NC Specific

Trusts, Estates & Probate

Live Online

Estate Planning in North Carolina: From A to Z

Credits Available
Credit Status Total
North Carolina CLE Approved 6 Total
South Carolina CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total
Live Online
6 hours
Charlie Brown
Alexandra Bushelli
Mariah McKinney
Ersula Rivers
With Charlie Brown from Brown Estate Planning & Elder Law + 3 others

Wed, Feb 03, 00:00 AM – 00:00 PM

Product ID 102880

Register For Course

Course Includes
$389

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Get Critical Tools for Shaping Your Clients' Legacies

This no-nonsense introduction to estate planning breaks it down to its key working documents and fundamental steps. Learn how to map out asset transfers during life and distributions in probate, prepare clients for incapacity and nursing home care, and more. Whether you're just getting started or looking for a practical refresher, you'll find our expert faculty's insights helpful. Get the tools and tactics you'll need to ensure your client's estates function as intended. Register today!

  • Explore the top types of wills and trusts used in the practice, and pick the right one for each client.
  • Build Medicaid eligibility planning into your overall plans and avoid unintentional tax and creditor exposure.
  • Prevent POA abuse through wise choice of proxy and careful drafting.
  • Help clients plan for medical decision-making and diminishing capacity.
  • Plan for the tax consequences of trusts and other planning techniques and find ways to minimize the tax burden.
  • Spot common mistakes that will land you in hot water in joint representation of spouses.

Abbreviated Agenda

  1. Essential Will and Trust Drafting
  2. Probate in a Nutshell: What to Expect
  3. Special Needs Trusts and Medicaid Planning
  4. Essential Tax Tactics
  5. Financial and Medical Decision-Making, Guardianships
  6. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities
  7. Legal Ethics

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102880

Credit Details

Credits Available
Credit Status Total
North Carolina CLE Approved 6 Total
South Carolina CLE Approved 6 Total
CPE for Accountants/NASBA Approved 7 Total
North Carolina Continuing Paralegal Education Approved 6 Total

Credit Details by Jurisdiction

Live Webinar Registration

CLE Credits
North Carolina CLE Approved · 6 Total Credits
  • 6 Estate Planning and Probate Law
  • 1 Professional Responsibility

Live - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program will result in 6.0 hours of CLE credit, including 1.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

South Carolina CLE Approved · 6 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Live - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.

Paralegal Credits
North Carolina Continuing Paralegal Education Approved · 6 Total Credits
  • 1 Professional Responsibility

Live - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.

Other Credits
CPE for Accountants/NASBA Approved · 7 Total Credits
  • 5 Specialized Knowledge
  • 1 Taxes
  • 1 Regulatory Ethics

Live - CPE for Accountants/NASBA - 7: NBI, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This program is designed to qualify for 7.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants. For more information regarding administrative policies such as complaint, refund and program cancellation, please contact our offices at (800) 930-6182.

OnDemand Video

CLE Credits
North Carolina CLE Approved · 6 Total Credits
  • 6 Estate Planning and Probate Law
  • 1 Professional Responsibility

Earn Until

OnDemand - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

Video Download - North Carolina CLE - 6: NBI, Inc. is an accredited sponsor with the North Carolina State Board of Continuing Legal Education. Attendance of this program qualifies for 6.0 hours of online CLE credit, including 1.0 professional responsibility. This program qualifies for Estate Planning and Probate Law specialization certification credit.

South Carolina CLE Approved · 6 Total Credits
  • 1 Legal Ethics/Professional Responsibility

Earn Until

OnDemand - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 6: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 6.0 alternatively delivered hours, of which 1.0 hour relates to legal ethics and professional responsibility.

Paralegal Credits
North Carolina Continuing Paralegal Education Approved · 6 Total Credits
  • 1 Professional Responsibility

Earn Until

OnDemand - North Carolina Continuing Paralegal Education - 6: This program has been approved by the North Carolina State Bar Board of Paralegal Certification for computer-based continuing paralegal education credit in the amount of 6.0 hours, of which 1.0 hour will also apply in the area of professional responsibility. This course is not sponsored by the Board of Paralegal Certification.
Select Jurisdiction
CLE
Paralegal
Other

Agenda

All times are shown in

  1. Essential Will and Trust Drafting

    1. Client Intake and Crafting the Overall Plan
    2. Wills vs. Trusts
    3. Top Trusts to Use
    4. Drafting Essential Provisions (With Sample Language)
      1. Fiduciary Powers
      2. Distributions
      3. Special Clauses

