About Us
The Chicago Estate Planning Council has been an outstanding source of information about estate planning developments, analysis and techniques for its members since 1938.
Council membership is carefully selected from Chicago area professionals, and is comprised of attorneys, certified financial planners, certified public accountants, chartered financial consultants, chartered life underwriters, and trust officers-all pooling their knowledge and technical expertise for the advancement of informed estate planning.
The principal objectives of the Council are:
To foster a better understanding of the proper relationship among estate planning specialists from different disciplines and to bring those specialists together in one association;
to further the education of members and the public in matters of estate planning;
to encourage the highest standards of professional and ethical conduct.
AUSTIN FLEMING AWARD
The Austin Fleming Award is presented annually to a person highly regarded by practicing estate planners for his or her expertise in the field, and who has made a significant contribution to the improvement of estate planning practices.
Austin Fleming was trust counsel at The Northern Trust. A tireless innovator in the trust and estate legislation and education area, he was a tremendous believer in continuing education. Fleming gave a tremendous amount to the estate planning community. When he retired, it was decided to pay tribute to him by creating this distinguished service award in his honor. “Mr. Fleming’s contribution to legal scholarship and the development of the law in trusts and estates serves as a goal to be reached by all who practice in this arena.”
Mr. Fleming’s contribution to legal scholarship and the development of the law started as far back as 1929 when he co-authored an article for the Michigan Law Review on whether a judgment concludes non-partners of whose interests the plaintiff had no notice. Mr. Fleming wrote articles on various legal topics beginning in the 1920s and continuing through the 1970s. He contributed much to legal understanding and development over a long period of time.
It is particularly interesting to note that some of the topics on which Mr. Fleming wrote, such as apportionment of estate taxes and the varying standards of prudence applicable to fiduciaries, are as alive and significant for us today as they were when the articles were written.
Mr. Fleming received his undergraduate degree from the University of Michigan and his JD in 1929. He served on the staff of the general counsel of the Office of Price Administration during World War II and joined The Northern Trust in 1945. While retiring from the bank’s legal department in 1974, he continued as Of Counsel until his untimely death on January 1, 1979.
2010 AWARD RECIPIENT--WILLIAM C. WEINSHEIMER
Mr. Weinsheimer specializes in estate planning and estate and trust law at Foley & Lardner LLP. He focuses on tax and succession planning for owners of closely held businesses, key executives and other wealthy individuals. He also advises clients regarding trust and estate administration, charitable planning and fiduciary litigation and related areas of taxation. Mr. Weinsheimer has authored and co-authored many articles; he is a frequent lecturer and speaker, and has been involved in a variety of community groups throughout his career. Among other honors, he was the recipient of the 2000 Thomas R. Leavens Award from Lawyers for the Creative Arts. He is a graduate of Northwestern University School of Law (J.D.) and the University of Notre Dame (B.B.A.), and has been listed as one of the Best Lawyers in America since 1987
2009 AWARD RECIPIENT--LANNY D. LEVIN, LANNY D. LEVIN AGENCY
A past President of the Chicago Estate Planning Council, Lanny Levin has been a featured speaker for the CEPC, Practicing Law Institute, Illinois CPA Society, Chicago Bar Association, Greater North Shore Estate Planning Council, DuPage County Estate Planning Council, the Society of Financial Service Professionals and many insurance groups. He has presented workshops at many Chicago law and accounting firms. He was recently honored as the 2009 Solomon Huebner Scholar by the Greater Chicago Chapter of the Society of Financial Service Professionals.
After graduating in Economics from Stanford in 1971, he joined The Guardian Life Insurance Company of America as an agent. Starting in 1978 he headed the Life Insurance Department for a major property-and-casualty insurance agency. In 1989 Lanny became a partner in The DAVIS-DANN ORGANIZATION (renamed DAVIS DANN LEVIN, LLC. in 1993), a Guardian general agency serving high net worth individuals and closely-held businesses. Following the retirement of his partners, he has been the owner of the LANNY D. LEVIN AGENCY, INC. since 1997.
PREVIOUS AWARD RECIPIENTS
2008 ELLIOTT M. FRIEDMAN
2007 ROBERT I. URY
2006 ROBERT E. HAMILTON
2005 LYMAN W. WELCH
2004 KAREN K. MACKAY
2003 DAVID B. HIRSCHEY
2002 JUDITH W. MCCUE
2001 CAROL A. HARRINGTON
2000 HOWARD M. MCCUE III
1999 DONALD M SCHINDEL
1998 DONALD A. GLASSBERG
1997 J. TIMOTHY RITCHIE
1996 DONALD R. DANN
1995 JOHN T. HAYES
1994 ARTHUR W. BROWN, JR.
1993 MORTON J. BARNARD
1992 HERBERT J. DAVIS
1991 MARSHALL ZISSMAN
1990 CLAIREEN L. HERTING
1989 WILLIAM R. SUTTER
1988 JAMES M. TRAPP
1987 ADDIS E. HULL, III
1986 BYRLE M. ABBIN
1985 HUGO J. MELVOIN
1984 FREDERICK H. STITT
1983 WALTER R. DAHL
1982 J. GORDON HENRY
1981 WILLIAM K. STEVENS
1980 MILLARD J. GRAUER
1979 HARRY I. GROSSMAN
1978 JAMES N. ZARTMAN
1977 DANIEL M. SCHUYLER
1976 STUART A. MONROE
1975 JAMES M. CORCORAN, JR.
1974 AUSTIN FLEMING
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