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NC Bar Association
8000 Weston Parkway
Cary, NC 27513
(919) 677-0561
1-800-662-7407
sections@ncbar.org
 
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Upcoming Section CLE Programs
To search all available CLE Courses, visit CeLE Search at http://www.ncbar.org/cle/celeSearch.aspx. To view Estate Planning CLE Publications, click here.
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30th Annual Estate Planning & Fiduciary Law Program
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Abstract: *Qualifies for NC State Bar Estate Planning & Probate Law Specialization Credit* ... Recent Developments (Wealth transfer planning; trust and estate administration and charitable giving.) ... Repeal of NC Rule against Perpetuities ... Trust Decanting: An Overview and Introduction to Creative Planning Opportunities ... Court Proceedings Involving Trusts
Sophisticated Asset Protection Planning Tools and Techniques Including Offshore Trusts (Analysis of the decreasing protections afforded by bankruptcy statutes, LLCs, LPs and spendthrift trusts) ... Probate Mediation/Mediation Before the Clerk ... Estate Administration Issues for the Non-Taxable Estate (Insolvent or illiquid estate, elective share rights, summary administration, probate and caveat proceedings) ... When Donors Want to Make the Rules: Dealing with Donor-Imposed Restrictions on Charitable Gifts (Restrictions and limitations; Uniform Prudent Management of Institutional Funds Act.) ...?Substance Abuse ... Open Issues and Close Calls - Using Grantor Trusts in Modern Estate Planning ... The Perfect Country Song: A Panel Discussion of Non-Tax Estate Planning and Drafting Along Life's Winding Country Roads (Blended families, problem assets/beneficiaries, creative distributions from trusts, Trustee selection, and equalizing distributions among beneficiaries.)
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Date: 11/10/2009 - 11/11/2009
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Location: RALEIGH
@ the Manning Fulton & Skinner 3605 Glenwood Ave
Raleigh, NC 27612
Suite 500 - Conference Rm
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Credits:
Total Hours: 9.5
Ethics Hours: 0
Substance/Mental Health Hours: 1
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Family Limited Partnership Update - Part 1
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Abstract: The shifting regulatory and financial climate is changing the nature of the threats to and opportunities for using Family Limited Partnerships in estate planning. The Obama Administration has proposed substantial revisions to Section 2704 which would substantially reduce the tax benefits of FLPs and the IRS continues its aggressive audit program. More deeply, the opportunities for using FLPs are changing, too, with dramatically lower interest rates and certain arbitrage techniques now available. Led by the nation's foremost practitioners in this area - Stacy Eastland and John Porter - this biennial update will provide you a comprehensive case law, regulatory and legislative update and a practical guide to the new opportunities and techniques for using FLPs in your estate planning practice. Day 1 topics include: Case law, regulatory and proposed legislation update; Discussion of Jorgensen and Miller; Obama Administration proposed changes to Section 2704 and Issues on exiting/terminating FLPs.
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Date: 11/10/2009 - 11/10/2009
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Location: TELEPHONE
@ the Telephone Seminar Call-in number and
materials will be emailed
afternoon before program
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Credits:
Total Hours: 1
Ethics Hours: 0
Substance/Mental Health Hours: 0
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NCBA 2009 Annual Review
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Abstract: Is It Stress? How to Avoid Heart Attacks and Strokes ... Myths and Misconceptions of Work Product and Privilege Plus Effect of New Rule of Evidence 502 ... Consumer Bankruptcy Update and Primer for the Non-bankruptcy Attorney (A basic primer on consumer bankruptcy with an emphasis on what non-bankruptcy lawyers, especially real estate, domestic and personal injury lawyers, need to know about bankruptcy.) ... Civil Law Update ... Anatomy of a Wrongful Conviction (Christine Mumma discusses the Dwayne Dail case and also provides an update on the national innocence movement and reforms specific to NC.) ... The First Amendment Round-Up ... View from the Bench (NC Supreme Court Justice Edmunds and Appellate Court Judge Geer) ... Family Law Case Law Update (Alimony, Equitable Distribution, Divorce, Divorce from Bed and Board, Annulment, Alienation of Affections/Criminal Conversion, Child Custody Issues and more.) ... Real Property Case Law Update ... The Roberts Court - Where It's Been and Where It's Going (Habeas corpus, gun cases, standing decisions, and other issues, including the newest justice.) ... Employment Litigation in the Fourth Circuit: Current Trends and Issues (Where does the Fourth Circuit stand today on key issues in discrimination, harassment and other common employment cases?) ... Diversity in Practice: A Private Practice and Corporate Law Perspective
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Date: 11/10/2009 - 11/11/2009
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 12
Ethics Hours: 2
Substance/Mental Health Hours: 1
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Family Limited Partnership Update - Part 2
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Abstract: The shifting regulatory and financial climate is changing the nature of the threats to and opportunities for using Family Limited Partnerships in estate planning. The Obama Administration has proposed substantial revisions to Section 2704 which would substantially reduce the tax benefits of FLPs and the IRS continues its aggressive audit program. More deeply, the opportunities for using FLPs are changing, too, with dramatically lower interest rates and certain arbitrage techniques now available. Led by the nations foremost practitioners in this area Stacy Eastland and John Porter - this biennial update will provide you a comprehensive case law, regulatory and legislative update and a practical guide to the new opportunities and techniques for using FLPs in your estate planning practice. Day 2 topics include: New opportunities with leveraged reverse freeze partnerships; Note freeze partnerships; Solutions for clients who want to retain control of partnership and Trends in FLP audits.
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Date: 11/11/2009 - 11/11/2009
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Location: TELEPHONE
@ the Telephone Seminar Call-in number and
materials will be emailed
afternoon before program
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Credits:
Total Hours: 1
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
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Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
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Date: 11/12/2009 - 11/12/2009
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/12/2009 - 11/12/2009
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Location: ROCKY MOUNT
@ the Nash CC 522 N Old Carriage Road
Rocky Mount, NC 27804
Business & Industry Build
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Estate Planning for Pets (Live Replay from July 28, 2009)
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Abstract: Pets can be a substantial source of comfort and affection for elderly clients. Providing for their safety and care once the client dies can be a source of great urgency for the client and raises several unique challenges for the attorney. This program is a practical guide to the special challenges of creating and administering trusts for the safety and care of pets and the integration of the trust into the a clients larger estate plan. Among other topics, the program will cover the types of pet trusts and where they are available - some are universally available, others are the creature of statute, the special challenge of selecting trustees and caretakers for pet trusts, establishing administration standards, funding pet trusts, and a guide to challenges by other beneficiaries. Topics include: Types of pet trusts and where they are available - universally available versus special statutorily created trusts; Issues in selecting trustees and caretakers; Establishing effective standards of administration; Funding pet trusts and Potential legal challenges.
