Estate Planners Day

A comprehensive educational program for estate-planning professionals


Estate Planners Day is a one-day conference that offers a comprehensive educational program for estate planning professionals. Nationally recognized experts in the fields of estate planning, tax, accounting, insurance and state and federal law will cover topics of timely interest to all in the field of estate planning.

Estate Planners Day is the longest continually running public event in Queens' history—celebrating 40 years!

Thursday, May 17, 2018
Location: Queens University of Charlotte, Levine Center for Health and Wellness


Estate Planners Day Attendee - $290
Register by April 18 for $40 Early Bird Discount - $250
Charlotte Estate Member Discount - $15
*Binder Fee - $25 (Additional fee if you request a hard copy of materials)

All attendees receive access to electronic materials through an Estate Planners Day app.

Register Now

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, CTFA and IMCA® continuing education credit approval.


Speaker Biographies

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

8:00 - 8:05 AM | Welcome Remarks

8:05 - 9:30 AM | Session 1
North Carolina Update
Matthew R. Kain, Member, Moore & Van Allen
Federal Update
Kenneth J. Kies, Managing Director, Federal Policy Group

9:30 - 9:50 AM | Break

9:50 - 10:45 AM | Session 2
Elder Abuse - Don’t Be an Accomplice: What You Need to Know to Protect Your Clients

Paul Greenwood, Deputy District Attorney and Head of the Elder Abuse Prosecution Unit, Office of the San Diego District Attorney

10:45 - 11:45 AM | Session 3
Getting Smarter About Cybersecurity & Data Privacy
Gary Sorrentino, Managing Director, JP Morgan Chase

11:45 AM - 12:45 PM | Lunch

12:45 - 1:45 PM | Session 4
Shovels, Snow Blowers and Plows: Digging Out From the Great Tax Reform Blizzard of December 2017
David Kirk, National Tax Partner, Private Client Services, Ernst & Young

1:45 - 2:40 PM | Session 5
Economic Update

Travis Allen, Senior Portfolio Manager, AllianceBernstein

2:40 - 3:00 PM | Break

3:00 - 4:00 PM | Session 6
The Top Insurance Planning Mistakes and How to Fix Them

Larry Brody, Attorney, Bryan Cave

4:00 - 5:00 PM | Session 7
The 10 Commandments of Estate Planning Ethics

Sean Carter, Humorist at Law and Chief Humor Officer, Mesa CLE

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 event with parking information. Register online for the conference. 

There is a $50 cancellation fee. Cancellations that are received at least 10 business days prior to the first day of class will receive a refund, minus the $50 cancellation fee. No refunds or make-up classes will be given after that time. If you do not officially withdraw from or attend a course, you are still responsible for the payment. If the course is canceled for any reason, you will be notified and your entire tuition fee will be refunded.

2018 Sponsors

Premier Sponsors

Barry, Evans, Josephs & Snipes | Carolinas Investment Consulting (CIC) | Chilton Trust | Colony Family Offices | GreerWalker LLP | JP Morgan | MBL Advisors Inc., A McColl Bros. Lockwood Company | Monarch Private Capital | Southminster | Sterling Capital Equity Income Fund BAEIX | SunTrust Banks, Inc. & Genspring Family Offices, LLC | The Morehead Group

General Sponsors

Altavista Wealth Management, Inc. | Bank of the Ozarks | Elliott Davis Decosimo | First Citizens Bank | Foundation of the Carolinas | Grant Thorton | IKOR of The Western Carolinas | National Christian Foundation | Sharon Towers | South Park Advisors | Sterling Foundation Management | Windermere Insurance Group & PURE

Supporting Sponsors

Argent Trust | Bernstein Private Wealth Management | Bessemer Trust | Cumberland Trust | Dixon Wells & John Hancock Insurance | Fidelity Charitable | FNB Wealth Management | Johnston Allison & Hord, P.A. | Moore & Van Allen PLLC | Pinnacle Financial Partners | PNC Wealth Management | Rinehart Wealth and Investment Advisory & Maybry McShane, LLC | Robinson Bradshaw | Standard Insurance

Steering Committee

Scott Angel (Chair), First Citizens Bank - Private Wealth Advisory Services
Gerald Applefield, Barry, Evans, Josephs & Snipes
Doug Benson, Foundation For The Carolinas
Rebecca Cahoon, Ernst & Young LLP
Craig DeLucia, Broward Grove, LLC
Jay Eich, The Trust Company of The South
Shannon Elliotte, Colony Family Offices
Jessica Hardin, Robinson, Bradshaw & Hinson, P.A.
Tim Herbst, U.S. Trust, Bank of America Private Wealth Management
Pete Hunt, Willingdon Wealth Management
Jim Lilley, Wells Fargo Private Bank
Luther Lockwood, MBL Advisors, A McColl Bros. Lockwood Co.
Anna Mason, Monarch Tax Credits
Leah Maybry, Maybry McShane Family Offices, LLC
Janice McGunnigle, Matrix Wealth Advisors, Inc.
Holly Norvell, Johnston, Allison & Hord
Rusty Reed, Kirk Palmer & Thigpen, P.A.
Ken Samuelson, The Morehead Group, Inc.
Van Smith, Merrill Lynch
Sandi Thorman, GreerWalker, LLP
Brad Van Hoy, Moore & Van Allen, PLLC