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Estate Planning



Estate Planners Day

Estate Planners Day 2016 will be on Thursday, May 19th. 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.

Location: Queens University of Charlotte, Levine Center for Health and Wellness

Estate Planners Day 2016 Speaker Biographies

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Attendee Cost:

$240 - USB Drive
$260 - Binder
$225- USB Charlotte Estate Planning Council Members
$245- Binder Charlotte Estate Planning Council Members
*Prices increase by $30 on April 20, 2016

Who Should Attend:

  • Financial Planning Practitioners
  • Attorneys
  • Trust Officers
  • Financial Advisors
  • Accountants
  • Insurance Professionals
  • Asset Managers
  • Philanthropy Professionals

2016 Agenda:

 7:30-8:10 a.m. | Registration & Breakfast

 8:10-8:20 a.m. | Welcome Remarks

8:20-9:45 a.m. | Session 1 State and Federal Update Charles D. "Skip" Fox IV, Partner, McGuireWoods, LLC Rebecca Smitherman, Partner, Craige Jenkins Liipfert & Walker, LLP

9:45-10:05 a.m. | Break

10:05-11:05 a.m. | Session 2 Elder Care Discussion - Cognitive Impairments: Ready or Not Here They Come Dr. Charles Edwards, Medical Director, Memory Center Charlotte Kate Mewhinney, Clinical Law Professor and Managing Attorney, The Elder Law Clinic, Wake Forest University School of Law Estate planners are encountering increasing numbers of clients with impaired capacity. Our speakers specialize in working with cognitively impaired people.  They will discuss office procedures, interview techniques, professional standards, and other tips to help you assist impaired clients in the best possible way....while staying out of trouble yourself!

11:05 a.m.-12:00 p.m. | Session 3 Can a Trust's Capital Gain be Taxed to the Beneficiary? John Goldsbury, Managing Director, U.S. Trust Historically, having a trust's capital gains taxed to the beneficiaries has been a challenge. With the recent increase in the long-term capital gain rate (i.e., the addition of a top bracket of 20%) and the advent of the 3.8% surtax, there is a renewed focus on that area. This presentation explores several ways this can be achieved.

12:00 p.m. -1:00 p.m. | Lunch

1:00-1:50 p.m. | Session 4 Economic Update: Outlook for the US and Regional Economy Stuart Hoffman, SVP and Chief Economist, PNC Financial Services Group Discuss the positives and negatives in the outlook for the US economy in 2016. Focus on inflation, interest rates, Fed policy and financial markets. Includes a discussion of the global economic outlook and the dollar exchange rate. End with a discussion of the Charlotte metro area economic outlook.

1:50-2:50 p.m. | Session 5 Social Security: Good Things (Still) Come to Those Who Wait...and Work! Kurt Czarnowski, Principal, Czarnowski Consulting As 75 million Baby Boomers approach retirement age, they are beginning to realize that Social Security is going to play a bigger part in their retirement than they had previously thought, and they are increasingly turning to financial service professionals for help in navigating the system. Kurt Czarnowski, the Social Security Administration's former Regional Communications Director for New England, will help you provide the "value added" that clients and prospects are looking to you to deliver. He will cover topics such as when you can start to collect, spousal and survivor benefits, the impact of working in retirement, and the taxation of benefits.  Most importantly, he will also provide information about the recent changes to the Social Security claiming strategies that couples have been able to employ in order to maximize their lifetime benefits.

2:50-3:10 p.m. | Break

3:10-4:05 p.m. | Session 6 Charitable Giving in the New Estate Planning Environment Turney Berry, Partner, Wyatt Tarrant & Combs, LLP Charitable gifts involving some kind of closely held business entity are becoming an increasingly important element of an overall estate plan. They can be an effective tool to maximize the benefits of valuation discounts, reduce income and estate taxes, and generally promote your client's estate planning and philanthropic goals. But it is important to understand the unique tax and other implications of the gift from the perspectives of the donor, the donee, and the closely-held business entity. It is equally important to plan for the ultimate disposition of the business interest-will the charity hold the interest long-term, or should the plan include an appropriate "exit strategy"?

4:05-5:00 p.m. | Session 7 Dealing with Uncle Sam, Everyone's Least Favorite Relative in the Family Business Sam Donaldson, Professor, Georgia State University College of Law Estate planners must recognize the tax traps and opportunities that accompany the client with a closely-held business. This session will review the federal income tax issues and planning strategies for C corporations, S corporations, partnerships, and limited liability companies, and how they affect contemporary estate planning techniques.

5:00 - 6:30 p.m. | Reception

Conference Contact:
Suzy Plott



Chair: Leah Maybry, Maybry McShane Family Offices, LLC

Gerald Applefield, Barry, Evans, Josephs & Snipes

Scott Angel, First Citizens Bank - Private Wealth Advisory Services

Doug Benson, Foundation For The Carolinas

Andrew Dana, Parker Poe

Craig DeLucia, Broward Grove, LLC

Jay Eich, The Trust Company of The South

Shannon Elliotte, Colony Family Offices

Jessica Hardin, Robinson, Bradshaw & Hinson, P.A.

Tim Herbst, U.S. Trust, Bank of America Private Wealth Management

Pete Hunt, Willingdon Wealth Management

Jim Lilley, Wells Fargo Private Bank

Luther Lockwood, MBL Advisors, A McColl Bros. Lockwood Co.

Janice McGunnigle, Matrix Wealth Advisors, Inc.

Holly Norvell, Johnston, Allison & Hord

Rusty Reed, Kirk Palmer & Thigpen, P.A.

Ken Samuelson, The Morehead Group, Inc.

Van Smith, The Bledsoe Cathcart Group at Merrill Lynch

Sandi Thorman, GreerWalker, LLP

Brad Van Hoy, Moore & Van Allen, PLLC


A confirmation e-mail will be sent once you have registered and a separate e-mail will be sent closer to the event with parking information. 

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 or 704-337-2489.

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