Category Archives: events


Jun 2019

Avoiding State Income Tax with Discretionary Trusts

Discretionary trusts just received another endorsement. Last Friday The Nine, otherwise known as the United States Supreme Court, gave discretionary trusts a big boost with the Court’s ruling in North Carolina Dept. of Revenue vs. Kimberly Rice Kaestner 1992 Family Trust (“Kaestner”).  In Kaestner, the Court, in a unanimous decision, held a state, in this case, North Carolina, could not tax a trust’s beneficiary on…

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Apr 2019

Hagan Barrett Partner Presents Grantor Retained Annuity Trust Webinar

– Scott K. Tippett, a partner with Hagan Barrett PLLC, has been tapped to present “Grantor Retained Annuity Trust (GRAT) Strategies to Minimize Transfer Tax” during a live 110-minute webinar sponsored by Strafford, a leading legal and financial career development resource,  on June 18, 2019, from 1 to 2:50 pm EDT. Tippett, whose practice focuses on wealth management law and business and real estate issues…

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Aug 2018

Hagan Barrett Partner Presents Trusts Seminar

Scott K. Tippett, a partner with Hagan Barrett, PLLC, has been tapped to present “Asset Protection Trusts: Domestic and Offshore” as part of a two-day seminar, “Trusts: The Ultimate Guide,” offered by the National Business Institute as continuing legal education for professionals on November 15 at the Hilton Durham in Durham, NC. Tippett, whose practice focuses on wealth management law and business and real estate…

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Sep 2014

Are You Sure Your Background Check Process is Legally Compliant?

Beth Langley is the Featured Speaker for The HR Group on Wednesday, October 1, 2014 from 8:00 a.m. – 9:30 a.m. Beth will help participants understand how to be compliant in their use of background checking.  Topics will include: Explanation of impact of EEOC Guidance on the use of criminal background checks and what it means to you as an employer The growth in Class…

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Sep 2014

Beth Langley Speaking for GMA on September 23

Beth Langley is the Featured Speaker for the Guilford Merchants Association “Teach Me Tuesdays” Business Management Series, on Tuesday, September 23, 8 – 9:30 am. She is speaking on: Top HR Legal Traps. Almost daily, you read of a new regulation or agency ruling that changes the landscape of human resources. Evan an employee handbook can be a minefield for liability. Whether you have a small…

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Sep 2008

Hagan Davis Serves as Principal Sponsor of Capital Connects!

One of PTEN’s (Piedmont Triad Entrepreneurial Network) signature programs is its annual Capital Connects! Breakfast Event. Over 110 companies have participated since 2004 and those companies have raised over $33 million in outside equity directly and indirectly from the event. The Capital Connects! Event provides high-impact, high-growth companies from across the Piedmont region the opportunity to raise capital by presenting their companies to: Local accredited…

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