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.
Program is pending CFP®, N.C. Insurance, CPE, PACE, N.C. & S.C. CLE, CTFA and IMCA® continuing education credit approval.
WHO SHOULD ATTEND:
8:10-8:20 a.m. | Welcoming Remarks
8:20-9:45 a.m. | Session I | Federal & NC Update for Estate Planning Professionals
Federal Update: Recent Developments in Gift, Estate, and Generation-Skipping Transfer Taxes
Mr. A. Christopher Sega is a partner with the firm Venable LLP, located in Washington, D.C. Mr. Sega's practice involves advising closely-held corporations and high net worth individuals on state, gift and retirement planning issues. He focuses on business succession planning, family limited partnerships, split-interest trusts, charitable planning, estate planning for employee compensation, executive benefits and life insurance and international estate planning issues. Mr. Sega has been quoted in the Wall Street Journal regarding his extensive experience with Cryonics and Personal Revival Trusts. Mr. Sega assists U.S. and foreign clients in selecting tax-efficient estate planning techniques to coordinate charitable, wealth planning and testamentary objectives. He has an A.B. in Economics from Dartmouth College, a M.B.A. from The George Washington University and his J.D. from Catholic University of America.
North Carolina Update
10:05-11:00 a.m. | Session II| The Fundamentals of International Tax Planning
This presentation will provide an overview of the international income tax and estate tax concerns that are coming up more frequently as the United States becomes more globally orientated. The presentation is designed to review some of the basic principles that apply, be a guide to sensitize participants to the issues that can arise and describe in general terms what planning can be done to maximize the income tax and estate tax savings. At the conclusion, attendees will be able to better understand the issues that arise in the international context, what information is needed from potential clients, what to look for and the general means to address these concerns. Attendees will receive a collection of articles and outlines that that they can use as a resource when these concerns present themselves.
Jerome M. Hesch, based in Miami, Florida, is Special Tax Counsel to Oshins & Associates in Las Vegas, Nevada and several other law firms throughout the country. He is the Director of the Notre Dame Tax and Estate Planning Institute, on the Tax Management Advisory Board, a Fellow of ACTEC and the ACTC, has published numerous articles, Tax Management Portfolios, and co-authored a law school casebook on Federal Income Taxation, now in its fourth edition. Mr. Hesch is currently an adjunct professor of law, teaching courses at the Florida International University Law School, the Graduate Program in Estate Planning at the University of Miami, the Vanderbilt University School of Law and the On-line LL.M. program at Boston University School of Law. Hesch received his B.A. and M.B.A. from the University of Michigan and a J.D. from the University of Buffalo Law School.
11:00 a.m. -12:00 p.m. | Session III | Disclose? Disclose!
Dana G. Fitzsimons Jr. is a Principal and Fiduciary Counsel with Bessemer Trust in Atlanta, Georgia. Mr. Fitzsimons is a fellow of the American College of Trust and Estate Counsel, where he serves on the Business Planning, Fiduciary Litigation, and New Fellows Steering Committees, and was recognized in Chambers USA: America's Leading Lawyers for Business. Mr. Fitzsimons has contributed articles to numerous publications including the ACTEC Journal, Probate and Property, Trusts & Estates, Estate Planning, Trusts & Investments, and the Leimberg Services Newsletters. He is a frequent lecturer across the country on fiduciary topics and has been quoted in publications such as The New York Times, The Wall Street Journal, and Forbes. Mr. Fitzsimons received his J.D. from William & Mary Law School and his Bachelor's degree in music from Ithaca College School of Music.
12:00 p.m. -1:00 p.m. | Lunch
1:00-1:50 p.m. | Session IV | Economic and Market Insights 2015
In this presentation, SunTrust Private Wealth Management's Chief Investment Officer, Ernie Dawal, will discuss his team's views on the macroeconomic landscape and the financial markets. Ernie will provide his investment & market outlook, including areas where the team sees opportunity, along with areas where we see heightened risk.
Ernest N. Dawal, Jr., is Chief Investment Officer of Wealth & Investment Management for SunTrust Banks, Inc. In this role, Mr. Dawal is responsible for oversight of the investment strategy for all business units within Private Wealth Management and Institutional Investment Solutions. He is based in Atlanta. He began his career working with the US Government in a variety of positions within the U.S. Department of Commerce and the U.S. Department of Defense. Mr. Dawal earned a Bachelor of Arts degree in business administration and international studies from the American University, Kogod School of Business & School of International Service. He earned a Master of Business Administration from Wake Forest University's Babcock School of Management, and holds a Chartered Financial Analyst (CFA) designation.
