Council Information

See 2015-16 Sponsorship/Advertising Opportunties.

JOB LISTINGS

  • Estate Planning Attorney

    Established estate planning firm is seeking an attorney with 5+ years of estate planning experience.  Experience in the preparation of estate, trust and individual tax returns also preferred.  Candidates must have strong academic credentials and demonstrate exceptional drafting skills. Please submit cover letter and resume. 

    Interested candidates should respond to peter@peterlatzlaw.com

    Posted 11/26/2013

  • Financial Planner
    U.S. Bank - Private Client Reserve
    Contact: erica.vlasak@usbank.com, 612-303-9905
    Posted 10/18/13
     
  • VP-Finanical Advisor
    Quinlan Associates
    Posted 10/23/13
     
  • Personal Trust Relationship Manager
    U.S. Bank - Private Client Reserve
    Contact: erica.vlasak@usbank.com, 612-303-9905
    Posted 10/23/13

PAST LUNCHEON TOPICS & SPEAKERS

—Archived Events By Year

2014-2015 CEPC LUNCHEON PROGRAMS

DATE

TOPIC

SPEAKER

September 11

Unlocking the Mysteries of the Illinois Estate Tax

Eileen B. Trost, Freeborn & Peters, LLP

2014 Austin Fleming Award Recipient

October 16

 

Panel Discussion

Modern Philanthropy:  Planning, Giving and Governance

 

Moderator:  Jason Baxendale, The Chicago Community Trust

Denise Chan, University of Chicago

Norah Jones, Quarles & Brady

Jim Raaf, WTAS

October 29

Webinar: FATCA

 

Scott A. Bowman, Associate, Proskauer

 

November 12

Putting It All Together – Some of the Best Planning Strategies We See in the New Frontier that Reduce Both Income Taxes and Estate Taxes ©

Stacy Eastland, Goldman Sachs

November 18

Young Members Program:

Insurance 101

Lanny D. Levin, Lanny D. Levin Agency, Inc.

December 10

What Fiduciaries and Their Advisors Need to Know about the New 3.8% Net Investment Tax under IRC §1411

Richard L. Dees, McDermott Will & Emery, LLP

January 21

Basics Course: Basics of Drafting Estate Planning Instruments

Kim Kamin, Gresham Partners;

Erica Lord, The Northern Trust Company

Christine Quigley, Holland & Knight

Eileen Trost, Freeborn & Peters, LLP

January 22

A Panel Discussion:

Philanthropy and Social Impact Investing – Fiduciary, Legal and Practical Considerations of Aligning Investments with Social Impact

Moderator:  Marguerite Griffin, The Northern Trust Company;

Jason Baron, U.S. Trust

Laura-Min Proctor, J.P. Morgan Private Bank

Jeffrey Zaluda, Horwood Marcus & Berk Chtd.

January 28

Basics Course: Basics of Preparing and Understanding Tax Returns

Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP;

Emily Kuo, Harrison & Held LLP;

David Lutrey, Lesser, Lutrey  McGlynn, LLP;

Tina Milligan, CTC MYCFO;

Audrey Young, McGladrey, LLC

February 4

Basics Course: Putting It All Together: Case Studies on Integrating the planning and the Reporting

Jeffrey Bergman, Schiff Hardin LLP

Michael Calahan, Plante Moran

Janet Montgomery, Daluga, Boland & Montgomery, LLC

February 19

2014 Recent Developments

Robert E. Hamilton

Hamilton Thies & Lorch LLP

March 18

What Every Planner Needs to Know About Bankruptcy

Lauren Detzel, Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A

April 23

Social Security Benefits and All Its Permutations

Deborah J. Tedford

Tedford Law Firm, P.C.

 

May 21

Choosing and Educating Trustees

Stacy Singer, The Northern Trust Company

June 11

 

Ethics: Representing Clients with Diminishing Capacity: What to Know and How to Bridge the Gap

Robert Fleming, Fleming & Curti, P.L.C.

