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

Transcription

1 NORTH CAROLINA BAR ASSOCIATION FOUNDATION CLE BULLETIN JUNE/JULY 2015 BULLETIN PROGRAMS & PUBLICATIONS OF THE NCBA FOUNDATION 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 NCBA LinkedIn NCBA YouTube Channel

2 THE CLE BULLETIN A catalog of CLE Programs and Publications of the NCBA Foundation. Visit 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 THE INTERSECTION OF PAST AND FUTURE, JUNE 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 annual-meeting/and keep an eye on your mailbox for a printed registration brochure. We look forward to seeing you in Asheville! 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 Phone: [email protected]

3 TABLE OF CONTENTS BUSINESS LAW 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 Asheville 12 Summer CLE July 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 NC Child Support Calculator 5 NEW! North Carolina Environmental Law Desk Manual Released May NEW! Guide to Student Advocacy in North Carolina Released May New Edition! North Carolina Family Law Case Book with Critical Cases, Second Edition Released May NC Estate Administration Manual, Eighth Edition 27 ABCs of Criminal Court by Chad D. Garrett 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 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 address, is provided when registering for a CLE program. FOLLOW US ON TWITTER twitter.com/ncbaorg TRAVEL PROGRAMS 17 WEBCASTS 18 WEBINARS 19 = Indicates that this program s materials are available digitally. See page 4 for complete details. Find NCBA CLE updates and other interesting legal information. SEE PG. 33 or CALL or TO REGISTER 1

4 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: Sections & Divisions YOU SAVE $35 TO $100 CPM YOU SAVE $125+ Includes in-person practice and technology consults Office Management Discounts Including Office Depot, Systel, LawPay, Flex-Pay, Ruby Receptionists, Citrix ShareFile, UPS Fastcase YOU SAVE $1,000 Includes unlimited access and app *Based on usage of products and services listed on this page. YOU SAVE $1,260 * + CLE YOU SAVE $ programs per year planned and presented by NCBA Members FOR MORE INFO: ncbar.org/members/ member-benefits Lifestyle Benefits Including ABA Retirement Funds; Health Benefit Trust; Avis/Budget; Lenovo; Biltmore 2 NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

5 LIVE PROGRAMS 2015 FUNDAMENTALS OF EMPLOYMENT LAW #385FEL 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 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 judiciallyinterpreted 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 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 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 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 100% Digital Program Materials See page 4 for information and instructions or visit SEE PG. 33 or CALL or TO REGISTER 3

6 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. 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 CSC15 Annual Subscription Download* Pricing (incl. 6.75% tax) Family Law Section Member $53.38 NCBA Member $90.74 Passport $64.05 Non-Member $ For more information or to order, call the Bookstore at (ask for CLE), or visit ncbar.org/cle and click on Publications. 4 NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

7 NEWLY RELEASED PUBLICATIONS North Carolina Environmental Law Desk Manual Managing Editor: Grady L. Shields 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 Release Date: May 15, 2015 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. 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 Release Date: May 1, 2015 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. 7 x 10 Paperback. 832 pages. 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. Release Date: May 8, 2015 For pricing or to order, call (ask for CLE), or visit (Click on Publications). SEE PG. 33 or CALL or TO REGISTER 5

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9 CLE AT THE 2015 NCBA ANNUAL MEETING THE INTERSECTION OF PAST AND FUTURE LIVE CLE AND CPE VIDEO REPLAY JUNE VARIOUS LOCATIONS, ASHEVILLE Early Bird Deadline: June 12 Friday, June 19 Two Live CLEs 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 $99 100% Digital Program Materials See page 4 for information and instructions or visit Incredibly interesting and relevant subject area! Attendee, Eat, Drink and Be Legal Food Truck and Brewery Law CLE (November 2014) 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 SEE PG. 33 or CALL or TO REGISTER 7

10 CLE AT THE 2015 NCBA ANNUAL MEETING THE INTERSECTION OF PAST AND FUTURE LIVE CLE AND CPE VIDEO REPLAY JUNE 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 Rate: $225 Reservations: Group Code: NCBARASSO Cut off date: May 18, % Digital Program Materials See page 4 for information and instructions or visit NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

11 CLE AT THE 2015 NCBA ANNUAL MEETING THE INTERSECTION OF PAST AND FUTURE LIVE CLE AND CPE VIDEO REPLAY JUNE VARIOUS LOCATIONS, ASHEVILLE Early Bird Deadline: June 12 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 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 $70 100% Digital Program Materials See page 4 for information and instructions or visit * Indicates portion providing Ethics/Professionalism Credit SEE PG. 33 or CALL or TO REGISTER 9

12 36TH ANNUAL ESTATE PLANNING & FIDUCIARY LAW PROGRAM #375EPF 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. 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 Reservations: 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 (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 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 , 2015 #375BAR Oct. 20, 2015 Charlotte Oct , 2015 #375CHA Oct. 20, 2015 Concord Oct , 2015 #375CRD Oct. 15, 2015 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 and Click on Publications (#EAM14) 1120 pp 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 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. 100% Digital Program Materials See page 4 for information and instructions or visit NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

13 36TH ANNUAL ESTATE PLANNING & FIDUCIARY LAW PROGRAM #375EPF 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. 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. "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 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. SEE PG. 33 or CALL or TO REGISTER 11

14 SUMMER CLE CARY NC BAR CENTER JULY VIDEO REPLAYS CHARLOTTE CHARLOTTE CONVENTION CENTER JULY VIDEO REPLAYS CARY Monday Thursday July NC Bar Center 8000 Weston Parkway (ask for CLE) 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 12 NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

15 SUMMER CLE CARY NC BAR CENTER JULY VIDEO REPLAYS CHARLOTTE CHARLOTTE CONVENTION CENTER JULY VIDEO REPLAYS 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 CHARLOTTE Tuesday Wednesday July Charlotte Convention Center 501 South College Street 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 STRANGE DAYS INDEED: UNDERSTANDING AND NAVIGATING THE CHANGING LEGAL MARKETPLACE Tuesday, July 21 #374CHA Registration: 8:15 8:30a Program: 8:30a 3:30p 100% Digital Program Materials See page 4 for information and instructions or visit SEE PG. 33 or CALL or TO REGISTER 13

16 NC Bar Association Foundation Continuing Legal Education Explore a world of CLE that keeps your budget balanced WHAT PASSPORT USERS ARE SAYING: Visit and click CLE Passport to register today 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 $ NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

17 continue to use the CLE Passport because it is cost-effective Iaccess 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 CLE PASSPORT Year-round access to top quality CLE at one affordable price ROLLING ENROLLMENT. PURCHASE YOUR PASSPORT AT ANY TIME. SEE PG. 33 or CALL or TO REGISTER 15

