NORTH CAROLINA BAR ASSOCIATION FOUNDATION
CLE BULLETIN
JUNE/JULY 2015 BULLETIN | PROGRAMS & PUBLICATIONS OF THE NCBA FOUNDATION | WWW.NCBAR.ORG/CLE
facebook.com/NCBAorg
@NCBAorg
FIND OUT
WHERE
LEARNING
CAN TAKE
YOU
Upcoming Learning Opportunities
• Fundamentals of Employment Law
• 2015 NCBA Annual Meeting:
the Intersection of Past and Future
• Summer CLE in Cary and Charlotte
THE INTERSECTION OF PAST AND FUTURE, JUNE 18–21 IN ASHEVILLE
Register today for the 2015 NCBA Annual Meeting, June 18–21, at the Omni Grove Park Inn in Asheville. Join us this year for a full and fulfilling weekend with the opportunity to eat, drink and explore Asheville. To start, attend the live CLE, Insights to a Great Brew: From ABC Regulations to Branding and More, Friday, June 19, chock full of exciting speakers and a 3pm Brew Break.
Then take advantage of the 2015 Annual Meeting’s
networking, service and celebrations with Thursday night’s law school receptions, Friday night’s unique reception and tour of the Federal Courthouse hosted by Chief Judge Frank Whitney and other federal judges and Saturday’s opportunity to give back with Wills for Heroes. Finally listen, learn and enjoy with Friday and Saturday general sessions and live CLE and CPE video replay programming.
On Friday, join us for the engaging live CLE, Clarence Darrow: A One-Man Play performed by John Robinson at the Federal Courthouse. On Saturday, choose two live programs from the eight offered and listen to notable experts for two hours of interesting and dynamic CLE created just for you. Need CPE instead? Saturday offers a three-hour CPE video replay. For more information on our CLE programming, see pages 7–9. For full information about the 2015 Annual Meeting and to register, please visit www.ncbar.org/members/2015-annual-meeting/and keep an eye on your mailbox for a printed registration brochure. We look forward to seeing you in Asheville!
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 Teresa L. Bowling, Raleigh
PUBLICATIONS SUBCOMMITTEE CHAIR Nancy L. Grace, Raleigh
DIRECTOR OF CLE Catherine T. Peglow, Cary
CLE Bulletin:
MANAGING EDITOR Stephanie M. Ross
© The North Carolina Bar Association Foundation Continuing Legal Education Department
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
Email:
BUSINESS LAW
3 2015 Fundamentals of Employment Law | June 12 | Cary and Webcast
CLE PASSPORT 14
FAMILY LAW, ESTATE PLANNING, ELDER LAW AND TAXATION 10 36th Annual Estate Planning & Fiduciary Law Program
July 30-August 1 | Kiawah Island, SC
GENERAL PRACTICE
7 CLE at the 2015 NCBA Annual Meeting June 19–20 | Asheville
12 Summer CLE
July 20-23 | Cary and Charlotte
16 Fall 2015 Save the Date MISCELLANEOUS
22 Hotel Information
28 June/July CLE Program Calendars 32 Registration Information
33 Order Form
ON DEMAND CLE: Featured Programs 20
PHONE/AUDIO STREAMING PROGRAMS
23 June/July | Live via Telephone and Online PUBLICATIONS
4 2015 NC Child Support Calculator
5 NEW! North Carolina Environmental Law Desk Manual
Released May 2015
5 NEW! Guide to Student Advocacy in North Carolina
Released May 2015
5 New Edition! North Carolina Family Law Case Book with Critical Cases, Second Edition | Released May 2015
10 NC Estate Administration Manual, Eighth Edition 27 ABCs of Criminal Court | by Chad D. Garrett
TRAVEL PROGRAMS 17 WEBCASTS 18 WEBINARS 19
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other interesting
legal information.
TABLE OF CONTENTS
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 4 for complete details.
YOU SAVE
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+
CLE
YOU SAVE $100+
200+ programs per
year planned and
presented by NCBA
Members
CPM
YOU SAVE $125+
Includes in-person practice
and technology consults
Fastcase
YOU SAVE $1,000
Includes unlimited access and app
*Based on usage of products and services listed on this page.
Office
Management
Discounts
Including Office Depot,
Systel, LawPay, Flex-Pay,
Ruby Receptionists,
Citrix ShareFile, UPS
Sections & Divisions
YOU SAVE $35 TO $100
Lifestyle Benefits
Including ABA Retirement Funds; Health
Benefit Trust; Avis/Budget; Lenovo; Biltmore
FOR MORE INFO:
ncbar.org/members/
member-benefits
HOW MUCH CAN YOU SAVE WITH
NCBA MEMBERSHIP?
The North Carolina Bar Association offers you the best programs and
benefits to help you grow and succeed in your legal career,
and save you money. Check out how much you can save:
”Broad overview of key employment
law concepts and aspects.”
“Really nice program. I appreciate the
level of substance in the handouts.
That will be really helpful for
future reference.”
Attendees,
2013 Fundamentals
of Employment Law
LIVE PROGRAMS
ABOUT | Employment law is critically important to businesses and to the general public, as the rights and responsibilities of employers and employees continually develop and evolve. The United States Congress and the North Carolina General Assembly continue to change the laws, and judicially-interpreted nuances of employment law continue to expand. This program provides a general overview and explanation of basic issues in each of the major areas that employment lawyers regularly address.
PLANNERS
Jessica E. Leaven, Grimes Teich Anderson LLP, Asheville Grant B. Osborne, Ward and Smith PA, Asheville
LIVE TUITION | Registration must be received by June 5, 2015 for Early Bird Discount.
Registration Type Early Regular
NCBA Labor & Employment Law
Section Member $205 $255 NCBA Member $225 $275 Non-Member $275 $325
The following categories do not qualify for Early Bird rate.
Full-Time LANC Attorney (NCBA Member) $135 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
WEBCAST TUITION | #385LWC
Early Bird rate does not apply.
NCBA Labor & Employment Law Section Member $280 NCBA Member $300 Non-Member $350 Full-time LANC Attorney (NCBA Member) $160 1st YR. Licensed in NC (NCBA Member) $124 CLE Passport 5 tokens
VIDEO REPLAYS | PLEASE NOTE: All video replay program materials are 100% paperless. See www.ncbar.org/CLE for download instructions. Also, in order to qualify for the Early Bird Tuition Discount, your registration must be received one week prior to the date of the video program you select. CLE credit hours of video replays are subject to change.