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Date: 11/13/2009 - 11/13/2009
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Location: TELEPHONE
@ the Telephone Seminar Call-in number and
materials will be emailed
afternoon before program
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Credits:
Total Hours: 1
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/13/2009 - 11/13/2009
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Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/13/2009 - 11/13/2009
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Location: ELIZABETH CITY
@ the College of the Albemarle 1208 N Road Street
Elizabeth City, NC 27906
Foreman Tech Center - Roo
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Tax Planning for Vacation Homes
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Abstract: This program will cover the range of practical tax, estate planning and easement issues that surround owning, operating and transferring a vacation home or other distinctive family-owned property. The integration of income tax planning with estate and trust planning will be discussed, including what happens when well-laid plans must be unwound when the property is sold due to economic distress. The program will discuss practical techniques for keeping the property in the family for multiple generations while minimizing intra-family conflict over usage and financial issues. Also, the program will cover the use of conservation easements to protect distinctive family property, including distinctive farm or ranchland. Topics include: Income tax and estate planning for family vacation homes and family properties, Tax rules involved with renting out the vacation home or property, Techniques for keeping the property in the family & children from fighting over it, Conservation easements and protecting unique or distinctive family properties and Issues arising when the property must be sold due to economic distress.
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Date: 11/17/2009 - 11/17/2009
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Location: TELEPHONE
@ the Telephone Seminar Call-in number and
materials will be emailed
afternoon before program
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Credits:
Total Hours: 1
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/18/2009 - 11/18/2009
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Location: FAYETTEVILLE
@ the Fayetteville Tech CC 2723 Fort Bragg Road
Fayetteville, NC 28303
Center for Business & Ind
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/18/2009 - 11/18/2009
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Location: HICKORY
@ the Catawba Valley CC 2760 Hwy 70 Southeast
Hickory, NC 28602
East Campus - Room 1010
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/19/2009 - 11/19/2009
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Location: MOREHEAD CITY
@ the Carteret CC 3505 Arendell Street
Morehead City, NC 28557
Bryant Student Center
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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An Ounce of Prevention is Worth a Pound of Cure (2008 Ethics/Professionalism and Substance Abuse Awareness)
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Abstract: Why Gamble With Your Career? - Dealing with Gambling and Other Addictions (Substance Abuse/Mental Health) - The Impaired Lawyer's Impact on the Law Firm (Learn to identify the types of impairment that affect attorneys; Recognize and be able to document objective symptoms of impairment; Appreciate the impact an impaired professional has on his/her employer, colleagues, and clients; Evaluate risks of ignoring impairment including financial and ethical repercussions) (Substance Abuse/Mental Health) - The Disciplinary Process after a Lawyer is Found to be Impaired (What are the steps in the disciplinary process taken by the NC State Bar after a lawyer's ability to practice law is impaired by substance abuse and/or chemical addiction?) (Ethics)
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Date: 11/20/2009 - 11/20/2009
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Location: ELIZABETH CITY
@ the Hornthal Riley Ellis & Ma 301 E Main Street
Elizabeth City, NC 27909
Library
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Credits:
Total Hours: 3
Ethics Hours: 1
Substance/Mental Health Hours: 2
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 11/20/2009 - 11/20/2009
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Location: GREENSBORO
@ the Guilford Tech CC 1100 Revolution Mill Driv
Greensboro, NC 27405
Nussbaum Center - Main Co
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Revitalizing the Lawyer-Poet: What Lawyers Can Learn from Rock and Roll (A Fresh View of Professionalism)
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Abstract: Revitalizing the Lawyer-Poet: What Lawyers Can Learn from Rock and Roll (A short film is followed by an interactive presentation from Prof. Russell G. Pearce offering a fresh perspective on the definition of "professionalism" in the context of the modern practice of law. The film and discussion seek to answer the following questions: What is professionalism?; What are the causes and consequences of the crisis in professionalism?; Do lawyers have a public responsibility as intermediaries between the people and the law?; Can lawyers make money, have fun and do good, all at the same time?) ... Jam Session: NC Lawyers' Response (Do lawyers need a fresh view of professionalism? What can North Carolina lawyers learn from rock and roll?) ... "One Bourbon, One Scotch, and One Beer" and "Manic Depression" Are Not Just Song Titles: Recognizing and Managing Substance Abuse and Mental Health Problems in the Legal Profession (How does the crisis in professionalism affect lawyers on a personal and individual level? What is its role in causing mental health problems, depression and substance abuse?: Causes of depression and other mental health problems; Causes and nature of substance abuse as problem for lawyers; Strategies for preventing these problems through rebalancing your life and finding new meaning in your work)
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Date: 11/20/2009 - 11/20/2009
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Location: ELIZABETHTOWN
@ the Law Office of Cynthia Ada 190 South Poplar Street
Elizabethtown, NC 28337
Conference Room
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Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 12/1/2009 - 12/1/2009
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
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Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
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Date: 12/3/2009 - 12/3/2009
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Location: CHARLOTTE
@ the Hilton Charlotte Universi 8629 JM Keynes Drive
Charlotte, NC 28262
Exit 45A (W.T. Harris Blv
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 12/3/2009 - 12/3/2009
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Location: STATESVILLE
@ the Mitchell CC 701 W Front Street
Statesville, NC 28677
Tech & Workforce Dev Bldg
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Nuts and Bolts of Gift Taxation
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Abstract: This program will provide you with a practical guide to gift taxation and tax planning opportunities. Among other topics, the program will cover lifetime gifting strategies, exemption planning, and review common tax traps.