18 learn more do more UPCOMING CLE FALL 2015 BUSINESS LAW 31st Annual NC/SC Labor & Employment Law Annual Meeting (2015) Isle of Palms, SC Friday Saturday, October th 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 Basics of Elder Law Cary Friday, October 30 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 (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 Professionalism Program Cary Friday, December 4 PARALEGAL 2015 Comprehensive Patent Cooperation Treaty Seminar for Paralegals Cary Thursday Friday, October 8 9 REAL PROPERTY, ENVIRONMENTAL & NATURAL RESOURCES LAW AND CONSTRUCTION LAW 2015 NC/SC Construction Law Conference Charleston, SC Friday Saturday, September Real Propery Fundamentals Cary Thursday Friday, November TRIAL PRACTICE Appellate Practice Section Annual Meeting Cary Friday, October 2 Administrative Law and Government & Public Sector Joint Program Cary Friday, November NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

19 TRAVEL PROGRAMS Enjoy exciting travel opportunities and earn CLE credit at the same time. CONTACT MICHAEL WEIL AT MAGIC HAPPENS TRAVEL AND CRUISES: 1903 North Harrison Avenue, Suite #201 Cary, NC local: toll-free: fax: online: Then, contact the CLE department at (ask for CLE) or go online to 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 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 Limited to 30 people. NCBA Foundation CLE SAVE THE DATE 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! SEPTEMBER For more information, call or and ask for CLE. SEE PG. 33 or CALL or TO REGISTER 17

20 LIVE WEBCASTS LIVE CLE from anywhere with an Internet connection! PROGRAM MATERIALS Download and print at your convenience. INTERACTIVE 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. 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: and click on Live From Your Device. 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 Click on Live From Your Device 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: 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: 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: 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: and go toclick on Live From Your Device NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

21 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: 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: and click on Live From Your Device. WEBINARS 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 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 ed log-in instructions and an Internet address to access before the program. To download program materials visit the Internet address provided to you via . You MUST download the materials before the program. For details on Webinars, visit 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 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 SEE PG. 33 or CALL or TO REGISTER 19

22 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 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 and click on On Demand. *Indicates a program providing Ethics/Professionalism credit Indicates a program providing Substance Abuse/Mental Health credit 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 20 NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

23 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. SEE PG. 33 or CALL or TO REGISTER 21

24 HOTEL INFORMATION Contact hotel directly for reservations and guest services. Rates based on availability. Occasionally room blocks fill before cutoff date. To guarantee your room at special rates, contact the hotel today and tell them you are with the NC Bar Association. Asheville OMNI GROVE PARK INN** 290 Macon Avenue Asheville, NC Reservations: NCBA Annual Meeting See page 7. Rate: $225 Cut-off Date: May 18, 2015 Group Booking Code: NCBARASSO Cary EMBASSY SUITES 201 Harrison Oaks Boulevard, Cary Rate: $159 Includes evening Manager s Reception and full, cooked-to-order breakfast Reservations: Corporate ID: NCB Ask for NCB or NC Bar Rate Please note: The rates may vary according to guest room availability. TOWNEPLACE SUITES BY MARRIOTT 120 Sage Commons Way, Cary Rate: $96 studio queen with sleeper sofa (Sun Thurs) Includes complimentary Continental breakfast. All rooms come standard with fully equipped kitchen. Reservations: Ask for NCBA rate Kiawah Island, SC KIAWAH ISLAND GOLF RESORT** One Sanctuary Beach Drive, Kiawah Island, SC Reservations: Rooms Sold Out 36th Annual Estate Planning & Fiduciary Section Annual Meeting See page 10. Due to overwhelming demand, the guest rooms at Kiawah Island Golf Resort sold out very early this year just prior to printing. Below are some suggestions for 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. Andell Inn by Marriott 300 Farm Lake View Road, Kiawah Island, SC Reservations: Call for rates. Pam Harrington Rentals 4343 Betsy Kerrison Parkway, Johns Island, SC Reservations: Call for rates. Seabrook Island 554 Freshfields Lane, Johns Island, SC Reservations: Call for rates. charleston/seabrook/index.htm **The NCBAF CLE has obtained these special room rates by contracting a total meeting package at this location. We must meet certain minimum hotel room requirements or face attrition and/or meeting room rental charges. To continue to provide reasonable CLE registration fees, we need your help. Please take advantage of this negotiated room rate. NC Bar Association Foundation Continuing Legal Education CLE AT YOUR FINGERTIPS Earn MCLE Online: Visit (click On Demand ) Choose from over 100 on-line CLE programs. Select a program and start earning credit it s that easy! Dozens of newly added courses! ON DEMAND YOUR 24/7 ONLINE CLE LIBRARY Per NC State Bar rules, for the 2014 reporting period and onward, NC attorneys may take up to six hours of on demand CLE per year to satisfy MCLE requirements NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

25 PHONE/AUDIO STREAMING Phone/Audio Streaming Program Details CLE CREDIT: 1.0 Hour for each program Co-sponsored with WebCredenza TIME: See individual program information. TUITION: $80 per program *Indicates program providing Ethics/Professionalism credit WHAT IS A PHONE/AUDIO STREAMING PROGRAM? Phone Programs are LIVE, interactive phone/audio discussions of timely subjects that you can receive in your office, your home or wherever you can place a phone call or have access to the Internet. Because Phone/Audio Programs are live for State Bar MCLE purposes, there is no limit on the number of Phone/Audio Programs you may take per year. WHY WOULD I WANT TO REGISTER FOR A PHONE/ AUDIO STREAMING PROGRAM? Convenience. Stay current on law and practice issues without leaving your office. Phone/Audio Streaming Programs save you time and travel. WILL I BE ABLE TO ASK QUESTIONS? Phone participants will be prompted to ask questions of the faculty at the conclusion of the program. Streaming participants can post questions at anytime during the program. They will be addressed by the moderator before signing off. HOW DO I CONNECT WITH A PHONE/AUDIO STREAMING PROGRAM? Calling in: Use any touch-tone phone. After you register for a program, you will be provided a special toll-free number to call on the day of the program. When you call the number, you will be connected to the program. Your call-in information and instructions will be available in your online learning account at logged in, click on My Classroom, then the My Courses tab and find the program title you are attending. Audio Streaming: Use any device that has access to the Internet. On the day of the program log into the NCBA CLE Online Learning Center at (click Log In, located in the top right corner). Once logged in, click My Classroom and find the program title you are attending. Click Launch Web Event button and a new window will open your audio streaming screen. Your call-in information and instructions will also be available in your online learning account. June Seminars *ETHICS AND DISHONEST CLIENTS (LIVE REPLAY FROM NOVEMBER 14, 2014) Monday, June 1, 1:00 2:00p CLE Credit: 1 Ethics Hour #356TWC Attorneys are required to be zealous advocates for their clients but they are also obligated to be honest. When clients lie lie to their attorneys, lie to a court or other tribunal, or lie in negotiations with another party attorneys are put in an untenable position. This program provides you with a real world guide to the ethics issues you confront when dealing with dishonest clients, including confidentiality and attorney/ client privilege issues, permissible and mandatory withdrawal, notice to the court, duties when your client lies in negotiations and diligence on clients. OPTIONS IN REAL ESTATE TRANSACTIONS: BUYING TIME TO DECIDE AND WAIT AND SEE Tuesday, June 2, 1:00 2:00p CLE Credit: 1 Hour #356TW2 Options in real estate are an effective mechanism for securing the right to buy property for a period of time without having the obligation to complete the purchase. It allows the potential buyer to assess opportunities and risks over a longer diligence period and avoid costly mistakes. This program provides you with a guide to structuring, negotiating and drafting options in real estate transactions. BUYING AND SELLING PARTNERSHIP/LLC INTERESTS: ECONOMIC, MANAGEMENT AND TAX ISSUES (LIVE REPLAY FROM FEBRUARY 4, 2015) Wednesday, June 3, 1:00 2:00p CLE Credit: 1 Hour #356TW3 This program examines the legal and practical consequences of buying and selling an interest in an LLC or partnership. The program covers the rights to which the buyer succeeds, including economic rights and tax benefits, but also the limitations of a typical purchase, including limits on voting or information rights. The program also covers the major tax consequences to buyer and seller of the sale and planning opportunities to limit adverse income tax consequences. * ETHICAL WILLS : DRAFTING WILLS TO REFLECT CLIENT VALUES Thursday, June 4, 1:00 2:00p CLE Credit: 1 Ethics Hour #356TW4 Ethical wills are subtle documents that incorporate not only substantive legal and tax mechanics of transferring property efficiently, but also reflect in their structure and terms the values and non-financial purposes of the client. This requires careful drafting to reflect the client s particular ethics, being mindful of what the law will allow and enforce. This program provides you a real world understanding of ethical wills, how to counsel clients about them and draft the underlying documents. SEE PG. 33 or CALL or TO REGISTER 23