1:50-2:50 p.m. | Session V | Sophisticated Uses of Life Insurance in Tax and Investment Planning
Lawrence Brody is a Partner of Bryan Cave LLP, an international law firm, resident in the St. Louis office. He is a member of its Private Client Service Group and its Technology, Entrepreneurial & Commercial Practice Client Service Group. He has been an Adjunct Professor at Washington University School of Law since 1968, teaching Estate Planning and Drafting, a visiting Adjunct Professor at the University of Miami Law School, teaching a course on Life Insurance, and is the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning. Mr. Brody received the designation of Accredited Estate Planner by the National Association of Estate Planners and Councils, and was one of ten individuals awarded its Distinguished Accredited Estate Planner designation in the initial class, in 2004. Mr. Brody was named a Distinguished Law Alumni by Washington University School of Law in 2012.
Charles L. Ratner is the National Director of Personal Insurance Counseling for Ernst & Young LLP. His practice is devoted to providing life insurance consulting services to corporations, financial institutions and individuals and estate and business succession planning services to closely-held companies. Mr. Ratner is a graduate of the University of Massachusetts and Emory University School of Law. He is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). Mr. Ratner has received the National Association of Estate Planners & Councils' Accredited Estate Planner® (Distinguished) award and designation.
2:50-3:10 p.m. | Break
3:10-4:05 p.m. | Session VI | Educating the Next Generation: Because Money Doesn't Come with Instructions
Whereas the mechanics of wealth transfer are relatively straightforward, family dynamics can undo even carefully constructed financial planning. Families that invest the time and effort to pass on values as well as wealth have a far better chance at avoiding the usual path of wealth destruction from one generation to the next. Advisors have a role to play in guiding these conversations, and in doing so raise the likelihood that wealth is preserved and grown across multiple generations of a family client.
G. Scott Clemons, CFA is the Chief Investment Strategist for Brown Brothers Harriman's Private Banking business, based in the firm's New York office. In his 25 years at Brown Brothers Harriman, Clemons has lived and worked in Europe, managed equity portfolios around the globe, and run the firm's New York wealth management office. A graduate of Princeton University, Clemons is a frequent contributor to the Wall Street Journal, the Financial Times, CNBC, Bloomberg and a host of other media outlets.
4:05-5:00 p.m. | Session VII | Putting it All Together: Some of the Best Estate Planning Strategies We See in the New Frontier That Reduce Both Income and Estate Taxes ©
Stacy Eastland is a Managing Director at Goldman, Sachs & Co. He joined the firm to expand the advisory team working with Private Wealth Management clients. He currently works with private clients and their own advisors with their strategic wealth management plans, combining a variety of income tax, estate planning and gifting techniques. Prior to joining Goldman Sachs in October 2000, Stacy was a senior partner with Baker Botts, L.L.P. in Houston, Texas. Stacy received his B.S. (with Honors) from Washington and Lee and his J.D. from The University of Texas (with Honors).
Gerald Applefield, Chair, Barry, Evans, Josephs & Snipes
Scott Angel, First Citizens Bank - Private Wealth Advisory Services
Doug Benson, Foundation For The Carolinas
Andrew Dana, ML Dana
Janice L. Davies, Davies Law, PLLC
Craig DeLucia, Ernst & Young LLP
Jay Eich, The Trust Company of The South
Shannon Elliotte, Colony Family Offices
Tim Herbst, U.S. Trust, Bank of America Private Wealth Management
Pete Hunt, Willingdon Wealth Management
Bart Landess, YMCA of Greater Charlotte
Jim Lilley, Wells Fargo Private Bank
Luther Lockwood, MBL Advisors, A McColl Bros. Lockwood Co.
Leah Maybry, Elliott Davis, PLLC
Janice McGunnigle, Matrix Wealth Advisors, Inc.
Holly Norvell, Johnston, Allison & Hord
Laura Richards, Solamere Advisors
Ken Samuelson, The Morehead Group, Inc.
Van Smith, The Bledsoe Cathcart Group at Merrill Lynch
Brad Van Hoy, Moore & Van Allen, PLLC
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.