Thursday, MAY 19TH, 2022
The safety and health of our attendees, sponsors, speakers, and staff is of the utmost importance to Queens University of Charlotte and the Estate Planners Day Steering Committee. As a result of the successful hybrid conference this past August, we have decided to hold the 44th Estate Planners Day on Thursday, May 19, 2022 with an option to attend in person or to participate virtually via livestream of the conference.
Estate Planners Day is a single day conference that offers a comprehensive education program for estate planning professionals. Nationally recognized experts will provide recent federal and state law updates and will cover topics in the fields of estate, tax, accounting, insurance, financial and charitable planning. Estate Planners Day is the longest continually running public event in Queens' history – celebrating 44 years!

Location
Queens University of Charlotte
Sarah Belk Gambrell Center for the Arts and Civic Engagement
2319 Wellesley Ave, Charlotte, NC 28207
Registration
Registration for Estate Planners Day 2022 is closed. Please email Caitlin Sangha (sanghac@queens.edu) with questions. All attendees receive access to materials electronically via a website and a mobile friendly app.
In Person Estate Planners Day Attendee - $290.00
Virtual Estate Planners Day Attendee - $260.00
Charlotte Estate Planning Council (CEPC) Member Discount - $15.00
*Binder Fee - $50.00 (Additional fee if you request a hard copy of materials)
Due to the changing nature of COVID-19, Individual In-Person registrants may switch
to virtual attendance if necessary and requested before Friday, April 29, 2022. However, no refunds in difference in price is available, and no changes for Individual
In-Person registrants can be made after this date due to the costs associated with
the in person event needs, including food and beverages and event set up. Individual
registration is transferable to another individual.
Individual Virtual registrants will receive a viewing link the week of the event.
COVID-19 Protocols
The health and safety of attendees is of the upmost importance to Queens University of Charlotte. All guests will be asked to follow all local, state and federal safety protocols in place at the time of the event.
Who Should Attend
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Accountants
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Asset Managers
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Attorneys
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Financial Advisors
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Financial Planning Practitioners
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Insurance Professionals
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Philanthropy Professionals
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Trust Officers
Continuing Education Credit
Continuing Education Credit Program is submitted for CFP®, N.C. Insurance, CPE, N.C. & S.C. CLE, CTFA and Professional Recertification Program (formerly PACE) continuing education credit approval.
The 2022 Cybersecurity session will be submitted to qualify for the new N.C. CLE Technology credit. 2022 Estate Planners Day: N.C. CLE (pending) S.C. CLE (pending) CPA (8.2 approved) CFP® (7 approved) NC Insurance (7 approved) CTFA (8.5 approved) Professional Recertification Program (7 approved)
2022 Agenda
7:15-8:00 a.m. | Registration & Breakfast | Sponsored by Chilton Trust
8:00-8:15 a.m. | Welcome Remarks
8:15-10:00 a.m. | Session 1 | Sponsored by SignatureFD
North Carolina Update: Johnston Allison Hord | 8:15 – 8:35 a.m.
Federal Update: Dan Clifton, Partner, Head of Policy Research, Strategas Securities | 8:35 - 10:00 a.m.
10:00-10:20 a.m. | Break | Sponsored by Kingfisher Capital
10:20-11:20 a.m. | Session 2 | Sponsored by GreerWalker LLP
Diana Zeydel, Global Chair, Private Wealth Service Department, Greenberg Traurig, P.A. - Attracting and Avoiding Grantor Trust Status – A Guide to Navigating the Rules
11:20 a.m. -12:45 p.m. | Lunch | Sponsored by Truist
12:45-1:45 p.m. | Session 3 | Sponsored by American Heart Association
Ed Slott, President & Founder, Ed Slott and Company, LLC - 5 High Value Retirement Tax Planning Conversations
1:45-2:40 p.m. | Session 4
Brent Ciliano, Chief Investment Officer, First Citizens Bank - Economic Update
2:40-3:00 p.m. | Break | Sponsored by Kingfisher Capital
3:00-4:00 p.m. | Session 5 | Sponsored by Cumberland Trust
Tom Commito, Sr. Consultant, Lincoln Financial Distributors - Trust Planning After the 2021 Attacks
4:00-5:00 p.m. | Session 6
Phil Ferraro, Managing Director, Global Head Cyber Advisory, JP Morgan Chase - An Inside Look at Cybersecurity and Fraud – and how you can protect yourself and your clients
5:00 – 6:00 p.m. | Reception
2022 Sponsors
Premier Sponsors
American Heart Association | Barry, Evans, Josephs & Snipes | Carolinas Investment Consulting LLC | Chilton Trust | Colony Family Offices | Cumberland Trust | GreerWalker LLP | Kingfisher Capital | Morehead Group | Truist Wealth | SignatureFD
General Sponsors
Advocacy Trust | Bank OZK Trust and Wealth | Beacon Pointe Advisors | Bessemer Trust | Carolina Advocacy Group, LLC | Dimensional Fund Advisors | Firm Numbers | First Citizens Wealth Management | Foundation For The Carolinas | Healthy Love & Money | McShane Partners | MAI Capital Management | National Christian Foundation Carolinas | Pendleton Square Trust Company | Southminster | South Park Advisors | Trust Company of the South | Windermere Insurance Group/PURE Insurance
Supporting Sponsors
Argent Trust | Bragg Financial | Brown Brothers Harriman | Creamer Millovitsch, PLLC | Culp Elliott & Carpenter | Johnston Allison & Hord, PA | JP Morgan Private Bank | Miller McNeish & Breedlove, PLLC | Moore & Van Allen, PLLC | PNC Wealth Management | Perrin Legal | Robinson Bradshaw | Verum Partners
Steering Committee
Janice McGunnigle (Chair) - Alpha Financial Advisors
Sandi Thorman (Immediate Past Chair) – GreerWalker LLP
Kyle Agee (Vice Chair) - Johnston Allison & Hord
Jay Eich (Sponsorship Chair) - Trust Company of the South
Gerald Applefield (Dinner Chair) - Barry, Evans, Josephs & Snipes
Amanda Polasik (Attendance Co-Chair) - EY
Lauren Millovitsch (Attendance Co-Chair) - CM Estate Law
Doug Benson - Foundation For The Carolinas
Jessica Hardin - Robinson Bradshaw & Hinson, P.A.
Scott Angel - First Citizens Bank - Wealth Management
Ken Samuelson - Morehead Group
Leah Maybry - SignatureFD
Pete Hunt - Exencial Wealth Advisors
Tim Herbst - Bank of America Private Bank
Van Smith - Merrill Lynch
Matt Kain - Moore & Van Allen
Stephanie Daniel - Shumaker, Loop & Kendrick, LLP
Christian Robinson - Truist Wealth
Beth Funderburk - Miller McNeish & Breedlove, PLLC
Registration Confirmation; Cancellation & Refund Policy

A confirmation e-mail will be sent once you have registered and a separate e-mail will be sent closer to the conference with event information.
There is a $50.00 cancellation fee. Cancellations that are received at least ten business days prior to the single day conference will receive a refund, minus the $50.00 cancellation fee. No refunds will be given after that time and make up conference credits will not be available. If you do not officially withdraw from the single day conference, you are responsible for payment. If the single day conference is canceled for any reason, you will be notified and your registration fee will be refunded.
Conference Contact
If you have questions or suggestions contact:
Cristin Corder Lee, CPCE
leec3@queens.edu
704-337-2489