{"id":410,"date":"2023-09-22T13:40:02","date_gmt":"2023-09-22T17:40:02","guid":{"rendered":"https:\/\/www.queens.edu\/attend\/?page_id=410"},"modified":"2026-04-17T14:22:46","modified_gmt":"2026-04-17T18:22:46","slug":"estate-planning","status":"publish","type":"page","link":"https:\/\/www.queens.edu\/attend\/estate-planning\/","title":{"rendered":"Estate Planning and Wealth Management Forum"},"content":{"rendered":"<div class=\"subheading-style-1\">The premier estate planning conference of the Carolinas<\/div>\n\n\n    \n<component\n  is=\"media-context\"\n  class=\"media-context media-context--light \"\n>\n  <div class=\"media-context__inner grid\">\n    <div class=\"media-context__context\">\n          \n<component is=\"context\" class=\"context context--medium context--dark \">\n          <p>Estate Planning and Wealth Management Forum (formerly Estate Planners Day) presented by Queens University of Charlotte is the premier estate planning conference of the Carolinas. This single-day, in-person conference offers a comprehensive educational program featuring nationally recognized experts, networking opportunities, sponsor booths, continuing education credits, and more.<\/p>\n\n    <\/component>    <\/div>\n    <div class=\"media-context__image\">\n                              <picture>\n      <source media=\"(min-width:768px)\" srcset=\"https:\/\/www.queens.edu\/attend\/wp-content\/uploads\/sites\/31\/2023\/09\/EPD22.jpg\">\n      <img decoding=\"async\"\n        class=\"media-context__img\"\n        src=\"https:\/\/www.queens.edu\/attend\/wp-content\/uploads\/sites\/31\/2023\/09\/EPD22.jpg\"\n        alt=\"Estate Planners day event\"\n      \/>\n    <\/picture>\n  \n                  <\/div>\n  <\/div>\n<\/component>\n\n\n<p>Estate Planning and Wealth Management Forum is the longest continually running public event in Queens\u2019 history.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conference Details<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p style=\"font-size:25px\"><strong>Thursday, April 30, 2026<\/strong><\/p>\n\n\n\n<p>Sarah Belk Gambrell Center for the Arts<br>and Civic Engagement<br>Queens University of Charlotte<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-medium-font-size\">7:15 a.m. | Networking &amp; Breakfast<\/p>\n\n\n\n<p class=\"has-medium-font-size\">8:00 a.m. \u2013 5:00 p.m. | Conference<\/p>\n\n\n\n<p class=\"has-medium-font-size\">5:00-6:00 p.m. | Reception &amp; Raffle<\/p>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Agenda<\/h2>\n\n\n\n<p>For session descriptions, speaker information, and more, please visit the agenda and speaker information webpages.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.queens.edu\/attend\/estate-planning-agenda-speakers\/\">Full Conference Agenda<\/a><\/div>\n\n\n\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.queens.edu\/attend\/estate-planners-and-wealth-management-forum-speakers\/\">Speaker Information<\/a><\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Registration<\/h2>\n\n\n\n<p>Standard rate is $360. Deadline to register is Friday, April 24.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/engage.queens.edu\/register\/EPWM26\" target=\"_blank\" rel=\"noreferrer noopener\">Register Today<\/a><\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Cancellation &amp; Refund Policy<\/h3>\n\n\n\n<p>Cancellations received on or before <strong>Friday, April 17, 2026<\/strong>, will receive a refund minus a $75 cancellation fee. No refunds will be given after that time, and make-up continuing education credits will not be available. Registrations are transferable to another individual.<\/p>\n\n\n\n  \n<component\n  class=\"accordion\"\n  is=\"accordion\"\n  v-slot=\"accordion\"\n      :single=\"1\"\n  >\n      <article class=\"accordion__panel\" data-accordion-panel>\n      <h3 class=\"accordion__header\">\n        <button\n            class=\"accordion__button\"\n            data-accordion-button\n            :aria-expanded=\"accordion.active.includes(0) ? true : false\"\n            @click=\"accordion.toggleActive(0, $event)\"\n        >\n          Continuing Education Credit\n          <span class=\"accordion__arrow-btn\">\n                  <svg class=\"\" style=\"enable-background:new 0 0 10 6\" viewBox=\"0 0 10 6\">\n      <path d=\"M.3.3c.4-.4 1-.4 1.4 0L5 3.6 8.3.3c.4-.4 1-.4 1.4 0 .4.4.4 1 0 1.4l-4 4c-.4.4-1 .4-1.4 0l-4-4C-.1 1.3-.1.7.3.3z\" style=\"fill-rule:evenodd; clip-rule:evenodd;\" \/>\n    <\/svg>\n  \n          <\/span>\n        <\/button>\n      <\/h3>\n      <div\n        class=\"accordion__window\"\n        data-accordion-window\n      >\n        <div\n          class=\"accordion__content\"\n          data-accordion-content\n        >\n          <div class=\"wysiwyg\">\n  <p>This program will be submitted for the following continuing education credit approval:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li>CFP<\/li>\n<li>CLE \u2013 North Carolina<\/li>\n<li>CLE \u2013 South Carolina<\/li>\n<li>CPA<\/li>\n<li>CTFA<\/li>\n<li>North