2013-2014 CEPC LUNCHEON PROGRAMS

DATE

TOPIC

SPEAKER

July 16

Webinar: After DOMA: How Recent SCOTUS Decisions Affect Estate Planning for Same-Sex Couples

Ray Prather, PratherEbner LLP

August 15

Webinar: Income and Estate Tax Considerations Under the Affordable Care Act

Robert S. Keebler and Stephen J. Bigge,

Keebler and Associates, LLP

Green Bay, Wisconsin

September 11

Decanting: Refining a Vintage Trust

Susan T. Bart, Sidley Austin LLP

2013 Austin Fleming Award Recipient

October 11

 

Ethics for Estate Planners: Not a Boring Parade Through the Rules

Jeffrey N. Pennell, Emory Law School

Atlanta, Georgia

 

November 7

8:30 a.m. – Noon

Baker Tilly

Basic Estate Planning Course – I

Basics of Preparing and Understanding Tax Returns

 

Overview of the IL Trust and Trustees Act – David Lutrey, ATTY, Lesser, Lutrey & McGlynn, LLP

Estate, Gift and General Skipping Transfer Act – Emily Kuo, Harrison & Held LLP and

Audrey Young, McGladrey, LLC

Fiduciary Income Taxes and Tax Accounting for Trusts and Estates – Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP and

Tina Milligan, Baker Tilly

November 13

The New Uniform Premarital and Marital Agreements Act

Carlyn S. McCaffrey,

McDermott Will & Emery LLP

New York, New York

November 14

8:30 a.m. – Noon

Freeborn & Peters LLP

Basic Estate Planning Course – II

Basics of Drafting Estate Planning Instruments

 

Anatomy of a Standard A/B Estate Plan – Basic Estate Planning Documents (Wills, Revocable Living Trusts, and Powers of Attorney);– Kim Kamin, Schiff Hardin LLP;

Svetlana Bekman and Reetu Pepoff, 

The Northern Trust Company

December 17

Life Insurance Traps for the Unwary

Laurence E. Herman,, JD, CPA, CLU. ChFC Herman Agency, Inc.

January 22

Planning for Families of Modest Wealth / Non-Taxable Estates

Jason S. Ornduff, Harrison & Held, LLP

 

February 20

2013 Recent Developments

Robert E. Hamilton, Hamilton Thies & Lorch

March 19

How Much is Enough – or Too Much? Beneficiaries’ Rights to Information

Stacy E. Singer, Northern Trust Company

Benjamin N. Feder, Strauss & Malk LLP  

April 23

Ethics: Surviving the Ethical Challenges Posed by Transfers Among Family Members

Charles D. Fox IV, McGuireWoods LLP

Charlottesville, VA

May 21

Panel Discussion:

Dynasty vs. Non-Dynasty Trusts Pros & Cons

Carol A. Harrington,

McDermott, Will & Emery LLP

Louis S. Harrison, Harrison & Held, LLP

Benetta P. Jenson, J.P. Morgan Private Bank

June 11

Community Property Issues for Practitioners in Separate Property States

Mark A. Shiller

Godfrey Kahn S.C., Milwaukee, Wisconsin

 

2012-2013 CEPC LUNCHEON PROGRAMS

DATE

TOPIC

SPEAKER

SPONSOR

September 14

Ethics -

Rational Planning Strategies for an Irrational Populace

Louis S. Harrison

Harrison, Held, Carroll & Wall

2012 Austin Fleming Award Recipient

Altair Advisers

October 24

 

Getting Family Business Owners Off the Dime: How to Get Them Started on Estate and Succession Planning

Eric A. Manterfield

Krieg DeVault LLP

 

 

Stout Risius Ross

November 1

11:30 a.m. –

1:00 p.m.

Webinar –

IL Directed Trust and

Decanting Legislation

Benetta Jenson, J.P. Morgan Private Bank

Rebecca Wallenfelsz,

         Chapman and Cutler LLP

Lyman Welch, Sidley Austin LLP

The Private Client Reserve of U.S. Bank

November 14

Ethics –

Am I Being Frivolous? What is Reasonable? Ethics and practice standards in advising families and fiduciaries on tax matters

Suzanne Shier

The Northern Trust Company

The Northern Trust Company

December 18

The Use of Defined Value and Formula Allocation Clauses

John Porter

Baker Botts L.L.P.

Harris Private Bank

January 22

State Income Taxation of Trusts – Fifty-0ne Different Stories and a Few Surprise Endings

Christine Albright

Holland & Knight

MB Financial Bank

January 31

Webinar: American Taxpayer Relief Act of 2012

Suzanne Shier, The Northern Trust Company

 

February 5

Young Members Workshop:

“Let The Fighting Not Begin – Working with Co-Advisors”

Elliott M. Friedman
    Friedman & Huey Associates, LLP ;

Amy Kane

    JPMorgan

Prather Ebner LLP

 

February 14

2012 Recent Developments

Robert E. Hamilton

Hamilton Thies & Lorch LLP

JPMorgan

March 20

The Future of the Estate Planning Profession

Ron Aucutt

McGuireWoods LLP

The Chicago Trust Company

April 4

Member Networking Event at Leslie Hindman Auctioneers

 

Leslie Hindman Auctioneers

April 18

Panel Discussion –

Practical Aspects of Charitable Planning and Administration

Moderator:

Howard M. McCue III,  McCue, LLC

Panelists:

Therese Harris, Attorney General’s Office

Mary Lee Turk, Levin Schreder & Carey

Janice Rodgers, Quarles & Brady

 

U.S. Trust, Bank of America Private Wealth Management

May 16

Planning In Light of New Biology and Assisted Conception

Wendy Goffe

Stoel Rives LLP

PNC Bank

June 27

Member Evening Event

Members and their guests are invited to attend

Cocktail Reception and Performance “The Second City Guide to the Opera,”

a collaboration between Lyric Opera of Chicago and The Second City.

