DURHAM ORANGE ESTATE PLANNING COUNCIL

REGISTRATION IS NOW OPEN!

THE DURHAM-ORANGE ESTATE PLANNING COUNCIL

 JOIN US ON TUESDAY, NOVEMBER 12, 2019, AT 11:45 A.M. 

HOPE VALLEY COUNTRY CLUB – DURHAM

SPEAKER: CHRISTINA HINKLE

McPherson, Rocamora, Nicholson, Wilson & Hinkle, PLLC

TOPIC: HITTING THE RESET BUTTON:

Using Contingent Powers of Appointment

To Achieve Basis Step-Up at Death.

When the estate tax threshold was much lower, keeping assets out of a beneficiary’s taxable estate was often good planning.  Now, with higher estate tax limits, trust assets often miss out on a basis adjustment at the primary beneficiary’s death.  Contingent powers of appointment make it possible to step-up the basis of trust assets strategically.  Christina will talk about the benefits of adding contingent powers of appointment to new and existing trusts.

Christina, born in Princeton, New Jersey, spent several years in Geneva, Switzerland before settling in the Durham-Chapel Hill area.  She attended Chapel Hill High School, and then Duke University, graduating in 1990 with a B.S. in Mathematics.  In 1993, Christina graduated with high honors from The University of North Carolina School of Law, where she served as an Articles Editor of The North Carolina Law Review and was a Member of The National Legal Honorary Society, The Order of the Coif.  She was admitted to The North Carolina State Bar in 1993. 

Following law school, Christina clerked for The Honorable J. Dickson Phillips, Jr., on The United States Court of Appeals for The Fourth Circuit.  She has been a Board-Certified Specialist in Estate Planning and Probate Law since 2008, and has received The Martindale-Hubbel AV Preeminent® Peer Review Rating.  Christina is a Member of The North Carolina Bar Association (Estate Planning and Fiduciary Law and Business Law Sections), American Bar Association (Real Property, Trust, and Estate Law Section), and The Orange County Bar Association.  Christina also serves as Vice-President of The Durham-Orange Estate Planning Council.  She also serves as a Board Member of The Child Care Services Association, and The North Carolina State Bar Board of Continuing Legal Education.

Christina focuses her practice in the areas of wills and trusts, estate and gift tax planning, estate and trust administration, and probate law.  She has developed a special interest in charitable giving, private foundations, intergenerational and blended family planning, and trust modifications, decanting, and terminations.  Christina is also versed in business entity formation and business law.

TO REGISTER: www.doepc.org

If You Are Planning To Bring A Guest,

Please Remember To Also Register Your Guest

Cost For Guests: $30.00 (Payment On Line Is Available) at: www.doepc.org

Please Note That Members May Invite Prospective Members To Attend One Meeting At No Cost. 

Please Contact Sharon Lassiter

With Questions About Qualifications For Membership

Or Any Other Questions.  Slassiter38@nc.rr.com