Event Details

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. CE credit is awarded.

View the 2012 event brochure here.

Who Should Attend:
      ●  Financial Planning Practitioners
      ●  Attorneys
      ●  Trust Officers
      ●  Financial Advisors
      ●  Accountants
      ●  Insurance Professionals
      ●  Asset Managers
      ●  Philanthropy Professionals

2012 Presenters:
      ●  Steve R. Akers, Managing Director and Fiduciary Counsel (Southwest Region), Bessemer Trust Company, N.A., Dallas, TX
      ● Jonathan Blattmachr, Principal, Eagle River Advisors, New York, NY
      ● Bobby Bowers, Attorney, Moore & Van Allen, Charlotte, NC
      ● Craig L. Janes, Partner and National Director of Estate, Gift and Trust Services, Deloitte and Touche, LLP, Washington, D.C.
      ● Richard A. Oshins, Attorney, Oshins & Associates, LLC, Las Vegas, NV
      ● Tim Quinlan, Economist, Wells Fargo, Charlotte, NC
      ● Charles L. Ratner, National Director of Personal Insurance Counseling, Ernst & Young LLP, Cleveland, OH
      ● Adam L. Shealy, Partner, Winkle, Buck, Wall, Starnes and Davis, P.A., Hendersonville, NC

Read more about Estate Planners Day, including credit information, hotel information and sponsorships.