BNY Mellon Wealth Management

2011-2012 CEPC LUNCHEON PROGRAM SCHEDULE

DATE

TOPIC

SPEAKER

SPONSOR

September 22

The Art of Non-Cash Charitable Giving

Richard M. Horwood, Horwood Marcus & Berk Chartered

 

2011 Austin Fleming Award Recipient

U.S. Trust, Bank of America Private Wealth Management

October 7

11:30 a.m. –

1:00 p.m.

Webinar: Estate Planning for 2011 and Beyond Under the Tax Relief Act of 2010 in Light of Extreme Instability in the Transfer Tax System

Steven Ackers

 

 

October 13

7:30 – 9:30 a.m.

Young Members Workshop:

Civil Unions

Ray Prather, J.D., CPA

Prather Ebner LLP

 

Prather Ebner LLP

October 18

Powers of Attorney: Protections, Pitfalls and Practical Applications

Jason Ornduff, Thompson Coburn LLC

The Northern Trust Company

November 17

IRA Distributions and Rollovers –Integrating Estate Planning and Income Tax Planning
 

Christopher Hoyt, Professor of Law
Univ. of Missouri (Kansas City) School of Law

The Chicago Trust Company, A Wintrust Wealth Management Company

December 15

Seven Things the Trusted Advisor Should Know Before a Client Gets a Divorce

Meighan Harmon, Schiller DuCanto & Fleck LLP

Bessemer Trust

January 19

International Estate Planning – It’s a Small World After All

Charles F. Schultz, Director

Private Wealth and Tax Advisory Services

RSM McGladrey

PNC Bank, NA

February 15

2011 Recent Developments

Robert E. Hamilton, ATTY

Hamilton Thies & Lorch LLP

MB Financial Bank, N.A.

February 21

Portability: Temporary Relief from a Loss of Exclusion

Thomas Abendroth, ATTY

Schiff Hardin

 

March 29

Robbing Momma Blind: Emerging Issues in Elder Financial Abuse, Offensive and Defensive Guardianship Litigation, Abuses of Power of Attorney, and the Pre-death Will Contest-Ethics

Dana G. Fitzsimons, Jr.

McGuireWoods LLP

Altair Advisers LLC

April 19

The Affluent Meeting Reality in These Uncertain Times

Susan L. Hirshman, President

SHE LTD

BMO Harris Bank N.A.

May 24

Estate Tax Controversies – A Panel Discussion

Moderator: Fred Weber, Northern Trust Company

Carol Harrington, McDermott, Will & Emery LLP

Judge Laro

Dan Van Vleet, Stout Risius Ross, Inc.

 

Stout Risius Ross, Inc.

June 28

Member Evening Event

5:30 – 8:00 p.m.

Fulton’s on the River

‘Casino Night’

BNY Mellon Wealth Management

August 30

2012 Annual Outing

Highland Park Country Club

Highland Park, IL

 

SEPTEMBER 2010 - MAY 2011 LUNCHEON PROGRAMS

"HEALTHCARE REFORM - AN OVERVIEW OF THE BASICS, PROCESS AND IMPLICATIONS FOR EMPLOYERS, EMPLOYEES, HEALTH PLANS AND THE REST OF US"
Randy Fenninger, Holland & Knight

"TEN THINGS NOT TO MISS IN CHARITABLE PLANNING"

Betsy Brill, Straegic Philanthropy, Ltd. and

Kirk Hoopingarner, Wildman, harrold, Allen & Dixon

WEBINAR: "HOW TO HANDLE ESTATES OF DECEDENTS WHO DIE IN 2010"

Panel Discussion: Moderator, Stacy Singer, The Northern Trust Company; Fred Weber, JPMorgan Chase Bank and Domingo Such, McDermott, Will & Emery

"MENDING WAYWARD WEALTH TRANSFER STRATEGIES"

John Bergner, Winstead PC

"THE ROLE OF LIFE INSURANCE IN BUSINESS SUCCESSION PLANNING"

