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 -
 

 

 
Tuesday December 23, 2014


 
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Upcoming MCB Events
 

1-8-15 Lawyers' Luncheon Series - Cyber Security for Attorneys: Preventing Cyber Theft
Join your colleagues at a regular monthly luncheon to eat, socialize and learn from an FBI representative about ways to protect against cyber theft. NEW LOCATION: Bar & Foundation Center, 12:15 p.m. - 1:15 p.m.

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Free networking event and lunch to connect informally with peers and discuss the history of women practicing law in Mecklenburg County and look at current state of affairs for women in the legal field. Register by 1/19/15.

1-29-15 Bar Leadership Dinner featuring Keynote Speaker Anne M. Tompkins
The Bar Leadership Dinner is a celebration of leadership and service provided by Mecklenburg County Bar members & Mecklenburg Bar Foundation supporters.

 

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