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Estate Planners Day Speakers

The following speakers have been confirmed for this year's Estate Planners Day. Find the conference's entire list of speakers and event schedule below. 

2021 Speakers

Chadwick I. “Chad” McCullen

Chad McCullen

McCullen is a shareholder with Young Moore and Henderson, P.A. in Raleigh, North Carolina.  His principal areas of practice are estate planning and administration, asset protection, taxation, business law, and commercial real estate matters.  Chad is a Board Certified Specialist in Estate Planning and Probate Law and serves on the Estate Planning and Probate Law committee of the North Carolina State Bar Board of Legal Specialization.  Chad earned his B.A. degree from the University of North Carolina at Chapel Hill, his J.D. degree, with honors, from the Charleston School of Law, and his LL.M. degree in Taxation from the University of Florida Levin College of Law.

Dan Clifton

Dan Clifton

Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates the financial market implications of policy and political developments. This includes analyzing trade, tax, healthcare, energy, and other policy initiatives to determine how public policy changes impact the economy and financial markets for institutional investors.  Daniel leads the #1 ranked Washington policy team on Wall Street according to Institutional Investor magazine. Mr. Clifton has been ranked as a top Washington policy analyst in each of the past eleven years. Daniel is also a top ranked analyst in the category of Tax and Accounting Policy.  Mr. Clifton’s research on the interaction between policy, elections, and financial markets is widely cited in the media and Daniel is a frequent guest on CNBC, Bloomberg, and Fox Business.

Prior to joining Strategas, Mr. Clifton was Executive Director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which analyzes public policy affecting shareholders. In this capacity, Daniel was part of coalitions that successfully lowered capital gains and dividend tax rates to 15 percent in 2003, a repatriation tax holiday on foreign source revenue in 2004, and reform of the nation’s private-sector pension system.  Prior to joining ASA, Mr. Clifton lobbied for tax reform and served as a senior staff member in two gubernatorial administrations working on economic and fiscal policy issues. Daniel has also worked in various capacities on elections at federal, state, and local levels.  Mr. Clifton received both his BA in Urban Planning and his MS in Public Policy from Rutgers University where he was a Fellow at the Eagleton Institute of Politics and a Harold Martin Fellow for Public Policy.

James W. Narron, Esq.

James W. Narron, Esq.

Narron is a member of the North Carolina Bar and practices law in Smithfield and Raleigh, North Carolina, with Narron Wenzel, P.A.   He was educated at the University of North Carolina at Chapel Hill (A.B., 1970), Wake Forest University (J.D., cum laude, 1975), and New York University (LL.M., 1983).  He is a Fellow in the American College of Trust and Estate Counsel and the American College of Tax Counsel, active in the North Carolina Bar Association Section on Estate Planning and Fiduciary Law, has served on the North Carolina State Bar Council and as vice-president of the North Carolina Bar Association Board of Governors.  He recently completed a four-year term as Chairman of the Board of the North Carolina Community Foundation, Inc.  Mr. Narron is a veteran of the United States Navy.  He speaks frequently on tax and estate planning issues. 

Martin M. Shenkman

Martin M Shenkman

Shenkman is an attorney in private practice in Fort Lee, New Jersey and New York City. His practice concentrates on estate and tax planning.  Mr. Shenkman is a prolific author, having published 42 books and more than 1,300 articles. He is active in a host of charitable endeavors including the American Brain Foundation, the Michael J. Fox Foundation for Parkinson’s Research, the National Multiple Sclerosis Society and the American Cancer Society.

Mr. Shenkman received his Bachelor of Science degree from Wharton School, with a concentration in accounting and economics. He received a Masters degree in Business Administration from the University of Michigan, with a concentration in tax and finance. He received his law degree from Fordham University School of Law, and is admitted to the bar in New York, New Jersey and Washington, D.C. He is a Certified Public Accountant in New Jersey, Michigan and New York. He is a registered Investment Adviser in New York and New Jersey.

Shawn Britt

Shawn Britt

Britt has been engaged in the life insurance and long-term care industry since 1995. She joined Nationwide in 2000 and has been a member of Nationwide’s advanced sales team since 2005. Shawn has been a major influence in the development and promotion of Nationwide’s suite of long-term care product solutions. Shawn is a frequently published author of white papers and articles on long-term care for Nationwide as well as the insurance industry. She has been widely published and interviewed regarding long-term care for numerous trade publications and nationwide media that include the CLTC Quarterly Digest, The National Underwriter, Financial Advisor, Center for Long-Term Care Reform, The Wall Street Journal, CBS New Money Watch, Market Watch Radio and LifeHealthPro. Shawn is a frequent presenter and keynote speaker at numerous industry events and conferences including AALU and ILTCI. She has served on the Board of Advisors for CLTC and currently serves as a CLTC contributor. Shawn also served for several years as an adjunct professor at The Ohio State University and has been recognized as an alumnus of the month by the American College.

Bob Kirkland

Bob Kirkland

Kirkland is the founding partner of the law firm of Kirkland Woods & Martinsen LLP, which has offices in Liberty, Missouri, Springfield, Missouri, Clayton, Missouri and Overland Park, Kansas.  He is licensed to practice law in Missouri and Kansas.  He works with a variety of individual clients, handling the preparation of estate planning instruments, and counseling clients in the areas of estate and gift tax minimization, probate avoidance, gifting techniques, asset protection, charitable planning and business succession planning.  He also advises fiduciaries in estate, conservatorship and trust administration matters.

John Silvia

John Silvia

Silvia is currently President of Dynamic Economic Strategy, LLC and focused on financial and economic advisory works, writing a weekly newsletter, and presenting economic concepts and commenting on economic issues at several conferences.  John also serves as Economic Advisor to Carolinas Investment Consulting headquartered in Charlotte. Formerly, John was managing director and the chief economist for Wells Fargo Securities until July 2018. Before his position at Wells, John worked on Capitol Hill as senior economist for the U.S. Senate Joint Economic Committee and chief economist for the U.S. Senate Banking, Housing and Urban Affairs Committee.

John holds B.A. and Ph.D. degrees in economics from Northeastern University in Boston and has a master’s degree in economics from Brown University. John’s first book, Dynamic Economic Decision Making, was published by Wiley in August 2011. His second book, Economic and Business Forecasting, was published in 2014, also by Wiley. His third book, Economic Modeling in the Post Great Recession Era, was published in 2017 by Wiley.  John is a Certified Business Economist (CBE).

2021 Agenda

 

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