Welcome to the Estate Planning & Fiduciary Law Section

Section News & Notes New CLE Publications North Carolina Estate Administration Manual, Supplemented Seventh Edition (2010/2012) - click here to order. North Carolina Estate Administration 2012 Supplement - click here to order.

The Estate Planning & Fiduciary Law Section offers members the opportunity to network not only with other estate planning attorneys, but also other professionals who are involved in the estate planning process such as bankers, financial institutions, Clerks of Court and CPAs. Our Section has a "Joint Statement of Principles" with banks and financial institutions, works to resolve differences with CPAs who are engaging in "legal" transactions and publishes the Estate Administration Manual.

The section, with currently 1346 members, sponsors CLE programs and services; provides members with a substantive newsletter; and helps mold the association's legislative agenda for presentation to the N.C. General Assembly. The newsletter, the Will And The Way, offers an index of its articles and CLE topics.

The Estate Planning & Fiduciary Law Section's website includes the following information:

Calendar - contains a listing of Section Council meeting dates, Section Annual meeting dates, and other Section-related events dates, locations, times, and event descriptions.

Continuing Legal Education (CLE) - contains section-specific Continuing Legal Education (CLE) information including upcoming programs and publications when available.

Governance - contains the Estate Planning and Fiduciary Law section's governing documents including the purpose statement and bylaws.

Join/Renew - contains an online application form for joining this section.

Leadership - contains information from the section's leadership including the section officers, section council, committee chairs, and meeting minutes when available.

ListManager – is a communication tool that offers its members the opportunity to post suggestions, comments or questions to a large number of people at the same time.

Newsletters - contains the section's newsletters, which may be password-protected as determined by the section leadership.

Resources - contains section-specific legal resources including access to Fastcase® / PJI, online links / references, publications (e.g., forms, brochures, booklets, etc.), articles, legislative issues, and other information when available.

NCBA - Information about the North Carolina Bar Association's leaders, staff contacts, map/driving tools, and links to other sections, divisions as well as NCBA's home page.