Council Information
See: 2020 - 2021 Advertising/Sponsor Opportunities
2020 - 2021 Luncheon Program Schedule
Past Program, Webinar and Workshop Topics and Speakers
—Archived Events By Year
2019 - 2020 CEPC LUNCHEON PROGRAMS SCHEDULE
|
DATE |
TOPIC |
SPEAKER |
Sponsor |
|
September 18 |
Austin Fleming Award Recipient Trends and Changes in the Estate Planning Arena in the Past (and What We Can Learn from Them for the Present and the Future) |
Christine L. Albright, Holland & Knight LLP
2019 Austin Fleming Distinguished Service Award Recipient |
BMO Wealth Management |
|
October 24
|
Choose Your Own Adventure: A Comparison of Private Foundations, Public Charities, and Other Giving Vehicles |
Jason Baxendale, The Chicago Community Trust Clare G. Golla, Bernstein Private Wealth Management Neil T. Kawashima, McDermott Will & Emery LLP Moderator: Marguerite H. Griffin, The Northern Trust Company |
Altair Advisers |
|
November 13 |
The Next Generation Illinois Trust Code |
Susan T. Bart, Schiff Hardin LLP |
CIBC |
|
December 12 |
Qualified Opportunity Zones: What Estate Planners Need to Know |
N. Todd Angkatavanich, Ernst & Young Benetta Park Jenson, J.P. Morgan Private Bank |
Stout |
|
January 22 |
Do As I Say, Not As I Write: Perspectives on Drafting, Administration and Beyond |
Thomas W. Abendroth, Schiff Hardin LLP Ray J. Koenig III Clark Hill PLC Stacy E. Singer, The Northern Trust Company |
The Northern Trust Company |
|
February 20 |
2019 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes |
Ryan A. Walsh, Hamilton Thies & Lorch LLP
|
Business Valuation Group, Inc. |
|
March 12 |
Pre-transaction Planning for Family Businesses |
David A. Handler, Kirkland & Ellis LLP
|
J.P. Morgan Private Bank |
|
April 23 |
How Irrevocable is Irrevocable? Ways To Modify Irrevocable Trusts Under Illinois Law |
Rebecca Wallenfelsz, Chapman and Cutler LLP |
Fifth Third Private Bank |
|
May 14 |
Insurance Trusts After Tax Reform-What to Do with Old Ones, and How to Draft New Ones |
Lawrence Brody, Bryan Cave Leighton Paisner LLP
|
Wintrust Wealth Management: The Chicago Trust Company |
|
June 10 |
Ethics Tips in a Changing World |
Lorraine Cavataio, Sandberg Phoenix
|
Herman Agency |
2018 - 2019 CEPC LUNCHEON PROGRAMS SCHEDULE
|
DATE |
TOPIC |
SPEAKER |
SPONSOR |
|
September 25, 2018 |
Choice of Entity in Light of 2017 Tax Law Changes |
Steve Gorin, Thompson Coburn LLP |
Northern Trust Company |
|
October 18
|
Charitable Giving for Entrepreneurs after TCJA
|
Brian Whitlock Brian T. Whitlock, P.C. 2018 Austin Fleming Award Recipient |
MB Wealth Management |
|
November 2 |
Workshop: Basics of Charitable Planning |
Pat Bitterman, Quarles & Brady |
Quarles & Brady |
|
November 7 |
Workshop: Supplemental Needs Planning |
Larry Rivkin, Rivkin & Rivkin |
Mesirow Financial |
|
November 7 |
Webinar: Uniform Powers of Appointment Act |
Susan Snyder and Kathleen Eggers Buchar, The Northern Trust Company |
|
|
November 14 |
Dealing w/Basis Planning and Income Taxation (and other higher lifetime exemption planning) |
Jim Raaf, Andersen Tax LLC |
Stout |
|
November 15 |
Basics Course: Part 1 Introduction to Estate Planning |
Eileen Trost, Freeborn & Peters; Janet Montgomery, Daluga Boland & Montgomery |
Freeborn & Peters
Taft Stettinius & Hollister |
|
December 13 |
Tax and Estate Planning for Crypto Assets |
Andrew “Drew” Hinkes, Athena Blockchain |
Altair Advisers |
|
January 9, 2019 |
Basics Course – Part 2 Overview of Estate, Gift and Generation-Skipping Transfer Tax |
Christine Quigley, Schiff Hardin; Steve Bonneau, The Northern Trust Company |
Schiff Hardin
|
|
January 23 |
Basics Course – Part 3 Fidicuiary Responsibility and Income Tax Matters |
Susan Bart, Schiff Hardin; Michelle Huhnke, SFG&H Paige Goepfert, Andersen Tax |
Andersen Tax |
|
January 24, 2019 |
Ethics: Estate Planning for Aging Population |
Ben Neiburger, Generation Law Ltd Martha Kern, LifeCare Innovations |
CIBC Private Wealth Management |
|
January 30 |
Basics Course – Part 4 Drafting Estate Planning Documents |
Erica Lord and Reetu Pepoff, Northern Trust; Natalie Perry, Rathje Woodward LLC
|
Northern Trust
JNJ & Associates |
|
February 6 |
