WAKE COUNTY ESTATE PLANNING COUNCIL, INC.

November 17, 2026

Federal Economic Outlook: Planning Through Uncertainty

Joshua Caron, VP of Government Relations, M Financial Group

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February 23, 2027

Gift Tax Unwrapped: Updates, Forms & Pitfalls

Laura Hinson, CPA, Managing Director -- Deloitte Tax LLP - Raleigh

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March 23, 2027

Business Transition Panel: Practical & Legal Aspects of Business Succession Planning

James R. Jolley, Smith Anderson & Additional Panelists TBD

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May 18, 2027

Estate Planning At Historically High Exemptions: A Panel Discussion

Elizabeth Arias, Christopher Hewitt & Additional Panelists TBD

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