Qualifies for NC State Bar Estate Planning and Probate Law Specialization Credit

This course is designed as a survey course for individuals who practice routinely in the area of estate planning and who have several years of prior experience in estate planning.  The course includes a series of lectures by experienced estate planning practitioners who have expertise in specific areas, including advising clients on and implementing sophisticated gift tax planning strategies, modifying irrevocable trusts, drafting dynasty trusts and charitable trusts and integrating life insurance into an effective estate plan. 

This program is designed on an advanced level, but also will serve as an excellent opportunity for those who practice at an intermediate level to gain a more in-depth understanding of advanced planning techniques and advising clients regarding the same.

• The benefits of planning with grantor trusts
• Advising clients on generation skipping transfer tax issues and dynasty trusts
• Methods to modify an irrevocable trust under the North Carolina Uniform Trust Code
• Implementing charitable planning techniques
• Understanding how to use life insurance efficiently in an estate plan

Planned by the NCBA Estate Planning & Fiduciary Law Section