26 PHONE/AUDIO STREAMING *ATTORNEY ETHICS AND THE USE OF IN LAW PRACTICE (LIVE REPLAY FROM DECEMBER 12, 2014) Friday, June 5, 1:00 2:00p CLE Credit: 1 Ethics Hour #356TW5 This program provides you with a real world guide to ethical issues when using to communicate with current, former and prospective clients and adversaries. Among other topics, the program covers beginning and ending an attorney/client relationship via , including through the receipt of unsolicited , ethical issues in sending updates of legal developments to clients, issues in accidentally sending to the wrong recipient, and sending via computers on public networks or those controlled by an opposing party. EMPLOYEES, SOCIAL MEDIA, SMARTPHONES, TABLETS: LEGAL ISSUES FOR EMPLOYERS (LIVE REPLAY FROM JANUARY 15, 2015) Monday, June 8, 1:00 2:00p CLE Credit: 1 Hour #356TW6 Virtually every employee brings a smartphone or tablet to work and accesses some form of social media Facebook, Twitter, LinkedIn, Instagram at their desks. This raises substantial risks and potential liability for employers including the loss of company information, invasions of privacy when monitoring employees, vicarious liability for harassment, among other issues. This program covers policies and practices to govern the use of these technologies by employees in the workplace and limit employer liability. *2015 ETHICS IN LITIGATION UPDATE, PART 1 Tuesday, June 9, 1:00 2:00p CLE Credit: 1 Ethics Hour #356TW7 *2015 ETHICS IN LITIGATION UPDATE, PART 2 Wednesday June 10, 1:00 2:00p CLE Credit: 1 Ethics Hour #356TW8 This annual program provides you with a broad-based discussion of attorney ethics issues affecting your civil litigation practice. Among other topics, the program covers conflicts of interest, ethics in discovery, working with expert witnesses, pre-trial investigations and topics of current interest ESTATE PLANNING UPDATE Thursday, June 11, 1:00 2:00p CLE Credit: 1 Hour #356TW9 This program provides you with a wide ranging discussion of case law, regulatory, and legislative developments affecting estate, trust and gift tax planning, administration and controversy work. LIKE-KIND EXCHANGES OF BUSINESS INTERESTS Friday, June 12, 1:00 2:00p CLE Credit: 1 Hour #356T10 This program discusses the use of like-kind exchange techniques to transfer businesses and components of businesses, as opposed to using like-kind rules for the exchange of real estate. Among other topics, the program also discusses allocating the purchase price and liabilities, and the relationship of like-kind exchange techniques to other business sale principles ESTATE PLANNING FOR DIGITAL ASSETS (LIVE REPLAY FROM FEBRUARY 3, 2015) Monday, June 15, 1:00 2:00p CLE Credit: 1 Hour #356T11 Most client assets are held electronically and subject to access through usernames and passwords, and a variety of other security hurdles. Conventional powers of attorney do not guarantee executors or trustees access to digital assets when a person dies. In the same way, many clients leave behind valuable personal assets in the form of their blogs or social media pages or other online accounts, all of which are also difficult to access and control on the death of a client. This program covers the unclear state of the law on digital assets and the practical process of planning for them. DRAFTING LLC/PARTNERSHIP OPERATING AGREEMENTS, PART 1 Tuesday, June 16, 1:00 2:00p CLE Credit: 1 Hour #356T12 DRAFTING LLC/PARTNERSHIP OPERATING AGREEMENTS, PART 2 Wednesday, June 17, 1:00 2:00p CLE Credit: 1 Hour #356T13 The program provides a guide to drafting major sections and provisions in LLC/partnership/LP operating agreements, using a form as base for discussion. Capital contributions, management and voting rights, restrictions on transferability, distributions, liquidations and major tax issues are covered. WILL CONTESTS: COMMON GROUNDS FOR CHALLENGES AND HOW TO DEFEAT OR AVOID THEM (LIVE REPLAY FROM JANUARY 14, 2015) Thursday, June 18, 1:00 2:00p CLE Credit: 1 Hour #356T14 This program covers common sources of will contests, including the exercise of undue influence by caregivers, claims of incompetency, selfdealing by fiduciaries, and conflicting estate documents. The program also discusses practical techniques for mitigating the risk of will contests and defeating them after litigation is filed. *ETHICS AND JOINT REPRESENTATIONS Friday, June 19, 1:00 2:00p CLE Credit: 1 Ethics Hour #356T15 Representing two or more individuals in planning, a transaction, or litigation gives rise to sensitive ethical issues, including confidentiality, authority to make decisions, conflicts of interest, preserving the attorney-client privilege and more. The program covers determining when a joint representation is ethically permissible, confidentiality and privilege issues, representing spouses and multiple generations of a family, and issues when adversity arises later. *ETHICS AND CONFIDENTIALITY: WHAT IS, WHAT ISN T AND WHAT CAN BE SHARED? (LIVE REPLAY FROM DECEMBER 19, 2014) Monday, June 22, 1:00 2:00p CLE Credit: 1 Ethics Hour #356T16 This program discusses practical issues in receiving and releasing confidential information in an ethically compliant manner. Among other topics, the program covers the intersection of client confidences and conflicts, issues in joint representations, data security and the inadvertent disclosure of information, and when the release of information is permitted or even required. NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