Charles Ratner, Ernst & Young LLP

"IS A TRUST REALLY A TRUST ANYMORE"

Panel Discussion: Moderator Lauren Wolven, Horwood Marcus & Berk Chtd.; Jim Marion, U.S. Trust, Hugh Magill, The Northern Trust Company; and Susan Bart, Sidley Austin, LLP

"2010 RECENT DEVELOPMENTS"

Robert E. Hamilton, Hamilton Thies & Lorch LLP

"THE TECHNIQUES AND TROUBLES OF GIVING AWAY THE FAMILY HOME"

David Handler, Kirkland & Ellis

"THANKS BUT NO THANKS - DISCLAIMING ASSETS, INTERSTS AND POWERS"

Ann B. Burns, Gray Plant Mooty

"FIDUCIARY LITIGATION AND MALPRACTICE ISSUES"

Jeffrey Zaluda, Horwood Marcus & Berk Chtd.

September 2009 - May 2010

"WHAT LIFE (INSURANCE) IS REALLY ALL ABOUT"

AUSTIN FLEMING AWARD RECIPIENT

LANNY D. LEVIN, LANNY D. LEVIN AGENCY

"SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT  THERE (THAT ALSO HAVE THE MERIT OF PLAYING HAVOC WITH CERTAIN CONVENTIONAL WISDOM)"

Stacy Eastland, Goldman Sachs

"WHAT EXECUTORS AND TRUSTEES WISH YOU KNEW ABOUT ESTATE SETTLEMENTS"

Stacy Singer, The Northern Trust Company

"THE NEW VIRTUAL REPRESENTATION STATUTES"

Susan Bart, Sidley & Austin

"FAMILY BUSINESS/FAMILY DYNAMICS"

John Ward, The Family Office Consulting Group, Inc.

"2009 RECENT DEVELOPMENTS"

Robert Hamilton, Hamilton Thies Lorch & Hagnell LLP

"BEST PRACTICES AND ETHICAL ISSUES FOR PLANNERS"

Charles Redd, Sonnenschein, Nath & Rosenthal, LLP

"PROTECTING YOUR IDENTITY"

Jason Anderson and Kathy Kuehl, Lowry Hill

"DELAWARE TRUSTS AND DECANTING TRUSTS"

Thomas R. Pulsifer

September 2008 - May 2009

"WHY I HATE IRA'S AND WHY YOU SHOULD TOO"

AUSTIN FLEMING AWARD RECIPIENT

Elliott M. Friedman, Friedman & Huey Associates, LLP

 "PREMIUM FINANCING AND LIFE SETTLEMENTS...THE GOOD, THE BAD AND THE REALLY UGLY"

Howard Sharfman, Schwartz Benefit Services, Inc.

 "ASSET PROTECTION PLANNING FROM A-Z: 26 THINGS TO THINK ABOUT BEFORE JUMPING IN"

Jeffrey A. Zaluda, Horwood Marcus Berk Chtd.

 "PLANNING FOR THE ELDERLY"

Thomas W. Abendroth, Schiff Hardin LLP

 "CURRENT VALUATION COMPLEXITIES, CONUNDRUMS, CONFUSION AND COURT CASES"

Craige L. Stout, Stout Risius Ross

 "2008 RECENT DEVELOPMENTS: SELECTED FEDERAL AND ILLINOIS CASES ANDD RULINGS"

Robert E. Hamilton, Hamilton Thies Lorch & Hagnell, LLP

 "RECENT (OR PROPOSED) ESTATE AND INCOME TAX LEGISLATIVE DEVELOPMENTS AFFECTING WEALTHY CLIENTS"

Dennis I. Belcher, McGuireWoods LLP

 "ESTATE PLANNING FOR THE UNMARRIED COUPLE"

Wendy Goffe, Graham & Dunn PC

 "EXERCISING DISCRETION AND MANAGING INTERGENERATIONAL CONFLICTS"

Susan Porter, U.S. Trust, Bank of America Private Wealth Management

 SEPTEMBER 2007-MAY 2008 LUNCHEON PROGRAMS

“PREPARING TO SELL YOUR BUSINESS”

AUSTIN FLEMING AWARD RECIPIENT

Robert I. Ury, ATTY, Arnstein & Lehr LLP

 “UNDERSTANDING ALTERNATIVE INVESTMENTS: FACT, FICTION, AND

FANTASY”

Steven Weinstein, Altair Advisers

 “ESTATE PLANNING FOR PERSONS WITH LESS THAN $5 MILLION"