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Date: 12/3/2009 - 12/3/2009
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Location: TELEPHONE
@ the Telephone Seminar Call-in number and
materials will be emailed
afternoon before program
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Credits:
Total Hours: 1
Ethics Hours: 0
Substance/Mental Health Hours: 0
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An Ounce of Prevention is Worth a Pound of Cure (2008 Ethics/Professionalism and Substance Abuse Awareness)
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Abstract: Why Gamble With Your Career? - Dealing with Gambling and Other Addictions (Substance Abuse/Mental Health) - The Impaired Lawyer's Impact on the Law Firm (Learn to identify the types of impairment that affect attorneys; Recognize and be able to document objective symptoms of impairment; Appreciate the impact an impaired professional has on his/her employer, colleagues, and clients; Evaluate risks of ignoring impairment including financial and ethical repercussions) (Substance Abuse/Mental Health) - The Disciplinary Process after a Lawyer is Found to be Impaired (What are the steps in the disciplinary process taken by the NC State Bar after a lawyer's ability to practice law is impaired by substance abuse and/or chemical addiction?) (Ethics)
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Date: 12/4/2009 - 12/4/2009
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Location: BURLINGTON
@ the Alamance CC 1304 Plaza Drive
Burlington, NC 27215
Burlington Center - Room
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Credits:
Total Hours: 3
Ethics Hours: 1
Substance/Mental Health Hours: 2
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Estate and Gift Tax Audits (Live Replay from September 29, 2009)
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Abstract: This program is a practical guide to what to do once your client gets an audit letter for their estate or gift tax return - and how to reduce the risk of audit at the planning stage. What are the red flags or triggers which estate planners should avoid in the first instance? Once your client receives a letter, how and when should you respond? What issues can you expect at audit? How can you bring the audit to timely resolution? These and many other practical questions will be answered in this program on how to help you clients avoid or successfully defend an estate and gift tax audit. Topics include: Current enforcement priorities of the IRS; Flags and triggers to avoid at planning stage; Procedural tips once you get an audit letter; Common issues at audit and Tips on bringing a quick resolution to the audit.
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Date: 12/4/2009 - 12/4/2009
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Location: TELEPHONE
@ the Telephone Seminar Call-in number and
materials will be emailed
afternoon before program
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Credits:
Total Hours: 1
Ethics Hours: 0
Substance/Mental Health Hours: 0
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How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
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Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
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Date: 12/4/2009 - 12/4/2009
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 12/4/2009 - 12/4/2009
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Location: JACKSONVILLE
@ the Coastal Carolina CC 444 Western Blvd
Jacksonville, NC 28546
Melton Skills Center - Ro
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Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
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Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
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Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
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Date: 12/4/2009 - 12/4/2009
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Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 201 A/B
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Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
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Post-Mortem Estate Planning
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Abstract: When a closely held business is an estate's major asset, it can present unique issues that are easily overlooked. This program will focus on the many pitfalls and opportunities of post-mortem estate planning for the closely held business owner. Among other topics, the program will discuss preserving the "S" status of the business if it passes to a trust and the tax treatment accorded the trust. The program will also cover estate and income tax planning opportunities, including electing Section 6166 versus. the Graegin note, rules affecting the tax treatment of partnership income and losses, and the discounting opportunity presented by Mellinger. Topics include: Post-mortem planning for the closely held business owners; Testamentary trusts as S Corp shareholders; Section 6166 election v. Graegin note; Mellinger as a planning opportunity; Post-mortem income tax issues relevant to partnerships.
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Date: 12/10/2009 - 12/10/2009
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Location: TELEPHONE
@ the Telephone Seminar Call-in number and
materials will be emailed
afternoon before program
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Credits:
Total Hours: 1
Ethics Hours: 0
Substance/Mental Health Hours: 0
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Lincoln on Professionalism
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Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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Date: 12/11/2009 - 12/11/2009
|
Location: GOLDSBORO
@ the Wayne Community College 300 Wayne Memorial Dr
Goldsboro, NC 27533
Walnut Bldg - Room 104
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 12/11/2009 - 12/11/2009
|
Location: PINEHURST
@ the Sandhills CC 3395 Airport Road
Pinehurst, NC 28374
Main Campus -Van Dusen Ha
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Basics and Beyond: Elder Law
|
|
Abstract: Practice Management (So you want to be an Elder Law attorney? Organize your time, your clients, and practical marketing tips for building a successful and rewarding Elder Law practice.) ... Supplemental Security Income (SSI) Basics ... Social Security, SSI and Family Law (Public benefit planning in divorce, child support and non-traditional marriages) ... Guardianships and Incapacity (A step by step comprehensive guide for the beginning practitioner from initial filing through termination.) ... Medicaid Estate Recovery ... Medicaid Planning for Nursing Home and Special Assistance ... Appeals (Your planning is denied. How do I appeal?) ... Basic SNT Overview ... SNT Drafting (Sample forms, sample clauses, and important resources for building and maintaining SNT expertise)
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|
Date: 12/15/2009 - 12/15/2009
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 5.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Ethics of Asset Protection Planning
|
|
Abstract: Many forms of traditional estate planning, including the use of trusts and Family Limited Partnerships, are a form of asset protection planning and raise certain ethical issues for the planner. Asset protection planning is designed to put the assets beyond the reach of creditors or other claimants. It is a legitimate form of planning but is surrounded by gray areas where valid planning can lapse into illegitimate areas where creditors are deprived of their rights through arguably fraudulent transfers. This program will provide you a practical guide to the ethical landmines in asset protection planning, including a review of the applicable rules and regulations, potential ethical, civil and criminal liability, and best practices for avoiding liability, including diligence on clients. Topics include: Ethics rules and regulations applicable to asset protection planning, Ethical, civil and criminal liabilities, Recent enforcement action by IRS and other government agencies, Best practices for avoiding liability, including diligence on clients before planning and Protecting against existing v. future creditors.