27 PHONE/AUDIO STREAMING ESTATE PLANNING FOR THE ELDERLY, PART 1 Tuesday, June 23, 1:00 2:00p CLE Credit: 1 Hour #356T17 ESTATE PLANNING FOR THE ELDERLY, PART 2 Wednesday, June 24, 1:00 2:00p CLE Credit: 1 Hour #356T18 This program provides you a detailed guide to estate and trust planning for the elderly. The program covers working with clients with capacity issues, the use of living trusts, health care issues and powers of attorney, planning for long term care, post-mortem disputes, planning for clients with cognitive challenges and more. BUSINESS TORTS, PART 1 (LIVE REPLAY FROM DECEMBER 9, 2014) Thursday, June 25, 1:00 2:00p CLE Credit: 1 Hour #356T19 BUSINESS TORTS, PART 2 (LIVE REPLAY FROM DECEMBER 10, 2014) Friday, June 26, 1:00 2:00p CLE Credit: 1 Hour #356T20 Business transactions can be fertile sources of torts as difficulties arise in either the negotiation or consummation of an agreement. Accusations of bad faith, misrepresentation or even fraud are commonplace as the parties become disappointed about the course or outcome of a deal. This program provides transactional attorneys with a practical guide to common business torts, discusses how they arise in the life cycle of a transaction or in employment, explain key elements of each tort, and provide best practices for shielding your clients from liability or asserting their rights. Among other torts, the program covers tortious interference with a business expectancy, breach of the duty of good faith and fair dealing, fraudulent or negligent misrepresentation and trade secret misappropriation. TRUSTEES: COUNSELING CLIENTS ABOUT INDIVIDUAL AND INSTITUTIONAL ALTERNATIVES Monday, June 29, 1:00 2:00p CLE Credit: 1 Hour #356T21 This program provides estate and trust planners a real world guide to selecting invidiual versus corporate trustees and trust protectors. The program covers the advantages and disadvantages of each, the tradeoffs between the two types of trustees, selection criteria, fiduciary standards and liability. *ATTORNEY ETHICS AND THE USE OF CREDIT CARDS IN LAW FIRMS (LIVE REPLAY FROM JANUARY 16, 2015) Tuesday, June 30, 1:00 2:00p CLE Credit: 1 Ethics Hour #356T22 This program explores the fascinating area of ethics and the use by attorneys of credit cards to fund law firm expenses and the many ways in which that may give rise to ethical issues. The program covers the long line of ethics decisions in this area and discusses best practices for avoiding liability. July Seminars OUTSOURCING AGREEMENTS Wednesday, July 1, 1:00 2:00p CLE Credit: 1 Hour #357TWC Clients routinely outsource important parts of their businesses to third parties manufacturing, customer support, IT and other functions. Outsourcing may be an efficient use of capital and other resources but drafting the underlying agreements is a complex web of quality control, oversight and reporting, cost and pricing issues, and transition periods. This program provides you with a practical guide to reviewing and drafting outsourcing agreements for businesses. PLANNING WITH LIFE INSURANCE TRUSTS Thursday, July 2, 1:00 2:00p CLE Credit: 1 Hour #357TW2 The program discusses the many intricacies and traps of life insurance products and using insurance products in estate and trust planning generally. The program covers planning for single life and second-todie trusts, using Crummey powers to qualify for the gift tax exclusion, GST issues, transferring existing policies and other creative uses of insurance products. HOMEOWNER AGREEMENTS FOR DEVELOPERS AND PROJECT OWNERS (LIVE REPLAY FROM APRIL 14, 2015) Friday, July 3, 1:00 2:00p CLE Credit: 1 Hour #357TW3 The growth in the number of townhouses and condominium units and other shared wall housing has also highlighted the importance of homeowner agreements and arrangements. They define the long-term relationship among the owners of these units, establish responsibilities for the association, define a shared cost structure, liability and rights. This program provides you with a framework for structuring and drafting these agreements for real estate developers or project owners. BUSINESS PLANNING WITH SERIES LLCS Tuesday, July 7, 1:00 2:00p CLE Credit: 1 Hour #357TW4 This program covers the practical uses of series LLCs in business planning and the circumstances where series LLCs are most effective and the clients by whom they are best used. The program also covers the formation of series LLCs, including drafting tips, creditor, financial and tax issues and their relationship to other planning tools. *ETHICAL ISSUES WHEN REPRESENTING THE ELDERLY (LIVE REPLAY FROM MARCH 12, 2015) Wednesday, July 8, 1:00 2:00p CLE Credit: 1 Ethics Hour #357TW5 Attorneys representing elderly clients have many special ethical challenges. Foremost is the question of competency to make major decisions. There are also issues related to identifying your client; confidentiality issues when the client relies on family members or other caregivers; preserving the attorney-client privilege, and issues related to the discovery of financial or physical exploitation. This program covers these and other important ethical issues when attorneys represent the elderly. SEE PG. 33 or CALL or TO REGISTER 25

