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NC Bar Association
8000 Weston Parkway
Cary, NC 27513
(919) 677-0561
1-800-662-7407
sections@ncbar.org
 
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Upcoming Section CLE Programs
To search all available CLE Courses, visit CeLE Search at http://www.ncbar.org/cle/celeSearch.aspx. To view Elder Law CLE Publications, click here.
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"Leap" with Confidence into the DRA Era: Things You Should Know When Representing the Elderly (12thAnnual Elder Law Symposium)
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Abstract: Basics of DRA: Its Impact in NC (changes, personal service contracts, annuities, transfer rules, lifting or reducing the sanction period, look back rules, non homesite real estate rules, promissory notes loans mortgages, donation gifts)-Using Hardship Waiver to Your Client's Advantage (process, attorney?, denial of hardship waiver? recourse?, when is it wrong?)-When a Client Wants to Give Away the Home Place (retaining a life estate in home place, eligibility for SA and Medicaid, purchase, gift of life estate, reservation of powers, irrevocable trusts, title exam and title insurance-Tax Traps and Tips (sale of primary residence after moving out, transfer with retained life estate, trusts by children, income tax issues of stock sales, income deduction available for nursing, transfer of life insurance, harming s.s. benefits with income, purchase and liquidation of annuities, IRA distribution issues, forgiveness of indebtedness income, gift tax issues, using parent as a dependent)-Residents Rights in a Nursing Home (Resident's Rights (Fed and NC) while living in a nursing home or an adult care home, dismissal of a resident, eviction/transfer/discharge and defenses)-Qualifying for Special Assistance (assisted living vs. intermediate care, review of eligibility, transfer of resource, income rules)-Ethical Considerations
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Date: 5/27/2008 - 5/27/2008
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Exit 287 Off I-40
Dorsett Auditorium
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Credits:
Total Hours: 6.5
Ethics Hours: 0
Substance/Mental Health Hours: 1
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Basics of Will and Revocable Trust Drafting
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Abstract: Basics of Estate Planning (Definition of estate planning; goals and objectives; significance of title, form or ownership and beneficiary designations; types of wills; statutory alternatives to wills; durable powers of attorney; health care powers of attorney; living wills; basic transfer tax concepts) - Will Drafting: Non-Tax Issues (Exordium clause; payment of debts and other claims against the estate; funeral, burial or cremation instructions; devise of tangible personal property, real property and residuary estate; execution procedures) - Will Drafting: Tax Issues (Planning for estate tax savings with marital and credit shelter trusts; tax implications of fiduciary selection and fiduciary powers) - Revocable Trust Drafting (Uses of revocable trusts; funding issues and transfer of assets to trusts; disposition of personal property and real property; integration of tax planning strategies)
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Date: 5/13/2008 - 5/13/2008
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Exit 287 Off I-40
Dorsett Auditorium
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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29th Estate Planning and Fiduciary Law Program
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Abstract: n/a
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Date: 7/24/2008 - 7/26/2008
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Location: ASHEVILLE
@ the Grove Park Inn Resort 290 Macon Ave
Asheville, NC
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Credits:
Total Hours: 9.5
Ethics Hours: 1
Substance/Mental Health Hours: 0
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Basics of Will and Revocable Trust Drafting
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Abstract: Basics of Estate Planning (Definition of estate planning; goals and objectives; significance of title, form or ownership and beneficiary designations; types of wills; statutory alternatives to wills; durable powers of attorney; health care powers of attorney; living wills; basic transfer tax concepts) - Will Drafting: Non-Tax Issues (Exordium clause; payment of debts and other claims against the estate; funeral, burial or cremation instructions; devise of tangible personal property, real property and residuary estate; execution procedures) - Will Drafting: Tax Issues (Planning for estate tax savings with marital and credit shelter trusts; tax implications of fiduciary selection and fiduciary powers) - Revocable Trust Drafting (Uses of revocable trusts; funding issues and transfer of assets to trusts; disposition of personal property and real property; integration of tax planning strategies)
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Date: 10/1/2008 - 10/1/2008
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Exit 287 Off I-40
