NORTH CAROLINA BAR ASSOCIATION FOUNDATION CLE BULLETIN

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NORTH CAROLINA BAR ASSOCIATION FOUNDATION

CLE BULLETIN

AUGUST/SEPTEMBER 2015 BULLETIN | PROGRAMS & PUBLICATIONS OF THE NCBA FOUNDATION | WWW.NCBAR.ORG/CLE

facebook.com/NCBAorg

FUEL YOUR

KNOWLEDGE

• War of the

Roses

in the

Digital Age, Part II, Page 3

• 2015 Estate Planning and

Probate Law Survey

Course, Page 6

• Retiring Well: Developing

Strategies for a Successful

Transition, Page 9

• NCBA 2015 Annual

Review, Page 11

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THE CLE BULLETIN

A catalog of CLE Programs and

Publications of the NCBA Foundation.

Visit www.ncbar.org/CLE.

CLE Committee:

CHAIR

Marisa S. Campbell, Raleigh VICE-CHAIR

Roberta King Latham, Winston-Salem

DISTANCE LEARNING SUBCOMMITTEE CHAIR Jenifer R. Wolfe, Carrboro

FINANCE SUBCOMMITTEE CHAIR Laura D. Burton, Greensboro MARKETING SUBCOMMITTEE CHAIR Miguel A. Manna, Raleigh

PROGRAM SUBCOMMITTEE CHAIR TBD

PUBLICATIONS SUBCOMMITTEE CHAIR Nancy L. Grace, Raleigh

DIRECTOR OF CLE Catherine T. Peglow, Cary

CLE Bulletin:

MANAGING EDITOR Stephanie M. Ross

Published six times per year by the North Carolina Bar Association Foundation CLE Department P.O. Box 3688, Cary, NC 27519

Phone: 919.677.8745

FUEL YOUR KNOWLEDGE THIS FALL

September begins our fall CLE line-up and your chance to start fueling your knowledge. Challenge yourself to go beyond the credit and legal updates and take a chance to explore new topics, practice areas and skills.

To start, attend the 2015 Family Law Program, War of the Roses in the Digital Age, Part II, in Greensboro this year on Friday, September 11 and discover what happened in the trial of Rose v. Rose, while learning the how-to’s of litigating a case with electronic evidence.

New this year live at the Bar Center and Webcast on Thursday–Friday, September 17–18, is our educational program, 2015 Military and Veterans Affairs Committee (MVAC) Program on Legal Assistance for Military Personnel. It serves to assist military attorneys and paralegals working in legal assistance, as well as civilian counsel whose practices involve military clients or issues.

Explore the challenges being faced in all professions, including the impact of cognitive impairment and of normal aging on lawyers’ competency with Retiring Well: Developing Strategies for a Successful Transition on Friday, September 25 in Cary and via Webcast.

Expand your knowledge and receive insight into the 2015 legal updates and changes from experts in their fields with the NCBA 2015 Annual Review in Greensboro Thursday– Friday, October 15–16.

Find these and many other programs, starting on page 2 and/or in our online learning center at www.ncbar.org/cle.

We like to socialize.

Visit us online for the

latest news, photos,

useful links and more.

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FAMILY LAW, ESTATE PLANNING, ELDER LAW AND TAXATION

3 War of the Roses in the Digital Age, Part II: The Roses Go to Court (2015 Family Law Fall Program)

September 11 | Greensboro

6 2015 Estate Planning and Probate Law Survey Course

September 23–24 | Cary

GENERAL PRACTICE

4 2015 Military and Veterans Affairs Committee (MVAC) Program on Legal Assistance for Military Personnel

September 17–18 | Cary and Webcast

8 2015 Las Vegas Vacation and CLE | September 24–25 Las Vegas, NV

9 Retiring Well: Developing Strategies for a Successful Transition | September 25 | Cary and Webcast

11 NCBA 2015 Annual Review | October 15–16 | Greensboro

2 FALL 2015 SAVE THE DATE MISCELLANEOUS

15 Hotel Information

20 August/September CLE Program Calendars 24 Registration Information

25 Order Form

ON DEMAND: FEATURED PROGRAMS

13

PHONE/AUDIO STREAMING PROGRAMS

16 August/September | Live via Telephone and Online PUBLICATIONS

7 New Edition! North Carolina Family Law Case Book with Critical Cases, Second Edition |Relased May 2015

REAL PROPERTY

5 Change in Delivery: 2015 NC/SC Joint Construction Law Conference | September 18–19 | Charleston, SC

TRAVEL PROGRAMS

12

TRIAL PRACTICE

10 2015 Appellate Practice Section CLE and Annual Meeting | October 2 | Cary and Webcast

WEBCASTS 14 WEBINARS 15

ON TWITTER

twitter.com/NCBAorg

Find NCBA CLE updates

and other interesting

legal information.

INCLEMENT WEATHER POLICY

GENERAL POLICY: If inclement weather is forecast for your area, please check local news listings or contact the location where your program is being held for closing information. The North Carolina Bar Association programs will follow the work schedule of the hosting institution, to include delayed openings. If the site is closed, the program is cancelled. Site contact information is listed on the email confirmation registrants receive for each program. The North Carolina Bar Association will make every effort to notify you should inclement weather cause a program to be cancelled or delayed. Please ensure that your current contact information, including an email address, is provided when registering for a CLE program.

Indicates that this program’s materials are available digitally. See page 12 for complete details.

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UPCOMING CLE | FALL 2015

GENERAL

2015 Military and Veterans Affairs Committee (MVAC) Program on Legal

Assistance for Military Personnel | Cary

and Webcast | Thursday–Friday, September 17–18

2015 Las Vegas Vacation and CLE

Las Vegas, NV | Thursday–Friday, September 24–25

Retiring Well: Developing Strategies for

a Successful Transition | Cary and Webcast

Friday, September 25

2015 Fall Senior Lawyers Annual Meeting

Raleigh | Thursday–Friday, September 24–25

Fall Professionalism for New Attorneys

(PNA) | Cary and Webcast

Tuesday–Wednesday, October 13–14 (Meets mandatory PNA requirement for new licensees)

Secrets of Bulletproof Contract Drafting

Featuring Lenne’ Espenschied | Cary

Thursday, October 22

ABA Lead Law Simulcast | Cary

Friday, October 23

NCBA 2015 Annual Review | Greensboro

Thursday–Friday, October 15–16

BUSINESS LAW

31st Annual NC/SC Labor & Employment

Law Annual Meeting (2015) | Isle of Palms, SC

Friday–Saturday, October 23–24

38th Annual Bankruptcy Institute (2015)

Pinehurst | Friday–Saturday, November 6–7

Basics of Franchising Law | Cary

Friday, November 20

FAMILY LAW, ESTATE PLANNING,

ELDER LAW AND TAXATION

War of the Roses in the Digital Age, Part II: The Roses Go to Court (2015 Family Law Fall

Program) | Greensboro

Friday, September 11

2015 Estate Planning and Probate Law

Survey Course | Cary

Wednesday–Thursday, September 23–24

Basics of Elder Law | Cary | Friday, October 30

GENERAL cont’d

2015 Professionalism Program | Cary

Friday, December 4

INTELLECTUAL PROPERTY

2015 Comprehensive Patent Cooperation

Treaty Seminar | Cary and Webcast

Thursday–Friday, October 8–9

REAL PROPERTY, ENVIRONMENTAL

& NATURAL RESOURCES LAW AND

CONSTRUCTION LAW

Change in Delivery: 2015 NC/SC Joint Construction Law Conference

Charleston, SC | Friday–Saturday, September 18–19

2015 Real Property Practical Skills Course: The Fundamentals and much, much more!

Cary and Webcast

Thursday–Friday, November 12–13

TRIAL PRACTICE

2015 Appellate Practice Section Annual

Meeting | Cary and Webcast | Friday, October 2

Administrative Law and Government & Public Sector Joint Program

Cary | Friday, November 6

do more

www.ncbar.org/cle

learn more

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LIVE PROGRAMS

“Best CLE I have attended in years!”