LOCATION DATE PROGRAM # EARLY
Asheville August 5, 2015 #385ASV July 29, 2015 Wilmington August 14, 2015 #385WLM August 7, 2015 Winston-Salem July 31, 2015 #385WIN July 24, 2015
2015 FUNDAMENTALS OF EMPLOYMENT LAW
LIVE AND WEBCAST PLUS 3 VIDEO REPLAYS
|
JUNE 12 | NC BAR CENTER, CARY
CLE Credit | 5.0 Hours | Planned by the NCBA Labor & Employment Law Section
#385FEL
PROGRAM AGENDA | Friday, June 12
8:15a Registration and Continental Breakfast
8:55 Welcome and Introductions
9:00 Introduction to Federal Employment
Discrimination Law | Vicki B. Rowan, Charlotte
10:00 FMLA | Frederick M. “Derick” Thurman Jr., Shumaker Loop & Kendrick LLP, Charlotte
10:45 Break
11:00 FLSA/NC Wage and Hour Act | Eric M.D. Zion, Winston & Strawn LLP, Charlotte
11:45 Networking Lunch (included at Live program only)
12:30p Introduction to North Carolina
Employment Law | Laura J. Wetsch, Winslow Wetsch PLLC, Raleigh
1:30 Restrictive Covenants in Employment
Jonathan “Jon” Wall, Higgins Benjamin PLLC, Greensboro
2:15 Break
2:30 Unemployment Benefits and Practice
before the Division of Employment Security | Charles E. Monteith Jr., Monteith & Rice PLLC, Raleigh
3:15 Adjourn
100
%
Digital Program Materials
See page 4 for information and instructions or
visit www.ncbar.org/CLE
2015 NC Child Support Calculator
Developed by Ketan Soni
This new subscription-based child support software:
• Provides child support calculations pursuant to the
2015 North Carolina Child Support Guidelines (effective January 1, 2015)
• Is compatible with both PC and MAC
• Allows users on the same network to create, edit and share child support
worksheets with one another
• Provides two licenses with each annual subscription*
Want to give it a test run before purchasing a subscription?
Visit
ncbar.org/CLE
to access your free 10-day trial download.
Pricing
(incl. 6.75% tax)
Family Law
Section Member
$53.38
NCBA Member
$90.74
Passport
$64.05
Non-Member
$117.43
For more information or to order, call the Bookstore
at 800.228.3402 (ask for CLE), or visit
ncbar.org/CLE
and click on
Publications
.
“I will tell everyone that
it is very easy to use and
very extensively documented.
I would urge everyone
to give it a shot and
try working with it.”
Daniel Coleman,
Devay & Coleman, Raleigh
North Carolina
Family Law Case Book
with Critical Cases,
Second Edition
Managing Editor:
Kimberly W. Bryan
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 and bring
you up-to-speed on the most recent
Guide to Student Advocacy in North Carolina
Managing Editors: Jason Langberg, Christine Bischoff & Barbara Fedders
Now more than ever, amidst the wide-spread experiences of enrollment denial,
academic failure, overly harsh discipline, unaddressed bullying and discrimination,
North Carolina’s K-12 students need the help of advocates who are knowledgeable
in education-related state and federal statutes, regulations and case law and
who are equipped with casework tools and proven litigation strategies. This
comprehensive volume provides essential resources to student and parent
attorneys and others advocating for student success, including juvenile defenders,
guardians
ad litem
, grassroots organizers and educators. Authored and edited
by seasoned practitioners, it provides an overview of students’ rights and how to
enforce and seek remedies for violations of those rights.
7” x 10” Paperback.
666 pages.
North Carolina
Environmental Law
Desk Manual
Managing Editor: Grady L. Shields
Release Date:
May 8, 2015
Release Date:
May 15, 2015
Release Date:
May 1, 2015
NEWLY RELEASED PUBLICATIONS
For pricing or to order, call 800.228.3402 (ask for CLE), 919.677.8745
or visit www.ncbar.org/CLE (Click on Publications).
The first of its kind from the
Environment, Energy and Natural
Resources Section of the North
Carolina Bar Association, the
North Carolina Environmental
Law Desk Manual
provides a
well-rounded foundation for the
beginner and serves as a useful
reference tool for the experienced
environmental practitioner. Prepared by some of North
Carolina’s most recognized environmental practitioners,
this manual provides an overview of environmental laws
relating to a wide range of hot topics, including: agriculture/
agribusiness, coastal regulation, air and energy issues, mining,
dealing with waste and water issues, Environmental Impact
Statements and North Carolina’s Brownfields Program.
7” x 10”
Hard Cover. 310 pages.
legal theory. 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
and family law agreements.
CLE AT THE 2015 NCBA ANNUAL MEETING
THE INTERSECTION OF PAST AND FUTURE
LIVE CLE AND CPE VIDEO REPLAY
|
JUNE 19-20 | VARIOUS LOCATIONS, ASHEVILLE
Early Bird Deadline: June 12
Clarence Darrow: A One Man Play Live
at the Federal Courthouse | #246ASV
By David Rintels | Performed by John Robinson
Live | Location: Federal Courthouse, Asheville
Courtroom One, Third Floor
CLE Credit | 2.0 Hours
Insights to a Great Brew: From ABC
Regulations to Branding and More
#391CON
Live | Location: Omni Grove Park Inn, Asheville
Vanderbilt Wing, Level 8
CLE Credit | 2.0 Hours
ABOUT | Set in Asheville’s Federal Courthouse, John Robinson nails Clarence Darrow the lawyer while breathing new passion into Darrow the pioneering advocate for social justice. You’re guaranteed to leave the performance with a new understanding of the frailties of this flawed human being, while still admiring his manifest accomplishments and appreciating his enduring impact on American jurisprudence.
PROGRAM AGENDA | Friday, June 19
2:00- Shuttle Transportation from Omni Grove 11:00p Park Inn to the Federal Courthouse in
downtown Asheville 2:15p Registration
2:45 Welcome and Introductions
2:50 Act I: Capital Punishment | On Becoming a Lawyer and On Being a Lawyer
3:50 Break
4:00 Act II: On Picking a Jury and Lamenting
the Law 5:00 Adjourn
Aftwards, join us for a Special Reception and Tour of the Federal Courthouse from 5 to 7p. TUITION | NCBA Member | Early – $79 | Late – $99
Non-Member | $99
ABOUT | North Carolina is home to a booming craft beer industry with more than 120 breweries and brewpubs—the largest number in the American South. In this unique program, we learn the latest and greatest of brewery law, what it means for your practice and practical ways to help clients with licensing, permits and trademarks.
