Meeting Registration
Meeting Registration Schedule and Agenda
Stay tuned for our 2023 meeting and topic schedule. We plan on having two meetings this year, rather than the four in past years. One will be the annual fall full day speaker conference and the other will be a morning meeting with a three hour educational speaker.
Spring Meeting of the
North Carolina Association of Professional Family Mediators
Wednesday, April 26th at 9:30 AM through Lunch
Estate Planning Concerns During Divorce
Presenter:
CLE Application Item 13.A.
Course Title: Estate Planning Concerns During Divorce (9:45-11:45)
Course Overview:
This continuing legal education seminar is designed to provide attorneys and mediators with an in-depth understanding of estate planning issues that arise during divorce. Topics will include marital property laws, the mechanics of estate administration, and estate planning strategies to protect assets.
Learning Objectives:
By the end of the seminar, participants will be able to:
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Identify the key estate planning concerns that arise during divorce proceedings.
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Understand the impact of marital property laws on estate planning.
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Advise clients on the importance of updating estate plans after divorce.
Course Outline:
I. Introduction to Estate Planning Concerns During Divorce
Overview of the course objectives and topics
Importance of estate planning during divorce
II. Marital Property Laws
Inchoate marital interest in real property
Elective Share
Spousal Years Allowance
Intestate vs Testate
III. Estate Planning Strategies
Will vs. Revocable Trusts
Will- Simple will, not so simple
POA’s
Advanced Directives
Irrevocable Trusts
IV. Updating Estate Plans After Divorce
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Importance of updating estate plans after divorce
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Who is designated as the Trustee of a Trust?
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Who is the Executor of a Will?
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Who is the Agent under a Property Power of Attorney or Health Care Power of Attorney?
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Updating TOD and POD designations, and joint ownership of assets.
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Drafting new estate plan
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Dealing with minor children- guardianship, testamentary vs. inter vivos trust
V. The Estate Administration/Probate process.
VI. Conclusion and Q&A
CLE Application Item 13.C.
Presenter (Scott Eggleston, Esq.) and Qualifications
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S. Scott Eggleston is an experienced estate planning attorney with a passion for helping individuals and families secure their financial future through careful estate planning. With over 15 years of experience in the field, Mr. Eggleston has become a trusted advisor to his clients.
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After graduating from the University of Richmond School of Law, Mr. Eggleston began his career in private practice with a focus on estate planning, estate administration/probate, and real estate. He has helped thousands of clients plan their estates and advised hundreds of clients in the administration of a loved one’s estate. Mr. Eggleston has found that assisting clients through the estate administration process has been the best education and has greatly influenced how he approaches estate planning
Agenda:
9:30-9:45 — Registration and networking
9:45-11:45 — Educational program
11:45 -12:15 — Q&A
12:15-1:00 — Complementary lunch followed by the Quarterly General business meeting (all members welcome!)
Lunch Options:
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TBD
Questions?
Contact Brooke Schmidly at registrar@ncapfm.com
We’ll be happy to help. We look forward to seeing you there!
2023 Meetings:
We are working on topics and speakers. If you have a suggestion, click on our “Leadership Team” page and send your suggestion to Mary Salisbury- Chair, Continuing Education
Information about our general meetings:
The agenda for most meetings (Except Fall) includes:
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9:00 – 9:45 Coffee, light breakfast snack, and networking
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9:45 – 10:00 Brief Membership Meeting
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10:00 – 12:00 Education program beginning promptly at 10:00
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12:00 – 12:45 Lunch – provided by the NCAPFM
Membership meeting agenda items should be submitted to the NCAPFM president or secretary at least two weeks prior to that meeting’s date.
Guests are welcome at any of our meetings, although there is a charge of $10.00 for any non-member who would like to receive a continuing education certificate.
If you a current member of the NCAPFM and would like to bring a guest, please register that guest through the EventBrite registration portal that is emailed to you during the month preceding the meeting.
If you are not a member of the NCAPFM and you wish to attend as our guest, we would be happy to have you. Please contact our Meeting Registrar, Mr. Mike Musselman, by sending an email HERE.
Information about our general meetings:
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Mediating Disputes in Military Divorces
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The 2018 Tax Legislation and How it Affects Mediators
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The Problem with Money – And How to Mediate Around It
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Mediation Theory and Practice
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Opening Statements – The Mediator’s and Counsels’
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Divorce Financial Analysts in Mediation, Collaboration and Litigation
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Protecting Children from the Burdens of Divorce
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Writing Mediation Summaries – How to Avoid the Practice of Law
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The Financial Aspects of Divorce – How Settlement Options Affect Your Client’s Financial
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Back to the Basics: What does John Haynes, one of family mediation’s founders, have to teach us about process?
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Selected and Unusual Financial Issues Found in Mediation
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The Gray Divorce – Redefining the Golden Years
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The Social Science of Custody Schedules
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An Introduction to Non-violent Communication
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High Conflict Couples
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Top Child Topics for Family Mediators
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Calculations for High Income Falling Outside the NC Child Support Guidelines