Designed as a survey for individuals who practice routinely in the area of estate planning and have several years of prior experience, this program addresses a series of advanced topics, presented by estate planning practitioners.
Sharpen your skills in areas such as advising clients on sophisticated tax planning strategies, modifying irrevocable trusts, handling income tax issues related to trusts, and structuring charitable gifts into an effective estate plan.
INCLUDED SESSIONS
- Refashioning Irrevocable Trusts
- Charitable Giving
- Basis Planning
- LLCs in Estate Planning, Including FinCEN Rules
- The Evolution of the SECURE Act
- Federal Income Taxation of Trusts
DETAILS
In-Person Live
Friday, May 10, 2024
8:25 AM–4:10 PM
AGENDA
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: Reserve online 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
- Elizabeth K. Arias, Womble Bond Dickinson (U.S.) LLP, Raleigh
- Doug Benson, Foundation For The Carolinas, Charlotte
- Mark J. Hale Jr., Baddour Parker Hine & Hale PC, Goldsboro
- Chris Henderson, White & Allen PA, New Bern
- Christina G. Hinkle, McPherson Rocamora Nicholson Wilson and Hinkle PLLC, Durham
PLANNED BY
NCBA Estate Planning & Fiduciary Law Section
- Deanna L. Coleman, Ray O'Connor Coleman & Halverson PLLC, Fayetteville (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.
