Thursday, May 4, 2023
Conquering Subchapter K(ryptonite): Fundamentals of Partnership Taxation for Estate Planners
Instructor: Paul S. Lee
Ethics Presentation
Instructors: Mary Radford and Lee Osborne
Fiduciary Litigation
Instructors: Elizabeth K. Arias, John N. Hutson, Jr., William L. Harbison, and John Midgett
- Booth v Shivers
- Avoiding Litigation
- Falls v Goldman Sachs Trust Co. 2017 U.S. Dist
- Fiduciary Litigation
- In re Herman Earl Godwin revocable Trust v Harvell
- No Contest Clause Outline v 3
- No Contest Clause – Arbitration
- Phillips v MacRae 280 N.C. App. 184
- Taylor v Nationsbank Corp. 125 N.C. App. 515
- Till Death Do We Part Outline
- VA Arbitration Case
- Will and Trust Caveats
- Wilson v Wilson 203 N.C. App. 45
- Wing v Goldman Sachs Trust Co. N.A. 382 N.C. 288
Trust Modification and Decanting
Instructors: Dan W. Holbrook, Farhad Aghdami, and James D. Spratt, Jr.