28 PHONE/AUDIO STREAMING SETTLEMENT AGREEMENTS IN LITIGATION (LIVE REPLAY FROM APRIL 21, 2015) Thursday, July 9, 1:00 2:00p CLE Credit: 1 Hour #357TW6 This program provides you with a practical guide to the essential terms and traps of drafting or reviewing and negotiating settlement agreements in litigation. The program also covers strategic planning in these agreements, including the impact of an agreement on other or potential future litigation, risk mitigation and essential financial and non-financial terms. *THE ETHICS OF BILLING AND COLLECTING ATTORNEYS FEES (LIVE REPLAY FROM FEBRUARY 20, 2015) Friday, July 10, 1:00 2:00p CLE Credit: 1 Ethics Hour #357TW7 Billing and collecting fees is the source of a many substantial ethical issues. These issues range from what attorney time is billable and what is not, billing for paralegal time or work that has been contracted out to another attorney, recovery of costs, contingency and other alternative fee arrangements, including flat fee billing for certain services, and disputes with clients over fees. This program covers these and other practical legal issues in billing and collecting fees from clients. TAX PLANNING FOR REAL ESTATE, PART 1 Tuesday, July 14, 1:00 2:00p CLE Credit: 1 Hour #357TW8 TAX PLANNING FOR REAL ESTATE, PART 2 Wednesday, July 15, 1:00 2:00p CLE Credit: 1 Hour #357TW9 Avoiding adverse tax consequences is often one of the most important aspects of structuring real estate transactions, whether it s defer gain, ensure it s characterized as capital gain rather than ordinary income, or to preserve valuable tax attributes. The program covers choice of entity, major tax issues in drafting tax allocations in real estate agreements, conversion of ordinary income into capital gains, the new 3.8 percent tax on net investment income and like-kind exchanges. WARRANTS, OPTIONS AND OTHER INCENTIVES IN BUSINESS TRANSACTIONS (LIVE REPLAY FROM FEBRUARY 9, 2015) Thursday, July 16, 1:00 2:00p CLE Credit: 1 Hour #357T10 Warrants, options and similar instruments provide the holder in business and commercial transactions certain rights and incentives. The holder may be able to acquire additional equity in the issuing company on the occurrence of certain events or merely through the passage of time. They can provide incentives to the holders and also protections, including against dilution of existing equity positions. Warrants and options may also come with certain management veto rights or tag along rights on business sales. This program covers the law of rights and warrants the process of reviewing or drafting them NONPROFIT/EXEMPT ORGANIZATION UPDATE (LIVE REPLAY FROM FEBRUARY 16, 2015) Friday, July 17, 1:00 2:00p CLE Credit: 1 Hour #357T11 This program provides a wide-ranging discussion of legal developments impacting nonprofit/exempt organizations. The program covers legislative, regulatory and enforcement developments, including those related to Form 990, governance, fiduciary liability, fundraising, joint ventures and more INNOCENT AND INJURED SPOUSE DEFENSES TO JOINT TAX LIABILITY (LIVE REPLAY FROM APRIL 1, 2015) Monday July 20, 1:00 2:00p CLE Credit: 1 Hour #357T12 The Innocent Spouse and Injured Spouse defenses affords relief from joint tax liability for certain qualifying spouses. If a spouse qualifies for one or both defenses, he or she is relieved from all or a portion of joint tax liability which often arise in family businesses, distressed marriages, or where one spouse controls finances. This program provides you a real world guide to the eligibility standards for each form of relief, the measure of the relief afforded, practical tips on asserting them to IRS collection liability and special issues for the non-requesting spouse. RESTRICTIVE & PROTECTIVE COVENANTS IN REAL ESTATE Tuesday, July 21, 1:00 2:00p CLE Credit: 1 Hour #357T13 This program provides you with a guide to restrictive and protective covenants in commercial real estate. The program covers issues in due diligence, imposing, modifying and releasing restrictions; title issues and their impact on commercial real estate transactions. FIDUCIARY DUTIES AND LIABILITY OF NONPROFIT/ EXEMPT ORGANIZATION DIRECTORS AND OFFICERS Wednesday, July 22, 1:00 2:00p CLE Credit: 1 Hour #357T14 This program provides you with a framework of the fiduciary duties and potential liability of directors of nonprofit/exempt organizations. The program covers statutory and common law duties, including those related to investing the organization s endowment and delegating those responsibilities, state attorneys general and IRS overnight and enforcement priorities, potential points of liability for these directors and forms of indemnification. *ETHICS AND DIGITAL COMMUNICATIONS (LIVE REPLAY FROM APRIL 17, 2015) Thursday, July 23, 1:00 2:00p CLE Credit: 1 Ethics Hour #357T15 This program covers major ethical issues when lawyers use digital communications in their law practices. The program also covers using open or public communications networks to work remotely, from home or the road, the use of tablets and smartphones to communicate with clients, issues related to text messaging and the preservation of evidence, ethical obligations to encrypt communications and the duty to supervise the use of technology by non-lawyer personnel. ESTATE PLANNING FOR FARMS AND RANCHES (LIVE REPLAY FROM MARCH 2, 2015) Friday, July 24, 1:00 2:00p CLE Credit: 1 Hour #357T16 Family farms, ranches and other unique family properties pose special trust and estate planning challenges. The family often wants to preserve these properties but is confronted with satisfying tax liability with illiquid property, generating income to satisfy multiple generations of the family, succession planning among sometimes squabbling family members, among other issues. This program provides you with a framework of issues and techniques for successful estate and trust planning for ranchers and farmers. NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

29 PHONE/AUDIO STREAMING BESTSELLER! BUSINESS PLANNING WITH S CORPS, PART 1 Tuesday, July 28, 1:00 2:00p CLE Credit: 1 Hour #357T17 BUSINESS PLANNING WITH S CORPS, PART 2 Wednesday, July 29, 1:00 2:00p CLE Credit: 1 Hour #357T18 Planning with S Corps is different than planning with C Corps or LLCs. They offer certain tax benefits over C Corps and LLCs, but with the familiarity of the corporate form. They also remain a dominant choice of entity for closely held companies in many industries. But they come with complexity in their capital structures, the transferability of shares, distributions, mergers and more. This program provides you with a guide to major structuring and drafting issues in planning with S Corps. EMINENT DOMAIN, PART 1 (LIVE REPLAY FROM APRIL 28, 2015) Thursday, July 30, 1:00 2:00p CLE Credit: 1 Hour #357T19 EMINENT DOMAIN, PART 2 (LIVE REPLAY FROM APRIL 29, 2015) Friday, July 31, 1:00 2:00p CLE Credit: 1 Hour #357T20 The taking by the government of a piece of private property is a substantial legal (and often controversial) action that raises issues of the purpose of the seizure, fair value for the property taken, and the procedure by which it is taken from the property owner. This program provides you with a practical guide to the fundamentals and practical developments in eminent domain practice. Whether a new attorney or an experienced practitioner, the wisdom necessary to be a great criminal lawyer is found within these pages, including pertinent information on: Defenses Questions of proper opening and closing techniques Voir dire questions Evidentiary foundations This quick-reference guide serves as a complete, all-in-one tool to establish the 20% foundation that will grow your confidence and criminal practice to 100% of its potential. Product Code: ACC15 Product Details: 4 x 6 paperback, 312 pages; epub and MOBI E-Book Pricing:* NCBA Member: $21.35 Passport: $14.95 Non-Member: $26.69 Print and E-Book Pricing:** NCBA Member: $38.42 Passport: $27.74 Non-Member: $43.76 * Includes 6.75% tax. ** Includes 6.75% tax and $5.99 S/H. For more information, or to order, call the Bookstore at (ask for CLE), or visit and click on Publications. SEE PG. 33 or CALL or TO REGISTER 27