|
|
Date: 12/15/2009 - 12/15/2009
|
Location: TELEPHONE
@ the Telephone Seminar Call-in number and
materials will be emailed
afternoon before program
|
Credits:
Total Hours: 1
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 12/15/2009 - 12/15/2009
|
Location: GREENVILLE
@ the Pitt CC - Greenville Ctr 3107 S Memorial Drive
Greenville, NC 28590
Room 301
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
NCBA 2009 Annual Review
|
|
Abstract: Is It Stress? How to Avoid Heart Attacks and Strokes ... Myths and Misconceptions of Work Product and Privilege Plus Effect of New Rule of Evidence 502 ... Consumer Bankruptcy Update and Primer for the Non-bankruptcy Attorney (A basic primer on consumer bankruptcy with an emphasis on what non-bankruptcy lawyers, especially real estate, domestic and personal injury lawyers, need to know about bankruptcy.) ... Civil Law Update ... Anatomy of a Wrongful Conviction (Christine Mumma discusses the Dwayne Dail case and also provides an update on the national innocence movement and reforms specific to NC.) ... The First Amendment Round-Up ... View from the Bench (NC Supreme Court Justice Edmunds and Appellate Court Judge Geer) ... Family Law Case Law Update (Alimony, Equitable Distribution, Divorce, Divorce from Bed and Board, Annulment, Alienation of Affections/Criminal Conversion, Child Custody Issues and more.) ... Real Property Case Law Update ... The Roberts Court - Where It's Been and Where It's Going (Habeas corpus, gun cases, standing decisions, and other issues, including the newest justice.) ... Employment Litigation in the Fourth Circuit: Current Trends and Issues (Where does the Fourth Circuit stand today on key issues in discrimination, harassment and other common employment cases?) ... Diversity in Practice: A Private Practice and Corporate Law Perspective
|
|
Date: 12/15/2009 - 12/16/2009
|
Location: WINSTON SALEM
@ the Forsyth Tech CC 601 W. 4th Street
Winston Salem, NC 27101
Small Business Center
|
Credits:
Total Hours: 12
Ethics Hours: 2
Substance/Mental Health Hours: 1
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 12/16/2009 - 12/16/2009
|
Location: SALISBURY
@ the Rowan-Cabarrus CC 1333 Jake Alexander Blvd
Salisbury, NC 28144
Building 200 - Room 251
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Basics and Beyond: Elder Law
|
|
Abstract: Practice Management (So you want to be an Elder Law attorney? Organize your time, your clients, and practical marketing tips for building a successful and rewarding Elder Law practice.) ... Supplemental Security Income (SSI) Basics ... Social Security, SSI and Family Law (Public benefit planning in divorce, child support and non-traditional marriages) ... Guardianships and Incapacity (A step by step comprehensive guide for the beginning practitioner from initial filing through termination.) ... Medicaid Estate Recovery ... Medicaid Planning for Nursing Home and Special Assistance ... Appeals (Your planning is denied. How do I appeal?) ... Basic SNT Overview ... SNT Drafting (Sample forms, sample clauses, and important resources for building and maintaining SNT expertise)
|
|
Date: 12/17/2009 - 12/17/2009
|
Location: GREENSBORO
@ the Guilford Tech CC 1100 Revolution Mill Driv
Greensboro, NC 27405
Nussbaum Center - Main Co
|
Credits:
Total Hours: 5.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
NCBA 2009 Annual Review
|
|
Abstract: Is It Stress? How to Avoid Heart Attacks and Strokes ... Myths and Misconceptions of Work Product and Privilege Plus Effect of New Rule of Evidence 502 ... Consumer Bankruptcy Update and Primer for the Non-bankruptcy Attorney (A basic primer on consumer bankruptcy with an emphasis on what non-bankruptcy lawyers, especially real estate, domestic and personal injury lawyers, need to know about bankruptcy.) ... Civil Law Update ... Anatomy of a Wrongful Conviction (Christine Mumma discusses the Dwayne Dail case and also provides an update on the national innocence movement and reforms specific to NC.) ... The First Amendment Round-Up ... View from the Bench (NC Supreme Court Justice Edmunds and Appellate Court Judge Geer) ... Family Law Case Law Update (Alimony, Equitable Distribution, Divorce, Divorce from Bed and Board, Annulment, Alienation of Affections/Criminal Conversion, Child Custody Issues and more.) ... Real Property Case Law Update ... The Roberts Court - Where It's Been and Where It's Going (Habeas corpus, gun cases, standing decisions, and other issues, including the newest justice.) ... Employment Litigation in the Fourth Circuit: Current Trends and Issues (Where does the Fourth Circuit stand today on key issues in discrimination, harassment and other common employment cases?) ... Diversity in Practice: A Private Practice and Corporate Law Perspective
|
|
Date: 12/17/2009 - 12/18/2009
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 204
|
Credits:
Total Hours: 12
Ethics Hours: 2
Substance/Mental Health Hours: 1
|
|
Trustees & Beneficiaries: Managing Tensions and Conflict (Live Replay from July 21,2009)
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|
Abstract: There is a natural tension between trustees and beneficiaries which is exacerbated in a distressed economic environment. Tensions easily arise when investment decisions go awry, discretionary distributions are not made, or when a trust's income beneficiaries are disadvantaged in favor of principal beneficiaries. These and many other natural tensions make trusts difficult to administer and fertile sources of dispute and fiduciary litigation. Led by practitioners with extensive experience representing trustees and beneficiaries, this program will provide you a practical guide to the common sources of beneficiary v. trustee tension, planning and administration to minimize those tensions, and utilizing techniques short of litigation to resolve the disputes once they arise. Topics include: Identifying flashpoints between trustees and beneficiaries; Investment decision conflicts in a distressed market; Tension between income and principal beneficiaries; Planning and administration to minimize tensions and Techniques for resolving disputes short of formal litigation.