Carolina Insurance<\/li>\n<li>Professional Recertification Program<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n<\/div>        <\/div>\n      <\/div>\n    <\/article>\n  <\/component>\n\n\n<h2 class=\"wp-block-heading\">2026 Steering Committee<\/h2>\n\n\n\n<p>Chair: <strong>Matt Kain<\/strong>, Moore &amp; Van Allen<br>Vice Chair: <strong>Stephanie Daniel<\/strong>, Kirk Palmer &amp; Thigpen<br>Sponsor Chair: <strong>Pete Hunt<\/strong>, Rock Harbor Wealth Management<br>Speaker Chair: <strong>Tim Herbst<\/strong>, Bank of America Private Bank<br>Marketing Chair: <strong>Kathryn Wysong<\/strong>, Vanguard<br>Immediate Past Chair: <strong>Beth Funderburk<\/strong>, Miller McNeish &amp; Breedlove<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong>Kyle Agee<\/strong>, Johnston, Allison &amp; Hord<br><strong>Evan Anderson<\/strong>, Bragg Financial<br><strong>Scott Angel<\/strong>, First Citizens Bank &#8211; Wealth Management<br><strong>Doug Benson<\/strong>, Foundation For The Carolinas<br><strong>Heather Boyles<\/strong>, Brown Brothers Harriman<br><strong>Clint Crocker<\/strong>, Barry, Evans, Josephs &amp; Snipes<br><strong>Whitney Feld<\/strong>, Bissell Ballantyne Legacy Foundation<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong>Monica Hamilton<\/strong>, Choreo<br><strong>Jessica Hardin<\/strong>, Robinson Bradshaw<br><strong>Clare Lawrence<\/strong>, Colony Family Offices<br><strong>Anthony Mastrogiacomo<\/strong>, Biltmore Family Offices<br><strong>Christian Robinson<\/strong>, Truist<br><strong>Ken Samuelson<\/strong>, Morehead Group<br><strong>John Sciascia<\/strong>, GreerWalker<br><strong>Van Smith<\/strong>, BCG Private Wealth Management<\/p>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Sponsors<\/h2>\n\n\n\n<p>To learn more about sponsorship opportunities, review our <a href=\"https:\/\/www.queens.edu\/attend\/wp-content\/uploads\/sites\/31\/2025\/09\/2026-Estate-Planning-Wealth-Management-Forum-Sponsorship-Packet.pdf\" title=\"\">2026 Sponsorship Packet<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Premier Sponsors<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.arcadiaappraisals.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Arcadia Art Consultancy<\/a> | <a href=\"https:\/\/www.ozk.com\/personal\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Bank OZK<\/a> | <a href=\"https:\/\/bejs.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Barry, Evans, Josephs &amp; Snipes<\/a> | <a href=\"https:\/\/www.bernstein.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Bernstein Private Wealth Management<\/a> | <a href=\"https:\/\/www.carnegiepw.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Carnegie Private Wealth<\/a> | <a href=\"https:\/\/chiltontrustcompany.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Chilton Trust<\/a> | <a href=\"https:\/\/colonyfamilyoffices.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Colony Family Offices &amp; Trust Company<\/a> | <a href=\"https:\/\/www.firstcitizens.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">First Citizens Wealth<\/a> | <a href=\"https:\/\/www.merceradvisors.com\/location\/charlotte\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Mercer Advisors<\/a> | <a href=\"https:\/\/www.moreheadgroup.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Morehead Group<\/a> | <a href=\"https:\/\/pendletonsquaretrust.com\/\" title=\"\">Pendleton Square Trust Company<\/a> | <a href=\"https:\/\/villageonmorehead.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">The Village on Morehead<\/a> | <a href=\"https:\/\/www.truist.com\/wealth\" target=\"_blank\" rel=\"noopener\" title=\"\">Truist Wealth<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">General Sponsors<\/h3>\n\n\n\n<p><a href=\"https:\/\/www.advocacytrust.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Advocacy Trust<\/a> | <a href=\"https:\/\/www.bessemertrust.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Bessemer Trust<\/a> | <a href=\"https:\/\/choreoadvisors.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Choreo\u2122<\/a> | <a href=\"https:\/\/corient.com\/us\/en\" target=\"_blank\" rel=\"noopener\" title=\"\">Corient<\/a> | <a href=\"https:\/\/www.doyle.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Doyle: Auctioneers &amp; Appraisers<\/a> | <a href=\"https:\/\/www.elliottdavis.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Elliot Davis<\/a> | <a href=\"https:\/\/givenscommunities.org\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Givens Communities<\/a> | <a href=\"https:\/\/hbwealth.com\/our-offices\/charlotte-nc\/\" target=\"_blank\" rel=\"noopener\" title=\"\">HB Wealth<\/a> | <a href=\"https:\/\/www.huntington.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Huntington Bank<\/a> | <a href=\"https:\/\/www.oldnorthstatetrust.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Old North State Trust<\/a> | <a href=\"https:\/\/parknationalbank.