Estate Planners Day | Queens University of Charlotte

Estate Planners Day

A comprehensive educational program for estate-planning professionals


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!

Sarah Belk Gambrell Center for the Arts and Civic Engagement


Queens University of Charlotte
Sarah Belk Gambrell Center for the Arts and Civic Engagement
2319 Wellesley Ave, Charlotte, NC 28207


The next Estate Planners Day will be held on Thursday, May 18, 2023. If you'd like to join our mailing list to learn when registration opens, please click the button below.

Additionally, email Caitlin Sangha at with questions about attendance or sponsorship opportunities.

Interest Form

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 AttendAttendance in Gambrell

  • Accountants

  • Asset Managers

  • Attorneys

  • Financial Advisors

  • Financial Planning Practitioners

  • Insurance Professionals

  • Philanthropy Professionals

  • 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, PLLCPNC 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

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 $50.00 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

Estate planners group in a session