to registrants only on the day(s) of the live event. This archived content is offered solely for review purposes and is not a substitute for live attendance. Click here for more information about archive videos in our FAQ.