Estate Planning Update 2015

Published by Mecklenburg County Bar


Summary

Topics covered include:
Marriage equality
Federal developments
North Carolina developments
The views and opinions are not necessarily those of the 26th Judicial District Bar.

Presenters
Stephanie Daniel
Stephanie Daniel is a partner with the law firm of Shumaker Loop & Kendrick LLP in Charlotte. She provides estate planning and tax advice on a wide variety of issues with a focus on the areas of estate planning, trust and estate administration, and estate, gift, generation-skipping transfer and fiduciary income taxation. She has experience in the preparation of both simple estate planning documents, as well as more complex tax planning documents. She received her B.S. degree from Samford...More

Originally Published

February 6, 2015


Program Titles and Supporting Materials

This program contains the following components:

  • Estate Planning Update 2015 (NCSB# 23) - Video

How To Attend

Join the self-paced program from your office, home, or hotel room using a computer and high speed internet connection. You may start and stop the program at your convenience, continue where you left off, and review supporting materials as often as you like. Please note: Internet Explorer is no longer a supported browser. We recommend using Google Chrome, Mozilla Firefox or Safari for best results.


Technical Requirements

You may access this course on a computer or mobile device with high speed internet (iPhones require iOS 10 or higher). Recommended browsers are Google Chrome or Mozilla Firefox.


Credit

If applicable, you may obtain credit in multiple jurisdictions simultaneously for this program (see pending/approved list below). If electing credit for this program, registrants in jurisdictions not listed below will receive a Certificate of Completion that may or may not meet credit requirements in other jurisdictions. Where applicable, credit will be only awarded to a paid registrant completing all the requirements of the program as determined by the selected accreditation authority.


Click on jurisdiction for specific details
NC


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