Chicago Estate Planning Council

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.

2013 Award Recipient - Susan T. Bart 

Susan T. Bart is a partner in the Private Clients, Trusts & Estates Group of the Chicago office of Sidley Austin LLP. In June 2013, Susan was named "Best in Wealth Management" at the Euromoney Legal Media Group's Second Annual Americas Women in Business Law Awards. Susan has been recognized by Chambers USA - America's Leading Lawyers for Business (2013) (fourth consecutive year). Susan was named the Best Lawyers' 2011 Chicago Trusts and Estates Lawyer of the Year. She is named in the 2013 edition of The Best Lawyers in America in the area of Trusts and Estates, was named by Leading Lawyers Magazine in 2012 as one of the top ten women attorneys in Illinois in Trust, Will & Estate Planning, one of the top ten women Consumer Lawyers in Illinois, and one of the top 100 women attorneys in Illinois in all areas of practice. She was selected by Worth magazine as one of the Nation's Top 100 attorneys (2008-2009 issue) (second consecutive year). She is a Fellow and Regent of The American College of Trust and Estate Counsel (ACTEC), former State Chair for Illinois and a former editor of the ACTEC Journal. She authored the book Education Planning and Gifts to Minors (Illinois Institute for Continuing Legal Education ("IICLE"), revised 2009), coauthored the award-winning book Illinois Estate Planning Forms and Commentary (IICLE, 2nd edition, 2005), and has written numerous articles. Susan received the 2012 Addis Hull Award for her contributions to IICLE's mission and efforts to provide superior legal education to the legal community. Susan writes a column for MorningstarAdvisor.com on their website entitled "529 Advisor." She is also a member of the Board of Trustees, Chair of the Academic Affairs Committee, and a member of the Executive Committee of Roosevelt University, Chicago, Illinois. Ms. Bart earned a Juris Doctor degree, magna cum laude (Order of the Coif), in 1985 from the University of Michigan Law School where she was Articles Editor of the Michigan Law Review. 

2012 AWARD RECIPIENT - LOUIS S. HARRISON

Louis S. Harrison is a principal in the law firm of Harrison, Held, Carroll & Wall LLP.  Mr. Harrison has a J.D. from Duke University School of Law with honors, a B.A. in math from Colgate University magna cum laude, and an M.B.A. in finance from University of Chicago, with honors. He has been an adjunct Professor of Law at Northwestern University, Kent College of Law, and DePaul College of Law. He is a Regent in The American College of Trust and Estate Counsel (and former Illinois state chair). His focus is on the behavioral aspects of implementing estate planning and planning techniques, and the quantitative aspects of advanced tax planning.

PREVIOUS AWARD RECIPIENTS

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