|
|
Date: 12/22/2009 - 12/22/2009
|
Location: TELEPHONE
@ the Telephone Seminar Call-in number and
materials will be emailed
afternoon before program
|
Credits:
Total Hours: 1
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
|
|
Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
|
|
Date: 1/12/2010 - 1/12/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Basics and Beyond: Elder Law
|
|
Abstract: Practice Management (So you want to be an Elder Law attorney? Organize your time, your clients, and practical marketing tips for building a successful and rewarding Elder Law practice.) ... Supplemental Security Income (SSI) Basics ... Social Security, SSI and Family Law (Public benefit planning in divorce, child support and non-traditional marriages) ... Guardianships and Incapacity (A step by step comprehensive guide for the beginning practitioner from initial filing through termination.) ... Medicaid Estate Recovery ... Medicaid Planning for Nursing Home and Special Assistance ... Appeals (Your planning is denied. How do I appeal?) ... Basic SNT Overview ... SNT Drafting (Sample forms, sample clauses, and important resources for building and maintaining SNT expertise)
|
|
Date: 1/14/2010 - 1/14/2010
|
Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
|
Credits:
Total Hours: 5.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
|
|
Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
|
|
Date: 1/21/2010 - 1/21/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
|
|
Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
|
|
Date: 1/21/2010 - 1/21/2010
|
Location: WINSTON SALEM
@ the Forsyth Tech CC 1300 Bolton Street
Winston-Salem, NC 27103
West Campus - Room 123
|
Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Smorgasbord: A Sampling of Practice Tips (GP, Small Firm and Solo Annual Meeting)
|
|
Abstract: Bankruptcy Practice Pointers for General Practitioners ... Federal and North Carolina False Claims Act ... Real Estate Issues and Practice Pointers ... Trust Account Check-up
|
|
Date: 1/22/2010 - 1/22/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 4
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Basics and Beyond: Elder Law
|
|
Abstract: Practice Management (So you want to be an Elder Law attorney? Organize your time, your clients, and practical marketing tips for building a successful and rewarding Elder Law practice.) ... Supplemental Security Income (SSI) Basics ... Social Security, SSI and Family Law (Public benefit planning in divorce, child support and non-traditional marriages) ... Guardianships and Incapacity (A step by step comprehensive guide for the beginning practitioner from initial filing through termination.) ... Medicaid Estate Recovery ... Medicaid Planning for Nursing Home and Special Assistance ... Appeals (Your planning is denied. How do I appeal?) ... Basic SNT Overview ... SNT Drafting (Sample forms, sample clauses, and important resources for building and maintaining SNT expertise)
|
|
Date: 1/27/2010 - 1/27/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Conference Room A
|
Credits:
Total Hours: 5.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Basics of Will and Revocable Trust Drafting
|
|
Abstract: Basics of Estate Planning (Definition of estate planning; goals and objectives; significance of title, form or ownership and beneficiary designations; types of wills; statutory alternatives to wills; durable powers of attorney; health care powers of attorney; living wills; basic transfer tax concepts) ... Will Drafting: Non-Tax Issues (Exordium clause; payment of debts and other claims against the estate; funeral, burial or cremation instructions; devise of tangible personal property, real property and residuary estate; execution procedures) ... Will Drafting: Tax Issues (Planning for estate tax savings with marital and credit shelter trusts, tax implications of fiduciary selection and fiduciary powers) ... Revocable Trust Drafting (Uses of revocable trusts, funding issues and transfer of assets to trusts, disposition of personal property and real property, integration of tax planning strategies)
|
|
Date: 1/27/2010 - 1/27/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Basics and Beyond: Elder Law
|
|
Abstract: Practice Management (So you want to be an Elder Law attorney? Organize your time, your clients, and practical marketing tips for building a successful and rewarding Elder Law practice.) ... Supplemental Security Income (SSI) Basics ... Social Security, SSI and Family Law (Public benefit planning in divorce, child support and non-traditional marriages) ... Guardianships and Incapacity (A step by step comprehensive guide for the beginning practitioner from initial filing through termination.) ... Medicaid Estate Recovery ... Medicaid Planning for Nursing Home and Special Assistance ... Appeals (Your planning is denied. How do I appeal?) ... Basic SNT Overview ... SNT Drafting (Sample forms, sample clauses, and important resources for building and maintaining SNT expertise)
|
|
Date: 1/29/2010 - 1/29/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 5.75
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/2/2010 - 2/2/2010
|
Location: FAYETTEVILLE
@ the Fayetteville Tech CC 2723 Fort Bragg Road
Fayetteville, NC 28303
Center for Business & Ind
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
Basic Conflicts of Interest: An Intensive Course for All Lawyers Featuring Thomas E. Spahn
|
|
Abstract: Defining the "Client" and Analyzing "Adversity" (Difference between adversity to current and former client, Definition of "Client", Defining the "client" in a corporate context, Defining the "client" when representing associations, governmental entities, estates and insureds, Assessing "Adversity", Analyzing business adversity and adverse financial impact, Discovery of clients and positional adversity) ... Multiple Representations and Adversity to Former Clients (Joint Representations, Joint representations in the corporate setting, Joint representations in the creditors' rights and estate contexts, Representing Opposite Sides, Difference between transactional and litigation contexts, Adversity to Former Clients, General standards governing adversity to former clients, Meaning of "substantial relationship", Adversity to former clients by in-house lawyers and government lawyers) ... Clearing Conflicts (Withdrawal from a Representation, Ability to withdraw if no prejudice to client, "Hot Potato" rule, Ethics Screens, Use of ethics screen when hiring from other law firms and from the government, Consents, Requirements for valid consents, Revocability of consents, Prospective consents)
|
|
Date: 2/3/2010 - 2/3/2010
|
Location: CHARLOTTE
@ the Hilton Charlotte Universi 8629 JM Keynes Drive
Charlotte, NC 28262
Exit 45A (W.T. Harris Blv
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 2/3/2010 - 2/3/2010
|
Location: ASHEVILLE
@ the Asheville-Buncombe Tech C 1459-C Sand Hill Road
Candler, NC 28715
Enka Campus - Business In
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/3/2010 - 2/3/2010
|
Location: JACKSONVILLE
@ the Coastal Carolina CC 444 Western Blvd
Jacksonville, NC 28546
Melton Skills Center - Ro
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
Basic Conflicts of Interest: An Intensive Course for All Lawyers Featuring Thomas E. Spahn
|
|
Abstract: Defining the "Client" and Analyzing "Adversity" (Difference between adversity to current and former client, Definition of "Client", Defining the "client" in a corporate context, Defining the "client" when representing associations, governmental entities, estates and insureds, Assessing "Adversity", Analyzing business adversity and adverse financial impact, Discovery of clients and positional adversity) ... Multiple Representations and Adversity to Former Clients (Joint Representations, Joint representations in the corporate setting, Joint representations in the creditors' rights and estate contexts, Representing Opposite Sides, Difference between transactional and litigation contexts, Adversity to Former Clients, General standards governing adversity to former clients, Meaning of "substantial relationship", Adversity to former clients by in-house lawyers and government lawyers) ... Clearing Conflicts (Withdrawal from a Representation, Ability to withdraw if no prejudice to client, "Hot Potato" rule, Ethics Screens, Use of ethics screen when hiring from other law firms and from the government, Consents, Requirements for valid consents, Revocability of consents, Prospective consents)
|
|
Date: 2/4/2010 - 2/4/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 2/4/2010 - 2/4/2010
|
Location: WINSTON SALEM
@ the Forsyth Tech CC 1300 Bolton Street
Winston-Salem, NC 27103
West Campus - Room 123
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
|
|
Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
|
|
Date: 2/5/2010 - 2/5/2010
|
Location: PINEHURST
@ the Sandhills CC 3395 Airport Road
Pinehurst, NC 28374
Main Campus -Van Dusen Ha
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
|
|
Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
|
|
Date: 2/5/2010 - 2/5/2010
|
Location: ROCKY MOUNT
@ the Nash CC 522 N Old Carriage Road
Rocky Mount, NC 27804
Business & Industry Build
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
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Date: 2/5/2010 - 2/5/2010
|
Location: ELIZABETH CITY
@ the College of the Albemarle 1208 N Road Street
Elizabeth City, NC 27906
Foreman Tech Center - Roo
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
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The Effective and Ethical Way to Build Your Practice Featuring Roy S. Ginsburg
|
|
Abstract: Attracting new clients and producing additional revenue is more important - and more difficult - than ever. The economy is unstable; competition is intense. That's why it's essential to ramp up your business development efforts to gain every possible advantage.