30 JUNE 2015 CLE MONTHLY PLANNER SUNDAY WEDNESDAY SUNDAY MONDAY TUESDAY WEDNESDAY L V PA W WN LIVE PROGRAM VIDEO REPLAY PHONE/AUDIO STREAMING SEMINAR WEBCAST WEBINAR PA Ethics and Dishonest Clients (Live Replay from November 14, 2014) #356TWC PA Employees, Social Media, Smartphones, Tablets: Legal Issues for Employers (Live Replay from January 15, 2015) #356TW6 PA Estate Planning for Digital Assets (Live Replay from February 3, 2015) #356T V WILMINGTON The Art of the e-deal: Harnessing Technology in the Modern Real Estate Law Practice (2015 Real Property Hot Topics) #333WLM PA Ethics and Confidentiality: What Is, What Isn t, and What Can Be Shared? (Live Replay from December 19, 2014) #356T PA Trustees: Counseling Clients About Individual and Institutional Alternatives #356T21 2 PA Options in Real Estate Transactions: Buying Time to Decide and Wait and See #356TW2 W If You Plan to Win a Trial, Why Learn About Appeals? Top Ten Things a Trial Lawyer Must Know About the World of Appeals #415TTW 9 V STATESVILLE ABCs of Criminal Court #332STA PA 2015 Ethics in Litigation Update, Part 1 #356TW7 WN e-filing in North Carolina #624E69 16 V CARY A 360 View of White Collar Crimes From Start to Finish: From Investigators, Prosecutors, Practitioners and Judges #388BAR PA Drafting LLC/Partnership Operating Agreements, Part 1 #356T12 23 V CONCORD A 360 View of White Collar Crimes from Start to Finish: From Investigators, Prosecutors, Practitioners and Judges #338CRD V GREENVILLE NC Marriage Equality: A Practitioner s Symposium #381GRV V WILMINGTON NC Marriage Equality: A Practitioner s Symposium #381WLM PA Estate Planning for the Elderly, Part 1 #356T17 30 PA Attorney Ethics and the Use of Credit Cards in Law Firms (Live Replay from January 16, 2015) #356T22 W Periaktos Production Webcast Series: Ben Franklin on Ethics W Periaktos Production Webcast Series: Lincoln on Professionalism 3 V CARY Breaking Up is Hard to Do! Construction Contract Terminations (2015 Construction Law Winter Program) #334BAR PA Buying and Selling Partnership/LLC Interests: Economic, Management and Tax Issues (Live Replay from February 4, 2015) #356TW3 10 V ASHEVILLE A New Direction: The Changing Landscape of North Carolina Workers Compensation (2015 Workers Compensation Section Annual Meeting) #331ASV V CARY A New Direction: The Changing Landscape of North Carolina Workers Compensation (2015 Workers Compensation Section Annual Meeting) #331BAR V CARY 2015 Elder & Special Needs Law Symposium #326BAR PA 2015 Ethics in Litigation Update, Part 2 #356TW8 W Periaktos Production Webcast Series: The Art of Advocacy 17 PA Drafting LLC/Partnership Operating Agreements, Part 2 #356T13 W Periaktos Production Webcast Series: Impeach Justice Douglas! 24 V CHARLOTTE New Frontiers: Emerging Issues in Estate Planning #386CHA V GREENVILLE A New Direction: The Changing Landscape of North Carolina Workers Compensation (2015 Workers Compensation Section Annual Meeting) #331GRV V WILMINGTON A 360 View of White Collar Crimes From Start to Finish: From Investigators, Prosecutors, Practitioners and Judges #388WLM PA Estate Planning for the Elderly, Part 2 #356T18 W Periaktos Production Webcast Series: Clarence Darrow: Crimes, Causes and the Courtroom For more information on all video replays listed, visit Click on Live Onsite and scroll to see Video Replay listing NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

31 JUNE 2015 CLE MONTHLY PLANNER THURSDAY SATURDAY THURSDAY FRIDAY SATURDAY 4 V CARY NC Marriage Equality: A Practitioner s Symposium #381BAR PA Ethical Wills : Drafting Wills to Reflect Client Values #356TW4 11 V ASHEVILLE A New Direction: The Changing Landscape of North Carolina Workers Compensation (2015 Workers Compensation Section Annual Meeting) #331ASV (cont d) V ASHEVILLE Ethics Crossroads: Where Politics, Professionalism and the Rules of a Professional Responsibility Meet #344ASV V CARY A New Direction: The Changing Landscape of North Carolina Workers Compensation (2015 Workers Compensation Section Annual Meeting) #331BAR (cont d) V CARY 2015 Elder & Special Needs Law Symposium #326BAR (cont d) V DURHAM 2014 NCBA Annual Review #305DUR V WINSTON-SALEM Navigating Legal Issues Related to Students with Disabilities and Transgender and Gender-Nonconforming Students (2015 Education Law Section Annual Meeting) #363WIN PA 2015 Estate Planning Update #356TW9 18 V CARY New Frontiers: Emerging Issues in Estate Planning #386BAR V CHARLOTTE 2015 Zoning, Planning and Land Use Annual Section Meeting #410CHA PA Will Contests: Common Grounds for Challenges and How to Defeat or Avoid Them (Live Replay from January 14, 2015) #356T14 25 V CONCORD NC Marriage Equality: A Practitioner s Symposium #381CRD V GREENSBORO Addressing Family Tramatic Stress: Before, During and After Court #347GSB V GREENSBORO New Frontiers: Emerging Issues in Estate Planning #386GSB V GREENVILLE Ethics Crossroads: Where Politics, Professionalism and the Rules of a Professional Responsibility Meet #344GRV V GREENVILLE A New Direction: The Changing Landscape of North Carolina Workers Compensation (2015 Workers Compensation Section Annual Meeting) #331GRV (cont d) PA Business Torts, Part 1 (Live Replay from December 9, 2014) #356T19 5 V FAYETTEVILLE ABCs of Criminal Court #332FAY V PINEHURST Trusts & Estates: Fiduciary Litigation and Dispute Resolution #349PIN PA Attorney Ethics and the Use of in Law Practice (Live Replay from December 12, 2014) #356TW5 12 L W CARY 2015 Fundamentals of Employment Law #385FEL V ASHEVILLE ABCs of Criminal Court #332ASV V DURHAM 2014 NCBA Annual Review #305DUR (cont d) V WINSTON-SALEM NC Marriage Equality: A Practitioner s Symposium #381WIN PA Like-Kind Exchanges of Business Interests #356T10 19 L ASHEVILLE Clarence Darrow: A One Man Play Live at Federal Courthouse #246ASV L ASHEVILLE Insights to a Great Brew: From ABC Regulations to Branding and More #391CON PA Ethics and Joint Representations #356T15 26 V GREENSBORO A 360 View of White Collar Crimes From Start to Finish: From Investigators, Prosecutors, Practitioners and Judges #388GSB PA Business Torts, Part 2 (Live Replay from December 10, 2014) #356T L ASHEVILLE Bankruptcy Lawyers are from Mars, Family Lawyers are from Venus: What Happens When a Client s Spouse Files Bankruptcy #395CON L ASHEVILLE Collaborative Resolution of Business Disputes: Exploring the Application of Collaborative Law Principles to Business Disputes #393CON L ASHEVILLE Lawyering Meets Auditing: Ethical, Professional and Practical Considerations in Responding to Clients Auditors #392CON L ASHEVILLE Momma Loved Me Better: Managing Complex Fiduciary Issues and Difficult Personalities in the Afterlife #394CON L ASHEVILLE Calculating Child Support Income for the Self-Employed #397CON L ASHEVILLE How an Attempted Murder Case Became a Classic Negotiation #396CON L ASHEVILLE Legal Ethics in the Internet Age: Navigating Online Reviews, Twitter, Facebook, Avvo and More #398CON L ASHEVILLE Juiced Up: POM Wonderful and the Future of False Advertising and Unfair Competition Claims in Regulated Industries #399CON V ASHEVILLE Best of the 2015 Paralegal Annual Meeting Video Replay #379CON 27 SEE PG. 33 or CALL or TO REGISTER 29