PLANNER
James M. Dedman IV, Gallivan White & Boyd PA, Charlotte
PROGRAM AGENDA | Friday, June 19
1:30p Registration
2:10 Welcome and Introductions
2:15 The Big Picture: Brewery Law and You
Derek J. Allen, Ward and Smith PA, Asheville
2:30 ABCs of the ABC | Laura Collier, The Spirited Lawyer, Raleigh
3:00 Brew Break
3:30 Legislative Issues and Advocacy | Brook Bristow, Executive Director of South Carolina Brewers Guild, Bradford Neal Martin PA, Greenville, SC
3:45 Brand, Trademarks and the Covenant
Not to Compete | John R. Szymankiewicz, The Beer Law Center, Raleigh | Ed L. Timberlake, Timberlake Law PLLC, Carrboro
4:15 Your Questions Answered | Moderator: Douglas Reiser, Owner of Burial Beer Company, Asheville | Panelists: Allen | Bristow | Collier | Szymankiewicz
4:45 Adjourn
TUITION | NCBA Member | Early – $79 | Late – $99 Non-Member | $99
“Incredibly interesting and
relevant subject area!”
Attendee, Eat, Drink and Be Legal Food Truck andBrewery Law CLE (November 2014)
Friday, June 19 Two Live CLEs
100
%
Digital Program Materials
See page 4 for information and instructions or
visit www.ncbar.org/CLE
CLE AT THE 2015 NCBA ANNUAL MEETING
THE INTERSECTION OF PAST AND FUTURE
LIVE CLE AND CPE VIDEO REPLAY
|
JUNE 19-20 | VARIOUS LOCATIONS, ASHEVILLE
Early Bird Deadline: June 12
Eight Live CLEs: Choose Two to Attend | Saturday, June 20
Location: Omni Grove Park Inn, Asheville | Vanderbilt Wing, Level 8
CLE Credit | 1.0 Hour per program
Join North Carolina Bar Association’s notable experts and unsung heroes for an hour
of interesting and dynamic CLE created just for you.
PROGRAM AGENDA | Saturday, June 20 Choose One to Attend
1:45p CLE Registration
2:10 LIVE | *Lawyering Meets Auditing: Ethical, Professional and Practical Considerations in Responding to Clients’ Auditors | #392CON
This session explores ethical, professional and practical considerations involved in lawyers’ responses to requests for information to be provided to their clients’ auditors.
Speaker: Norfleet Pruden, K & L Gates LLP, Charlotte
CLE Credit: 1.0 Ethics/Professionalism Hour Tuition: NCBA Member | Early – $50 | Late – $70 Non-Member | $70
OR
2:10 LIVE | Collaborative Resolution of Business Disputes: Exploring the Application of Collaborative Law Principles to Business Disputes | #393CON
Collaborative Law is a way of “Getting to Yes,” which, in the right circumstances may be more rewarding for the lawyers, as well as their clients and is a low cost alternative for small businesses.
Speaker: John L. Sarratt, Harris Sarratt & Hodges LLP, Raleigh
CLE Credit: 1.0 Hour
Tuition: NCBA Member | Early – $50 | Late – $70 Non-Member | $70
OR
*Indicates portion providing Ethics/Professionalism Credit
2:10 LIVE | Momma Loved Me Better: Managing
Complex Fiduciary Issues and Difficult Personalities in the Afterlife | #394CON
Get caught up on the most recent legislation and case law and learn about various types of fiduciary litigation claims.
Speakers: Pamela S. Duffy, Sharpless Stavola PA, Greensboro | Molly A. Whitlatch, Sharpless Stavola PA, Greensboro
CLE Credit: 1.0 Hour
Tuition: NCBA Member | Early – $50 | Late – $70 Non-Member | $70
OR
2:10 LIVE | Bankruptcy Lawyers are from Mars, Family Lawyers are from Venus: What Happens When a Client’s Spouse Files Bankruptcy | #395CON
• Understand which domestic debts can be discharged bankruptcy and how to protect those claims
• Know when (and when not!) to raise the issue of bad faith in filing a bankruptcy petition
• Stop stepping on each other’s toes! (Bankruptcy Law vs. Family Law) and MORE!
Speakers: Charles “Chuck” Ivey IV, Ivey McClellan Gatton & Talcott LLP, Greensboro | Albert “James” Siemens, Siemens Family Law Group, Asheville, NC CLE Credit: 1.0 Hour
Tuition: NCBA Member | Early – $50 | Late – $70 Non-Member | $70
SATURDAY AGENDA CONT’D NEXT PAGE
TUITION | See each NCBA Annual Meeting course for individual pricing. Registration must be received by June 12, 2015 for Early Bird Discount.
Please note: CLE Passports are not accepted for ANY 2015 Annual Meeting programs.
HOTEL INFORMATION | Omni Grove Park Inn
290 Macon Avenue |Asheville, NC 28804 Rate: $225
Reservations: 800.438.5800 Group Code: 061615NCBARASSO Cut off date: May 18, 2015
100
%
Digital Program Materials
See page 4 for information and instructions or
visit www.ncbar.org/CLE
CLE AT THE 2015 NCBA ANNUAL MEETING
THE INTERSECTION OF PAST AND FUTURE
LIVE CLE AND CPE VIDEO REPLAY
|
JUNE 19-20 | VARIOUS LOCATIONS, ASHEVILLE
Early Bird Deadline: June 12
Best of the 2015
Paralegal Annual Meeting
Video Replay | #379CON
Location: Omni Grove Park Inn, Asheville
Vanderbilt Wing, Level 8
CPE Credit | 3.0 Hours, includes
1.0 Ethics/Professionalism
ABOUT | In May 2015, the North Carolina Bar Association Paralegal Division holds their Annual Meeting in Greensboro. This video replay gives paralegals, unable to attend the live program, the opportunity to be a part of their Annual Meeting and experience the best programming of the day!
PROGRAM AGENDA | Saturday, June 20
1:15p Registration
1:30 Social Media Considerations for Paralegals | Shelby Duffy Benton, Benton Family Law, Goldsboro
2:30 Complying with Federal and North
Carolina Rules on Electronic Discovery
Lenor Marquis Segal, Ellis & Winters LLP, Cary
3:30 Break
3:45 *Ethical Conundrums for Paralegals:
A Morality Play in Seven (or Eight) Acts
Connie K. Cassatt, NCCP, CK Paralegal Solutions, Greensboro | Warren T. Savage IV, Lawyers Mutual Liability Insurance Company of North Carolina, Cary | Mark A. Scruggs, Lawyers Mutual Liability Insurance Company of North Carolina, Cary
4:45 Adjourn
*Indicates portion providing Ethics/Professionalism Credit
TUITION | NCBA Member | Early – $50 | Late – $70 Non-Member | $70
PROGRAM AGENDA cont’d | Saturday, June 20 Choose One to Attend
3:00p CLE Registration
3:30 LIVE | How an Attempted Murder Case
Became a Classic Negotiation | #396CON
Both experienced and new lawyers benefit from this unique program that discusses negotiation techniques for criminal lawyers, a topic not commonly covered.