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Park National Bank<\/a> | <a href=\"https:\/\/piedmonttrust.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Piedmont Trust Company<\/a> | <a href=\"https:\/\/www.pureinsurance.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">PURE Insurance<\/a> | <a href=\"https:\/\/www.regions.com\/wealth-management\/private-wealth-management\" target=\"_blank\" rel=\"noopener\" title=\"\">Regions Private Wealth Management<\/a> | <a href=\"https:\/\/southparkval.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">South Park Advisors<\/a> | <a href=\"https:\/\/www.trustcompanyofthesouth.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Trust Company of the South<\/a> | <a href=\"https:\/\/www.steenvaluationgroup.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Steen Valuation Group<\/a> | <a href=\"https:\/\/windinsgroup.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Windermere Insurance Group<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Supporting Sponsors<\/h3>\n\n\n\n<p><a href=\"https:\/\/3gpconsulting.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">3G Practice Consulting<\/a> | <a href=\"https:\/\/argentfinancial.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Argent Trust Company<\/a> | <a href=\"https:\/\/beaconpointe.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Beacon Pointe Advisors<\/a> | <a href=\"https:\/\/braggfinancial.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Bragg Financial Advisors, Inc.<\/a> | <a href=\"https:\/\/www.bbh.com\/us\/en.html\" target=\"_blank\" rel=\"noopener\" title=\"\">Brown Brothers Harriman &amp; Co.<\/a> | <a href=\"https:\/\/caregivingcorner.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Caregiving Corner<\/a> | <a href=\"https:\/\/www.ceclaw.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Culp Elliot &amp; Carpenter P.L.L.C.<\/a> | <a href=\"https:\/\/www.fftc.org\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Foundation for the Carolinas<\/a> | <a href=\"https:\/\/www.frazierdeeter.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Frazier &amp; Deeter<\/a> | <a href=\"https:\/\/greerwalker.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">GreerWalker<\/a> | <a href=\"https:\/\/www.jahlaw.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Johnston, Allison &amp; Hord, P.A.<\/a> | <a href=\"https:\/\/mmbcpa.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Miller McNeish &amp; Breedlove, PLLC<\/a> | <a href=\"https:\/\/www.mvalaw.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Moore &amp; Van Allen<\/a> | <a href=\"https:\/\/www.ncfgiving.com\/carolinas\/\" target=\"_blank\" rel=\"noopener\" title=\"\">National Christian Foundation Carolinas<\/a> | <a href=\"https:\/\/www.perrinlegal.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Perrin Legal<\/a> | <a href=\"https:\/\/www.robinsonbradshaw.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Robinson Bradshaw<\/a> | <a href=\"https:\/\/signaturefd.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">SignatureFD<\/a> | <a href=\"https:\/\/verumpartnership.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Verum Partners<\/a> | <a href=\"https:\/\/waverly-advisors.com\/\" target=\"_blank\" rel=\"noopener\" title=\"\">Waverly Advisors, LLC<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conference Contact<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<p><strong>Allison Meyer-Tucker<\/strong><br>Director, Strategic Programming<br>704-337-2435<br><a href=\"mailto:meyer-tuckera@queens.edu?subject=\">meyer-tuckera@queens.edu<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Estate Planning and Wealth Management Forum is the longest continually running public event in Queens\u2019 history. Conference Details Thursday, April 30, 2026 Sarah Belk Gambrell Center for the Artsand Civic EngagementQueens University of Charlotte 7:15 a.m. | Networking &amp; Breakfast 8:00 a.m. \u2013 5:00 p.m. | Conference 5:00-6:00 p.m. | Reception &amp; Raffle Agenda For [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page_with-sidebar.php","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"class_list":["post-410","page","type-page","status-publish","hentry"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.queens.edu\/attend\/wp-json\/wp\/v2\/pages\/410","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.queens.edu\/attend\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.queens.edu\/attend\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.queens.edu\/attend\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.queens.edu\/attend\/wp-json\/wp\/v2\/comments?post=410"}],"version-history":[{"count":62,"href":"https:\/\/www.queens.edu\/attend\/wp-json\/wp\/v2\/pages\/410\/revisions"}],"predecessor-version":[{"id":3645,"href":"https:\/\/www.queens.edu\/attend\/wp-json\/wp\/v2\/pages\/410\/revisions\/3645"}],"wp:attachment":[{"href":"https:\/\/www.queens.edu\/attend\/wp-json\/wp\/v2\/media?parent=410"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}