Many lawyers forget that law is a service profession. Studies show that the most frequent reason for losing clients is poor service. And retaining clients in a volatile economy is crucial to your practice. So how do you make sure you're providing the best service? This practical, multi-media program delivers proven methods to build your practice within professional and ethical parameters while you earn ethics credits. Get the tools you'll need to consistently deliver exceptional service, retain and develop more business from current clients and increase referrals.
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|
Date: 2/10/2010 - 2/10/2010
|
Location: CONCORD
@ the Embassy Suites Concord 5400 John Q Hammons Drive
Concord, NC 28027
|
Credits:
Total Hours: 6
Ethics Hours: 6
Substance/Mental Health Hours: 0
|
|
How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
|
|
Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
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|
Date: 2/11/2010 - 2/11/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
|
|
Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
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|
Date: 2/11/2010 - 2/11/2010
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
The Effective and Ethical Way to Build Your Practice Featuring Roy S. Ginsburg
|
|
Abstract: Attracting new clients and producing additional revenue is more important - and more difficult - than ever. The economy is unstable; competition is intense. That's why it's essential to ramp up your business development efforts to gain every possible advantage.
Many lawyers forget that law is a service profession. Studies show that the most frequent reason for losing clients is poor service. And retaining clients in a volatile economy is crucial to your practice. So how do you make sure you're providing the best service? This practical, multi-media program delivers proven methods to build your practice within professional and ethical parameters while you earn ethics credits. Get the tools you'll need to consistently deliver exceptional service, retain and develop more business from current clients and increase referrals.
|
|
Date: 2/11/2010 - 2/11/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6
Ethics Hours: 6
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
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Date: 2/12/2010 - 2/12/2010
|
Location: MOREHEAD CITY
@ the Carteret CC 3505 Arendell Street
Morehead City, NC 28557
Bryant Student Center
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/12/2010 - 2/12/2010
|
Location: PINEHURST
@ the Sandhills CC 3395 Airport Road
Pinehurst, NC 28374
Main Campus -Van Dusen Ha
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
|
|
Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
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|
Date: 2/15/2010 - 2/15/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
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|
Date: 2/16/2010 - 2/16/2010
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/16/2010 - 2/16/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
2010 Business Law Institute
|
|
Abstract: Developments in Third Party Legal Opinions ... LLC Operating Agreements/Taxation ... Developments in Estate Planning for Owners of Closely-Held Businesses ... Best Practices in Nonprofit Corporate Governance ... Developments in Mergers & Acquisitions: Doing Deals in a Difficult Market
|
|
Date: 2/18/2010 - 2/18/2010
|
Location: PINEHURST
@ the Pinehurst Resort 80 Carolina Vista Drive
Pinehurst, NC 28374
|
Credits:
Total Hours: 3.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 2/18/2010 - 2/18/2010
|
Location: PINEHURST
@ the Pinehurst Resort 80 Carolina Vista Drive
Pinehurst, NC 28374
The Carolina
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/18/2010 - 2/18/2010
|
Location: NEW BERN
@ the Craven CC 800 College Court
New Bern, NC 28562
Bosch & Siemens AMC Build
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
2010 Business Law, Corporate Counsel and International Law Sections Joint Annual Meeting
|
|
Abstract: NC Business Law Update ... The Unknown or Inadvertent Franchise ...
