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45th Annual Estate Planning & Fiduciary Law Program


Join us this summer as we meet in person at Kiawah Island for the 45th Annual Estate Planning & Fiduciary Law Program. This program, also offered by Live Webcast, provides three mornings of CLE covering significant estate planning, estate administration and tax issues.

Designed to benefit both new and experienced lawyers alike, attendees learn practical tips and gain insight to help you navigate challenges and opportunities in the current environment.

Coinciding with the annual meeting of the Estate Planning & Fiduciary Law Section, this program — attended by attorneys, CPAs, trust officers, and other estate planning professionals from North Carolina and beyond — offers opportunities to network with colleagues in the estate planning arena.

This program covers a variety of dynamic topics, including the following:

  • Federal and State Recent Developments
  • Older Clients With Diminishing Capacity and Elder Financial Abuse by keynote speaker Mary Radford
  • How Collaborative Law Can Successfully Resolve Trust and Estate Disputes
  • The Business of Family by sponsored speaker David York
  • Not Your Grandfather's Private Foundation by featured speaker Michele McKinnon
  • A Valuation Case Study
  • Update on the Corporate Transparency Act and FinCEN Rules

INCLUDED SESSIONS

  • Recent Developments
  • State Legislative Updates
  • Older Clients With Diminishing Capacity and Elder Financial Abuse
  • The Business of Family
  • Update on Corporate Transparency Act and FinCEN Rules
  • Not Your Grandfather's Private Foundation: Leveraging Foundation Resources Beyond Traditional Grantmaking
  • Business Appraisals 101: Handling Entity Valuations and Select Issues
  • How Collaborative Law Can Successfully Resolve Trust and Estate Disputes
  • What Lawyers Need to Know About Artificial Intelligence

DETAILS
In-Person Live or Live Webcast
Thursday–Saturday, July 25–27, 2024
Event start time varies based on delivery method. Click on the event at the bottom of the page for exact start times.

AGENDA
View the full In-Person Live program agenda.
View the full Live Webcast program agenda.

IN-PERSON LIVE LOCATION
Kiawah Island Golf Resort, 1 Sanctuary Beach Drive, Kiawah Island, SC | West Beach Conference Center

SPEAKERS

  • Elizabeth K. "Liz" Arias, Womble Bond Dickinson (US) LLP, Raleigh
  • Colleen L. Byers, Colleen Byers Mediation LLC, Winston-Salem
  • Mark J. Hale, Baddour Parker Hine & Hale P.C., Goldsboro
  • Paul M. Hattenhauer, Culp Elliott & Carpenter P.L.L.C., Charlotte
  • Kimberly J. "Kim" Kirk, Johnston Allison & Hord PA, Charlotte
  • Weston C. Kirk, Willamette Management Associates, Atlanta, GA
  • Michele A. W. McKinnon, McGuireWoods LLP, Richmond, VA
  • William L. "Bill" Mills IV, Culp Elliott & Carpenter P.L.L.C., Charlotte
  • James W. Narron, Narron Wenzel P.A., Smithfield
  • Mary F. Radford, Georgia State University College of Law, Atlanta, GA
  • Catherine Sanders Reach, North Carolina Bar Association, Cary
  • Thomas R. "Tom" Sparks, Fiduciary Litigation Group, Raleigh
  • Corinne N. Spencer, Culp Elliott & Carpenter P.L.L.C., Charlotte
  • David R. York, York Howell & Guymon, Salt Lake City, UT

PLANNED BY
NCBA Estate Planning & Fiduciary Law Section

  • Christopher N. Hewitt, Womble Bond Dickinson (US) LLP, Winston-Salem (Planner)
  • Lawrence A. Moye IV, Womble Bond Dickinson (US) LLP, Raleigh (Planner)

APPROVED CREDIT
North Carolina: 10.50 MCLE Hours

Includes
1.00 Technology Training
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.