Continuing Legal Education

Estate Planning 101 (09/13/13)

Estate Planning 101

 

VIDEO REPLAY - Friday, September 13, 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)

                       

Fees:

$120 Attorney Rate

$60 Paralegal Rate

 

Location:

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

 

Speaker:

Sabrina Winters, Sabrina Winters Attorney at Law, PLLC

 

 

I. 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

 

II. 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)

 

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

 

IV. What is Probate?: What options  are available; What initial information is needed to open an estate; etc.

 

 

Registration:

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

 

OR

- OR -
 

 

 
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