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Program Overview
This fast-paced review will cover some of the law changes, interesting cases, and legislative proposals from the past year that estate planning attorneys should know about. Estate-planning related items we will cover include:
Speaker
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John Potter - John Potter is an Estate Planning and Elder Law attorney in the Charlotte, North Carolina, area with offices in Ballantyne and Huntersville. He received his B.A. in Economics from Davidson College and his law degree from the University of Virginia. John is a member of the National Academy of Elder Law Attorneys and the Estate Planning and Elder Law Sections of the North Carolina Bar Association, where he serves on the Elder Law Section Council and the Estate Planning Section’s Legislative Committee. John also currently serves as Chair of the Estate Planning and Probate Section of the Mecklenburg County Bar. He is admitted to practice law in North Carolina, South Carolina, Kentucky, and Ohio, and he is accredited by the Department of Veterans Affairs.
The views and opinions of MCB CLEs are not necessarily those of the 26th Judicial District Bar
Cosmetic Changes Approved by Executive Committee April 23, 2015
Approved by Board of Directors January 24, 2013
Registration refunds are 1) 100% refundable for requests made 8 or more days before the event; 2) 75% refundable for requests made 7 to 4 days before the event (a 25% processing fee will be incurred); and 3) non-refundable for requests made 3 days or less before the event. Registrants requesting refunds 3 days or less before the event may be offered the option to transfer the registration to a substitute attendee. Payment is due in full if no cancellation is received or if cancellation is received 3 days or less in advance of event.
Reservations are not guaranteed if received less than 24 hours prior to the event. Registrations at the event door will be accepted on a space available basis--additional charges may apply. For some events, food or beverage is not guaranteed for last-minute registrants.
A sponsorship and/or advertisement refund will only be granted in the case that the Mecklenburg County Bar (MCB) does not fulfill the commitment(s) stated in the signed "Sponsorship/Advertisement Agreement".
Refunds on any fees paid to the MCB Lawyer Referral Service (LRS) are subject to the specifications of the MCB LRS Guidelines.
Exceptions or requests for refunds not covered by the above registration refund policy may be considered for approval by the MCB Executive Director or his or her designee.
| $30.00 | Member Early Bird | |
| $50.00 | Non Member Early Bird | |
| $22.50 | Public Sector | |
| $0.00 | CLE Annual Pass | |
| $15.00 | Paralegal | |
| $0.00 | Planner / Speaker Rate | |
| $10.00 | Judicial Rate (Judges, Clerks, and Magistrates) | |
| $10.00 | Estate Planning & Probate Section Members | |