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.

2015 Award Recipient - David A. Handler

David A. Handler heads the Trusts and Estates Practice Group of Kirkland & Ellis LLP.  Mr. Handler is a fellow of the American College of Trust and Estate Counsel (ACTEC), and a member of the NAEPC Estate Planning Hall of Fame as an Accredited Estate Planner (Distinguished), the Chicago Estate Planning Council, and the professional advisory committees of several non-profit organizations.  He is the author of numerous articles in estate planning and taxation journals, and writes the monthly “tax update” column for Trusts & Estates Magazine.  He is one of only 16 U.S. lawyers (as of 2015) ranked in “Band 1” by Chambers USA in the Wealth Management category, is listed in The Best Lawyers in America©, (Trusts and Estates) and its 2016 Trusts and Estates “Chicago Lawyer of the Year”.  Mr. Handler is a co-author of an e-book on estate planning, The Complete Estate Planning Sourcebook (published by Wolters Kluwer).  He is regularly interviewed for trade and news periodicals, and is a frequent lecturer at professional education seminars.  Mr. Handler is a graduate of Northwestern University School of Law and received a B.S. Degree in Finance with highest honors from the University of Illinois College of Commerce.

2014 Award Recipient - Eileen B. Trost

Eileen Trost is a Partner in the Chicago law firm of Freeborn & Peters.  She concentrates her practice in Estate Planning, Trust and Estate Administration and related income tax issues.  She has extensive experience in all aspects of estate, gift, generation-skipping and income tax planning and reporting for trusts and estates.  Highly regarded for her experience in advising corporate fiduciaries and high-net worth clients, Eileen has earned a reputation for her skill in tax and retirement planning, and for her success in contested matters before the IRS and in the Courts.  She has handled matters related to estate and income taxation of distributions from retirement plans, the use of disclaimers for post-mortem tax planning, estate planning for international clients and sophisticated estate plan drafting. 

She is an elected member of the Academy of Trust and Estates Counsel (ACTEC), the International Academy of Estate and Trust Law and the Society of Trust and Estate Practitioners, and has been named a Leading Lawyer and a Super Lawyer every year since 2005.   Her articles have appeared in a number of leading publications, including Estate Planning, the Michigan Probate and Estate Planning Journal, Trust and Estates, Family Advocate and The Compleat Lawyer. She has lectured extensively on topics related to sophisticated estate planning techniques for numerous professional organizations, including the American Bar Association, the Illinois Institute for Continuing Legal Education, the Chicago Bar Association, the Illinois CPA Foundation, the Estate Planning Councils of Chicago, DuPage County, Eastern Illinois, Western Michigan and Central Arizona, the State Bar of Arizona, the Notre Dame Tax and Estate Planning Institute, ACTEC, and the American Banker's Association Graduate Trust School.  A graduate of Shimer College and the School of Law of the University of Minnesota, she was a long-time board member and past president of the CEPC.  

 

PREVIOUS AWARD RECIPIENTS

2013 Susan T. Bart

2012 LOUIS S. HARRISON

2011 RICHARD M. HORWOOD

2010 WILLIAM C. WEINSHEIMER

2009 LANNY D. LEVIN

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