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2024 Advanced Estate Planning and Fiduciary Law Survey Course


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
Rebroadcast
Monday, August 5, 2024 (Original Program Date: May 10, 2024)
8:55 AM–3:55 PM

AGENDA
View the full program agenda.

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

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.