Labor and Employment Law Enforcement and Priorities under the Obama Administration ... International Compliance Issues (Foreign Corrupt Practices Act and Office of Foreign Assets Control) ... *Selected Hot Topics in Ethics (The ethics of negotiation, including acceptable levels of deception about value or intent, and the propriety of staying silent in the face of the other side's misunderstanding about the law or important facts.) ... Developments in Indemnification, Arbitration and Collection of Attorneys Fees ... Intellectual Property Issues and Minefields in Transactional Practice (Patent rights, trademark and copyright considerations. The growing importance of IP, evaluating the IP holdings of others, and evaluating and protecting the IP of your company or client (e.g., IP audits). Address warranties, indemnification provisions, and ownership issues relating to IP will also be addressed briefly.) ... Doing Business in the Developing World (Choice of Law, Venue, Arbitration, Collection of Judgments and Selection of International Counsel) ... Representing or Dealing with Distressed Companies ... Corporate Governance and Executive Compensation Programs (Recent regulatory and corporate governance developments and best practices for both public and private companies in administering their equity compensation plans and incentive progra
|
|
Date: 2/19/2010 - 2/19/2010
|
Location: PINEHURST
@ the Pinehurst Resort 80 Carolina Vista Drive
Pinehurst, NC 28374
|
Credits:
Total Hours: 6.5
Ethics Hours: 1
Substance/Mental Health Hours: 1
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 2/19/2010 - 2/19/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
|
|
Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
|
|
Date: 2/24/2010 - 2/24/2010
|
Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
|
Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Beyond the Basics: Charitable Giving & Non-ProfitOrganizations
|
|
Abstract: Legal Update on Charitable Giving and Non-Profit Organizations (Putting the recent developments in context and highlighting their practical significance for attorneys who are representing philanthropic clients and attorneys working with non-profits seeking gifts.) ... Best Practices in Non-Profit Governance (Areas affecting the creation and operation of a non-profit organization, including, charitable solicitation license requirements, nonprofit corporate practices, investment practices in light of recent events, issues arising out of the Sarbanes-Oxley Act, tax issues, and administration of planned gifts by the non-profit.) ... Endowment and Spending Policy Under UPMIFA (With the adoption of the Uniform Prudent Management of Institutional Funds Act by 40 states, many charities may have more freedom to spend from such funds, but they are still not sure how to exercise this authority prudently. Does UPMIFA mean they can (or should) revise their spending rule?) ... Disgruntled and Disinherited: How to Avoid Future Litigation & Get the Gift (Best practices for advisors to donors as well as advisors to non-profits.) ... Creative Uses of Philanthropic Vehicles in Today's Economy (Intermediate-level, case-study approach, discussing how life-income vehicles can be used to integrate charitable giving with donor's overall financial goals.)
|
|
Date: 2/24/2010 - 2/24/2010
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 5.5
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/24/2010 - 2/24/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Conference Room A
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/25/2010 - 2/25/2010
|
Location: ASHEVILLE
@ the Asheville-Buncombe Tech C 1459-C Sand Hill Road
Candler, NC 28715
Enka Campus - Business In
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
Practical Professionalism: Ballast for Your Practice in Turbulent Economic Seas (A Real-World Discussion of Professional Values)
|
|
Abstract: Practical Professionalism (Introduction: Beyond Ethics: The Distinctive Demands of Professionalism: The intersecting elements of professionalism, The fundamental values of professionalism, Professionalism's combined basic virtues: the hallmarks of the best lawyers) ... Professional Values in the Real World (Discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of excellence, The ethic of integrity and lawyer independence, Respect for the "Rule of Law" and the work of other lawyers) ... Professional Values: Continuing the Discussion (Continued discussion of hypothetical situations led by Prof. Terrell with participation of the panelists illustrating: The ethic of accountability, A responsibility for the adequate distribution of legal services) ... +Avoiding the "Bermuda Triangle" of Addiction, Substance Abuse and Mental Illness (This segment looks at the impact of addiction and mental health problems on attorneys, identifies factors that make an individual particularly vulnerable and the warning signs when one starts to stray off course. It includes strategies for dealing with mental health issues; resources for dealing with substance abuse; as well as principles, tools and techniques for maintaining a balance and a sense of purpose in in ones life in the midst of turbulent times.)
|
|
Date: 2/25/2010 - 2/25/2010
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 4
Ethics Hours: 3
Substance/Mental Health Hours: 1
|
|
14th Annual Elder Law Symposium
|
|
Abstract: n/a
|
|
Date: 2/26/2010 - 2/26/2010
|
Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
|
Credits:
Total Hours: 6.5
Ethics Hours: 1
Substance/Mental Health Hours: 0
|
|
Lincoln on Professionalism
|
|
Abstract: About the Program
"Resolve to be honest at all events and if in your own judgment you cannot be an honest lawyer, resolve to be honest without being a lawyer."
"Never stir up litigation. A worse man can scarcely be found who does this...A moral tone ought to be infused into the profession which drive such men out of it."
"The leading rule for the lawyer, as for the man of every other calling, is diligence. Leave nothing for tomorrow which can be done today."
-A. Lincoln
Lincoln's exemplary qualities of legal and personal professionalism come to life in engaging documentary-style video vignettes. The scenes are coupled with a discussion among a stellar panel of judges and lawyers to provide a current and modern context to the model of professionalism that Lincoln provides.
|
|
Date: 2/26/2010 - 2/26/2010
|
Location: WELDON
@ the Halifax CC 200 College Drive
Weldon, NC 27890
Building 400 - Room 412
|
Credits:
Total Hours: 3
Ethics Hours: 3
Substance/Mental Health Hours: 0
|
|
The Resilient Lawyer
|
|
Abstract: *Immunity to Change (Learn to break down the resistance to change that keeps us not only from maximizing our ability to best serve our clients, but also to best mentor and supervise our fellow attorneys and manage our practices. Help close the gap between what we have always intended to do in advising our clients and managing our practices, and guide us toward maximizing what we are actually able to do.) ... Suicide: Assessment, Intervention and Aftermath (Guidance in identifying colleagues who suffer from debilitating mental conditions that impair the ability to carry out professional responsibilities and, at worst, lead to suicide attempts.) ... *Lawyers, Technology, and Ethics: Possibilities, Best Practices and Ethical Constraints (Hear an explanation of how technological innovations may impact your duties of competent and diligent representation as well as an introduction to new ways of effectively communicating with clients. Learn more about social networking (such as -LinkedIn,- Facebook, Twitter and others) and explore the ethical issues that may arise with lawyers- involvement with these and other new technologies. Issues include client confidentiality, and proper and improper uses of blogging and other forms of social networking by attorneys, their subordinate attorneys and staff.) ... Turning Out the Lights: Planning for Closing Your Law Practice
|
|
Date: 2/26/2010 - 2/26/2010
|
Location: PINEHURST
@ the Pinehurst Resort 80 Carolina Vista Drive
Pinehurst, NC 28374
|
Credits:
Total Hours: 6
Ethics Hours: 4
