Estate Planners Day | Queens University of Charlotte

Estate Planners Day

The premier estate planning conference of the Carolinas


Estate Planners Day is a single-day conference that offers a comprehensive educational program for estate planning professionals. Nationally recognized experts provide recent federal & state law updates and 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 45 years.

Conference Details

Thursday, May 18, 2023

Sarah Belk Gambrell Center for the Arts and Civic Engagement
Queens University of Charlotte

7:30 a.m. | Registration & Breakfast

8:00 a.m. – 5:00 p.m. | Conference


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Interest Form

Continuing Education Credit

This program will be submitted for CFP®, N.C. Insurance, CPE, N.C. & S.C. CLE, CTFA and Professional Recertification Program (formerly PACE) continuing education credit approval.


Premier Sponsors

Barry, Evans Josephs & Snipes | Colony Family Offices | Morehead Group | Truist Wealth

General Sponsors

Bessemer Trust | Firm Numbers | First Citizens Wealth Management | SignatureFD

Supporting Sponsors

McShane Partners | Perrin Legal | Robinson Bradshaw

Steering Committee

Chair: Kyle Agee, Johnston, Allison & Hord
Vice Chair: Christian Robinson, Truist Wealth
Sponsorship Chair: Jay Eich, Trust Company of the South
Dinner Chair: Gerald Applefield, Barry, Evans, Josephs & Snipes
Attendance Co-Chair: Amanda Hermance, EY
Attendance Co-Chair: Lauren Millovitsch, Creamer Millovitsch
Immediate Past Chair: Janice McGunnigle, Alpha Financial Advisors

Scott Angel, First Citizens Bank – Wealth Management
Doug Benson, Foundation For The Carolinas
Stephanie Daniel, Shumaker, Loop & Kendrick, LLP
Beth Funderburk, Miller McNeish & Breedlove, PLLC
Jessica Hardin, Robinson Bradshaw
Tim Herbst, Bank of America Private Bank
Pete Hunt, Exencial Wealth Advisors
Matt Kain, Moore & Van Allen
Leah Maybry, SignatureFD
Ken Samuelson, Morehead Group
Van Smith, Merrill Lynch

Conference Contact


Allison Meyer-Tucker, CPCE


Caitlin Sangha