Dorsett Auditorium
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Basics of Estate Administration ("Your A-Z Guide")
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Abstract: Pre-Qual Procedures (Gathering info, etc.) - Summary Admin and Small Estate Admin (Assets not subject to admin; small estates; summary admin; family allowances; estates composed of real estate only and transfers of motor vehicles) - Qual and Post-Qual Procedures (Qual procedures for testate and intestate estates; determination of beneficiaries, etc.) - Handling Assets (Handling bank accounts; CDs, stocks, bonds, mutual funds, DRIP accounts, life insurance, government bonds, income tax refunds, real property, tangible personal property, motor vehicles, mobile homes and beneficial interests in trusts and other estates) - Handling Retirement Accounts (employee benefit plans, individual retirement accounts and annuities) - Handling Business Assets (sole proprietorship, partnerships, LLCs, C and S corps and professional corps) - Inventories, Accounting and Distributions (Inventories; annual and final accounts; distributions and apportionment of taxes) - Estate Taxation (Fed and NC estate taxes) - Decedent's Tax Returns (Final income tax returns; estate and trust income tax returns; gift tax returns and tax returns for other states) - Guardianship (Guardianship practice and procedure; use of guardianship; standby guardians for minor children; guardianship alternatives; NC Uniform Transfers to Minors Act and NC Uniform Custodial Trust Act)
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Date: 10/8/2008 - 10/8/2008
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Exit 287 Off I-40
Dorsett Auditorium
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Credits:
Total Hours: 6.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Basics of Estate Administration ("Your A-Z Guide")
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Abstract: Pre-Qual Procedures (Gathering info, etc.) - Summary Admin and Small Estate Admin (Assets not subject to admin; small estates; summary admin; family allowances; estates composed of real estate only and transfers of motor vehicles) - Qual and Post-Qual Procedures (Qual procedures for testate and intestate estates; determination of beneficiaries, etc.) - Handling Assets (Handling bank accounts; CDs, stocks, bonds, mutual funds, DRIP accounts, life insurance, government bonds, income tax refunds, real property, tangible personal property, motor vehicles, mobile homes and beneficial interests in trusts and other estates) - Handling Retirement Accounts (employee benefit plans, individual retirement accounts and annuities) - Handling Business Assets (sole proprietorship, partnerships, LLCs, C and S corps and professional corps) - Inventories, Accounting and Distributions (Inventories; annual and final accounts; distributions and apportionment of taxes) - Estate Taxation (Fed and NC estate taxes) - Decedent's Tax Returns (Final income tax returns; estate and trust income tax returns; gift tax returns and tax returns for other states) - Guardianship (Guardianship practice and procedure; use of guardianship; standby guardians for minor children; guardianship alternatives; NC Uniform Transfers to Minors Act and NC Uniform Custodial Trust Act)
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Date: 10/28/2008 - 10/28/2008
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Location: ASHEVILLE
@ the Ashev-Buncombe Tech CC Enka Campus - Candler, NC
1459-C Sand Hill Rd
Bus Incubator - Rm 2046
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Credits:
Total Hours: 6.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Basics of Will and Revocable Trust Drafting
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Abstract: Basics of Estate Planning (Definition of estate planning; goals and objectives; significance of title, form or ownership and beneficiary designations; types of wills; statutory alternatives to wills; durable powers of attorney; health care powers of attorney; living wills; basic transfer tax concepts) - Will Drafting: Non-Tax Issues (Exordium clause; payment of debts and other claims against the estate; funeral, burial or cremation instructions; devise of tangible personal property, real property and residuary estate; execution procedures) - Will Drafting: Tax Issues (Planning for estate tax savings with marital and credit shelter trusts; tax implications of fiduciary selection and fiduciary powers) - Revocable Trust Drafting (Uses of revocable trusts; funding issues and transfer of assets to trusts; disposition of personal property and real property; integration of tax planning strategies)
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Date: 10/29/2008 - 10/29/2008
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Location: ASHEVILLE
@ the Ashev-Buncombe Tech CC Enka Campus - Candler, NC
1459-C Sand Hill Rd
Bus Incubator - Rm 2046
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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NC Bar Association · PO Box 3688 · Cary, NC 27519 · 8000 Weston Parkway · Cary, NC 27513 · Tel: (919) 677-0561
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