Substance/Mental Health Hours: 1
|
|
How to Understand and Analyze Financial Statementsfor Lawyers Featuring Douglas R. Smith
|
|
Abstract: Basic Concepts Underlying Financial Reporting (Generally accepted accounting principles (GAAP) and non-GAAP accounting; Levels of assurance provided in a financial report; Net income vs. cash flow; Depreciable assets; Capitalizing vs. expensing; Inventory and Other fundamental concepts) ... The Financial Statements (Accountant's report; Balance sheet; Income statement; Statement of cash flow and Notes to the financial statement) ... Basic Financial Statement Analysis (Short-term liquidity; Long-term solvency and planning; Profitability; Return on investment and Commonly used ratios) ... Common Manipulative Techniques (How a financial statement can follow the rules and still be misleading; Circumstances most at risk of results affected by accounting techniques and Tactics to protect yourself, clients and your firm)
|
|
Date: 3/4/2010 - 3/4/2010
|
Location: ASHEVILLE
@ the Asheville-Buncombe Tech C 1459-C Sand Hill Road
Candler, NC 28715
Enka Campus - Business In
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Basics of Will and Revocable Trust Drafting
|
|
Abstract: n/a
|
|
Date: 3/9/2010 - 3/9/2010
|
Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Basics of Will and Revocable Trust Drafting
|
|
Abstract: n/a
|
|
Date: 3/18/2010 - 3/18/2010
|
Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Basics of Will and Revocable Trust Drafting
|
|
Abstract: n/a
|
|
Date: 3/26/2010 - 3/26/2010
|
Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 205
|
Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
|
|
Basics of Will and Revocable Trust Drafting
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Abstract: n/a
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Date: 3/30/2010 - 3/30/2010
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Location: ROCKY MOUNT
@ the Nash CC 522 N Old Carriage Road
Rocky Mount, NC 27804
Business & Industry Build
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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14th Annual Elder Law Symposium
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Abstract: n/a
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Date: 3/31/2010 - 3/31/2010
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Location: CHARLOTTE
@ the Charlotte Convention Cent 501 S College Street
Charlotte, NC 28202
Room 215
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Credits:
Total Hours: 6.5
Ethics Hours: 1
Substance/Mental Health Hours: 0
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Basics of Will and Revocable Trust Drafting
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Abstract: n/a
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Date: 4/7/2010 - 4/7/2010
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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14th Annual Elder Law Symposium
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Abstract: n/a
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Date: 4/8/2010 - 4/8/2010
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Location: GREENSBORO
@ the Guilford Tech CC 1100 Revolution Mill Driv
Greensboro, NC 27405
Nussbaum Center - Main Co
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Credits:
Total Hours: 6.5
Ethics Hours: 1
Substance/Mental Health Hours: 0
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14th Annual Elder Law Symposium
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Abstract: n/a
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Date: 4/16/2010 - 4/16/2010
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Location: WILMINGTON
@ the Cape Fear CC 415 North 2nd Street
Wilmington, NC 28401
L Building - Room L107
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Credits:
Total Hours: 6.5
Ethics Hours: 1
Substance/Mental Health Hours: 0
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Basics of Will and Revocable Trust Drafting
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Abstract: n/a
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Date: 4/22/2010 - 4/22/2010
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Location: GREENSBORO
@ the Guilford Tech CC 1100 Revolution Mill Driv
Greensboro, NC 27405
Nussbaum Center - Main Co
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Credits:
Total Hours: 6
Ethics Hours: 0
Substance/Mental Health Hours: 0
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14th Annual Elder Law Symposium
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Abstract: n/a
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Date: 4/28/2010 - 4/28/2010
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Location: FLAT ROCK
@ the Blue Ridge CC 180 West Campus Drive
Flat Rock, NC 28731
Contining Education Bldg
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Credits:
Total Hours: 6.5
Ethics Hours: 1
Substance/Mental Health Hours: 0
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14th Annual Elder Law Symposium
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Abstract: n/a
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Date: 5/6/2010 - 5/6/2010
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Location: CARY
@ the NC Bar Center 8000 Weston Parkway
Cary, NC 27513
Dorsett Auditorium
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Credits:
Total Hours: 6.5
Ethics Hours: 1
Substance/Mental Health Hours: 0
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NC Bar Association · PO Box 3688 · Cary, NC 27519 · 8000 Weston Parkway · Cary, NC 27513 · Tel: (919) 677-0561
Questions? Comments? Help · Help Demos · NCBA Feedback · Privacy Policy © Copyright 2004, NC Bar Association. All Rights Reserved.
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EP_2009_0715.PDF
Estate Planning & Fiduciary Law Section Council Meeting Minutes for July 15, 2009.
EP_2009_0422.PDF
Estate Planning & Fiduciary Law Section Council Meeting Minutes for April 22, 2009.
EP_2009_0121.PDF
Estate Planning & Fiduciary Law Section Council Meeting Minutes for January 21, 2009.
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EP_2005_01.pdf
Estate Planning & Fiduciary Law Section Newsletter - The Will and The Way, January 2005
Living Wills.pdf
Living Wills and Health Care
Powers of Attorney Pamphlet
EP_2006_04.pdf
Estate Planning & Fiduciary Law Section - The Will & The Way, April 2006
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Need to locate EP resource
I am new to the EP practice area and would like to obtain a copy of the BB&T Estate Planning Forms Manual. I believe the most recent edition is 2006 and that the cost is in the $350-400 range. (Let me know if I'm wrong or if an update is imminent.)...
Virtual Law Office - practicing estate law completely online
I have been practicing estate planning law through my virtual law office at www.kimbrolaw.com. I communicate directly with the clients over https. I believe my law office is the first completely virtual law office in the State of N.C. but I am not ...
Last Refreshed 11/7/2009 7:55:26 AM
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Last Refreshed 11/7/2009 7:55:26 AM
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The ABA Law Practice Management Section's Webzine: Articles and opinions on the practice of law, Today.
Meet the Women Rainmakers! Kara Baysinger
Relationship building comes from gaining clients' trust. Read this first-hand account about how problem solving and establishing trust brings clients in and keeps them coming back.
Best of ABA TECHSHOW®: The Trial Tech Toolkit
Trial Presentation software is typically used on a "stage" in front of a court, jury, and, well, let’s just say an audience. Make sure to choose it carefully, and with some due diligence.
How to Make Alternative Billing Part of Your Marketing Strategy
Satisfied clients are clients who will bring you more work. The best way to satisfy clients with alternative billing is to make it an interactive process.
2003-2009 American Bar Association. All rights reserved.
Last Refreshed 11/7/2009 7:08:04 AM
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