“Great job! Thank you!

You obviously spent a lot of time

on this and it showed. Very

knowledgeable panel.”

Attendees,

“War of the “Roses” in the

Digital Age: A Hypothetical Family Law Case

(2013 Family Law Fall Program)

ABOUT | In 2013, we brought you War of the Roses along

with the interplay of their exploding marriage in the age of electronic evidence and social media. In 2015, The Roses are going to court. This seminar features the how-to’s of litigating a case with electronic evidence. The manuscript (delivered electronically, of course) features practical information including sample complaints, discovery and sample bench briefs with legal research and analysis. The program includes insightful presentations by the diverse panel and video highlights of the “actual” trial of Rose v. Rose.

PLANNERS

Kimberly Bryan, Cheshire Parker Schneider & Bryan, Raleigh

Charles W. Clanton, Wyrick Robbins Yates & Ponton LLP, Raleigh TUITION| Registration must be received by September 4, 2015 for Early Bird Discount.

Registration Type Early Regular

NCBA Family Law Section Member $250 $305 NCBA Member $270 $325 Non-Member $325 $380 The following categories do not qualify for the Early Bird rate. Full-Time LANC Attorney (NCBA Member) $160 1st YR. Licensed in NC (NCBA Member) $99 CLE Passport 6 tokens Judge (NCBA Member) $25 Clerk of Court (NCBA Member) $25 Law Professor (NCBA Member) $25 Law Student Division Member $25 Paralegal Division Student Member $25

HOTEL INFORMATION | Grandover Resort and Conference Center

1000 Club Road | Greensboro, NC | 27407

Rate: $169 King | $169 Double Queen | $209 Junior Suite Reservations: 336.294.1800

Cut-off Date: August 13

WAR OF THE

ROSES

IN THE DIGITAL AGE, PART II: THE ROSES GO

TO COURT

(2015 FAMILY LAW FALL PROGRAM)

LIVE

|

SEPTEMBER 11 | GRANDOVER RESORT AND CONFERENCE CENTER, GREENSBORO

CLE Credit | 6.25 Hours, includes 1.0 Ethics/Professionalism

Planned by the NCBA Family Law Section

#427FLP

PROGRAM AGENDA | Friday, September 11

8:30a Registration and Continental Breakfast 8:55 Welcome and Introductions

9:00 *Session 1: The Lawsuit Begins | John D. Bryson, Wyatt Early Harris & Wheeler, High Point | Jill S. Jackson, Tharrington Smith LLP, Raleigh | Stephanie T. Jenkins, Gailor Hunt Jenkins Davis & Taylor, Raleigh | Alice Neece Mine, Assistant Executive Director/Director of CLE, Specialization & Paralegal Certification, NC State Bar, Raleigh | Ketan P. Soni, Hull & Chandler Attorneys at Law, Charlotte | M. Gordon Widenhouse Jr., Rudolf Widenhouse Fialko, Chapel Hill

10:30 Break

12:30p Networking Lunch (included at Live program only)

2:45 *Session 4: Evidence at Trial; Conclusion

4:15 Adjourn

*_{Indicates that each indivdual session provides 15 minutes of}

Ethics/Professionalism Credit totaling 1.0 Hour for program

100 %

Digital Program Materials

NEW RELEASE

North Carolina Family Law Case Book with Critical Cases,

Second Edition

from the

2015 Family Law Fall Program Planner,

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2015 MILITARY AND VETERANS AFFAIRS COMMITTEE (MVAC)

PROGRAM ON LEGAL ASSISTANCE FOR MILITARY PERSONNEL

LIVE AND WEBCAST

|

SEPTEMBER 17–18 | NC BAR CENTER, CARY

CLE Credit | 12.0 Hours, includes 1.0 Ethics/Professionalism and 1.0 Substance Abuse/

Mental Health | Planned in Cooperation with the North Carolina State Bar Legal

Assistance for Military Personnel Committee (LAMP)

#436MLC

100 %

Digital Program Materials

See page 12 for information and instructions or

visit www.ncbar.org/CLE

ABOUT | This educational program serves military attorneys and paralegals working in legal assistance, as well as civilian counsel whose practices involve military clients or issues. This program is funded, in part, by an endowment grant from the North Carolina Bar Association Foundation.

PLANNERS

Michael S. Archer, US Marine Corps, Jacksonville

Marie Joiner-Avon, XVIII Airborne Corps, Fort Bragg

Kirk G. Warner, Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh

TUITION| Registration must be received by September 10, 2015 for Early Bird Discount.

Department of Defense and Military Attendees $0 $0 Military Retirees $0 $0 Civilian Attendees $150 $200 The following categories do not qualify for the Early Bird rate.

CLE Passport 12 tokens Judge (NCBA Member) $25 Clerk of Court (NCBA Member) $25 Law Professor (NCBA Member) $25 Law Student Division Member $25 Paralegal Division Student Member $25

WEBCAST TUITION | #436LWC

Early Bird rate does not apply.

Department of Defense and Military Attendees $0 Military Retirees $0 Civilian Attendees $225 CLE Passport 12 tokens

PROGRAM AGENDA | Thursday, September 17

9:00 Deployment and Child Custody | G. Brently Tanner, Sullivan and Tanner PA, Raleigh

10:00 Alimony and Post-Separation Support

Tanner

11:00 Break

11:15 Consumer Finance Protection Bureau

Angela O. Martin, Consumer Financial Protection Bureau, Washington, DC

1:00 Landlord and Tenant Issues | George D. Humphrey III, Allman Spry Davis Leggett and Crumpler PA, Winston-Salem

2:00 The Service Members Civil Relief Act (SCRA) | Tanya Kirwin, United States Department of Justice, Washington, DC

3:00 Break

3:15 Uniformed Services Employment and Reemployment Rights Act (USERRA) |

Matthew L. Fesak, United States Department of Justice, New Bern | Jonathan P. Ward, Pinto Coates Kyre and Bowers, Greensboro

4:15 Adjourn

8:15a Continental Breakfast 8:55 Welcome and Introductions

9:00 Post-Traumatic Stress Disorder (PTSD)

George P. Colvin MD, North Raleigh Psychiatry, Raleigh | Kirk G. Warner, Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh

10:00 Consumer Issues In North Carolina

Kevin L. Anderson, North Carolina Department of Justice, Raleigh

11:00 Break

11:15 *Legal Ethics | Nicole P. McLaughlin, North Carolina State Bar, Raleigh

1:00 Army Reduction in Forces/Military Administrative Issues IAW AR 27-3

Marie Joiner-Avon, XVIII Airborne Corps, Fort Bragg

2:00 Military Dependent Support Regulations

Michael S. Archer, US Marine Corps, Jacksonville | Joiner-Avon

3:00 Break

3:15 †_{Substance Abuse and Mental Health}

Robert E. Nunley, Nunley and Associates PLLC, Raleigh

4:15 Adjourn

*_{Indicates portion providing Ethics/Professionalism Credit}

†_{Indicates portion providing Substance Abuse/Mental Health Credit}

We like to socialize.

