GREENVILLE ESTATE PLANNING COUNCIL

Panel discussion regarding the sunsetting of the TCJA and the potential impacts of the election winner on Tax Policy and Estate Planning.

Jennifer Goode National Director, Institute for Trust and Estate Planning, Bernstein and Eido Walny, Founder/Managing Attorney, The Walny Law Group

Thomas J. Pauloski, J.D., Senior National Director, Trust and Estate Planning, Bernstein

Peter W. Fleming, III, Managing Director, Client Relationship Manager, Winged Keel Group and Dana G. Fitzsimons, Jr., Managing Director, Senior Fiduciary Counsel, Bessemer Trust

Chadwicke L. Groover - Greenville County Probate Judge

Sam Donaldson, Georgia State University College of Law, & Clinton Wallace, JD UofSC School of Law

Brad Blandin, VP of Planned Giving, Bon Secours Mercy Health Fdn and Mike Gatchell, Abundance Capital

Todd Miles, CFP, John Hancock; Robert Nobles Chief Investment Officer Synovus Trust Company, N.A. Calvin “Cal” Evans, Jr. Director Credit Market Intelligence Synovus Trust Company, N.A.

Kristin Vaughn - Hindman Auctions & Appraisals

Linda Grant-Smith, EA, CFP®, CPWA® BAIRD and Jay Darby III, Esq.

Shelby Perry and Mazan Rumthao - Bradshaw, Gordon, and Clinkscales

Timothy M. Steffen, CPA/PFS, CFP, CPWA Director of Tax Planning Robert W. Baird & Company & Jamie L. Mendelsohn, EVP, Ashar group

Stacy Schurter, CLU Wealth Insurance Consultant, Synovus

Featuring Clary Redd, Stinson LLP with Robert Nobles & Cal Evans, Synovus

Doug O'Neal and Verne McGough from Merline and Meacham

Tom Pauloski from Bernstein

Judge Debora Faulkner

Thomas R. Anderson, J.D., CFP

Ramsay H. Slugg, Brett Bluestein, Jim Carlisle, Austen R. Hawkey, Paul G. Trippe (Bank of America)

Please note: This meeting has been canceled

PETER W. FLEMING III

Shawn Flanagan and Dwayne Green

Stephen A. Baxley and Dana G. Fitzsimons Jr. of Bessemer Trust

Thomas A. Martin CFA, Senior Vice President at GLOBALT Investments

Donald O. Jansen

Judge Caroline Horlbeck

Stephanie Loomis-Price

Panel Discussion

Ramsay Slugg

Robert Kirkland