Applied for a 2-hour course: NC CIE, CPE, CFP, and CLE

730 am Breakfast Served
745 am Announcements
800 am Presentation
1000 am CE Ends

Abstract:  This comprehensive 2-hour panel discussion led by Attorneys Susan Hunt, Julia Walker and Kaitlin O’Reilly will delve into common estate planning mistakes, the importance of proper beneficiary designations, and strategies to create robust estate plans. Participants will gain valuable insights into aligning beneficiary designations with overall estate planning goals, understanding tax implications, and coordinating with legal professionals. The course aims to equip financial advisors with the knowledge to guide clients through the complexities of estate planning, ensuring smooth wealth transfer and minimizing potential conflicts.

Speakers: 

Susan Hunt, Estate Planning Attorney, Senior Partner and Founder of Susan Hunt Law

Sue Hunt has been practicing law for over 25 years, helping families enhance their lives today and secure their futures tomorrow. Sue Hunt is a strategist who loves puzzles and people. She enjoys using this uncommon combination to analyze the many threads of your life, and to listen to your goals and priorities for the future. Then Sue guides you through the often confusing maze of financial and legal decisions to create plans that best protect you and your family and accomplishes your family goals.

“I know firsthand what happens when a family has no planning in place and bad plans in place, and I know what happens when the right planning is in place. We are always looking out for you—and our goal is to protect you like we’d protect our families and ourselves. I don’t mean that as a cliché. We are proactive, thoughtful, and thorough when we examine all the possible risks you face. Negating those risks puts a smile on our clients’ faces and ours.”

Her considerable legal expertise includes family protection, wealth preservation, elder law, and values-based planning, as well as planning strategies for unmarried couples, same sex couples, blended families, and divorced individuals. Whether you are married or single, with a traditional family or blended one, just starting out or looking back on a life well-lived, Sue will help you craft a plan that achieves your goals for your loved ones today and for years to come.

Julia Walker, Estate Planning Attorney 

Julia is a planner. She is very good at thinking through the logistics of how a plan will come together and is strategic in working to bring that plan to life. These qualities come to light as she guides families in strategic ways to provide for and protect their loved ones.

“Family means so much to me. My family loves getting together when we can, and we always end up reminiscing over funny stories and memories. I cherish those get-togethers. Working here, I hope to help people realize Estate Planning does not have to be a solemn matter but rather it can be something celebrated. With a proper estate plan, we can make it easier on our loved ones to be able to look back on the good memories when it is our time of passing rather than leave them feeling stressed about how to manage our affairs when we have moved on.”

Growing up in the wild and wonderful state of West Virginia, Julia enjoys spending her free time hiking, appreciating the beauty of nature, and being in the fresh air. She was raised by an engineer and dentist, whose traits of critical thinking and precision have passed on to her and become qualities that flow into her work.

Julia earned her Bachelor of Arts degree in Strategic and Organizational Communication Studies from West Virginia University in 2016. She then moved to Greensboro, North Carolina to attend Elon University School of Law where she earned her Juris Doctor degree in 2018. She fell in love with the big city amenities but small-town feel that Greensboro has to offer. Julia likes to stay involved in the community she now calls home and is a synerG council member as well as a member of the Piedmont Business Leaders, Greensboro Bar Association, Greensboro Junior Chamber of Commerce (“Jaycees”), Greensboro chapter of the Society of Financial Service Professionals, North Carolina State Bar, and North Carolina Bar Association.

Kaitlin O'Reilly, Estate Administration Attorney

Kaitlin brings her vibrant energy and passion for law to our estate administration team. As a Greensboro native, Kaitlin has deep roots in the community and a heartfelt commitment to helping families navigate the complexities of estate administration with empathy and precision.

Kaitlin applies her keen analytical skills and compassionate approach to help clients manage and settle estates efficiently and equitably. She is dedicated to making the process as smooth and stress-free as possible, ensuring every client feels heard and supported.

Kaitlin pursued her Juris Doctor degree at Elon University School of Law, where she engaged with Wills for Heroes, the Innocence Project, and served on the board of the Family Law Society, advocating for domestic violence awareness.

Outside of the office, Kaitlin is an avid reader and enjoys exploring local coffee shops, cycling, and learning chess. She also has a soft spot for her pet bunny, who keeps her company during her quieter moments, adding a touch of warmth and joy to her busy life.

Kaitlin's approachable demeanor and unwavering dedication to her clients make her a standout addition to our team. She's here to ensure your estate administration needs are met with the utmost empathy, care, and professionalism.