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.

 

2017 Award Recipient - Thomas W. Abendroth

Thomas W. Abendroth is a partner in the Chicago law firm of Schiff Hardin LLP and practice group leader of the firm's Private Clients, Trusts and Estates Group.  He concentrates his practice in the fields of estate planning, federal taxation, and business succession planning.  Tom is a 1984 graduate of Northwestern University School of Law, and received his undergraduate degree from Ripon College, where he currently serves on the Board of Trustees.  He has co-authored a two-volume treatise entitled Illinois Estate Planning, Will Drafting and Estate Administration, and a chapter on sophisticated value-shifting techniques in the book, Estate and Personal Financial Planning.  He is co-editor of Estate Planning Strategies After Estate Tax Reform: Insights and Analysis (CCH 2001).  Tom has contributed numerous articles to industry publications, and previously served on the Editorial Advisory Board for ABA Trusts & Investments Magazine.  He is a member of Duke University Estate Planning Council.  Tom is a frequent speaker on tax and estate planning topics at banks and professional organizations.  In addition, he is a co-presenter of a monthly teleconference series on estate planning issues presented by the American Bankers Association.  Tom has taught at the American Bankers Association National Graduate Trust School since 1990.  He is a Fellow of the American College of Trust and Estate Counsel. 

2016 Award Recipient - Anne-Marie Rhodes

Anne-Marie Rhodes is a Professor of Law at Loyola University Chicago School of Law.  She is an Academic Fellow and Regent of the American College of Trust and Estate Counsel.  She serves as Of Counsel to the Chicago office of Reed Smith LLP.  She is a member of  CEPC’s Diversity and Inclusion  Committee and has served on its Programming Committee.   At Loyola, her courses include Estates & Trusts, Estate and Gift Tax, Estate Planning, Federal Income Tax, and Art Law.  Professor Rhodes is the author of two case books, Art Law & Transactions (Carolina Academic Press 2011) and the forthcoming Fundamentals of the Federal Estate, Gift, and Generation-Skipping Taxes (West 2017).  She writes and speaks on topics in estate planning and in art law, domestically and abroad.  At Loyola, Professor Rhodes co-founded the summer program in Rome and spearheaded the law school’s affiliation with Universidad Alberto Hurtado in Santiago, Chile.  Professor Rhodes is a graduate of Harvard Law School.  In 2015, the Loyola graduating class elected her Professor of the Year, and the Harvard Law Society of Illinois named her a Role Model.

 

 

PREVIOUS AWARD RECIPIENTS

2015 David A. Handler

2014 Eileen B. Trost

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