Continuing Legal Education

Estate Planning 101 (11/11/13)

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)

                       

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 

 

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.

 

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 -
 

 

 
Friday November 28, 2014


 
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Upcoming MCB Events
 

POSTPONED - Grand Opening Celebration
The Grand Opening Celebration has been postponed to early 2015. A new date for this exciting event will be announced soon.

12-13-14 Smallwood/Biddleville Legal Clinic and Community Luncheon
The MCB will host a free walk-in legal clinic at the Bar & Foundation Center. Complimentary lunch will be served at 12 p.m.

1-8-15 Lawyers' Luncheon Series
Join your colleagues at a regular monthly luncheon to eat, socialize and hear remarks from a speaker. NEW LOCATION: Bar & Foundation Center, 12:15 p.m. - 1:15 p.m.

 

Mecklenburg County Bar