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 -
 

 

 
Sunday October 26, 2014


 
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Upcoming MCB Events
 

10-30-14 Swearing-In Ceremony
All MCB members are invited to attend the Ceremony, RSVP required.

11-6-14 Lawyers' Luncheon Series - Practicing Law in a War Zone
Join your Bar for a monthly lunch meeting to eat, socialize and hear remarks from Stephen Romeo, a MCB member who served with the U.S. Army as a JAG Officer in Kandahar, Afghanistan in 2013. Registration Deadline: 10/31/14

11-12-14 Law & Society Luncheon
The MCB and MBF present this annual luncheon with the keynote address from Michael J. Gerhardt, UNC School of Law Samuel Ashe Distinguished Professor in Constitutional Law & Director, UNC Center for Law and Government and presentation of the Ayscue Professionalism Award.

 

Mecklenburg County Bar