Jim Purnell serves as a presenter at this year’s Trust Advisors Institute at Campbell University!

Hosted by Campbell’s Lundy-Fetterman School of Business, the Trust Advisors Institute brings together trust and wealth management professionals from across the country to learn, collaborate, and stay informed on critical legal and financial issues.

Jim, one of our firm’s respected shareholders, was honored to share his knowledge on the complex topic of how estates and trusts are taxed under federal law. His session covered key points such as:

✅ When inherited property is taxable (and when it is not)
✅ How income is divided between a trust or estate and its beneficiaries
✅ What types of assets are excluded from taxation
✅ Why proper asset titling and trust funding matters

As a firm, we are passionate about making the law understandable and accessible—because protecting your future starts with knowing your rights.

Thank you to Campbell University for hosting such a meaningful event, and congratulations to Jim for representing our firm so well!