North Carolina Forum Meeting Agenda

Friday, October 26, 2018
9:00 AM - 9:45 AM
Registration, Continental Breakfast, Networking
 
9:45 AM - 10:00 AM
Opening Remarks and Introductions
 
10:00 AM - 11:00 AM
Part I - Tax Considerations from Drafting to the Administration of Your Client’s Trust
 
11:00 AM - 11:15 AM
Break
 
11:15 AM - 12:15 PM
Part II -Tax Considerations from Drafting to the Administration of Your Client’s Trust
 
12:15 PM - 1:15 PM
Buffet Lunch, Round-Table Best Practices Discussions
Lunch is included with tuition.  
1:15 PM - 2:15 PM
CYA: Covering Your Assets—the Scope of Protection from Creditors in Trusts & Estates
 
2:15 PM - 2:30 PM
Break
 
2:30 PM - 3:00 PM
NC Forum Business
  • Treasurer’s Report
  • Election of 2019 Directors
  • Ideas for 2019
  • CLE Topics Ideas for 2019
  • Meeting Frequency
  • Other General Business
3:15 PM - 3:45 PM
Meeting of 2019 Directors