Event Calendar

October 23, 2019 Workshop - Estate Planning for the Modern Family
Kim Kamin, Gresham Partners; Steven Kriz, Levenfeld Pearlstein; Stacy Singer, The Northern Trust Company
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
October 29, 2019 CEPC New Member Meet and Greet Meeting
November 5, 2019
NATIONAL EVENT:
56th Annual NAEPC
Advanced Estate Planning Strategies Conference
November 5 - 8, 2019 - Las Vegas, Nevada
November 6, 2019 Workshop: Planning for the Modern Family Office – What, When, Why, How
Jeanette Suarez Hunter, McDermott Will & Emery; Joseph Karczewski, Andersen Tax, Anita M. Sarafa, JP Morgan Chase Bank
November 13, 2019 The Next Generation Illinois Trust Code
Susan Bart, Schiff Hardin LLP
December 11, 2019
NATIONAL EVENT:
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 8, 2020
NATIONAL EVENT:
NAEPC Webinar: Reverse Mortgages
Don Graves, RICP®, CLTC®, CSA
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
January 29, 2020
NATIONAL EVENT:
NAEPC Webinar: Complimentary Sponsored Webinar: Life Settlement Legal and Ethical Responsibility
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
February 12, 2020
NATIONAL EVENT:
NAEPC Webinar: Basis Step-Up Strategies in Light of Portability and Tax Law Changes
Steven B. Gorin, JD, CPA, AEP®
February 20, 2020 2019 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes
Ryan Walsh, Hamilton Thies & Lorch LLP
March 11, 2020
NATIONAL EVENT:
NAEPC Webinar: Charitable Giving and Tax Planning Strategies in the TCJA Era
Patrick J. Saccogna, JD, LL.M. (taxation), CPA*, AEP®
March 12, 2020 Pre-transaction Planning for Family Businesses
David Handler, Kirkland & Ellis LLP
April 8, 2020
NATIONAL EVENT:
NAEPC Webinar: The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process
Steven S. Zeiger, CEBS, TEP
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 13, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
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
NATIONAL EVENT:
NAEPC Webinar: Planning Team Revenue Opportunities Generated by New Tax Law
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
June 10, 2020 Ethics Tips in a Changing World
Lorraine Cavataio, Sandberg Phoenix & Von Gontard P.C.
June 30, 2020 2019-2020 Sponsorship
July 8, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 12, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
Vincent M. D’Addona, CLU®, ChFC®, RICP®, RFC, CExP™, MSFS, AEP® (Distinguished)
September 9, 2020
NATIONAL EVENT:
NAEPC Webinar: Zen and the Art of Trust Modification
Susan T. Bart, JD
October 14, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 9, 2020
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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