Visit us online for the

latest news, photos,

useful links and more:

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CHANGE IN DELIVERY:

2015 NC/SC JOINT CONSTRUCTION LAW CONFERENCE

#401CLM

“This was the best joint

construction law program

I have attended.”

“Excellent as always.”

Attendees,

Constructing the Trial of a

Construction Defect Case: Building to a Verdict

(2013 North Carolina/South Carolina Joint

Construction Law Program)

ABOUT | Every two years, the Construction Law Sections of the North Carolina Bar Association and the South Carolina Bar meet to discuss legal issues of common significance. This year’s program includes an impressive faculty line-up and addresses numerous topics of interest to construction lawyers in the Carolinas.

The period between 2008 and 2015 has been among the toughest the construction industry in the United States has ever faced. From a peak of almost $500 billion in revenue in 2008, nonresidential construction fell to a low of less than $350 billion in just two years and has improved only marginally since then. As a result, delivery of services in the construction industry is changing, influenced by, among other things: a push toward new infrastructure projects for job creation; alternative energy and green manufacturing; technological innovation; further consolidation of design and construction services and public private partnerships.

This program focuses on several of the major trends in the construction industry to help participants better understand the changes in delivery and their impacts on project finance, construction contracting, claims management and litigation. TUITION |For more information and/or to register, visit

www.scbar.org.

HOTEL INFORMATION | Francis Marion Hotel

387 King Street | Charleston, SC | 29403 Rate: $199 per night plus taxes

Reservations: 843.722.0600 Cut-off Date: August 18

9:00 Construction Project Finance and Delivery Systems | Timothy J. Richter P.E., Proven Project Delivery LLC

10:00 Building New Infrastructure and Manufacturing; EPC Contracting and the Role of Project Counsel | Todd M. Conley Esq., Womble Carlyle Sandridge & Rice LLP

11:00 Break

11:15 Technology and the Changing Role of Design Professionals | John M. Nunnally Esq., Ragsdale Liggett PLLC | David E. Pearson, Pearson Management Group

12:15p Lunch with Presentation | Jeff Lamberson P.E., Director Facilities Planning and Construction, University of South Carolina

1:45 Public-Private Partnerships | Gary T. Pope Jr. Esq., Pope Flynn LLC

2:45 Break

3:00 Scheduling, Delays and Lost Labor Productivity | Shawn Allen Esq., General Counsel, Choate Construction | Mark Doran P.E., Contract Solutions

4:00 Adjourn

PROGRAM AGENDA | Saturday, September 19

7:30a Registration and Continental Breakfast 8:30 †_{Health and Wellness |}_{Lisa Holland Ph.D.,}

LMFT

9:30 Hot Topics in Dispute Resolution | David Hamilton Esq., Hamilton Stephens Steele and Martin PLLC | Franklin J. Smith Esq., Richardson Plowden & Robinson P.A.

10:30 Break

10:45 State-Specific Case Law Updates; Breakout Sessions | L. Franklin Elmore Esq., Elmore Goldsmith | Jay M. Wilkerson Esq., Conner Gwyn Schenck PLLC

11:45 Adjourn

†_{Indicates portion providing Substance Abuse/Mental}

Health Credit

LIVE

|

SEPTEMBER 18–19 | FRANCIS MARION HOTEL, CHARLESTON, SC

CLE Credit | 9.0 Hours, includes 1.0 Substance Abuse/Mental Health

Planned by the South Carolina Bar Continuing Legal Education Division and the NCBA

Construction Law Section

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2015 ESTATE PLANNING AND PROBATE LAW SURVEY COURSE

LIVE

|

SEPTEMBER 23–24 | NC BAR CENTER, CARY

CLE Credit | 14.0 Hours | Planned by the NCBA Estate Planning & Fiduciary Law Section

Qualifies for NC State Bar Estate Planning and Probate Law Specialization Credit.

#444EPC

ABOUT | The 2015 Estate Planning and Probate Law Survey Course is designed as a survey course for individuals who practice or are beginning to practice in the estate planning and probate law areas. Although this program is designed on an intermediate level for those who have practiced for a period of time in the estate planning and probate areas, the course also serves as an excellent review for individuals who concentrate their practice in the estate planning and probate law areas as well as a good introduction for individuals who are beginning to practice in these areas.

PLANNERS

Jessica Mering Hardin, Robinson Bradshaw & Hinson PA, Charlotte

Holly B. Norvell, Johnston Allison & Hord PA, Charlotte TUITION |Registration must be received by September 16, 2015 for Early Bird Discount.

NCBA Estate Planning and Fiduciary Law

Section Member $415 $490 NCBA Member $435 $510 Non-Member $510 $585 The following categories do not qualify for the Early Bird rate. Full-Time LANC Attorney (NCBA Member) $255 CLE Passport 14 tokens Judge (NCBA Member) $25 Clerk of Court (NCBA Member) $25 Law Professor (NCBA Member) $25 Law Student Division Member $25 Paralegal Division Student Member $25

PROGRAM AGENDA cont’d | Wed., September 23

12:45 Property Law: Estate Planning and Probate Issues | Kemp Mosley, Narron O’Hale Whittington PA, Smithfield

1:30 Partnerships, LLCs and Corporations: Estate Planning and Probate Issues

Lynn F. Chandler, Smith Moore Leatherwood LLP, Charlotte

2:15 Break

2:30 Retirement Benefits: Estate Planning and Probate Issues | N. Lucille “Lucy” Siler, Johnston Allison & Hord PA, Charlotte

3:15 Estate Planning with Powers of Attorney/Guardianship and Ward

Linda F. Johnson, Senter Stephenson & Johnson, Fuquay-Varina

4:00 Annuities and Life Insurance: Estate, Gift and Income Tax Issues | Gerald I. Applefield, Barry Evans Joseph & Snipes, Charlotte

4:45 Adjourn

8:00a Continental Breakfast

8:30 Gross Estate | Heidi E. Royal, Robinson Bradshaw & Hinson PA, Charlotte

9:30 Valuation of Gross Estate | Andrea C. Chomakos, McGuireWoods LLP, Charlotte

10:30 Break

10:45 Estate Tax: Estate Tax Deductions, Credits and Payments of Tax | Stephanie C. Daniel, Kirk Palmer & Thigpen PA, Charlotte

11:45 Gift Tax/Uniform Transfers to Minors Act

John R. Cella Jr., Manning Fulton & Skinner PA, Raleigh

1:00 Marital Deduction | Matthew W. Thompson, Ward and Smith PA, Wilmington

2:00 Fiduciary Income Tax of Trusts and Estates

Sandi O. Thorman CPA, GreerWalker, Charlotte

3:00 Break

3:15 Generation–Skipping Transfer Tax | Ansley C. Cella, Manning Fulton & Skinner PA, Raleigh

