Council Information
SPONSORSHIP OPPORTUNITIES
2011 ANNUAL MEMBER APPRECIATION EVENT/CO-SPONSORSHIP
The 2010 Annual Member Appreciation Event was held at the Museum of Science & Industry. CEPC members and their guests were invited to a private viewing of both the "Science Storms" and "You The Experience" exhibits and a cocktail reception. Special thannks to our 2010 Event Sponsors U.S. Trust and the Museum of Science & Industry.
The sponsoring firm(s) will be included as a sponsor or co-sponsor on all promotional material. This includes printed material, emails and website posting. In addition, firms will be included on signage at the event, and the sponsor or co-sponsors have an opportunity to have promotional materials on hand to distribute to the membership. Also included as a full-page black and white advertisement in our CEPC Membership Directory and posting of your logo and website address on the Patron's page of the CEPC Website.
Co-sponsorship of the Annual Member Appreciation Event varies, ranging between $3,500 - $5,000 per sponsor or $10,500 for a single sponsor.
2011 - 2012 LUNCHEON SPONSORSHIP
Your firm’s name is included as a sponsor on all promotional material for the monthly luncheon that you agree to sponsor. This includes printed material and website posting. In addition, we have sponsor signage at the luncheon, the sponsor is announced at the luncheon, and the sponsor representative is seated at and introduced from the headtable at the luncheon. The sponsor also may distribute promotional materials at the sponsored luncheon. Also included is a full-page black and white advertisement in our CEPC Membership Directory and posting of your logo and website address on the Patron's Page of the CEPC Website.
Luncheon sponsorship is $2,200.
2011 ANNUAL OUTING SPONSORSHIP
Your firm’s name is included as a sponsor on all promotional material. This includes all printed material and website posting. Your company is included on the sponsor signage and in the program, which is distributed to all attendees at this event. Also, your logo and website address will be posted to the Patron's Page on the CEPC Website. Sponsorship opportunities are available at a variety of levels.
The 2010 Annual Outing will be held at The Highland Park Country Club in Highland Park, IL on Wednesday, September 1st. In case of rain, the event will be rescheduled to Wednesday, September 22nd.
Sponsorship opportunities are still available for this event.
CRITERIA FOR MEMBERSHIP
Regular Member applicants are required to have a minimum of 5 years of experience in estate planning (i) as a lawyer, certified public accountant, chartered life underwriter, chartered financial consultant, certified financial planner or (ii) as a director, officer, manager or its equivalent of a business or organization performing estate planning in connection with (A) trust and estate administration, (B) wealth management, (C) planned giving, (D) valuation services.
Associate Member applicants must have a minimum of 2 years of experience in estate planning and meet the same general qualifications as a regular member. Years of experience are measured from the date the applicant meets the genereal qualifications, and not necessarily from the date a professional designation is received. Associate members do not have voting rights.
2010 - 2011 DUES AND MEETING CHARGES
The cost of Regular Annual Membership Dues is $150; Associate Annual Membership Dues are $75.
Luncheon fees are $40 for CEPC members and $55 for non-members. Late luncheon fees and on-site registration fees are $45 for members and $60 for non-members.
Season Tickets may be purchased at the beginning of the fiscal year (July 1). The cost of a Season Ticket is $320, and allows you to attend nine (9) luncheon programs for the price of eight (8) programs. Season Tickets are non-transferable.
MEMBERSHIP DIRECTORY ADVERTISING
Your firm is given a full-page (8 1/2 x 11), black & white advertisement, in the annual CEPC Membership Directory. Your firm's logo and website address will also appear on the Patron's Page of the CEPC's Website.
We also have quarter-page (4 x 5) ads. This directory is mailed to the over 700 current CEPC members.
A full page ad is $750.00
A quarter page ad is $250.00
The deadline for submitting ads for the 2011 Membership Directory is December 15, 2010.
CURRENT - 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.
PAST LUNCHEON TOPICS & SPEAKERS
—Archived Events By Year
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
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