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Estate Planning & Fiduciary Law

Welcome to the Estate Planning & Fiduciary Law Section Page

The Estate Planning & Fiduciary Law Section brings together attorneys engaging in estate planning and trust and estate administration, promoting public awareness of estate planning and administration issues and the role of attorneys in these fields.

About the Estate Planning & Fiduciary Law Section

The Estate Planning & Fiduciary Law Section offers members the opportunity to network with other estate planning attorneys and other professionals who are involved in the estate planning process, such as bankers, financial institutions, clerks of court and CPAs. The section has a "Joint Statement of Principles" with banks and financial institutions; works to resolve differences with CPAs who are engaging in "legal" transactions; and publishes the Estate Administration Manual.

  • Estate Planning Section Scholarship Guidelines & Application

    One of the greatest benefits of being a member of the Estate Planning Section is the unparalleled CLE sponsored by the Section throughout the year.  The Section Council annually considers and adopts as part of its budget an allowance for scholarships to be awarded to Members of the Section.

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  • The Will & The Way newsletter

    Section members receive The Will & The Way newsletter, which recently featured the following article:

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  • Pro Bono Estate Planning Clinics

    The Estate Planning & Fiduciary Law Section designed a model for pro bono estate planning clinics.

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  • Optional Statutory Forms in Article 3 of the North Carolina Uniform Power of Attorney Act

    Access the NC Statutory Short Form POA, NC Agent’s Certification As To Validity of Power of Attorney and Agent’s Authority, and North Carolina Limited Power of Attorney for Real Property here.

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  • Committee Sign-Up

    Get involved and join a committee today!

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