Speaker: George P. Doyle, Dispute Resolution Commission Certified Mediator, Chapel Hill CLE Credit: 1.0 Hour
Tuition: NCBA Member | Early – $50 | Late – $70 Non-Member | $70
OR
3:30 LIVE | Calculating Child Support Income for the Self-Employed | #397CON
Learn considerations of NC Child Support Guidelines differentiation of income for child support
determination other than for tax purposes. Speaker: Barry L. Master, Buncombe/Polk Child Support Services, Asheville
CLE Credit: 1.0 Hour
Tuition: NCBA Member | Early – $50 | Late – $70 Non-Member | $70
OR
3:30 LIVE | *Legal Ethics in the Internet Age: Navigating Online Reviews, Twitter, Facebook, Avvo and More | #398CON
This session applies to all attorneys, particularly those who use the Internet, but also to those who don’t. In this program, learn the ethical rules that relate to the use and non-use of the Internet.
Speaker: Russ Ferguson, Womble Carlyle Sandridge & Rice, Charlotte
CLE Credit: 1.0 Ethics/Professionalism Hour Tuition: NCBA Member | Early – $50 | Late – $70 Non-Member | $70
OR
3:30 LIVE | Juiced Up: POM Wonderful and the Future of False Advertising and Unfair Competition Claims in Regulated Industries | #399CON
Learn:
• The procedural history, underlying facts and Supreme Court’s holding in POM Wonderful
• POM Wonderful’s impact on industries regulated by the FDA, to include “all natural” foods litigation
• Best practices for advising clients in regulated industries and MORE!
Speaker: James R. Lawrence III, Coats & Bennett PLLC, Cary
CLE Credit: 1.0 Hour
Tuition: NCBA Member | Early – $50 | Late – $70 Non-Member | $70
*Indicates portion providing Ethics/Professionalism Credit
100
%
Digital Program Materials
See page 4 for information and instructions or
visit www.ncbar.org/CLE
PLANNERS
Parrish L. Peddrick, Wells Fargo Bank, Greensboro Holly B. Norvell, Johnston Allison & Hord PA, Charlotte
TUITION | Registration must be received by July 23, 2015 for Early Bird Discount.
Registration Type Early Regular
NCBA Estate Planning and Fiduciary Law
Section Member $355 $425 NCBA Member $375 $445 Non-Member $445 $515
The following categories do not qualify for Early Bird rate.
Full-Time LANC Attorney (NCBA Member) $230 CLE Passport 9 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 | Kiawah Island Golf Resort One Sanctuary Beach Drive | Kiawah Island, SC 29455 Reservations: 843.768.2121| Rooms Sold Out
Due to overwhelming demand, the guest rooms at Kiawah Island Golf Resort sold out very early this year—just prior to printing. Visit
www.ncbar.org/CLE (Click on “Live Onsite” and search by program title) for suggested alternate accommodations. While there are not room blocks available, all are in proximity of the event location. Please keep in mind that Kiawah Island Golf Resort amenities will not be available at these locations.
VIDEO REPLAYS | PLEASE NOTE: All video replay program materials are 100% paperless. See www.ncbar.org/CLE for download instructions. Also, in order to qualify for the Early Bird Tuition Discount, your registration must be received one week prior to the date of the video program you select. CLE credit hours of video replays are subject to change.
LOCATION DATE PROGRAM # EARLY
Cary Oct. 27–28, 2015 #375BAR Oct. 20, 2015 Charlotte Oct. 27–28, 2015 #375CHA Oct. 20, 2015 Concord Oct. 22–23, 2015 #375CRD Oct. 15, 2015
36TH ANNUAL ESTATE PLANNING & FIDUCIARY LAW PROGRAM
LIVE
PLUS 3 VIDEO REPLAYS
|
JULY 30-AUGUST 1 | KIAWAH ISLAND GOLF RESORT
KIAWAH ISLAND, SC
CLE Credit | 9.75 Hours, includes 1.0 Substance Abuse/Mental Health
Planned by the NCBA Estate Planning & Fiduciary Law Section
Qualifies for NC State Bar Estate Planning and Probate Law Specialization Credit.
#375EPF
PROGRAM AGENDA | Thursday, July 30
7:30a Registration and Continental Breakfast
8:00 Introductions and Announcements
8:15 Federal Legislative Update | TBD
9:30 North Carolina Legislative Update
Linda Funke Johnson, Senter Stephenson & Johnson PA, Fuquay-Varina
10:00 Estate Planning & Fiduciary Law Section Annual Meeting | Craig G. Dalton, Poyner Spruill LLP, Raleigh, presiding 2014-2015 Section Chair
10:15 Break
10:30 Charitable Giving With Retirement Benefits | Natalie B. Choate, Nutter McClennen
& Fish LLP, Boston, MA
11:15 The 201 Best and Worst Planning Ideas for Your Client’s Retirement Benefits
Choate
Keynote Speaker sponsored by The Morehead Group
12:00p Adjourn
6:30 - Networking Reception 8:00
PROGRAM AGENDA | Friday, July 31
7:45a Continental Breakfast
8:10 Introductions and Announcements
Breakout Sessions | Track I
8:15 The Generous Business: How Families
Use Their Business as an Engine for Generosity | Michael King, National Christian
Foundation, Alpharetta, GA
9:15 Break
9:30 All’s Well That Ends Well – Our Remedies Oft in Ourselves Do Lie | Janice L. Davies, Davies Law PLLC, Charlotte
10:30 Break
10:45 Changing the Dispositive Provisions of the Smith Family Trusts Without Threatening Their Grandfathered GST Status: Why Unitrust Conversion Won Out Over the Power to Adjust and Decanting | Frederick W. Faircloth IV, James C. Hardin III PLLC, Charlotte | James C. Hardin III, James C. Hardin III PLLC, Charlotte
Agenda continued on next page.
NC Estate Administration
Manual, Eighth Edition
This eighth edition of the NC EstateAdministration Manual (2014) is compiled into one volume and includes: • Updates to reflect legislative
changes; and
• New chapter focusing on new estate court proceedings;
• And much more!
For more information or to order, visit
www.ncbar.org/CLE and Click on
Publications. (#EAM14) 1120 pp
100
%
Digital Program Materials
See page 4 for information and instructions or
visit www.ncbar.org/CLE
36TH ANNUAL ESTATE PLANNING & FIDUCIARY LAW PROGRAM
LIVE
PLUS 3 VIDEO REPLAYS
|
JULY 30-AUGUST 1 | KIAWAH ISLAND GOLF RESORT
KIAWAH ISLAND, SC
CLE Credit | 9.75 Hours, includes 1.0 Substance Abuse/Mental Health
Planned by the NCBA Estate Planning & Fiduciary Law Section
Qualifies for NC State Bar Estate Planning and Probate Law Specialization Credit.