4:00 Charitable Giving | Daniel K. Hicks, Ingersoll & Hicks PLLC, Winston-Salem

4:45 Adjourn

100 %

Digital Program Materials

See page 12 for information and instructions or

visit www.ncbar.org/CLE

PROGRAM AGENDA | Wednesday, September 23

8:30 North Carolina Uniform Trust Code

Rebecca L. Smitherman, Craige Brawley Liipfert & Walker LLP, Winston-Salem

9:30 North Carolina Law of Wills | Jill Raspet Peters, Smith Moore Leatherwood LLP, Wilmington

10:15 Break

10:30 North Carolina Probate Law—Part I

John D. Veazey, The Van Winkle Law Firm, Hendersonville

11:15 North Carolina Probate Law—Part II

Timothy W. Jones, Jones Branz & Tarsitano LLP, Raleigh

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North Carolina Family Law Case Book

with Critical Cases, Second Edition

Managing Editor: Kimberly W. Bryan

For more information

or to order, call the Bookstore

at 800.228.3402, or visit

www.ncbar.org/CLE

and click on

Publications

.

Product code:

E-Book Pricing

Print & E-Book Pricing

CFL15 (incl. 6.75% tax)

:

(incl. 6.75% tax and $5.99 S&H)

:

Family Law Section Family Law Section

Product details:

Member $69.39 Member $97.13

7” x 10” paperback, NCBA Member $80.06 NCBA Member $113.14

832 pages; ePub & MOBI Passport $53.38 Passport $81.12

Non-Member $96.08 Non-Member $134.49

This completely updated second edition of the

best-selling book

Critical Family Law Cases

contains

invaluable case summaries that chronicle the

evolution of family law over the last 14 years, brings

you up to speed on the most recent legal theory

and highlights key concepts throughout.

Family law practitioners will benefit from the

revised Top 10 (and Honorable Mention) Cases,

which address some of the most pertinent family

law topics, including:

• Alimony

• Child Custody

• Child Support

• Equitable Distribution

• Family Law Agreements

Similar cases compiled and organized by category

provide both an overview of the “big picture” of

family law—demonstrating its progression over

time—and a detailed, but brief, examination of

each case. This all-in-one case book is a must-have

resource for every family law practitioner.

NE

W

RE

LE

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ABOUT | Join the NCBA in Las Vegas. The 2015 Las Vegas Vacation and CLE equips general practitioners with everything you need to represent a wide variety of clients. Join old friends, new friends and colleagues for fun in the sun and CLE at the Tropicana Las Vegas located on the strip. Enjoy a variety of programming in substantive areas of law, including one hour of Ethics/Professionalism and one hour of Substance Abuse/ Mental Health. Kick off your vacation networking with fellow CLE attendees at the Networking Reception on Thursday evening at the Tropicana Las Vegas.

PLANNER

Charles E. “Charlie” Davis, Davis & Humbert PA, Mebane TUITION| Registration must be received by September 17, 2015 for Early Bird Discount.

NCBA Member $399 $425 Non-Member $399 $425

HOTEL INFORMATION | The Tropicana Las Vegas— A Doubletree By Hilton

3801 South Las Vegas Boulevard | Las Vegas, NV 89109 Rates: September 24, $109—Club Deluxe Room

September 25–26, $179—Club Deluxe Room Reservations: 800.634.8000

Cutoff Date: August 26, 2015 Group Code: SNCB15

The CLE Department has obtained this special room rate by contracting a total meeting package at The Tropicana Las Vegas. We must meet certain minimum hotel room requirements or face attrition and/or penalty charges. To continue to provide the Las Vegas CLE and reasonable registration fees, we need your help. Please take advantage of this negotiated room rate and enjoy your stay at The Tropicana Las Vegas.

2015 LAS VEGAS VACATION AND CLE

VIDEO REPLAY

|

SEPTEMBER 24–25 | THE TROPICANA LAS VEGAS, LAS VEGAS, NV

CLE Credit | 6.0 Hours, includes 1.0 Ethics/Professionalism and 1.0 Substance Abuse/

Mental Health

#402NEV

6:00- Networking Reception

8:00p Light hors d’oeuvres and cash bar PROGRAM AGENDA | Friday, September 25

8:30a Registration and Continental Breakfast 9:00 Evidence and Foundations (from “ABCs of Criminal Court” February 12, 2015) Kevin P. Harrison, Garrett Walker & Aycoth, Greensboro

9:30 Defenses (from “ABCs of Criminal Court” February 12, 2015) | Lucas M. Horner, Bennett & Horner Attorneys at Law, Asheboro

10:00 Break

10:15 *Trust Account Compliance (from “NCBA 2014 Annual Review” October 9–10, 2014) | Peter G. Bolac, North Carolina State Bar, Raleigh

11:15 Estate, Gift and GST Tax Basics (from “Basic Taxation of Estates and Trusts” October 16, 2014) | William L. Mills IV, Culp Elliott & Carpenter PLLC, Charlotte

12:15p Lunch On Your Own

1:45 Raising the Bar for Email Security: Confidentiality and Privacy Standards that Lawyers Should Follow (from “The Art of the e-Deal: Harnessing Technology in the Modern Real Estate Law Practice” February 20, 2015) | James F. Brashear, ZixCorp, General Counsel, Dallas, TX

2:45 †_{Compassion Fatigue with Clients (from}

“A New Direction: The Changing Landscape of North Carolina Workers’ Compensation” February 5-6, 2015)

Robynn E. Moraites, NC Lawyer Assistance Program, Charlotte

3:45 Break

4:00 Postseparation Support, Alimony and Fees (from “Basic Training: Boot Camp for Family Law Attorneys, 2014 Basics of Family Law” November 6–7, 2014)

Patrick S. McCroskey, Gum Hillier & McCroskey PA, Asheville

5:00 Adjourn

*_{Indicates portion providing Ethics/Professionalism Credit} †_{Indicates portion providing Substance Abuse/Mental}

Health Credit

100 %

Digital Program Materials

See page 12 for information and instructions or

visit www.ncbar.org/CLE

“The Las Vegas Vacation Seminar was a

great success! The facilities at the Tropicana

were great, the program was informative,

the cocktail party was excellent and

Charlie Davis was a great host, as usual.”

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ABOUT |“Lawyers are not very good at retiring.”

This statement gives rise to an intriguing in-depth program studying issues related to retirement planning, normal aging and cognitive impairment. Lawyers are practicing longer because we are living longer. Gone are the days where one could assume that death and retirement go hand in hand. This program is designed to explore challenges being faced in all professions, the impact of cognitive impairment and of normal aging on lawyers’ competency and to challenge lawyers to prepare for and look forward to life in retirement.

PLANNER

Nan E. Hannah, Hannah Sheridan Loughridge & Cochran LLP, Cary

PLANNING COMMITTEE

Doris R. Bray, Schell Bray PLLC, Greensboro

Nancy H. Hemphill, NC Medical Board, Raleigh

Joseph P. Jordan Ph.D., NC Physicians Health Program, Raleigh

Brian Oten, North Carolina State Bar, Raleigh

Julie B. Pape, Womble Carlyle Sandridge & Rice LLP, Winston-Salem

Mark Scruggs, Lawyers Mutual Liability Insurance Company, Cary

Lisa M. Sheppard, Bank of America, Charlotte

TUITION| Registration must be received by September 18, 2015 for Early Bird Discount.

