Facebook icon 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 46 years.

Conference Details

Thursday, May 16, 2024

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

7:15 a.m. | Registration & Breakfast

8:00 a.m. – 4:30 p.m. | Conference

Interested in attending? Join our Interest List to receive an email when registration opens!

Interest List

Continuing Education Credit

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

2023 Sponsors

Premier Sponsors

Arcadia Art Consultancy | Bank OZK Trust and Wealth | Barry, Evans Josephs & Snipes | Bernstein Private Wealth Management | Carolinas Investment Consulting | Chilton Trust | Colony Family Offices | GreerWalker | Morehead Group | Truist Wealth | Wells Fargo Wealth & Investment Management

General Sponsors

Advocacy Trust | Bessemer Trust | Cumberland Trust | DOYLE | Firm Numbers | First Citizens Wealth Management | LPL Financial | PURE Insurance | SignatureFD | South Park Advisors | Steen Valuation Group | Trust Company of the South | Windermere Insurance Group

Supporting Sponsors

Argent Trust Company | Beacon Pointe Advisors | Brown Brothers Harriman | Creamer Millovitsch, PLLC | Culp Elliott & Carpenter, PLLC | Foundation For The Carolinas | Johnston, Allison & Hord, PA | MAI Capital Management | McShane Partners | Miller McNeish & Breedlove, PLLC | Moore & Van Allen | National Christian Foundation Carolinas | Perrin Legal | Robinson Bradshaw | Southminster | Titus Alliance, LLC | Verum Partners

Steering Committee

Chair: Christian Robinson, Truist Wealth
Vice Chair: Beth Funderburk, Miller McNeish & Breedlove, PLLC
Sponsorship Chair: Matt Kain, Moore & Van Allen
Dinner Chair: Gerald Applefield, Barry, Evans, Josephs & Snipes
Attendance Chair: Lauren Millovitsch, Creamer Millovitsch
Immediate Past Chair: Kyle Agee, Johnston, Allison & Hord

Scott Angel, First Citizens Bank – Wealth Management
Doug Benson, Foundation For The Carolinas
Stephanie Daniel, Shumaker, Loop & Kendrick, LLP
Jay Eich, Trust Company of the South
Jessica Hardin, Robinson Bradshaw
Tim Herbst, Bank of America Private Bank
Pete Hunt, Exencial Wealth Advisors
Leah Maybry, SignatureFD
Janice McGunnigle, Alpha Financial Advisors
Ken Samuelson, Morehead Group
Van Smith, Merrill Lynch

Conference Contact


Allison Meyer-Tucker, CPCE


Caitlin Sangha