#375EPF
PROGRAM AGENDA cont’d | Friday, July 31
Breakout Sessions | Track II
8:15a Avoiding GST Traps: Practical Reporting, Calculation and Allocation Techniques
Tanya N. Oesterreich, Smith Moore Leatherwood LLP, Charlotte
9:15 Break
9:30 Directed Trusts – A Professional
Fiduciary’s Perspective | Brett D. Sovine, Brown Brothers Harriman Trust Company, Charlotte
10:30 Break
10:45 Representing Clients with Diminished Capacity | Moderator: Stephen A. Brown, Young Moore & Henderson PA, Raleigh Panelists: Reed N. Fountain, Young Moore & Henderson PA, Raleigh | William S. Graebe, Lawyers Mutual Liability Insurance Company of NC, Cary | Aimee Smith, Craige Brawley Liipfert & Walker LLP, Winston-Salem
12:00p Adjourn
PROGRAM AGENDA | Saturday, August 1
7:45a Continental Breakfast
8:10 Introductions and Announcements
8:15 †Yes, There’s Help: Resources for Lawyers, Their Clients and a Personal Story of Recovery | Paula A. Kohut, Kohut PLLC, Wilmington
9:15 Break
9:30 Protecting Yourself and Your Clients from Wealth Transfer Nightmares
Dennis A. Webb, ASA, MAI, FRICS, Primus Valuations, Los Angeles, CA
10:15 Break
10:30 Burning Questions (and Even Hotter Answers) About Grantor Trusts
Samuel A. Donaldson, Georgia State University College of Law, Atlanta, GA
Featured Speaker sponsored by Brown Brothers Harriman Trust Company
12:00p Adjourn
†Indicates portion providing Substance Abuse/Mental
Health Credit
Watch your mail for additional information about social events from the Estate Planning & Fiduciary Law Section liaison.
SPONSORS (at time of printing) Platinum Sponsors
The Morehead Group–Keynote Speaker
Gold Sponsors
Barry Evans Joseph & Snipes BB&T Wealth
Brown Brothers Harriman–Featured Speaker PNC Wealth Management
SunTrust Bank
Wells Fargo Private Bank
Silver Sponsors
Altavista Wealth Management Argent Trust Company Banister Financial Banks of the Ozarks
Bernstein Global Wealth Management Bessemer Trust
Boys Arnold Trust Company Credit Suisse Securities USA LLC Cumberland Trust
Diversified Trust Elliott Davies Decosimo Empire Valuation Consultants Fifth Third Private Bank Franklin Street Trust GreerWalker LLP
Harris Crouch Long Scott & Miller, Inc. Investors Trust
Management Planning Inc.
National Christian Foundation–Piedmont
To maximize the opportunity for fellowship and networking among attendees, sponsors and exhibitors are respectfully requested not to schedule any events or dinners during the Thursday evening reception.
"Great program. Always look
forward to this conference. Always
learn something that
I can use in my practice."
Attendee,
35th Annual Estate Planning &
Fiduciary Law Program
SUMMER CLE
CARY | NC BAR CENTER | JULY 20-23 | 4 VIDEO REPLAYS
CHARLOTTE | CHARLOTTE CONVENTION CENTER | JULY 21-22 |
2 VIDEO REPLAYS
LITIGATING COMPLEX BUSINESS DISPUTES IN THE BUSINESS COURT AND BEYOND (2015 Antitrust & Complex Business Disputes Section Annual Meeting) Monday, July 20 | #371BAR
Registration: 8:45–9:00a Program: 9:00a–4:30p This program provides:
• Important updates regarding the statutes affecting the North Carolina Business Court, as well as recent decisions from the Business Court
• Best practices and practical suggestions from seasoned litigators and judges regarding discovery and motion practice
• A discussion of mental health issues from the unique perspective of an experienced litigator
• The opportunity to hear current Business Court Judges discuss practice in their courtrooms
CLE CREDIT |6.0 Hours, includes 1.0 Substance Abuse/ Mental Health
TUITION | Registration must be received by July 13, 2015 for Early Bird Discount.
Registration Type Early Regular
NCBA Antitrust & Complex Business Disputes
Law Section Member $230 $285 NCBA Member $250 $305 Non-Member $305 $360
The following categories do not qualify for Early Bird rate.
Full-time LANC Attorney (NCBA Member) $150 1st YR. Licensed in NC (NCBA Member) $99 CLE Passport 6 tokens
THE ART OF THE E-DEAL: HARNESSING TECHNOLOGY IN THE MODERN REAL ESTATE LAW PRACTICE
(2015 Real Property Hot Topics)
Tuesday, July 21 | #333BAR Registration: 8:45–9:00a Program: 9:00a–4:30p
This program provides an in-depth look at the existing challenges that increased technological innovations present to a modern real estate practice, as well as an up-to-date review of the coming changes for North Carolina real estate
practitioners as a result of the Consumer Financial Protection Bureau’s regulations.
CLE CREDIT
|
6.0 Hours, includes 1.0 Ethics/ProfessionalismTUITION | Registration must be received by July 14, 2015 for Early Bird Discount.
Registration Type Early Regular
NCBA Real Property Section Member $230 $285 NCBA Member $250 $305 Non-Member $305 $360
The following categories do not qualify for Early Bird rate.
Full-time LANC Attorney (NCBA Member) $150 1st YR. Licensed in NC (NCBA Member) $99 CLE Passport 6 tokens
STRANGE DAYS INDEED: UNDERSTANDING AND NAVIGATING THE CHANGING LEGAL MARKETPLACE
Wednesday, July 22 | #374BAR Registration: 8:15–8:30a Program: 8:30a–3:30p
Whether we like it or not, the legal marketplace is changing. Once known as a professional calling, lawyers in firms of all sizes are now being faced with the application of business principles in order to just maintain pace. Clients are demanding better, faster and cheaper legal services, and they have begun to look to non-traditional legal service providers to meet their needs. To know how to respond to these challenges, lawyers should be aware of what led to them and how structural changes in the practice of law can alter—for good or ill the future of the practice.
CLE CREDIT | 5.5 Hours, includes 0.75 Ethics/Professionalism and 1.0 Substance Abuse/Mental Health
TUITION | Registration must be received by July 15, 2015 for Early Bird Discount.
Registration Type Early Regular
NCBA Member $270 $325 Non-Member $325 $380
The following categories do not qualify for Early Bird rate.
Full-time LANC Attorney (NCBA Member) $160 1st YR. Licensed in NC (NCBA Member) $99 CLE Passport 5 tokens
CARY
| Monday–Thursday
| July 20–23
NC Bar Center | 8000 Weston Parkway
919.677.8745 | 800.228.3402 (ask for CLE)
CALLING AN AUDIBLE: ADVISING CLIENTS WHILE IN THE MIDST OF CONTINUING REGULATORY REFORM (2015 Administrative Law Section Annual Meeting)
Thursday, July 23 | #412BAR Registration: 8:45–9:00a Program: 9:00a–4:30p
There continue to be significant changes to many areas of administrative law in North Carolina. As changes unfold, their impact on clients, whether individuals, businesses or government agencies, becomes apparent, and clients must adapt. Join us for a CLE that helps prepare you to “read the field” so that you can adequately advise your clients of recent changes and what the future may hold for many regulatory issues in North Carolina.
