NORTH CAROLINA BAR ASSOCIATION FOUNDATION CLE BULLETIN JUNE/JULY 2015 BULLETIN

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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

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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:

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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

FOLLOW US

ON TWITTER

twitter.com/NCBAorg

Find NCBA CLE updates and

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.

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YOU SAVE

$1,260

*

+

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:

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”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

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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

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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.

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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 and

Brewery 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

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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

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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

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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 Estate

Administration 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

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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

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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/Professionalism

TUITION | 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)

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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

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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

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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

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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

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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

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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.

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.”

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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.”

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.”

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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

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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.

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