32nd Annual Professional Seminar

Monday, May 6, 2024 from 9:00am - 12:15pm at the DoubleTree by Hilton Asheville-Biltmore.

Registration opens mid-March!

Christopher N. Hewitt is a corporate & securities and private wealth lawyer, focusing his practice in the areas of generational wealth transfer planning, trust and estate administration and tax-exempt planning.

Chris provides clients with customized planning advice to assist with the generational transfer of wealth during lifetime and at death. His previous legal experience in a corporate transactional practice enables him to more effectively serve business owners and the challenges they face in transitioning assets to successive generations. Chris also assists clients in the creation of family limited liability companies to own and manage family assets. Additionally, he advises individual and corporate trustees on judicial and non-judicial modifications and decanting of irrevocable trust agreements when existing trust language has become impractical.

Chris also advises clients on the creation of tax-exempt entities and the subsequent administration of those entities. Chris advises existing tax-exempt clients on various issues, including their charitable solicitation license compliance programs.

Chris actively speaks on legal development and trends within the trusts and estates practice.

CFWNC's 32nd Annual Professional Seminar will present on a wide-array of estate and charitable planning strategies including tax updates, charitable deduction rules, and charitable planning opportunities.


Date:
Monday, May 6, 2024

Location: DoubleTree by Hilton Asheville-Biltmore, 115 Hendersonville Rd, Asheville, NC 28803

8:00am - 9:00am Registration and Breakfast Buffet

9:00am - 12:15pm Seminar

Continuing education credit is approved or pending approval for the following:

  • NC State Bar, Board of Continuing Legal Education (CLE) - Pending approval for 3.0 hours CLE (General).
  • Certified Financial Planner Board of Standards (CFP) - Pending approval for 3.5 hours. Sponsor ID #3367; Program ID TBD
  • NC Department of Insurance (11 NCAC 06A.0809) (ICEC) - Pending approval for 3.0 hours NC Insurance.
  • Certified Trust and Financial Advisor (CTFA) - This program has been submitted to ABA Professional Certifications for CE credit review and is pending approval. Once we receive notification of the credit approval, we will notify attendees.
  • CFRE International (CFRE) - Pending approval for 3.0 points. Full participation in the program is applicable for 3.0 points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification.
  • NC State Board of CPA Examiners (CPE) is available for self-reported credits. For NC licensed CPAs, this course is intended to meet the requirements of 21 NCAC 08G .0400.

Thank you to everyone who attended and supported our 2023 Professional Seminar.