The 36th annual Estate Planners Day will be held May 15, 2014. This one-day conference offers a comprehensive estate planning educational program for professionals. Nationally recognized experts in the fields of estate planning, tax, accounting, insurance and state and federal law will cover topics of timely interest to all in the field of estate planning.
Estate Planners Day is the longest continually running public event in Queens' history. Continuing Education credit is awarded.
2014 Program Agenda
7:30-8:15 a.m. | Registration & Breakfast
8:15-8:25 a.m. | Welcoming Remarks
8:25-9:50 a.m. | Federal & NC Update for Estate Planning Professionals
9:50-10:05 a.m. | Break
10:05-11:00 a.m. | Planning for Clients Living with Chronic Illness and Disability
11:00 a.m. -12:00 p.m. | Harnessing the Power of Generations in Estate Planning
12:00 p.m. -1:00 p.m. | Lunch
1:50-2:50 p.m. | Current Valuation Issues Involving FLPs, LLCs and Other Hard to Value Assets
2:50-3:10 p.m. | Break
3:10-4:05 p.m. | Portability or No: The Death of the Credit Shelter Trust?
4:05-5:00 p.m. | Future of Estate Planning
Who Should Attend Each Year:
There will be on-site registration available the morning of the event at the E.H. Little Fine Arts Center (corner of Selwyn and Wellesley Ave.) Check in is between 7:30am and 8:15am. The campus address is 1900 Selwyn Ave. Charlotte, NC 28274. Parking will be available in the parking decks and in various lots. Please look for parking signs and officers directing traffic.
Thank you to our 2014
You will be contacted with a confirmation and parking information after you register for a course online.
Cancellation and Refund Policy: There is a $50 cancellation fee. Cancellations that are received at least 10 business days prior to the first day of class will receive a refund, minus the $50 cancellation fee. No refunds or make-up classes will be given after that time. If you do not officially withdraw from or attend a course, you are still responsible for the payment. If the course is canceled for any reason, you will be notified and your entire tuition fee will be refunded.Questions or Suggestions? Contact us at firstname.lastname@example.org or 704-337-2251.