Estate Planners Day | Queens University of Charlotte

Estate Planners Day

A comprehensive educational program for estate-planning professionals


Thursday, AUGUST 19TH, 2021

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, we have decided to hold the 43rd Annual Estate Planners Day on Thursday, August 19, 2021 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 43 years!



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


All attendees receive access to electronic 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 (CEPA) Member Discount - $15.00

*Binder Fee - $50.00 (Additional fee if you request a hard copy of materials)

Registration is now open, click on the link below to register today.   


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.

2021 Agenda

The full session descriptions and speaker biographies can be found by clicking here.

7:15-8:00 a.m. | Registration & Breakfast

8:00-8:05 a.m. | Welcome Remarks

8:05-10:00 a.m. | Session 1

North Carolina Update:  Chad McCullen   8:05 – 8:30 a.m.

Federal Update: Dan Clifton   8:30 – 10:00am

 10:00-10:20 a.m. | Break

10:20-11:20 a.m.  | Session 2

James Narron – Asset Protection for the Common Man

 11:20 a.m. -12:45 p.m. | Lunch

 12:45-1:45 p.m.  | Session 3

Marty Shenkman – Estate Planning for Family Business

 1:45-2:40 p.m. | Session 4

Shawn Britt -- Addressing the Three Tiers of Long-term Care Clients

 2:40-3:00 p.m. | Break

3:00-4:00 p.m. | Session 5

Bob Kirkland – Old Dog or New Trick? The Evolution of Joint Spousal Trusts in Today’s Estate Planning

4:00-5:00 p.m. | Session 6

John Silvia -- Economic Update

 5:00 – 6:00 p.m. | Reception

2021 Sponsors

Premier Sponsors

Barry, Evans, Josephs & Snipes | Carolinas Investment Consulting (CIC) | Chilton Trust | Colony Family Offices | FNB Wealth Management | GreerWalker LLP | Kingfisher CapitalThe Morehead Group | Truist Wealth | SignatureFD

General Sponsors

AltaVista Wealth Management | Arcadia Art Consultancy | Argent Trust | Atrium Health Foundation | Bank OZK Trust and Wealth | Bessemer Trust | Caregiving Corner | Cumberland TrustDixon Wells | Doyle | Fidelity Charitable |First Citizens Wealth Management | Foundation for the Carolinas | IKOR of The Western Carolinas | National Christian Foundation Carolinas | Norelli Law PLLC-Miles Mediation & Arbitration | Pendleton Square Trust | South Park Advisors | Trust Company of the South | Windermere Insurance Group/PURE Insurance

Supporting Sponsors

Creamer Millovistsch, PLLC | Culp Elliott & Carpenter | Johnston Allison & Hord, PA | McShane Partners | Moore & Van Allen, PLLCPNC Wealth ManagementRobinson Bradshaw | Titus Alliance, LLC

Steering Committee

Sandi Thorman (Chair) - GreerWalker, LLP
Janice McGunnigle (Vice Chair) - Alpha Financial Advisors
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
Jim Lilley - Wells Fargo
Ken Samuelson - The Morehead Group
Leah Maybry - SignatureFD                             
Billy Morton - MBL Advisors
Pete Hunt - Willingdon Wealth Management
Tim Herbst - US Trust
Van Smith - Merrill Lynch
Kyle Agee - Johnston Allison & Hord
Matt Kain - Moore & Van Allen

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