Jonathan Blattmachr, Milbank, Tweed, Hadley & McCloy LLP

 “ACTIVE MANAGEMENT OF LIFE INSURANCE: MAINTAINING A DEFENSIBLE PORTFOLIO”

Allan Goldstein, The Insurance Design Center, LLC

 “EDUCATING FAMILY ON INVESTMENT/VALUES/MONEY”

Scott Clemons, Brown Brothers Harriman & Company

 “2007 RECENT DEVELOPMENTS”

Robert Hamilton, Hamilton Thies Lorch & Hagnell LLP

 “2009 ILLINOIS PLANNING”

Susan Bart, Sidley Austin, LLP

 “ETHICAL CONFLICTS/PROFESSIONAL RESPONSIBILITIES”

Jim Carey, Levin & Schreder, Ltd.

 “I’VE JUST CREATED A FOUNDATION—NOW WHAT?” -– GUIDING YOUR CLIENTS THROUGH PRIVATE (FAMILY) FOUNDATION ADMINISTRATION"

Marguerite Griffin, The Northern Trust Company

SEPTEMBER 2006 - MAY 2007 LUNCHEON PROGRAMS

“ESTATE PLANNING TO AVOID CONTESTED ESTATES: AN OUNCE OF PREVENTION”

A Panel Discussion with Moderator Anita Sarafa, JPMorgan Private Bank;

Kerry Peck, Peck Bloom Austriaco & Mitchell LLC

David Baker, McDermott Will & Emery LLP

John T. Brooks, Foley & Lardner LLP

Susan Drewke, Winston & Strawn

 “PLANNING FOR STATE DEATH TAXES”

Skip Fox, McGuire Woods LLP

 “CREDITOR’S RIGHTS IN ESTATES AND NON-PROBATE ASSETS”

Richard Campbell, Mayer Brown Rowe & Mawr

 “DESIGNING THE ULTIMATE TRUSTEE”

Wally Head, The PrivateBank and Trust Company

 “WHEN TO USE GRATS, INSTALLMENT SALES, ETC.”

Richard A. Lang, McDermott Will & Emery LLP

“RECENT DEVELOPMENTS”

Robert Hamilton, Hamilton Thies Lorch & Hagnell LLP

 “STRATEGIC STRUCTURES FOR FAMILIES: PRIVATE TRUST COMPANIES & FAMILY OFFICES”

Sara Hamilton, Founder & CEO, Family Office Exchange LLC

John P.C. Duncan, Attorney, Duncan Associates Attorneys and Counselors P.C.

 “IRA’S PAYABLE TO TRUSTS AND ROTH IRA CONVERSIONS”

Robert S. Keebler, Virchow, Krause & Company, LLP

 “PLANNING FOR ESTATE LIQUIDITY”

A Panel Discussion with Moderator Eileen Trost, Bell, Boyd & Lloyd LLC

Jordan Berger, Schwartz Benefit Services, Inc.

Lanny Levin, Lanny D. Levin Agency, Inc.

Beth Rodriguez, JPMorgan Private Bank

SEPTEMBER 2005 - MAY 2006

“MODERN TRUST DESIGN: HOW TO DETERMINE AND ACHIEVE THE GRANTOR'S PURPOSE"

Lyman Welch, Sidley Austin Brown & Wood LLP

 "THE NEW ESTATE TAX: DO WE HAVE IT YET AND WHAT HAPPENS WHEN WE DO?

Thomas Abendroth, Schiff Hardin, LLP,

 "THE POWER OF GRANTOR TRUSTS"

David Handler, Kirkland & Ellis

 'FLP PLANNING IN LIGHT OF THE IRS'S CONTINUING ATTACKS UNDER SECTION 2036"

Stephen R. Akers, Bessemer Trust Company, N.A.

 'NON-QUALIFIED DEFERRED COMPENSATION PLANS"

Albert L. Grasso, Chuhak & Tecson,

 'RECENT DEVELOPMENTS"

Robert Hamilton, Hamilton, Thies, Lorch & Hagnell, LLP

 'FINANCED LIFE INSURANCE/LIFE SETTLEMENTS/GUARANTEED DEATH BENEFITS"

A Panel Discussion - David B arkhausen, Moderator

 "CROSS BORDER INVESTMENT AND ESTATE PLANNING OR WHAT TO TELL THE  CLIENT WHO BELIEVES 'THE WORLD IS FLAT' AND WANTS TO INVEST OUTSIDE HIS/HER COUNTRY"

H. Randolph Williams, Williams & Baerson LLC

 "ESTATE PLANNING AND THE BANKRUPTCY REFORM ACT OF 2005"

Pia Thomson, Sonnenschein, Nath & Rosenthal LLP