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
Financial Planning Practitioners
Continuing Education Credit
Program is pending CFP®, N.C. Insurance, CPE, PACE, N.C. & S.C. CLE and CTFA continuing education credit approval.
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
Barry, Evans, Josephs & Snipes | Carolinas Investment Consulting (CIC) | Chilton Trust | Colony Family Offices | FNB Wealth Management | GreerWalker LLP | Kingfisher Capital | The Morehead Group | Truist Wealth | SignatureFD
AltaVista Wealth Management | Arcadia Art Consultancy | Argent Trust | Atrium Health Foundation | Bank OZK Trust and Wealth | Bessemer Trust | Caregiving Corner | Cumberland Trust | Dixon 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
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
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.
If you have questions or suggestions contact:
Cristin Corder Lee, CPCE