Seminar Overview
Planning Giving & Planning Ahead to Avoid the Fight – Tools and Tips to Avoid Fiduciary Litigation
CFWNC's 33rd Annual Professional Seminar will feature two dynamic speakers who will each speak for 90 minutes on their respective topics with a brief break in between presentations. Breakfast, snacks, and refreshments are included in your registration.
Tuesday, May 6, 2025
8:00am - 9:00am: Registration and Breakfast Buffet
9:00am - 10:30am: Jennifer McEwen
10:30am - 10:45am: Break with snacks and refreshments
10:45am - 12:15pm: Kemp Mosley
Location: Hilton Asheville Biltmore Park, 43 Town Square Blvd, Asheville, NC 28803
Please note that the seminar is in a new location this year.
Please register by Wednesday, April 30, 2025.
Summary
Jennifer McEwen will begin the seminar discussing all aspects of planned giving. She will delve into the current state of income tax, estate and gift tax and generation-skipping tax laws in our country and potential changes to the current tax laws, attractive assets to use in planned giving, planned giving techniques, and special considerations such as valuation risks and reporting requirements. This discussion will be both technical and practical with an eye towards the broad application of the laws that impact planned giving and their impact on clients’ overall estate plans.
After a brief break, Kemp Mosley's presentation will focus on estate planning strategies and procedures to discourage future estate, trust, and guardianship litigation. A wide range of fiduciary litigation topics will be covered, including: children born out-of-wedlock, second and successive marriages, adult and minor guardianships, elective share disputes, premarital and postmarital agreements, beneficiary designations, living probate procedures, and trust modifications. He will review the substantive law governing each set of issues and offer both technical advice and practical suggestions for estate planners, also reviewing a number of suggested planning forms.
Meet the Speakers
Jennifer J. McEwen, J.D., Maynard Nexsen PC
Jennifer is a corporate lawyer who focuses her practice on business planning, estate & trust planning, general counsel services, and tax planning. Her clients include closely-held businesses and their owners, as well as high-net-worth individuals and families. Jennifer facilitates planning strategies with her clients by counseling them on risk management and asset protection, succession and exit planning, and wealth preservation. She also assists clients with business formations and choice of entity issues. Jennifer also has experience managing strategic business transactions for her clients, including mergers and acquisitions.
Jennifer works closely with her clients to ensure that their estate and business plans mesh seamlessly and to help them realize their goals. Her exceptional skills have been recognized by Chambers and Partners and by Best Lawyers in America© in the area of Trusts & Estates.
Jennifer is a member of Maynard Nexsen’s Board of Directors and is actively involved in the Firm’s Recruiting and Women’s Initiative committees. She serves as co-chair of Women Inspiring Success and Empowerment (“WISE”), an external program series led by Maynard Nexsen’s Women’s Initiative. Jennifer holds an LL.M. in taxation from New York University and received her J.D., magna cum laude, from the University of Alabama School of Law. She received her B.A. from Wake Forest University.
M. Kemp Mosley, J.D., Narron Wenzel, P.A.
As a Fellow in the American College of Trust and Estate Counsel (ACTEC), Kemp Mosley’s practice is focused in the areas of estate and trust administration and fiduciary litigation. He is a frequent publisher and presenter on estate and fiduciary litigation issues. Kemp is a member of the Executive Committee for the Estate Planning and Fiduciary Law Section of the North Carolina Bar Association, having previously served multi-year terms as both Vice-Chair and Chair of the Section’s Legislative Committee.
Kemp is an avid outdoorsman and sports fan (Hotty Toddy!). He enjoys spending as much time as possible with his wife, who happens to be his high school sweetheart, and their two young children.
Continuing Education Credits Information
Continuing Education credit is available for the following.
NC State Bar, Board of Continuing Legal Education (CLE)
- Approved for 3.0 hours CLE (General). Sponsor ID #1003 ; Course #1759386
Certified Financial Planner Board of Standards (CFP)
- Approved for 3.5 hours. Sponsor ID #3367; Program ID: 335182
NC Department of Insurance (11 NCAC 06A.0809) (ICEC)
- Approved for 3.0 hours NC Insurance. Provider # S16187 Course ID: 221223
Certified Trust and Financial Advisor (CTFA)
- ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. Planning Giving & Planning Ahead to Avoid the Fight – Tools and Tips to Avoid Fiduciary Litigation has been approved for 3.5 credits. This statement is not an endorsement of this program or its sponsor.
CFRE International (CFRE)
- Full participation in Planning Giving & Planning Ahead to Avoid the Fight – Tools and Tips to Avoid Fiduciary Litigation 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)
- 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 Our Sponsors
Sponsorships from professional firms enable us to keep attendee costs reasonable while providing dynamic speakers, comfortable venue, refreshments, and three hours of continuing education credit.
Beacon Pointe Advisors | Begley Law Firm, P.A. | Black & Associates, LLC | Boys Arnold Wealth Management | Colton Groome Financial | DMJPS PLLC | First Citizens Bank | The Forest Law Group | Forvis Mazars | Garlock & McKinney, P.C. | Gilreath Shealy Law, PLLC | Gould Killian CPA Group, P.A. / Altamont Capital Management, L.L.C. | HomeTrust Bank | Kenneth Youngblood, Attorney | McGuire, Wood & Bissette, P.A. | Prager Metis CPAs | Roberts & Stevens, P.A. | The Van Winkle Law Firm | Ward and Smith, P.A.
The seminar offers continuing education credit and opportunities to connect with your peers and stay informed. We appreciate your support.
Thank you attendees!
Browse Photos from Our 2024 Professional Seminar
Thank you to everyone who attended and supported our 2024 Professional Seminar.