NCBA Member $250 $305 Non-Member $305 $360 Non-Attorney Professional $150 $205 The following categories do not qualify for the Early Bird rate. Full-Time LANC Attorney (NCBA Member) $150 CLE Passport 5 tokens 1st YR. Licensed in NC (NCBA Member) $99 Judge (NCBA Member) $25 Clerk of Court (NCBA Member) $25 Law Professor (NCBA Member) $25 Law Student Division Member $25 Paralegal Division Student Member $25

NCBA Member $330 Non-Member $385 Non-Attorney Professional $230 Full-time LANC Attorney (NCBA Member) $175 1st YR. Licensed in NC (NCBA Member) $124 CLE Passport 5 tokens

RETIRING WELL:

DEVELOPING STRATEGIES FOR A SUCCESSFUL TRANSITION

LIVE AND WEBCAST

|

SEPTEMBER 25 | NC BAR CENTER, CARY

CLE Credit | 5.5 Hours, includes 1.0 Ethics/Professionalism and 1.0 Substance Abuse/

Mental Health

#384PAP

9:00 Setting the Stage: Why are we here today? | Chief Justice Mark D. Martin, North

Carolina Supreme Court, Raleigh

9:15 Keynote: The Alzheimer’s Epidemic: A Wake-Up Call for Our Generation | Meryl Comer, President, Geoffrey Beene Foundation Alzheimer’s Initiative, Washington, DC

10:00 Break

10:15 †_{Understanding the ‘What’:Understanding}

the Physiology and Psychology of Growing Older | Moderator: Joseph P. Jordan Ph.D., NC Physicians Health Program, Raleigh

Panelists: Dr. Richard J. “Rich” O’Brien Ph.D., Duke University School of Medicine, Durham | Mareah Steketee Ph.D., HRC Behavioral, Chapel Hill | Kathleen Welsh-Bohmer Ph.D., Bryan Alzheimer’s Disease Research Center, Durham

11:15 Break

11:30 Concentrating on the ‘Why’: What is Going on in North Carolina? | Moderator: R. Michael Wells Sr., Wells Liipfert PLLC, Winston- Salem | Panelists: Judge Marvin P. Pope Jr., North Carolina Superior Court, Asheville | Doris R. Bray, Schell Bray PLLC, Greensboro | Alan W. Duncan, Van Laningham Duncan PLLC, Greensboro | Bradley N. Schulz, Schulz Stephenson Law, Beaufort

1:00 Special Guest: The National Perspective: What is the ABA Seeing and Doing? | No MCLE Credit| William C. Hubbard (Invited), 2014-15 President, American Bar Association, Nelson Mullins Riley & Scarborough LLP, Columbia, SC

1:30 Break

1:45 Strategies for Success: How Does a Lawyer Retire? | Moderator/Panelist: Mark Scruggs,

Lawyers Mutual Liability Insurance Company, Cary Panelists: John A. Doyle, Patheon Inc., Durham | Thomas R. Lenfestey, Adams Howell & Sizemore PA, The Law Practice Exchange, Cary | George W. Lennon, Lennon Camak & Bertics PLLC, Raleigh

2:45 Break

3:00 *Regulatory Concerns in Winding Down a Practice | Moderator/Panelist: Brian Oten, North Carolina State Bar, Raleigh | Panelists: Todd C. Conormon, Military Justice Center, Fayetteville | A. Root Edmonson, North Carolina State Bar, Raleigh | Nichole P. McLaughlin, North Carolina State Bar, Raleigh

4:00 Retiring Well: Lessons Learned | Shelby Duffy Benton, Benton Family Law, Goldsboro

4:30 Adjourn

SPONSORS (at time of printing)

Keynote Speaker sponsored by Lawyers Mutual Liability Insurance Company of North Carolina

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2015 APPELLATE PRACTICE SECTION CLE AND ANNUAL MEETING

#428APM

“Course paid for itself in the

first hour with information from

clerks on record and appendix.”

Attendee,

Mass Appeal (2014 Appellate

Practice Section Annual Meeting)

PLANNERS

B. Tyler Brooks, Millberg Gordon Stewart PLLC, Raleigh

Michelle D. Connell, Wyrick Robbins Yates & Ponton, LLP, Raleigh TUITION| Registration must be received by September 25, 2015 for Early Bird Discount.

NCBA Appellate Practice Section Member $230 $285 NCBA Member $250 $305 Non-Member $305 $360 The following categories do not qualify for the Early Bird rate. Full-Time LANC Attorney (NCBA Member) $150 CLE Passport 6 tokens 1st YR. Licensed in NC (NCBA Member) $99 Judge (NCBA Member) $25 Clerk of Court (NCBA Member) $25 Law Professor (NCBA Member) $25 Law Student Division Member $25 Paralegal Division Student Member $25

NCBA Appellate Practice Section Member $310 NCBA Member $330 Non-Member $385 Full-time LANC Attorney (NCBA Member) $175 1st YR. Licensed in NC (NCBA Member) $124 CLE Passport 6 tokens

PROGRAM AGENDA | Friday, October 2

9:00 Clerk’s Panel | Moderator: B. Tyler Brooks, Millberg Gordon Stewart PLLC, Raleigh | Panel: John H. Connell, NC Court of Appeals, Raleigh | Patricia Conner, Lewis F. Powell Jr. Courthouse & Annex, Richmond, VA | Christie S. Roeder, NC Supreme Court, Raleigh

10:00 Don’t Let this Happen to YOU—Fatal Mistakes in Preserving Error and Prosecuting Appeal | Matthew Nis Leerberg, Smith Moore Leatherwood LLP, Raleigh | Elizabeth B. Scherer, Smith Moore Leatherwood LLP, Raleigh

11:00 Break

11:15 Perspectives on Appellate Mediation

K. Edward Greene, Wyrick Robbins Yates & Ponton LLP, Raleigh

11:45 Appellate and Judicial Writing | Judge Richard D. Dietz, NC Court of Appeals, Raleigh |

Stephen D. Feldman, Ellis & Winters LLP, Raleigh

Appellate Practice Section Annual Meeting

Julia C. Ambrose, Brooks Pierce McLendon Humphrey & Leonard LLP, Raleigh, 2015–16 Section Chair, Presiding

1:30 Paralegal Panel | Moderator: Michelle D. Connell, Wyrick Robbins Yates & Ponton, LLP, Raleigh Panel: Melissa B. “Missy” Donovan, Cranfill Sumner & Hartzog LLP, Raleigh | Felicity “Fizzy” Little, Sullivan & Tanner PA, Raleigh

2:00 Federal Practice | Joshua Davey, McGuireWoods, Charlotte

2:30 Break

2:45 *Appellate Ethics | Jonathan G. McGirt, Raleigh Kary Church Watson, Church & Watson PLLC, Cornelius

3:45 The Other Appeals | Alex C. Dale, Ward and Smith PA, Wilmington | M. Duane M. Jones, Hedrick Gardner Kincheloe & Garofalo LLP, Mount Pleasant

4:45 Adjourn

LIVE AND WEBCAST

|

OCTOBER 2 | NC BAR CENTER, CARY

CLE Credit | 6.5 Hours, includes 1.0 Ethics/Professionalism

Planned by the NCBA Appellate Practice Section

Qualifies for NC State Bar Appellate Practice Specialization Credit.

