Estate Planners and Wealth Management Forum Agenda & Speakers
Estate Planners and Wealth Management Forum Agenda & Speakers
Estate Planning and Wealth Management Forum Agenda
7:15-8:00 a.m. | Registration & Breakfast
Sponsored by Chilton Trust
8:00-8:15 a.m. | Welcome Remarks
8:15-9:45 a.m. | Session 1: North Carolina & Federal Update
Sponsored by Bank OZK
Liz Arias
Partner
Womble Bond Dickenson
North Carolina Update: This session will focus on recent developments in North Carolina affecting estate planners and their clients. The program will highlight notable cases published within the last year, as well as legislative updates.
Courtney Gelman
Managing Director, Policy Research
Strategas Securities
Federal Update: This will be a review of recent developments in overall tax policy driven and proposed by the current administration.
9:45-10:15 a.m. | A.M. Break
Sponsored by Mercer Advisors
10:15-11:15 a.m. | Session 2: Executive Wealth Strategies: Navigating the Unique Planning Considerations for Executives of Public Companies
Sponsored by GreerWalker
Amy Permenter, Executive Wealth Strategist, Bank of America
We will review the unique rules and policies that executives of public companies face and the implications those rules have on traditional planning techniques.
11:15 a.m. – 12:15 p.m. | Session 3: Navigating Elder Care: Guiding Your Clients with Confidence
Sponsored by First Citizens Bank
Nicki Applefield Engel
Partner
Johnston, Allison & Hord, PA
Stratford Kiger
Senior Vice President, Private & Institutional Client Advisor
Bank of America
Jennifer T. Szakaly
CEO
Caregiving Corner
Join us for an expert-led elder care panel designed specifically for estate planners. The panelists will discuss key strategies to help you guide clients through the financial, legal, and tax challenges of aging and long-term care planning. Gain actionable insights to better protect your clients’ assets, ensure proper legal structures, and optimize their financial well-being.
12:15-1:15 p.m. | Lunch
Sponsored by Truist
1:15-2:15 p.m. | Session 4: Economic Update
Sponsored by Bernstein Private Wealth Management
Travis Allen
Managing Director
Bernstein Private Wealth Management
Andrew Bishop
Director
Bernstein Private Wealth Management
Join Bernstein analysts, Travis Allen and Andrew Bishop, for an in-depth economic update on the current market landscape and emerging trends in 2025. They will provide expert insights into the latest economic developments, investment opportunities, and potential challenges facing investors today.
2:15-2:30 p.m. | P.M. Break
Sponsored by Mercer Advisors
2:30-3:30 p.m. | Session 5: Planning for Good: Effective Charitable Strategies for Clients
Sponsored by Wells Fargo Wealth & Investment Management
Doug Benson, Chief Administrative Officer & Chief Risk Officer, Foundation for the Carolinas
Learn what motivates your clients to give and techniques to help them achieve their philanthropic goals. This session will explore key giving strategies, including qualified charitable gifts from IRAs, donor-advised funds, “bunching” charitable gifts, and next-generation planning.
3:30-4:30 p.m. | Session 6: Masterpieces of Wealth: An Introduction to Art Succession and Legacy Planning
Sponsored by Arcadia Art Consultancy
Devin W. Blackburn, Esq.
Attorney at Law
Blackburn Law
Kait (Marley) McElwee
Managing Director
Arcadia Art Consultancy
In 2022, UHNWIs held an estimated $2.17 trillion in art, projected to reach $2.86 trillion by 2026. As both a store of wealth and a legacy asset, art requires careful planning to avoid tax pitfalls and legal challenges upon inheritance. Part I of the session explores key tax and estate planning strategies to help advisors preserve wealth, minimize tax exposure, and ensure art collections are successfully integrated into multi-generational wealth plans. Part II of the session explores practical applications for developing, managing, and divesting middle and upper-market collections, focusing on mitigating risk and optimizing returns on financial, academic, and social value.
4:30-4:45 p.m. | Closing Remarks
5:00-6:00 p.m. | Reception & Raffle
*The conference agenda is subject to change.