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Estate Planning



Estate Planners Day

Estate Planners Day 2017 will be on Thursday, May 18, 2017. 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 2017 Speaker Biographies

Register Now

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 19, 2017

Who Should Attend:

  • Financial Planning Practitioners
  • Attorneys
  • Trust Officers
  • Financial Advisors
  • Accountants
  • Insurance Professionals
  • Asset Managers
  • Philanthropy Professionals
Program has received continuing education credit approval for:
CFP® - 7               CTFA - 9.25 
IMCA®  - 8             PACE - 7 
S.C. CLE - 7.16    N.C. Insurance - 7 
CPE - 7                  N.C. CLE - 7

2017 Agenda:

7:15-8:00 a.m. | Registration & Breakfast

8:00-8:10 a.m. | Welcome Remarks

8:10-9:35 a.m. | Session 1- North Carolina & Federal Update
Elizabeth "Liz" Arias, Attorney, Womble Carlyle Sandridge & Rice, LLP
Marc Cadin, Chief Operating Officer, Association for Advanced Life Underwriting (AALU)

Update on both NC and Federal legislation and its impact on estate planning.  

9:35-9:55 a.m. | Break

10:00-11:00 a.m. | Session 2- Triangulation - Integrating Life Insurance into the Estate and Investment Plans
Thomas "Tom" J. Pauloski, National Managing Director, Bernstein Private Wealth Management

The American Taxpayer Relief Act of 2012 (ATRA) changed the face of estate planning by making "permanent" an inflation-indexed transfer tax exclusion that is now $5.45 million and growing.  As a result, many clients now believe that they have too much life insurance. Should they cash in those policies? Tom Pauloski, will discuss why, in many cases, existing life insurance should be retained or repurposed, rather than cashed in. Bernstein's most recent research suggests that life insurance is capable of producing superior risk-adjusted, after-tax returns when integrated with a diversified investment portfolio and thoughtful wealth transfer plan. Interestingly, Bernstein does not sell or market life insurance products, so our advice in this area is, we believe, unconflicted. Tom will use Bernstein's proprietary wealth forecasting model and the case study method to advance the argument that professional advisors need to think differently about life insurance in the wake of ATRA.  

11:00 a.m.-12:00 p.m. | Session 3- Leveraging Family Meetings   
Charlie Carr, Managing Director of Family Business Services Practice, PwC LLP

Most wealthy families hold at least annual family meetings to build family unity, communicate, educate and have some fun. Planners should consider leveraging those meetings to develop their relationships with the family and to further their goals of creating estate plans. This session will discuss family governance and family meetings, including who holds them, statistics on them, typical agenda topics and provide ideas of ways planners might consider participating.

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

1:00-1:55 p.m. | Session 4- Remaining Relevant in a World with No Estate Tax: A Survival Guide for the Estate Planning Professional
Terence "Terry" Stanaland, Attorney, Teague Rotenstreich Stanaland Fox & Holt, P.L.L.C

In a world with no estate tax estate planners find themselves with a changed and, arguably, smaller market to apply their knowledge and expertise. However, the tools and techniques developed over a long career are widely applicable to a variety of problems and concerns facing many clients. This presentation will demonstrate how the professional estate planner can remain, not only relevant, but also key to a client's long term planning success.  

1:55-2:45 p.m. | Session 5- Economic Update
Anika Khan, Senior Economist, Wells Fargo Securities, LLC

Update on the outlook for the US economy in 2017. 

2:45-3:05 p.m. | Break

3:05-4:05 p.m. | Session 6- Cyber Security 101
Kevin Zolot, Assistant United States Attorney, United States Attorney's Office; David Katowski, Special Agent, FBI Assistant

United States Attorney Kevin Zolot and Special Agent David Katowski team up to cover the basics of cyber-crime. Cyber Security 101 will cover what you need to know to protect your clients and your business. The statistics, costs, common types, and prevention techniques will all be shared. 

4:05-5:00 p.m. | Session 7- Estate Planning Under President Trump
Carlyn McCaffrey, Partner, McDermott Will & Emery

Tax reform was a central component of President Donald Trump's campaign.  His proposals were substantially similar to those described in the Tax Reform Task Force report issued by the House Republicans last summer (the House Plan). The continued Republican control of the House and Senate make it likely that some combination of the Trump Plan and the House Plan will become part of our tax law sometime in 2017. With this uncertainty, it is important to prepare for significant tax changes while maintaining flexibility. This outline discusses the proposed changes that are likely to have the greatest effect on high net worth individuals and suggests some planning strategies to consider.

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

Conference Contact:
Suzy Plott

 2017 Sponsors

Premier Sponsors:

  • Barry, Evans, Josephs & Snipes
  • Colony Family Offices
  • Genspring Family Offices, LLC
  • GreerWalker LLP
  • Maybry McShane Family Offices, LLC
  • MBL Advisors, A McColl Bros. Lockwood Company
  • Monarch Private Capital
  • The Morehead Group
  • Rinehart Wealth Management
  • SunTrust Banks, Inc.

General Sponsors:

  • Altavista Wealth Management
  • Bank of the Ozarks
  • Carolinas Investment Consulting, LLC
  • Dixon Wells
  • IKOR of The Western Carolinas
  • John Hancock Insurance
  • National Christian Foundation, Inc.
  • PURE Insurance
  • Sharon Towers
  • South Park Advisors
  • Windermere Insurance Group

Supporting Sponsors:

  • Bernstein Private Wealth Management
  • Bessemer Trust
  • First Citizens Bank
  • Johnston Allison & Hord, P.A.
  • Matrix Wealth Advisors, Inc.
  • Moore & Van Allen PLLC
  • Parker Poe
  • PwC LLP
  • Robinson Bradshaw

Steering Committee

Chair Holly Norvell, Johnston, Allison & Hord

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

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.

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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