Contact: Candong Cheng / president@nc-cba.org

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The Introduction to Estate Planning

November 3 @ 12:00 pm - 1:30 pm

Free - $5.00

The Introduction to Estate Planning

NCCBA presents Charles E. Davis III, the Associate Attorney of Poyner Spruill LLP, to lead our discussion about the Introduction to Estate Planning.

Topics to be covered:
1.  What is Estate Planning?
2.  Assets that a Will Doesn’t Control
3.  The Probate Process
4.  Revocable Trust
5.  Advantages of a Revocable Trust
6.  Advanced Trust Planning
7. Questions?

Please join us for this fascinating discussion! Questions can be submitted by attendees.
NCCBA members and non-members are welcome to attend!

When: Nov. 3rd (Friday) 12pm-1:30pm
Where: Global Education Institute, Address: 6320 Quadrangle Dr #240, Chapel Hill, NC 27517
Fee: Members: Free. Please login and make reservation by clicking “Confirm RSVP” button. Non-members (including Mailing List Only members): $5. Please order/purchase a $5 ticket through our shopping cart. Lunch will be provided for all participants.
Registration: You can get your ticket by clicking Confirm RSVP button on the event page
Link: http://www.nc-cba.org/event/20171103-introduction-estate-planning/
Language: English

 

Charles E. Davis III

Charlie practices primarily in the areas of estate planning, and business law. He enjoys helping clients define their goals and develop a customized plan to accomplish these goals.

Charlie is a native of Moore County, North Carolina, specifically the Pinehurst/Southern Pines area. In his free time, Charlie enjoys both playing and coaching soccer, and can be found on weekends playing in the Orange County Adult Soccer League.

Prior to joining Poyner Spruill, Charlie was an associate for Walker Lambe Rhudy Costley & Gill, PLLC. Before law school, Charlie graduated from the University of North Carolina at Chapel Hill, receiving a degree in business administration in 2011. He also received a minor in coaching education, and he holds a USSF National “D” coaching license for soccer.

Details

Date:
November 3
Time:
12:00 pm - 1:30 pm
Cost:
Free - $5.00

Organizer

NCCBA
Email:
info@nc-cba.org
Website:
www.nc-cba.org

Venue

Global Education Institute
6320 Quadrangle Dr., Suite 240
Chapel Hill, NC 27517 United States
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Tickets are not available as this event has passed.

DISCLAIMER: North Carolina Chinese Business Association (NCCBA http://nc-cba.org/ ) does not give legal, tax, economic, or investment advice. NCCBA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments. No sales or advertisement of individual company’s product should be solicited at any NCCBA event.