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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.


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

Friday, June 14, 2024 (Original Program Date: February 14, 2024)
8:55 AM–4:00 PM

View the full program agenda.


  • 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

NCBA Estate Planning & Fiduciary Law Section

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

North Carolina: 6.00 MCLE Hours

Qualifies for NC State Bar Estate Planning & Probate Law Specialization

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.