100 %

Digital Program Materials

See page 12 for information and instructions or

visit www.ncbar.org/CLE

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NCBA 2015 ANNUAL REVIEW

#430ARP

“I always enjoy the Annual Review!

Great program to get a broad

overview of all areas of law.”

Attendee,

NCBA 2014 Annual Review

ABOUT | We have you to thank you for making this our seventh year hosting this two-day NCBA 2015 Annual Review. Our speakers have completed the work to bring you important updates in NC case law. Come ready to expand your knowledge and take home tools to improve your personal and professional practice. With your support we continue to provide you with substantial updates on North Carolina legislation for years to come. Join us for:

• Updates on e-Discovery, criminal law, civil law, family law, trust accounting and real property

• New topics for 2015: Elder law, update from the Industrial Commission

• Returning from 2015: View from the Bench-NC Supreme Court and NC Court of Appeals and Scams Affecting North Carolinians

• Fulfill 12 hours of CLE credit requirement, including two hours Ethics/ Professionalism and one hour Substance Abuse/Mental Health credit.

MODERATOR

Chad Garrett, Garrett Walker & Aycoth PLLC, Greensboro

Julia A. Kim, Olive Law Group PLLC, Cary

TUITION| Registration must be received by October 8, 2015 for Early Bird Discount.

NCBA Member $445 $495 Non-Member $465 $515 The following categories do not qualify for the Early Bird rate. Judge (NCBA Member) $25 Clerk of Court (NCBA Member) $25 Law Professor (NCBA Member) $25

Please note CLE Passports are not accpeted for this program. HOTEL INFORMATION | Grandover Resort and

Conference Center

1000 Club Road | Greensboro, NC | 27407

Rate: $159 King | $159 Double Queen | $199 Junior Suite Reservations: 336.294.1800

Cut-off Date: September 16

PROGRAM AGENDA | Thursday, October 15

9:00 e-Discovery | Diana M. Fasching, Redgrave LLP, Minneapolis, MN | Lauren Wheeling, Williams Mullen, Richmond, VA

10:00 *Ten Ways to Make You Better at What You Do | James L. Blackburn, Raleigh

11:00 Break

11:15 †_{The Psychology of Transitions |}_{Robynn E.}

Moraites, NC Lawyer Assistance Program, Charlotte

1:00 Criminal Law Update | Jan E. Pritchett, Schlosser and Pritchett, Greensboro

2:00 View from the Bench | Judge Mark A. Davis, NC Court of Appeals, Raleigh | Justice Robert H. Edmunds Jr., NC Supreme Court, Raleigh | Judge Donna S. Stroud, NC Court of Appeals, Raleigh

3:00 Break

3:15 Scams Affecting North Carolina | Caroline Farmer, Attorney General’s Office, Raleigh

4:15 Adjourn

PROGRAM AGENDA | Friday, October 16

9:00 Elder Law | Kathleen R. Rodberg, The Van Winkle Law Firm, Asheville

10:00 Civil Law Update | Steven B. Epstein, Poyner Spruill LLP, Raleigh

11:00 Break

11:15 *Trust Accounting | Peter G. Bolac, NC State Bar, Raleigh

1:00 Real Property Update | Zipporah B. “Zip” Edwards, Horack Talley Pharr and Lowndes PA, Charlotte

2:00 Update from the Industrial Commission

Executive Secretary Meredith R. Henderson, NC Industrial Commission, Raleigh

3:00 Break

3:15 Family Law Update | Elizabeth J. “Libby” James, Horack Talley Pharr and Lowndes PA, Charlotte

4:15 Adjourn

*_{Indicates portion providing Ethics/Professionalism Credit} †_{Indicates portion providing Substance Abuse/Mental Health Credit}

LIVE

|

OCTOBER 15–16 | GRANDOVER RESORT AND CONFERENCE CENTER, GREENSBORO

CLE Credit | 12.0 Hours, includes 2.0 Ethics/Professionalism and 1.0 Substance Abuse/

Mental Health

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TRAVEL

CONTACT MICHAEL WEIL AT MAGIC

HAPPENS TRAVEL AND CRUISES:

1903 North Harrison Avenue, Suite #201

Cary, NC 27513

local:

919.678.9800

toll-free:

800.824.4968

fax:

919.678.9838

email:

travel@magichappens.com

online:

www.magichappens.com

Then, contact the CLE department at 800.228.3402

or visit

www.ncbar.org/cle

to register for CLE as part

of NCBA travel programs.

Note: CLE programs are selected and posted approximately one month before travel departure.

Upcoming CLE Travel Programs

MAY 2016

Galapagos Islands, the Amazon and Machu Picchu

May 3–22, 2016

Divided into three continuous segments. Limited to 36 people in each segment.

OCTOBER/NOVEMEBER 2016

Holy Land with Petra and Amman, Jordan

October 29–November 10, 2016

Limited to 30 people.

Enjoy exciting travel

opportunities and earn CLE

credit at the same time.

ABA LEAD LAW 2015

Date:

Friday, October 23

Location:

Simulcast | NC Bar Center, Cary

Stay tuned for details!

23

OCTOBER

NCBA Foundation CLE

SAVE THE DATE

Digital Program Materials–

Information and Instructions

To retrieve your digital materials,

simply log in and select

My Course

Materials

on the CLE website. Only

a limited number of printed books

will be available for purchase at the

Live program.

Step-By-Step

Download Instructions

1. Go to www.ncbar.org/cle.

2. Click on “My Course Materials.”

(on right-side navigation)

3. Log in.

4. Click on the CLE program title.

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PICK OF THE MONTH

*STAYING HEALTHY WHILE TRANSITIONING TO RETIREMENT: MAXIMIZING HEALTH, FINANCIAL HEALTH AND COMMUNITY SUPPORT (2014)

Planned by the NCBA Transitioning Lawyers Commission

CLE Credit: 1.0 Ethics/Professionalism Hour #281CY2

Tuition: NCBA Member $55 | CLE Passport 1 token | Non-Member $60

This presentation examines how lawyers can stay healthy to improve their personal and professional lives. It focuses on maximizing your health, wealth and support systems to live life to the fullest. With information about how to successfully transition from an active attorney to a healthy, retired individual, this presentation educates attendees about several topics pertaining to the professional responsibility of licensed attorneys in North Carolina. Not only are the topics of this program significant for professionalism reasons, they also have a substantial impact on the mental health of attorneys.

Other Featured Programs

THE OVER REPRESENTATION OF LOW-INCOME CHILDREN IN DELINQUENCY COURT: POINTS OF ENTRY, THE RESULTING IMPACT ON YOUTH AND STRATEGIES FOR REVERSING THE TREND (2014)

CLE Credit: 1.0 Hour | #290CYB

Professor Birckhead explores the over-representation of low-income children in the US juvenile justice system. She examines the structural and institutional causes of this development, beginning with the most common points of entry into delinquency court—the child welfare system, public schools, retail stores and neighborhood police presence. She concludes by offering strategies for confronting and reversing this trend, with the goal of increasing fairness for all youth in the juvenile justice system.

