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Tuesday, October 13, 2026

Avoiding Scams & Frauds

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Durham Orange Estate Planning Council

DURHAM ORANGE ESTATE PLANNING COUNCIL

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Leadership

President

Bonnie O'Quinn, CFP®
Level Four Financial, LLC

Membership Chair

Adam J. Hopler, Attorney at Law
Hopler, Wilms, & Hanna, PLLC
919/244-2019
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Treasurer

Jeffrey O. Copeland, CPA
Nelson & Company, P.A.
919/490-8585
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Board Member

Nathan Byrd, CFP®, CFA
Hamilton Point Investment Advisors
919/636-3765
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Board Member

Katie Villegas, CFP®, CSRIC®
Root Financial Partners
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Administrator

Sharon Kay Lassiter, DOEPC Administrator
The Durham-Orange Estate Planning Council
919/868-0212
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UPCOMING EVENTS

October 13, 2026

Avoiding Scams & Frauds

Luke Perrin -- NCDOJ

See Event Details

November 10, 2026

Difficulty After Death: Using Family Settlement Agreements To Resolve Estate Disputes

Catherine Wilson, Assistant Professor of Public Law & Government

See Event Details

February 9, 2027

Re: Innovation & The Utilization of AI In Tax

April Walker

See Event Details

May 11, 2027

Lunch Meeting

TBA

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

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