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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.

Registration will available by March 11, 2016.

Attendee Cost:

$270 - USB Drive
$290 - Binder 

Who Should Attend:

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

2016 Agenda:

7:30 - 8:10am - Registration and Breakfast
8:10 - 8:20am - Welcome Remarks 
8:20 - 9:45am - Session 1: Federal & State Update
9:45 - 10:05am - Break 
10:05 - 11:05am - Session 2: Cognitive Impairments:  Ready or Not Here They Come (Dr. Charles Edwards and Kate Mewhinney)
11:05 - 12:00pm - Session 3: Can a trust's capital gain be taxed to the beneficiary? (John Goldsbury)
12:00 - 1:00pm - Lunch 
1:00 - 1:50pm - Session 4: Economic Update (Stu Hoffman)
1:50 - 2:45pm - Session 5: Social Security:  Good Things (Still) Come to Those Who Wait..and Work! (Kurt Czarnowski)
2:50 - 3:10pm - Break 
3:10 - 4:05pm - Session 6: Charitable Giving in the New Estate Planning Environment (Turney Berry)
4:05 - 5:00pm - Session 7: Dealing with Uncle Sam, Everyone's Least Favorite Relative in the Family Business (Sam Donaldson)


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


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 704-337-2489.

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