ON DEMAND:

FEATURED PROGRAMS

On Demand

Program Details

OVER A HUNDRED CLES TO ATTEND ANYTIME, ANYWHERE | Watch these prerecorded programs at your convenience from your computer or mobile device. More than 100 programs available in dozens of practice areas. WHAT IS AN ON DEMAND PROGRAM? On Demand CLEs are adapted from our award-winning live CLEs and allow you to deepen your knowledge and earn MCLE hours anytime and anywhere. They are prerecorded CLE programs that span between 30 minutes to 1.5 hours. In addition to course audio/ video you’ll have access to the presentation materials and program manuscript. On Demand programs are treated as computer-based self study for MCLE purposes. You may take up to six hours of your annual MCLE requirement in these programs per NC State Bar Guidelines.

WILL I BE ABLE TO ASK QUESTIONS? Yes! You will be able to email questions to the speaker but since these programs are not live, answers will not be supplied in real time.

HOW DO I CONNECT TO AN ON DEMAND CLE? Connection requires a computer and Internet Access. Once you’ve selected your On Demand program from the course catalog and walked through the cart process to purchase this program, you can access your On Demand CLE in “My Courses.” Once on the “My Courses” tab, click on the program title and Click “Launch.” After purchase, you have 90 days to access the program.

TO REGISTER: To register for any On Demand program, visit

www.ncbar.org/cle and click on “On Demand Courses.”

*Indicates a program providing Ethics/Professionalism credit

†_{Indicates a program providing Substance Abuse/Mental Health credit}

EXPUNGEMENTS AND CERTIFICATES OF RELIEF: BARRIERS, LEGISLATIVE UPDATES AND COLLATERAL CONSEQUENCES OF CRIMINAL CONVICTIONS (2014)

Planned by the NCBA and Legal Aid of North Carolina

CLE Credit: 1.75 Hours | #279CYB

One in every five adults in North Carolina—or 1.6 million North Carolinians—has a criminal record. With employers, landlords and other decision makers routinely denying opportunities and resources based on dismissed charges and long-ago convictions, tens of thousands of North Carolinians genuinely committed to moving beyond their criminal pasts are precluded from gainful employment, affordable housing and family support networks. Attorneys learn about the collateral consequences a person faces after s/he has contact with the criminal justice system, recent legislative reforms broadening opportunities for expunction and the various criteria and procedures for expungement and Certificates of Relief laws in North Carolina.

IMPACT OF AIA ON PATENT VALUATION AND MONETIZATION (2014)

Planned by the NCBA Intellectual Proprety Law Section

CLE Credit: 1.0 Hour | #258CY2

It’s been over three years since the enactment of the America Invents Act and more than a year since full implementation of the new laws. So what’s trending? How are patent attorneys and licensing and business professionals maximizing patent value under the AIA regime? How has the AIA impacted patent valuation, licensing and business strategy? This program covers the effect of key changes under the AIA on value drivers and patent holder decision-making and explores best practices in patent strategies and monetization. IP Valuation Expert, Scott Williams, and Patent Attorney, Chris Douglas, offer insights into how the AIA has impacted patent valuation, licensing and business strategy.

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LIVE WEBCASTS

LIVE CLE from anywhere with an Internet connection!

PROGRAM MATERIALS

Download and print at your convenience.

INTERACTIVE

Email the speaker questions at your convenience.

WHAT YOU NEED

A computer with sound capability. When you register online, your computer will automatically undergo a diagnostic test. If you need additional software, instructions are provided for a free download.

August LIVE Webcasts

PERIAKTOS PRODUCTIONS WEBCAST SERIES: BEN FRANKLIN ON ETHICS

Wednesday, August 19, 12:00–1:00p CLE Credit: 1.0 Ethics/Professionalism Hour

NCBA Member $85 | Non-Member $105 LANC/PD Member $65

To register: www.ncbar.org/cle and click on “Live From Your Device.”

PERIAKTOS PRODUCTIONS WEBCAST SERIES: LINCOLN ON PROFESSIONALISM

Wednesday, August 19, 1:15–2:30p

CLE Credit: 1.25 Ethics/Professionalism Hour

A REVOLUTIONARY APPROACH TO MANAGING EMPLOYEE RIGHTS IN THE WORKPLACE | #426ERW

Wednesday, August 26, 1:00–2:00p CLE Credit: 1.0 Hour

Speaker: Bartina L. Edwards, The Law Office of Bartina Edwards, Charlotte

About | Explore employee-focused legal issues that strike a positive impactful balance between employers and employees in the workplace.

• Interactive role playing: What to do when...

• Enterprise risk management: Is it the best strategy to manage workplace lawsuits?

• Innovative ways to arm and educate management and employees on workplace rights

• Landscape changes and updates involving same-sex marriage, the Affordable Health Care Act and other workplace issues

Tuition: NCBA Labor & Employment Section Member $45 NCBA Member $65 | Non-Member $85

PERIAKTOS PRODUCTIONS WEBCAST SERIES: CLARENCE DARROW: CRIMES, CAUSES AND THE COURTROOM

Wednesday, August 26, 12:00–3:15p CLE Credit: 3.0 Ethics/Professionalism Hours

September LIVE Webcasts

PERIAKTOS PRODUCTIONS WEBCAST SERIES:

IMPEACH JUSTICE DOUGLAS!

Wednesday, September 9, 12:00–1:00p CLE Credit: 3.0 Ethics/Professionalism Hours

2015 MILITARY AND VETERANS AFFAIRS COMMITTEE (MVAC) PROGRAM ON LEGAL ASSISTANCE FOR MILITARY PERSONNEL | #436LWC

Thursday–Friday, September 17–18, 8:15a–4:15p both days CLE Credit: 12.0 Hours, includes 1.0 Ethics/Professionalism and 1.0 Substance Abuse/Mental Health

For more information, see page 4.

PERIAKTOS PRODUCTIONS WEBCAST SERIES:

ON THE HORNS OF A DILEMMA: CLARENCE DARROW AND THE MCNAMARA CASE

Wednesday, September 23, 12:00–1:00p CLE Credit: 1.0 Ethics/Professionalism Hour

NCBA Member $85 | Non-Member $105

LANC/PD Member $65

RETIRING WELL: DEVELOPING STRATEGIES FOR A SUCCESSFUL TRANSITION | #384LWC

Friday, September 25, 8:15a–4:30p

CLE Credit: 5.5 Hours, includes 1.0 Ethics/Professionalism

CERTIFICATE OF ATTENDANCE

The NCBA will automatically report your credit to the NC State Bar and pay the requisite fees on your behalf.

CLE CREDIT

You will receive credit only for the portion of the program watched. A partial credit form will be provided electronically. Live Webcasts do not count toward the annual hour limit for computer-based MCLE.

TO REGISTER

Visit

www.ncbar.org/CLE

and click on “Live From

Your Device.”

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Your link to live, interactive CLE credit using your

home or office computer.

WHAT IS A WEBINAR?

Webinars are LIVE, interactive CLE Programs of timely subjects that are conducted over the Web on your home or office computer. Both the video and audio portions of the program stream live over the Web. Participation in a CLE Webinar does not count against the annual hour limit for online CLE.

WHY WOULD I WANT TO REGISTER FOR A WEBINAR?

