Estate Planners Day

A comprehensive educational program for estate-planning professionals


Thursday, May 16, 2019

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 41 years!


Queens University of Charlotte
Levine Center for Health and Wellness


All attendees receive access to electronic materials electronically via a website and a mobile friendly app.

Estate Planners Day Attendee - $290
Register by April 18 for $30 Early Bird Discount - $260
Charlotte Estate Planning Council (CEPA) Member Discount - $15
NEW Attendee - $240
*Binder Fee - $25 (Additional fee if you request a hard copy of materials)

Refer one or more new attendee(s) to Estate Planners Day and receive a $50.00 gift card.  The new attendee must include your name when registering.


Who Should Attend

  • Accountants

  • Asset Managers

  • Attorneys

  • Financial Advisors

  • Financial Planning Practitioners

  • Insurance Professionals

  • Philanthropy Professionals

  • Trust Officers

Continuing Education Credit

Program is pending CFP®, N.C. Insurance, CPE, PACE, N.C. & S.C. CLE and CTFA continuing education credit approval.


7:15 - 8:00 AM | Registration & Breakfast

8:00 - 8:05 AM | Welcome Remarks

8:05 - 9:30 AM | Session 1
North Carolina Update
Janice Davies, Attorney, Davies Law PLLC
Federal Update
Jeff Ricchetti, President, Ricchetti, Inc.

9:30 - 9:50 AM | Break

9:50 - 10:45 AM | Session 2
A Brief History of Family Limited Partnerships and Section 2036

Todd Angkatavanich, Principal, Private Client Services, National Tax Development, EY

10:45 - 11:45 AM | Session 3
Putting It On & Taking It Off: Managing Tax Basis Today (For Tomorrow)
Paul Lee, Global Fiduciary Strategist, Senior Vice President, Managing Director, Northern Trust

11:45 AM - 12:45 PM | Lunch

12:45 - 1:45 PM | Session 4
Economic Update
Joe Seydl, Capital Markets Economist, Vice President, J.P. Morgan Private Bank

1:45 - 2:40 PM | Session 5
How Do You Reflect Family Values in an Estate Plan

Beth Shapiro Kaufman, Member, Caplin & Drysdale

2:40 - 3:00 PM | Break

3:00 - 4:00 PM | Session 6
Unwinding an Unworkable Transaction with a Workable Policy

Mary Ann Mancini, Partner, Loeb & Loeb LLP

4:00 - 5:00 PM | Session 7
Planning for Beneficiaries with Special Needs

Kristen Lewis, Attorney, Smith, Gambrell & Russell, LLP

5:00 - 6:30 PM | Reception

Registration Confirmation; Cancellation & Refund Policy

People networking at Estate Planners reception


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 cancellation fee. Cancellations that are received at least ten business days prior to the single day conference will receive a refund, minus the $50 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

2019 Sponsors

Premier Sponsors

Barry, Evans, Josephs & Snipes | Colony Family Offices | The Morehead Group | MBL Advisors Inc., A McColl Bros. Lockwood Company | JP Morgan | GreerWalker LLP | Carolinas Investment Consulting (CIC) | Charleston Equity Partners | Southminster | SunTrust Banks, Inc. & GenSpring Family Offices, LLC.

General Sponsors

Altavista Wealth Management, Inc. | Arcadia Art Consultancy | Bank OZK | Cumberland Trust | Doyle | Elliott Davis Decosimo | Fidelity Charitable | IKOR of The Western Carolinas | National Christian Foundation, Inc. | PNC Wealth Management | South Park Advisors | Windermere Insurance Group/PURE

Supporting Sponsors

Argent Trust | Bernstein Private Wealth Management | Bessemer Trust | Culp Elliott & Carpenter | Dixon Wells/Symetra | Hickmon Perrin | Johnston Allison & Hord, PA | McShane Partners | Maybry McShane | Moore & Van Allen PLLC | Penn Mutual | Piedmont Trust Company | Robinson Bradshaw | US Trust

Steering Committee

Jessica Hardin (Chair), Robinson Bradshaw
Doug Benson (Vice Chair), Foundation for the Carolinas
Jay Eich (Sponsorship Chair), Trust Company of the South
Gerald Applefield (Dinner Chair), Barry, Evans, Josephs & Snipes
Brad Van Hoy (Attendance Chair), Moore & Van Allen
Scott Angel, First Citizens Bank - Wealth Management
Craig DeLucia, Broward Grove, LLC
Holly Norvell, Johnston, Allison & Hord
Janice McGunnigle, Alpha Financial Advisors
Jim Lilley, Wells Fargo Private Bank
Ken Samuelson, The Morehead Group, Inc.
Leah Maybry, Maybry McShane/McShane Partners
Billy Morton, MBL Advisors
Pete Hunt, Willingdon Wealth Management
Rusty Reed, Kirk Palmer & Thigpen, P.A.
Sandi Thorman, GreerWalker, LLP
Tim Herbst, U.S. Trust
Van Smith, Merrill Lynch