32 JULY 2015 CLE MONTHLY PLANNER MONDAY WEDNESDAY MONDAY TUESDAY WEDNESDAY L LIVE PROGRAM V VIDEO REPLAY PHONE/AUDIO PA STREAMING SEMINAR W WEBCAST WN WEBINAR For more information on all video replays listed, visit Click on Live Onsite and scroll to see Video Replay listing. 1 V CHARLOTTE Representing Clients in an Aging Population (Joint CLE of the Elder and Special Needs Law and the Estate Planning and Fiduciary Law Sections) #406CHA PA Outsourcing Agreements #357TWC 6 7 PA Business Planning with Series LLCs #357TW4 8 V ASHEVILLE A 360 View of White Collar Crimes From Start to Finish: From Investigators, Prosecutors, Practitioners and Judges #388ASV V CHARLOTTE Digging Up the Dirt: Title, Construction and Your Real Estate Practice (2015 Real Property Section Annual Meeting) #411CHA PA Ethical Issues When Representing the Elderly (Live Replay from March 12, 2015) #357TW5 13 V ATLANTIC BEACH New Frontiers: Emerging Issues in Estate Planning #386ATL V ATLANTIC BEACH The Alimony Tour Not Starring John Cleese (2015 Family Law Section Annual Meeting) #389ATL V CARY 2015 Zoning, Planning and Land Use Annual Section Meeting #410BAR PA Tax Planning for Real Estate, Part 1 #357TW8 W Closely Held Business Valuation Basics for Family Lawyers #424BVW WN e-filing in North Carolina #624E PA Tax Planning for Real Estate, Part 2 #357TW9 W Periaktos Production Webcast Series: On the Horns of a Dilemma: Clarence Darrow and the McNamara Case 22 V CARY Litigating Complex Business Disputes in the Business Court and Beyond (2015 Antitrust & Complex Business Disputes Section Annual Meeting) #371BAR PA Innocent and Injured Spouse Defenses to Joint Tax Liability (Live Replay from April 1, 2015) #357T V CARY The Art of the e-deal: Harnessing Technology in the Modern Real Estate Law Practice (2015 Real Property Hot Topics) #333BAR V CHARLOTTE Strange Days Indeed: Understanding and Navigating the Changing Legal Marketplace #374CHA V LELAND The Alimony Tour Not Starring John Cleese (2015 Family Law Section Annual Meeting) #389LEL PA Restrictive & Protective Covenants in Real Estate #357T13 V CARY Strange Days Indeed: Understanding and Navigating the Changing Legal Marketplace #374BAR V CHARLOTTE The Alimony Tour Not Starring John Cleese (2015 Family Law Section Annual Meeting) #389CHA PA Fiduciary Duties and Liability of Nonprofit/Exempt Organization Directors and Officers #357T14 W Periaktos Production Webcast Series: Thurgood Marshall s Coming! 29 V FAYETTEVILLE The Alimony Tour Not Starring John Cleese (2015 Family Law Section Annual Meeting) #389FAY PA Business Planning with S Corps, Part 2 #357T18 PA Business Planning with S Corps, Part 1 #357T NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

33 JULY 2015 CLE MONTHLY PLANNER THURSDAY SUNDAY THURSDAY FRIDAY SAT./SUN /5 PA Planning with Life Insurance Trusts #357TW2 PA Homeowner Agreements for Developers and Project Owners (Live Replay from April 14, 2015) #357TW3 North Carolina Bar Center Closed Independence Day 9 V ASHEVILLE Navigating Legal Issues Related to Students with Disabilities and Transgender and Gender-Nonconforming Students (2015 Education Law Section Annual Meeting) #363ASV PA Settlement Agreements in Litigation (Live Replay from April 21, 2015) #357TW6 10 PA The Ethics of Billing and Collecting Attorneys Fees (Live Replay from February 20, 2015) #357TW7 11/12 16 V CARY Navigating Legal Issues Related to Students with Disabilities and Transgender and Gender-Nonconforming Students (2015 Education Law Section Annual Meeting) #363BAR V WILMINGTON Addressing Family Tramatic Stress: Before, During and After Court #347WLM V WILMINGTON New Frontiers: Emerging Issues in Estate Planning #386WLM PA Warrants, Options and Other Incentives in Business Transactions (Live Replay from February 9, 2015) #357T10 23 V CARY Calling an Audible: Advising Clients While in the Midst of Continuing Regulatory Reform (2015 Administrative Law Section Annual Meeting) #412BAR V WAYNESVILLE Addressing Family Tramatic Stress: Before, During and After Court #347WAY PA Ethics and Digital Communications (Live Replay from April 17, 2015) #357T15 17 V WILMINGTON 2015 Insurance Law Section Annual Meeting #408WLM PA 2015 Nonprofit/Exempt Organization Update (Live Replay from February 16, 2015) #357T11 24 V WAYNESVILLE New Frontiers: Emerging Issues in Estate Planning #386WAY PA Estate Planning for Farms and Ranches (Live Replay from March 2, 2015) #357T16 18/19 25/26 30 L KIAWAH ISLAND 36th Annual Estate Planning & Fiduciary Law Program #375EPF V CARY 2015 Spring Professionalism for New Attorneys (PNA) #340BAR V WINSTON-SALEM The Alimony Tour Not Starring John Cleese (2015 Family Law Section Annual Meeting) #389WIN PA Eminent Domain, Part 1 (Live Replay from April 28, 2015) #357T19 31 L KIAWAH ISLAND 36th Annual Estate Planning & Fiduciary Law Program #375EPF (cont d) V CARY 2015 Spring Professionalism for New Attorneys (PNA) #340BAR (cont d) V WINSTON-SALEM 2015 Fundamentals of Employment Law #385WIN PA Eminent Domain, Part 2 (Live Replay from April 29, 2015) #357T20 August 1 Saturday Program L KIAWAH ISLAND 36th Annual Estate Planning & Fiduciary Law Program #375EPF (cont d) SEE PG. 33 or CALL or TO REGISTER 31

