Estate Planning 101


VIDEO REPLAY - Monday, November 11, 2013 from 9:00 a.m. to 11:00 a.m.


MCB Center



CLE Credit:

2.0 Total Hours (1.5 General + 0.5 Ethics)



$120 Attorney Rate

$60 Paralegal Rate



MCB Center

1123 South Church Street

Suite 103

Charlotte, NC 28203


Special Info:

8:30 am - 9:00 am: Registration

9:00 a.m. - 11:00 a.m. CLE Training



Sabrina Winters, Sabrina Winters Attorney at Law, PLLC 


What is Estate Planning

Why Estate Planning is important at all stages of life; goals of attorney and client; purpose of having a written estate plan


What Documents Should Be Considered         

·         Last Will and Testament  (appointments of executor and trustee; nomination of Guardian; special bequests; lapse of gift; conforming beneficiary designations with distributions in Will; etc.)

·         Revocable Living Trust (how the above appointments and nominations differ in a RLT; other documents that should be part of a RLT Plan; how to fund a RLT, etc.)                                

·         Health Care Power of Attorney  (considerations in appointing an agent; how the document works; etc.)    

·         Financial Power of Attorney  (Durable and Springing - differences between the two; )

·         Living Will (how this functions in conjunction with a HCPOA and real life!)

·         Organ Donation (options available)

·         Disposition of Remains  (North Carolina regulations on scattering)


Ethics Considerations

Who is the client; What considerations when meeting with husband and wife; Issues with children present at the meeting, etc.


What is Probate?

What options  are available; What initial information is needed to open an estate; etc.



Download Registration form here and return via:

Fax: 704/333-6209

Mail: 1123 South Church Street, Suite 103, Charlotte, NC 28203

Phone: 704/375-8624