When:
November 6, 2018 @ 9:00 am – 4:00 pm
2018-11-06T09:00:00-05:00
2018-11-06T16:00:00-05:00
Where:
Sheraton Imperial Hotel
4700 Emperor Blvd - Durham
Cost:
$250 (Early Bird - 10/23) / $300 (Regular - after 10/23)
Contact:
Brianna Reeder
984.344.9990

PROGRAM INFORMATION

In 2018, North Carolina law dramatically changed how durable powers of attorney are drafted and interpreted with the adoption of the North Carolina Uniform Power of Attorney Act.  Individuals dealing with durable powers of attorney should be cognizant of the changes and know where potential issues may occur.  During the first part of the seminar, presenter Andrew Bullard will review the changes under the North Carolina Uniform Power of Attorney Act from the previous law and what individuals should be looking for when reviewing such documents.  The second part of the seminar will cover estate administration in North Carolina and review an example estate from start to finish.  It will assist individuals in understanding what typical documents look like in North Carolina and the duties of a personal representative under the law.

  • Durable powers of attorney and what to look for under North Carolina law.
  • Previous law for durable powers of attorney in North Carolina.
  • North Carolina General Statute 32C and the changes to durable powers of attorney under North Carolina law.
  • What to look for when reviewing a durable power of attorney.
  • Potential liability for rejection of a durable power of attorney.
  • What happens after an individual passes away.
  • To probate or not to probate? What assets go into an estate?
  • Paperwork to file and example estate administration.
  • Potential pitfalls for personal representatives.

 

SPEAKER INFORMATION

Andrew Bullard – Associate, Smith Debnam

Andrew primarily practices estate planning, estate administration, special needs law and elder law at the firm.  Andrew’s experience includes assisting individuals and families as they navigate the process of planning and administering estates and trusts.  Additionally, he guides fiduciaries through their duties in the probate process and helps families plan for the care of loved ones with long-term special needs. Andrew takes pride in helping clients design and implement plans to achieve their goals for the future,  assisting them every step of the way.

Currently, Andrew is a member of the North Carolina State Bar, the Estate Planning and Fiduciary Law section of the North Carolina Bar Association, the Wake County Bar Association and the Durham Orange Estate Planning Council. He also assists Veterans as a Veterans Affairs accredited attorney.

 

Eugene Chianelli – Partner, Smith Debnam

Gene Chianelli is a tax law attorney with more than 20 years of experience assisting private and public entities with state and federal tax policy, planning, and compliance. He is a member of the North Carolina Bar Association Tax Council and currently serves as an adjunct professor at Campbell University’s Lundy-Fetterman School of Business, where he teaches advanced income taxation to law students and students enrolled in the school’s Master of Trust and Wealth Management program.

 

LODGING INFORMATION

The NCBA has secured a discounted rate of $145/night for our attendees at the Sheraton Imperial Hotel. To secure this discounted rate, please use the link below or call the hotel directly at 919.941.5050 and request the NC Bankers Association rate for the night of November 5.

Please note that attendees are responsible for securing their hotel reservations. The cut-off date to make reservations at the discounted rate is Saturday, October 6. 

NC Bankers Association Discounted Rate