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Estate Planning



Estate Planners Day
THURSDAY, MAY 15, 2014

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
James Bullock, Queens University of Charlotte and Tim Herbst, U.S. Trust, Bank of America

8:25-9:50 a.m. | Federal & NC Update for Estate Planning Professionals
Craig L. Janes, Deloitte & Touche, LLP
Rebecca Smitherman, Craige Brawley Liipfert & Walker LLP

9:50-10:05 a.m. | Break

10:05-11:00 a.m. | Planning for Clients Living with Chronic Illness and Disability
Martin M. Shenkman, Martin M. Shenkman, PC

11:00 a.m. -12:00 p.m. | Harnessing the Power of Generations in Estate Planning
Matt Thornhill, Boomer Project and GenerationsMatter

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

1:00-1:50 p.m. | U.S. Economic Outlook: Where Are We Headed?
Mark Vitner, Wells Fargo

1:50-2:50 p.m. | Current Valuation Issues Involving FLPs, LLCs and Other Hard to Value Assets
John Porter, Baker Botts LLC

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

3:10-4:05 p.m. | Portability or No: The Death of the Credit Shelter Trust?
Diana Zeydel, Greenberg Traurig LLP

4:05-5:00 p.m. | Future of Estate Planning
Martin M. Shenkman, Martin M. Shenkman, PC


Who Should Attend Each Year:

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


Event Registration:

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.


Sponsorship Opportunities
Interested in being a 2014 EPD Sponsor? Contact Julia Walton.

Special thanks to the EPD Steering Committee for helping to make this event possible.


Conference Contact:
Julia Walton


Thank you to our 2014
Premier Sponsors.



MBL Advisors







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 or 704-337-2251.

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