Convenience! Stay current on law, practice issues and emerging technology without leaving your office!

WILL I BE ABLE TO ASK QUESTIONS?

Yes! During the Webinar, participants submit questions to the speakers via email that are answered during or at the very end of the program.

HOW DO I CONNECT TO A WEBINAR?

Connection requires a computer and Internet access. After you register for a program, you are emailed log-in instructions and an Internet address to access before the program. To download program materials visit the Internet address provided to you via email. You MUST download the materials before the program.

For details on Webinars, visit

www.ncbar.org/cle

and

click on “Live from Your Device.”

August CLE LIVE Webinars

e-FILING IN NORTH CAROLINA

Tuesday, August 11 | 12:00–1:00p | CLE Credit 1.0 Hour

$50 per registrant | #624E71 | To register, please call 919.677.8745

September CLE LIVE

Webinars

e-FILING IN NORTH CAROLINA

Tuesday, September 8 | 12:00–1:00p | CLE Credit 1.0 Hour

$50 per registrant | #624E72 | To register, please call 919.677.8745

WEBINARS

HOTEL INFORMATION

Contact hotels directly for reservations and guest services. Rates are based on availability.

Occasionally room blocks fill before cutoff dates. To guarantee your room at special rates,

contact the hotel today and tell them you are with the NC Bar Association.

Cary

EMBASSY SUITES

201 Harrison Oaks Boulevard, Cary

Rate: $159 | Includes evening Manager’s Reception and full, cooked-to-order breakfast

Reservations: 919.677.1840

Corporate ID: NCB | Ask for NCB or NC Bar Rate

Please note: The rates may vary according to guest room availability.

TOWNEPLACE SUITES BY MARRIOTT

120 Sage Commons Way, Cary

Rate: $96 studio queen with sleeper sofa (Sun–Thurs)

Includes complimentary Continental breakfast. All rooms come standard with fully equipped kitchen.

Reservations: 919.678.0005 | Ask for NCBA rate

Charleston, SC

FRANCIS MARION HOTEL**

387 King Street | Charleston, SC 29403 Reservations: 843.722.0600

2015 NC/SC Joint Construction Law Conference | See page 5.

Greensboro

GRANDOVER RESORT AND CONFERENCE CENTER**

1000 Club Road, Greensboro, NC 27407 Reservations: 336.294.1800

The War of the Roses in the Digital Age, Part II—The Roses Go to Court (2015 Family Law Fall Program) | See page 3.

Rate: $169 King | $169 Double Queen | $209 Junior Suite Cut-off Date: August 13

Group Booking Code: NC Bar Association

NCBA 2015 Annual Review | See page 11.

Rate: $159 King | $159 Double Queen | $199 Junior Suite Cut-off Date: September 16

Group Booking Code: NC Bar Association

Las Vegas, NV

THE TROPICANA LAS VEGAS—A DOUBLETREE BY HILTON**

3801 South Las Vegas Boulevard, Las Vegas, NV 89109 Reservations: 800.634.8000

For program information and hotel rates, see page 8. **The NCBAF CLE has obtained these special room rates by contracting a total meeting

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August Seminars

CONSTRUCTION AGREEMENTS, PART 1

Tuesday, August 4, 1:00–2:00p CLE Credit: 1 Hour | #358TWC

CONSTRUCTION AGREEMENTS, PART 2

Wednesday, August 5, 1:00–2:00p CLE Credit: 1 Hour | #358TW2

These programs cover reviewing and drafting construction agreements. The discussion includes performance standards, payments and offsets, spotting red flags, understanding the complex financial and risk relationships in the contracts, the role of form agreements, allocating and mitigating risk of loss and nonperformance, the use of insurance and more.

*ETHICS FOR ESTATE PLANNERS (LIVE REPLAY FROM MAY 15, 2015)

Thursday, August 6, 1:00–2:00p CLE Credit: 1 Ethics Hour | #358TW3

This program covers major ethical issues in estate and trust practice. Our panel also covers confidentiality and the attorney client privilege, conflicts of interest in joint representations, special issues for attorneys acting as trustees, working with clients with diminished capacity and gifts to lawyers, among other topics.

WARRANTS, OPTIONS AND OTHER INCENTIVES IN BUSINESS TRANSACTIONS

(LIVE REPLAY FROM FEBRUARY 9, 2015)

Friday, August 7, 1:00–2:00p CLE Credit: 1 Hour | #358TW4

Warrants, options and similar instruments provide the holder in business and commercial transactions certain rights and incentives. The holder may be able to acquire additional equity in the issuing company on the occurrence of certain events or merely through the passage of time. They can provide incentives to the holders and also protections, including against dilution of existing equity positions. Warrants and options may also come with certain management veto rights or “tag along” rights on business sales. This program covers the law of rights and warrants the process of reviewing or drafting them.

ESTATE PLANNING WITH ANNUITIES AND FINANCIAL PRODUCTS

Tuesday, August 11, 1:00–2:00p CLE Credit: 1 Hour | #358TW5

Estate and trust planning often depends for its success on the effective incorporation of sophisticated financial products. This program covers the practical uses of annuities and other financial products to achieve client income and charitable giving goals, transfer property, create income for heirs and save taxes.

LETTERS OF INTENT IN TRANSACTIONS: FRAMING A DEAL AND AVOIDING LIABILITY

(LIVE REPLAY FROM MAY 12, 2015)

Wednesday, August 12, 1:00–2:00p CLE Credit: 1 Hour | #358TW6

PHONE/AUDIO STREAMING

Phone/Audio Streaming

Program Details

CLE CREDIT: 1.0 Hour for each program | Co-sponsored with WebCredenza

TIME: See individual program information.

TUITION: $80 per program

*Indicates program providing Ethics/Professionalism credit

WHAT IS A PHONE/AUDIO STREAMING PROGRAM?

Phone Programs are LIVE, interactive phone/audio discussions of timely subjects that you can receive in your office, your home or wherever you can place a phone call or have access to the Internet. Because Phone/Audio Programs are live for State Bar MCLE purposes, there is no limit on the number of Phone/Audio Programs you may take per year.

WHY WOULD I WANT TO REGISTER FOR A PHONE/ AUDIO STREAMING PROGRAM? Convenience. Stay current on law and practice issues without leaving your office. Phone/Audio Streaming Programs save you time and travel.

WILL I BE ABLE TO ASK QUESTIONS? Phone participants will be prompted to ask questions of the faculty at the conclusion of the program. Streaming participants can post questions at anytime during the program. They will be addressed by the moderator before signing off.

HOW DO I CONNECT WITH A PHONE/AUDIO STREAMING PROGRAM?

Calling in: Use any touch-tone phone. After you register for a program, you will be provided a special toll-free number to call on the day of the program. When you call the number, you will be connected to the program. Your call-in information and instructions will be available in your online learning account at www.ncbar.org/ CLE.Once logged in, click on “My Classroom,” then the “My Courses” tab and find the program title you are attending.

Audio Streaming: Use any device that has access to the Internet. On the day of the program log into the NCBA CLE Online Learning Center at www.ncbar.org/CLE (click Log In, located in the top right corner). Once logged in, click “My Classroom” and find the program title you are attending. Click “Launch Web Event” button and a new window will open your audio streaming screen. Your call-in information and instructions will also be available in your online learning account.