(April 2025) The Community Foundation of Western North Carolina (CFWNC) presents its 33rd Annual Professional Seminar featuring two attorneys, Jennifer McEwen and Kemp Mosley, who specialize in estate and trust administration and planning. The event will take place on May 6 at the Hilton Asheville Biltmore Park.
Registration, breakfast and networking begins at 8 a.m.; the seminar takes place from 9 a.m. to 12:15 p.m. Register online at www.cfwnc.org; cost is $110 per person. Three hours of continuing education credit are available. Attendees should register by April 30.
Jennifer McEwen is a corporate lawyer who focuses her practice on business planning, estate & trust planning, general counsel services, and tax planning. 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. She 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.
After a brief break, Kemp Mosley, a Fellow in the American College of Trust and Estate Counsel (ACTEC) with a practice specializing in estate and trust administration and fiduciary litigation, will address 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.
CFWNC works with families, businesses and nonprofits to strengthen communities through the creation of charitable funds and strategic grantmaking. A permanent charitable resource, the Foundation manages over 1,300 funds and has facilitated more than $387 million in philanthropy since its founding in 1978. Learn more at www.cfwnc.org.