CLE CREDIT | 6.0 Hours, includes 1.0 Substance Abuse/ Mental Health
TUITION | Registration must be received by July 16, 2015 for Early Bird Discount.
Registration Type Early Regular
NCBA Administrative Law Section Member $205 $255 NCBA Member $225 $275 Non-Member $275 $325
The following categories do not qualify for Early Bird rate.
Full-time LANC Attorney (NCBA Member) $135 1st YR. Licensed in NC (NCBA Member) $99 CLE Passport 6 tokens
STRANGE DAYS INDEED: UNDERSTANDING AND NAVIGATING THE CHANGING LEGAL MARKETPLACE
Tuesday, July 21 | #374CHA Registration: 8:15–8:30a Program: 8:30a–3:30p
Whether we like it or not, the legal marketplace is changing. Once known as a professional calling, lawyers in firms of all sizes are now being faced with the application of business principles in order to just maintain pace. Clients are demanding better, faster, and cheaper legal services, and they have begun to look to non-traditional legal service providers to meet their needs. To know how to respond to these challenges, lawyers should be aware of what led to them and how structural changes in the practice of law can alter—for good or ill—the future of the practice.
CLE CREDIT | 5.5 Hours, includes 0.75 Ethics/Professionalism and 1.0 Substance Abuse/Mental Health
TUITION | Registration must be received by July 14, 2015 for Early Bird Discount.
Registration Type Early Regular
NCBA Member $270 $325 Non-Member $325 $380
The following categories do not qualify for Early Bird rate.
Full-time LANC Attorney (NCBA Member) $160 1st YR. Licensed in NC (NCBA Member) $99 CLE Passport 5 tokens
THE ALIMONY TOUR—NOT STARRING JOHN CLEESE (2015 Family Law Section Annual Meeting)
Wednesday, July 22 | #389CHA Registration: 8:45–9:00a Program: 9:00a–5:00p
This annual meeting CLE provides unmatched insight on the topic of alimony by sharing the ins and outs about the subject and trial tips from some of the best. We surveyed our NC district court judges, so if you want to know what the Judges are doing and thinking, you need to buy your tickets now for The Alimony Tour.
CLE CREDIT | 6.5 Hours, includes 1.0 Ethics/Professionalism
TUITION | Registration must be received by July 15, 2015 for Early Bird Discount.
Registration Type Early Regular
NCBA Family Law Section Member $275 $335 NCBA Member $295 $355 Non-Member $355 $415
The following categories do not qualify for Early Bird rate.
Full-time LANC Attorney (NCBA Member) $175 1st YR. Licensed in NC (NCBA Member) $99 CLE Passport 6 tokens
SUMMER CLE
CARY | NC BAR CENTER | JULY 20-23 | 4 VIDEO REPLAYS
CHARLOTTE | CHARLOTTE CONVENTION CENTER | JULY 21-22 |
2 VIDEO REPLAYS
CHARLOTTE
| Tuesday–Wednesday
|
July 21–22 | Charlotte Convention Center | 501
South College Street | 704.339.6000
100
%
Digital Program Materials
See page 4 for information and instructions or
visit www.ncbar.org/CLE
WHAT PASSPORT USERS ARE SAYING:
DETAILS & PRICING
ATTORNEYS
PARALEGALS
Hours of Live,
Video replay and
Online programming
24 hours
12 hours
Pricing for
NCBA Members
$649
$329
Pricing for
Non-members
$999
$529
Visit www.ncbar.org/CLE and click “CLE Passport” to register today
Explore a world of CLE that
keeps your
budget balanced
ROLLING ENROLLMENT.
PURCHASE YOUR PASSPORT AT ANY TIME.
CLE PASSPORT
Year-round access to top quality CLE at one affordable price
I continue to use the CLE Passport because it is cost-effective
access to first-class CLE.
Rick Graves, 10-year Passport Holder, NCBA Member, Graves May PPLC, Wilmington
“
”
PASSPORT FEATURES:
• Tuition-free program admission for attorney
and paralegal CLE Passport holders includes
Live, Video Replay and Online programs
• 30% off select CLE Bookstore purchases
• Firm discounts available
UPCOMING CLE | FALL 2015
GENERAL
Retiring Well: Developing Strategies for a Successful Transition | Cary
Friday, September 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 Friday, October 23, 2015
NCBA 2015 Annual Review | Greensboro Thursday–Friday, October 15–16
2015 Professionalism Program | Cary Friday, December 4
PARALEGAL
2015 Comprehensive Patent Cooperation Treaty Seminar for Paralegals | Cary Thursday–Friday, October 8–9
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
2015 Family Law Fall Program | Greensboro Friday, September 11
Estate Planning and Survey Course | Cary Wednesday–Thursday, September 23–24
Basics of Elder Law | Cary | Friday, October 30
REAL PROPERTY, ENVIRONMENTAL
& NATURAL RESOURCES LAW AND
CONSTRUCTION LAW
2015 NC/SC Construction Law Conference
Charleston, SC | Friday–Saturday, September 18–19
Real Propery Fundamentals
Cary | Thursday–Friday, November 12–13
TRIAL PRACTICE
Appellate Practice Section Annual Meeting
Cary | Friday, October 2
Administrative Law and Government & Public Sector Joint Program
Cary | Friday, November 6
do more
www.ncbar.org/cle
learn more
TRAVEL PROGRAMS
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
(ask for CLE) or go online to
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
JULY 2015
Great Britain Magna Carta Trip
July 11–18, 2015
London—A Luxury Seven-Night Package
800-Year Magna Carta Anniversary in England includes Highclere Castle of the Downton Abbey PBS Series. After London, take the Chunnel to Paris, take a river cruise to
Enjoy exciting travel opportunities and earn CLE credit
at the same time.
For more information, call 919.677.8745 or
800.228.3402 and ask for CLE.
2015 LAS VEGAS VACATION AND CLE
Hotel:
Tropicana Las Vegas
Schedule:
Thursday, 9/24: Evening Welcome Reception
Friday, 9/25: CLE Program
Saturday, 9/26: Fun in the Sun on the Strip
Join friends and colleagues for three days of fun in
the sun and CLE on the Las Vegas Strip. This
Las Vegas
Vacation and CLE
equips general practioners with
everything they need to represent a wide variety of
clients.
Stay tuned for details!
