Event Calendar

September 5, 2019
NAEPC Webinar: The Melton Family Case: Climbing the Philanthropic Learning Curve, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® Designation
Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®, Tony Macklin, CAP®, Jennie Zioncheck, CAP®, MFT
September 10, 2019 CEPC Member Only Networking Evening Event
September 11, 2019
NAEPC Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
September 18, 2019 Austin Fleming Award Recipient: Trends and Changes in the Past Decades in Estate and Tax Planning and Related Litigation (and Why It Matters Today)
Christine Albright, Holland & Knight LLP
October 16, 2019
NAEPC Webinar: Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 24, 2019 Choose Your Own Adventure: A Comparison of Private Foundations, Public Charities, and Other Giving Vehicles
Jason Baxendale, The Chicago Community Trust; Clare Golla, Bernstein Private Wealth Management; Neil Kawashima, McDermott Will & Emery; Moderator: Marguerite Griffin, The Northern Trust Company
November 5, 2019
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 13, 2019 The Next Generation Illinois Trust Code
Susan Bart, Schiff Hardin LLP
December 11, 2019
NAEPC Webinar: Longevity
Cynthia L. Hutchins, CRPC, CIMA
December 12, 2019 Qualified Opportunity Zones: What Estate Planners Need to Know
Benetta Jenson, J.P. Morgan; Todd Angkatavanich, Ernst & Young
January 22, 2020 Do As I Say, Not As I Write: Perspectives on Drafting Administration and Beyond
Stacy Singer, The Northern Trust Company; Tom Abendroth, Schiff Hardin LLP; Ray Koenig, Clark Hill, PLC
February 20, 2020 2019 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes
Ryan Walsh, Hamilton Thies & Lorch LLP
March 12, 2020 Pre-transaction Planning for Family Businesses
David Handler, Kirkland & Ellis LLP
April 23, 2020 How Irrevocable is Irrevocable? A Look at Ways To Modify Irrevocable Trusts Under Illinois Law
Rebecca Wallenfelsz, Chapman and Cutler LLP
May 14, 2020 Insurance Trusts After Tax Reform-What to do with old ones, and How to Plan and Draft New Ones
Larry Brody, Bryan Cave Leighton Paisner LLP
June 10, 2020 Ethics Tips in a Changing World
Lorraine Cavataio, Sandberg Phoenix & Von Gontard P.C.
June 30, 2020 2019-2020 Sponsorship
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