  2. Probate in a Nutshell: What to Expect

  3. Special Needs Trusts and Medicaid Planning

    1. Medicaid Eligibility Criteria
    2. Medicaid Planning Tools
    3. Types of Special Needs Trusts
    4. Essential SNT Provisions
    5. Preserving Benefits
    6. ABLE Accounts

  4. Essential Tax Tactics

    1. Current State and Federal Tax Rates and Exclusions
    2. Tax Tactics for Small vs. Large Estates
    3. Valuation of Assets
    4. Taxation and Tax Consequences of Trusts

  5. Financial and Medical Decision-Making, Guardianships

    1. Choosing the Right Proxies
    2. "Dangerous" Powers
    3. Adult Guardianships
    4. Medical POAs and Advance Directives

  6. Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities

  7. Legal Ethics

    1. Who Is Your Client?
    2. Conflicts of Interest
    3. Joint Representation of Spouses
    4. Client Capacity
    5. Effective Communication
    6. Practicing Before the IRS
    7. Attorney Fees, Engagement Agreements, and Client Trust Accounts
    8. Preventing UPL

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Trust Officers
  • Estate Planners
  • Paralegals

Speakers

Charlie Brown
Charlie
Brown
Brown Estate Planning & Elder Law
Alexandra Bushelli
Alexandra
Bushelli
King Law
Mariah McKinney
Mariah
McKinney
Garlock & McKinney, P.C.
Ersula Rivers
Ersula
Rivers
Rivers Law Firm, PLLC
Speaker bio
Charlie Brown

Charlie Brown

Brown Estate Planning & Elder Law
Charlie Brown

is a Board Certified Specialist in Estate Planning and Probate Law by the North Carolina State Bar, focusing his practice on the transfer and protection of assets. Mr. Brown is the principal attorney at the law firm of Brown Estate Planning & Elder Law with offices in Graham and Raleigh. He was previously a trust officer with Wachovia Bank and a senior tax advisor with Arthur Andersen. His practice involves estate planning; Medicaid and elder law issues; trust and estate taxation; and trust and estate administration. Mr. Brown earned his B.A. degree, magna cum laude, and his M.B.A. degree at Wake Forest University and his J.D. degree at Wake Forest University School of Law.

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Speaker bio
Alexandra Bushelli

Alexandra Bushelli

King Law
Alexandra Bushelli

is a partner at King Law. Her practice focuses on estate planning and elder law, and she also serves as Vice Chair of the firm’s Transactional Law Practice Area Group. Ms. Bushelli earned her B.A. degree from the University of Alabama and her J.D. degree from Campbell University School of Law. She is admitted to practice law in North Carolina.

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Speaker bio
Mariah McKinney

Mariah McKinney

Garlock & McKinney, P.C.
Mariah McKinney

is a partner in the law firm of Garlock & McKinney, P.C., with its main office in Black Mountain, North Carolina. In 2026, she opened an extension of her practice in Topsail Island, in eastern North Carolina. Ms. McKinney has shifted her primary focus to fiduciary litigation and is now able to serve clients statewide, from the mountains to the sea.  For more than the past decade, she has dedicated her practice to advising and representing executors, guardians, trustees, and agents named in powers of attorney in the areas of estate planning, estate administration, trusts, and guardianship law.  When unavoidable, she represented those fiduciaries in contested court proceedings. Ms. McKinney was admitted to practice law in North Carolina in 2004. In addition to her years in private practice, she worked several years serving in the public sector with the North Carolina Judicial Branch as Associate Legal Counsel to the North Carolina Clerks of Superior Court, and as Assistant Clerk of Court in the Estates Division both in Wake County and Buncombe County.  She provides legal services and representation with her law partner, Victor C. Garlock, in his roles as the Buncombe County Public Guardian and Founder of Fidelicare, Inc.  She is a member of the North Carolina State Bar and the Buncombe County Bar. Ms. McKinney earned her B.A. degree at the University of North Carolina at Wilmington and she earned her J.D. degree at the North Carolina Central University School of Law. 

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Speaker bio
Ersula Rivers

Ersula Rivers

Rivers Law Firm, PLLC
Ersula Rivers

is an attorney and counselor at Rivers Law Firm, PLLC. She focuses her practice on estate planning & administration, elder and special needs law, adoption & guardianship, and business law. Ms. Rivers earned her bachelor's degree from Carnegie Mellon University and her J.D. degree from Temple University - James E. Beasley School of Law. She is admitted to practice law in North Carolina.

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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