34 REGISTER: REGISTRATION CATEGORIES The following registration category fees include your State Bar MCLE fee, digital materials and lunch (where included) at the live programs: NCBA Section Members Section members receive a discount off the regular member rate on section planned CLE programs. If you are not a member of the indicated section and wish to join, register at the discounted rate and you will receive an invoice for the section dues and application. NCBA Members Receive reduced registration fees. Full-Time LANC Attorneys (NCBA Member) Attorneys who are full-time Legal Aid attorneys and members of the NCBA may attend most CLE programs at a reduced tuition rate. Please check program brochure for tuition and exceptions. NCBA Paralegal Division Members NCBA non-attorney Paralegal Division members receive reduced registration fees for Paralegal Division sponsored programs. 1st Yr Licensed in NC (NCBA Members) First year licensed to practice in NC and an NCBA Member. Receive reduced registration fee of $99 for all live and video replay programming (maximum of 7.0 credit hours) in the first year membership with the NCBA. CLE Passport You must have paid the Passport enrollment fee for that enrollment year. Please note 1 token = 1 passport hour. This category is subject to certain restrictions. Call the CLE Department for more information. Non-Members Are welcome to register and attend any of the CLE programs. Non-members may join the NCBA and register at the member rate. You will receive an invoice and a membership application. Purchasing Program Materials Program materials are available after the initial live program date for purchase in the CLE Bookstore. Program materials are available in a digital download, printed format or both when purchased after the live program date. Allow two to four weeks for delivery of printed materials. If you are attending a video replay program and considering purchasing program materials for it, please read the information under Video Replays. Digital Program Materials Effective July 1, 2015, all CLE program materials are 100% digital. Digital materials will be available to download to your device from your NCBA account up to seven (7) days prior to the CLE program. Please download your materials in advance and bring that device to the CLE program. If you have any questions or would like assistance, please contact the CLE Department. The following registration categories do not include any MCLE fee: Judges You must be a member of the NCBA. Clerks of Court You must be a member of the NCBA. Law Professors You must be a full-time professor at an ABAapproved law school, or a law school seeking ABA accreditation, and a member of the NCBA. Law Students and Paralegal Division Students You must be a member of the NCBA Law Student or Paralegal Student Division. CLE Scholarships A limited number of scholarships are available to members in financial need. Contact Membership Services at or [email protected]. MCLE Credit The NC Bar Association Foundation (NCBAF) is an accredited CLE sponsor under the Mandatory CLE Regulations promulgated by the Board of Continuing Legal Education of the NC State Bar. These programs have been approved (but not sponsored) by the Board for the designated number of CLE hours. The NCBAF is also an accredited sponsor for mandatory CLE in other states. It remains the responsibility of each attorney to maintain records of his or her attendance at CLE programs for purposes of the annual report required by the State Bar. MCLE credit will be reported only if NC State Bar number is provided FOUR EASY WAYS TO REGISTER: PHONE or (ask for CLE) Credit Card Only FAX Credit Card Only WEB Credit Card Only MAIL NCBA Foundation Accounting P.O. BOX 3688, CARY, NC REGISTRATION INFORMATION Registrations (including door registrations) are limited to available space. Available space at the NC Bar Center include a live overflow room with video simulcast. Your registration form and check must be received one week prior to the program date to qualify for the Early Bird Discount. Registrations received after this time or at the door are charged the regular tuition. Please note: CLE hours and tuition are approximate until individual program brochures are published. In the event of price discrepancies, you will be invoiced for or refunded the difference. Method of Payment and Registration Payment can be made by VISA, MasterCard, American Express or check payable to the NC Bar Association Foundation. Register by phone, fax, mail or Web. Cancellations Cancellations must be received by 9:00a on the third working day prior to the program in order to qualify for a refund (less $25 administrative processing fee). Passport participants failing to cancel will be charged a $25 administrative fee. Transfers Registrants wishing to transfer their registrations from a Live program, Video Replay, Webcast, Webinar or Phone/Audio Streaming Program may do so without penalty within three (3) working days after the program concludes. A registration may be transferred ONCE. Registrants may not transfer to or from an Online CLE program, a Webcast or Webinar done with a third party vendor. Video Replays All program materials for video replay programs are 100% digital. Program materials may be downloaded to your device up to seven (7) days from the date of the program. Be sure to bring that device to your video replay program. Attendees opting to purchase printed program materials for a video replay program MUST call the CLE Department no later than seven (7) days before the program. The materials are sold at NCBAF cost for printing and shipping. The materials will be shipped to the purchaser s address of record in our system. Receipt of the materials cannot be guaranteed by the date of the program: we have no control over mailing timeframes once the materials have shipped. Early Registration is requested for video replays to ensure space. NC State Bar rules require a minimum number of active State Bar members to register before MCLE credit will be given for a video replay. The NCBAF reserves the right to cancel any video program prior to the program date if registrations do not meet this requirement. CLE hours of Video Replays are subject to change. Persons With Disabilities We make every effort to ensure that our programs are held in facilities which are fully accessible to persons with disabilities. If you plan to attend our program and will need special facilities or assistance relating to a disability, please contact the CLE Department at least one week prior to the date of the program. Additional Information CALL or (ask for CLE) [email protected] VISIT NCBA FOUNDATION CLE BULLETIN JUNE/JULY 2015 ISSUE

35 CLE ORDER FORM CUSTOMER INFORMATION Duplicate this form for additional registrants and make a copy for your records. For MCLE Credit list both: NC State Bar No.: NCBA Member No.: PRINT Full Name: Firm/Agency Name: Business Phone: Street Address: (Necessary for Book/DVD orders) City/State/Zip: Business Fax: P.O. Box No.: Check here if new information on any line. I am a: CLE Passport $25 Tuition: Judge (NCBA Member) Law Professor (NCBA Member) NCBA Paralegal Student Member Clerk of Court (NCBA Member) Law Student Division Member (at an ABA-accredited law school) ORDER DETAILS PROGRAMS: Program No. Title Location Date Cost $ $ $ $ PROGRAM TOTAL: $ BOOKS, DVDS AND CDS Can t attend the program? Order the materials! (Materials not available until after live program date. Allow 2-4 weeks for delivery of printed materials, DVDs and CDs.) Book No. Title Cost $ $ $ *Shipping & Handling Code A: up to 2 items = $ or more items = $13.99 Code B: up to 2 items = $9.99 Code A item + Code B item = $ % North Carolina sales tax calculated on item cost plus S&H Book/CD/DVD Subtotal: $ *Shipping & Handling: $ 6.75% Sales Tax: $ BOOK/CD/DVD TOTAL: $ PAYMENT ORDER TOTAL Check Enclosed (Payable to the NCBA Foundation) Visa MasterCard American Express PROGRAM TOTAL: $ Card No.: Exp.Date: BOOK/DVD/CD TOTAL: $ Signature: ORDER TOTAL: $ COMPLETE THIS FORM or CALL or TO REGISTER 33

36 NEW RELEASE! North Carolina Family Law Case Book With Critical Cases Second Edition 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, bringing you upto-speed on the most recent legal theory. Family Law practitioners will benefit from the revised Top 10 (and Honorable Mention) Cases which address pertinent family law topics including: alimony, child custody, child support, equitable distribution and family law agreements. Product Code: CFL 15 Product Details: 7 x 10 paperback, 832 pages; epub and MOBI Print and E-Book Pricing:* Section Member: $ NCBA Member: $ Non-Member: $ Passport: $ * Includes 6.75% tax and $5.99 S/H. E-Book Pricing:** Section Member: $69.39 NCBA Member: $80.06 Non-Member: $96.08 Passport: $53.38 ** Includes 6.75% tax. For more information, or to order, call the Bookstore at (ask for CLE), or visit and click on Publications. 100% HOMEGROWN NCBA FOUNDATION CLE P.O. BOX 3688 CARY, NC Nonprofit Organization US POSTAGE PAID Raleigh, NC Permit No. 297 Please note: CLE Hours and tuition are approximate until individual program brochures are published. In the event of price discrepancies, you will be invoiced for or refunded the difference. FOR N.C. LAWYERS BY N.C. LAWYERS NCBA FOUNDATION CLE Call or visit us online at for more information. NCBA FOUNDATION CLE FOR N.C. LAWYERS BY N.C. LAWYERS CONNECT WITH US