24-26
SEPTEMBER
NCBA Foundation CLE
SAVE THE DATE
Normandy, Burgundy and Provence, or visit Edinburgh, Scotland. Only 22 spots left at time of printing.
Paris to Normandy’s Landing Beaches
July 14–21, 2015
Paris-to-Normandy: A seven-night river cruise on the Seine.
Burgundy and Provence on the Rhone
July 21–28, 2015
Three nights in Paris and a seven-night river cruise to the Cote d’Azur plus one night in Nice/Monaco.
Grand France
July 14–28, 2015
A 14-night cruise from Paris to Normandy, back to Paris and on to the Cote d’Azur plus one night in Nice/Monaco.
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
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.
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
To register for Webcasts visit www.ncbar.org/CLE. Click on “Live From Your Device.”
June LIVE Webcasts
IF YOU PLAN TO WIN IN TRIAL, WHY LEARN ABOUT APPEALS? TOP TEN THINGS A TRIAL LAWYER MUST KNOW ABOUT THE WORLD OF APPEALS | #415TTW
Tuesday, June 2, 12:00–1:00p CLE Credit: 1.0 Hour
Speaker: Dr. Ilonka Aylward, Aylward Law, Charlotte About | This program is for trial lawyers who never want to be part of the appellate madness. Pick up the appellate tools you didn’t even know you were missing.
• Standards of Review: What you don’t know about standards of review can hurt you.
• You won: Make sure you draft an appeal-proof order. • Want to know more about your opposing counsel? • Learn which parts of the Appellate Court website are better gossip than Page Six.
• Stop that appeal! You won, and the loser appeals—is counsel too late or too early?
• Why are some opinions called “unpublished” even though you are reading them?
• You won: But do you really have an order? Understand difference between oral orders and Easter bunnies. • Look at a judgment like an appellate lawyer
Tuition: NCBA Member $65 | Non-Member $85
PERIAKTOS PRODUCTIONS WEBCAST SERIES: THE ART OF ADVOCACY
Wednesday, June 10, 12:00–3:30p CLE Credit: 3.25 Hours
NCBA Member $169 | Non-Member $199 LANC/PD Member $149
To register: www.ncbar.org/cle and click on “Live From Your Device.”
2015 FUNDAMENTALS OF EMPLOYMENT LAW | #385LWC
Friday, June 12, 8:15a–3:15p CLE Credit: 5.0 Hours
For more information, see page 3.
PERIAKTOS PRODUCTIONS WEBCAST SERIES: IMPEACH JUSTICE DOUGLAS!
Wednesday, June 17, 12:00–1:00p
CLE Credit: 3.0 Ethics/Professionalism Hours NCBA Member $169 | Non-Member $199 LANC/PD Member $149
To register: www.ncbar.org/cle and click on “Live From Your Device.”
PERIAKTOS PRODUCTIONS WEBCAST SERIES: CLARENCE DARROW: CRIMES, CAUSES AND THE COURTROOM
Wednesday, June 24, 12:00–3:15p
CLE Credit: 3.0 Ethics/Professionalism Hours NCBA Member $169 | Non-Member $199 LANC/PD Member $149
To register: www.ncbar.org/cle and click on “Live From Your Device.”
PERIAKTOS PRODUCTIONS WEBCAST SERIES: BEN FRANKLIN ON ETHICS
Tuesday, June 30, 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
Tuesday, June 30, 1:15–2:30p
CLE Credit: 1.25 Ethics/Professionalism Hour NCBA Member $85 | Non-Member $105 LANC/PD Member $65
To register: www.ncbar.org/cle and go toclick on “Live From Your Device.”
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.”
June CLE LIVE Webinars
e-FILING IN NORTH CAROLINA
Tuesday, June 9 | 12:00–1:00p | CLE Credit 1.0 Hour $50 per registrant | #624E69 | To register, please call 919.677.8745
July CLE LIVE Webinars
e-FILING IN NORTH CAROLINA
Tuesday, July 14 | 12:00–1:00p | CLE Credit 1.0 Hour $50 per registrant | #624E70 | To register, please call 919.677.8745
WEBINARS
LIVE WEBCASTS
July LIVE Webcasts
CLOSELY HELD BUSINESS VALUATION BASICS FOR FAMILY LAWYERS | #424BVW
Tuesday, July 14, 12:00–1:00p CLE Credit: 1.0 Hour
Speaker: Dwight A. Ensley, ValuePoint.biz, Greensboro About | Join us for this highly engaging program that makes a typically dry subject, highly educational. Through cartoons, music, and videos, you learn the essential considerations for business valuation and receive sample business valuation reports and copies of relevant cases in downloadable course materials.
• Learn which kind of “Business” is subject to property division
• Understand when a business valuation is required • Find out how to select a Business Valuator—Business valuation expert credentials
• Review the types of business valuations • Master elements of a business valuation report
• Pick up strategies for cross-examination of the valuation expert
Tuition: NCBA Family Law Section Member $45 NCBA Member $65 | Non-Member $85
PERIAKTOS PRODUCTIONS WEBCAST SERIES:
ON THE HORNS OF A DILEMMA: CLARENCE DARROW AND THE MCNAMARA CASE
Wednesday, July 15, 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: THURGOOD MARSHALL’S COMING!
Wednesday, July 22, 12:00–2:45p
CLE Credit: 2.5 Ethics/Professionalism Hours NCBA Member $169 | Non-Member $199 LANC/PD Member $149
To register: www.ncbar.org/cle and click on “Live From Your Device.”
PICK OF THE MONTH
†STRESS AND THE INTERSECTION AMONG
PRIORITIES, VALUES AND PROFESSIONALISM (2013) Selected from: Why Behave? How Professionalism Benefits Your Career, Your Practice, Your Clients and Your Health
CLE Credit: 1.0 Substance Abuse/Mental Health Hour # 211CY2
Tuition | NCBA Member $55 | CLE Passport 1 token | Non-Member $60
This presentation explains the physical and emotional effects of stress, the specific stresses related to the practice of law, and the unhealthy ways you may be responding to stress. The presentation guides you in developing personal stress management plans, including the intersection among priorities, values and professionalism.
Other Featured Programs
A WALK ON THE WILD SIDE: ANIMAL LAW FOR THE NON-ANIMAL LAWYER (2012)
Planned by Calley L. Gerber
CLE Credit: 1.0 Hour | #954CY2
Tuition: NCBA Member $55 | CLE Passport 1 token | Non-Member $60
This session is for the attorney who doesn’t regularly practice animal law and would like to gain an understanding of some of the most common issues they may encounter regarding companion animals. This session examines issues such as veterinary malpractice, custody, when animals have been harmed, cruelty/neglect and pet trusts. Learn how to assess the potential case, spot the relevant issues and assist a potential client with their animal controversy.
ALIMONY/POSTSEPARATION SUPPORT (PSS) (2014) Selected from: Five Family Law Fridays Webcast Series
CLE Credit: 1.0 Hour | #212CY5
Tuition: NCBA Member $55 | CLE Passport 1 token | Non-Member $60
This program educates new lawyers on the basics (both legal and practical) to some of the fundamental areas of a family law practice: alimony and postseparation support. Chapters from the North Carolina Family Law Marital Claims Deskbook serve as program materials.
• Alimony
• Dependent Spouse/Supporting Spouse • Postseparation Support (PSS) • PSS Hearing • Marital Misconduct • Available Defenses • Modification/Termination • Professionalism
ON DEMAND:
FEATURED PROGRAMS
On Demand
Program Details
OVER A HUNDRED CLES TO ATTEND ANYTIME, ANYWHERE | Watch these pre-recorded 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 pre-recorded 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.”
*Indicates a program providing Ethics/Professionalism credit
ON DEMAND:
FEATURED PROGRAMS
ARBITRATION BASICS AND UPDATE (2013)
Planned by Catharine Biggs Arrowood and Charles R. Holton
CLE Credit: 1.5 Hours | #191CYB
Tuition: NCBA Member $75 | CLE Passport 1 token | Non-Member $80
This session is helpful to both those new to arbitration and those familiar with the process. The first segment covers the basics from initiating the process to the award and includes best practice tips, using the AAA process as the framework. The second segment drills into the current hot issues in arbitration and covers the latest developments including the U.S. Supreme Court decisions from the term just ended.
*COMPELLING CONVERSATIONS CLE SERIES: DELLINGER AND DELLINGER, WALTER DELLINGER DISCUSSES HIS LEGAL CAREER WITH SOMEONE WHO KNOWS HIM WELL, VERY WELL (2013)
Planned by Hampton Y. Dellinger, Walter E. Dellinger III
CLE Credit: 1.0 Hour, includes 0.25 Ethics/Professionalism #180CY3
Tuition: NCBA Member $55 | CLE Passport 1 token | Non-Member $60
Soon after the National Law Journal ranked Walter Dellinger as one of America’s most influential lawyers in 2013, a majority of U.S. Supreme Court justices—as if to confirm the correctness of the magazine’s selection—cited his legal brief to support their decision to uphold the right to gay marriage for Californians. Over a 45-year career spent primarily as a constitutional law scholar and professor, Dellinger has also advised Presidents, Congressional leaders, Governors and state Attorneys General. Few know Walter Dellinger’s career better than his son Hampton. From Chief Justice Marshall to President Lincoln to Dr. King, the Dellingers discuss key constitutional figures who have shaped American law as well as the family and friends who have influenced Walter’s career.
*COMPELLING CONVERSATIONS CLE SERIES: LESSONS A LITIGATOR TURNED SPORTS MEDIA STAR LEARNED ON THE COURT, OFF THE COURT AND IN THE COURT (2013) Planned by Jay Bilas, Hampton Y. Dellinger
CLE Credit: 1.0 Hour, includes 0.25 Ethics/Professionalism #180CYB
Tuition: NCBA Member $55 | CLE Passport 1 token | Non-Member $60
In this interview with Jay Bilas, Hampton Dellinger and Bilas discuss the topics featured in Bilas’ new book and their applications for lawyers being effective in the courtroom.
*FAMILY LAW: “DIGGING UP DIGITAL TREASURE” (2013) Selected from: War of the Roses in the Digital Age: A Hypothetical Family Law Case (2013 Family Law Fall Meeting)
CLE Credit: 1.25 Hours, includes 0.25 Ethics/ Professionalism | #178CY4
Tuition: NCBA Member $75 | CLE Passport 1 token | Non-Member $80
Panel discussion based on vignettes; focus on electronic data in the hands of third parties, including:
• Spoliation of electronic evidence
• Potential criminal and tort issues implicated in obtaining data from third-party-owned sources
• Discovery of electronic evidence from third-party sources
• How and what you can subpoena, and what you will likely receive
*NEWS MEDIA AND THE PRACTICE OF LAW (2012) Selected from: News Media and the Practice of Law Featuring Mark Curriden and Judge W. Terry Ruckriegle
CLE Credit: 1.75 Hours, includes 0.75 Ethics/ Professionalism | #908CYB
Tuition: NCBA Member $85 | CLE Passport 1 token | Non-Member $90
Most lawyers think, “The news media will never be interested in my case/practice.” But as a lawyer and legal journalist Mark Curriden and Judge Terry Ruckriegle demonstrate, the news media’s interest in a case can happen quickly and in unexpected matters, often catching lawyers off-guard and ill-prepared to represent their clients in high profile matters. This presentation uses actual cases to demonstrate the role and impact of the news media in an ongoing matter.
SOCIAL SECURITY DISABILITY CLAIMS: ADMINISTRATIVE LAW JUDGE PANEL (2013)
Selected from: Social Security Disability Claims: What You Need to Know
CLE Credit: 1.0 Hour | #189CY4
Tuition: NCBA Member $55 | CLE Passport 1 token | Non-Member $60
This series provides a framework for lawyers who are interested in setting up a disability practice, and, for those already in practice, the speakers provide further insight into this growing and important area. This presentation offers questions answered by Administrative Law Judges.
†THE HEALTHY ATTORNEY: ADDICTIONS & SUBSTANCE
ABUSE DISORDERS FOR PROFESSIONALS (2014) Selected from: Guns and Roses: The Past, Present and Future of Firearm Rights and Regulations in North Carolina (2014 Constitutional Rights & Responsibilities Section Annual Meeting and Joint Program with the Criminal Justice Section)
CLE Credit: 1.0 Substance Abuse and Mental Health Hour #248CY6
Tuition: NCBA Member $55 | CLE Passport 1 token | Non-Member $60
Learn about current trends in drug use, addiction and mental health indicators among attorneys; pharmacology and the brain; and key principles and strategies for wellness management, including intervention, treatment and recovery.
*THE HONESTY CONUNDRUM: NEGOTIATION ETHICS AND THE BUSINESS OF LAWYERING (2013)
Selected from: Why Behave? How Professionalism Benefits Your Career, Your Practice, Your Clients and Your Health
CLE Credit: 0.75 Ethics/Professionalism Hour | #211CYB
Tuition: NCBA Member $45 | CLE Passport 1 token | Non-Member $50
In this presentation, Professor Art Hinshaw, Director of the Lodestar Mediation Clinic and a Clinical Professor of Law at the Sandra Day O’Connor College of Law at Arizona State University, discusses his empirical research into whether attorneys understand and are complying with their negotiation ethics requirements and considers whether attorney negotiation ethics have a positive impact on the business of lawyering and, ultimately, on the financial bottom line of your practice.