Basics Course – Part 5 Putting It All Together: Case Studies on Estate Planning and Reporting |
Jeffrey Bergman, Charles Schwab Bank; Rebecca Solomon, Plante Moran |
BMO Wealth Management
Plante Moran
|
|
February 21 |
2018 Recent Developments: Selected Federal and Illinois Statutes, Rulings and Cases |
Ryan Walsh, Hamilton Thies & Lorch LLP |
BMO Wealth Management |
|
March 13 |
Changing Residency from IL for Business Owners, Executives, and Retirees |
Tim Halleron and Mary Kay Martire, McDermott Will & Emery |
Herman Agency, Inc. |
|
April 18 |
Ethics: The ABC and E(thics) of LGBTQ |
Lauren Wolven, Levenfeld Pearlstein, LLC |
J.P. Morgan Private Bank |
|
April 23 |
Workshop: Planning for Younger Generations |
Claudia Sangster Emily Rustemeyer The Northern Trust Company |
The Northern Trust Company |
|
April 25 |
Networking Breakfast |
Members are encouraged to invite a non-member(s) who is in the industry and would be a potential candidate for membership. As you think about who to invite, keep in mind CEPC's goal of building a more diverse membership body, including racial, ethnic and gender diversity, and the next generation of estate planners. |
Plante Moran |
|
May (tbd) |
Workshop: Beyond the Fundamentals: Introduction to Trust Modification and Common Estate Tax Planning Techniques
|
Julie Pleshivoy, Taft Stettinius & Hollister Christine Quigley, Schiff Hardin |
|
|
May 16 |
State Law Pitfalls: Don’t Step In It When Your Client Steps Across State Lines |
Professor Gerry W. Beyer, Texas Tech University School of Law |
Wintrust Wealth Management |
|
June 12
|
FLP & LLC Planning Developments After Tax Reform
|
Louis Harrison Harrison & Held |
Business Valuation Group |
|
August 12 |
ANNUAL GOLF & TENNIS OUTING |
Ravinia Green Country Club Riverwoods, IL |
|
2017 - 2018 CEPC Luncheon Programs, Webinars and Workshop Schedule
|
DATE |
TOPIC |
SPEAKER |
SPONSOR |
|
September 20, 2017 |
Do Trusts Really Create Trust Fund Babies? |
Thomas W. Abendroth Schiff Hardin 2017 Austin Fleming Award Recipient |
MB Financial |
|
October 17
|
Changing Views of Philanthropy as We Face 'The Great Wealth Transfer"
|
Brian Whitlock; Brian T. Whitlock, P.C.; Kirk Hoopingarner, Quarles & Brady; Shawn Donnelley, Strategic Giving |
Business Valuation Group |
|
November 8, 2017 |
‘754 Does Not Mean 6 Minutes to 8’ |
Elliott Friedman, Friedman & Huey Assoc |
CIBC
|
|
November 9, 2017 |
Workshop: Estate Administration Fundamentals |
Julie Pleshivoy, Sugar Felsenthal Grais & Hammer; Raquel Porter, BMO Harris |
BMO Wealth Management |
|
November 14, 2017 |
Workshop: Trumping Uncertainty: A Comparative Study of GRATS, Installment Sales and Private Annuities in the Current Environment |
Tom Pauloski, Alliance Berstein’s Wealth Investment and Strategies Group |
Alliance Bernstein’s Wealth Investment and Strategies Group |
|
November 28, 2017 |
Networking Evening Event and Toy Drive |
LaRabida Children’s Hospital Recipient of Toy Drive |
Fidelity Charitable |
|
December 13, 2017 |
Estate and Income Tax Planning Considerations for IRA's and Qualified Plans: the IRA Provider’s View
|
Svetlana Bekman, The Northern Trust Company |
Altair Advisers |
|
January 10, 2018 |
Basics Course Part 1 – Drafting Estate Planning Instruments |
Eileen Trost, Freeborn & Peters; Erica Lord and Reetu Pepoff, The Northern Trusts |
Freeborn & Peters |
|
January 16, 2018 |
Ethics: Ethical Dilemmas for Estate and Business Planners in Representing Family Members |
Janet Rae Montgomery, Daluga, Boland & Montgomery, LLC |
The Herman Agency |
|
January 17, 2018 |
Basics Course Part 2 – Estate Gift and GST Tax |
Christine Quigley, Schiff Hardin; Steve Bonneau, The Northern Trust |
The Northern Trust |
|
January 30, 2018 |
Webinar: Tax and Wealth Planning 2018 – The Act for You |
Suzanne Shier, The Northern Trust |
|
|
January 31, 2018 |
Basics Course Part 3 – Fiduciary Responsibility and Trust Taxation |
Susan Bart, Schiff Hardin; Michelle Huhnke, Sugar Felsenthal Grais & Hammer; Tina Milligan, CTCmyCFO |
Andersen Tax |
|
February 7, 2018 |
Basics Course Part 4 – Putting It All Together – Case Studies on Integrating and Planning and the Reporting |
Jeffrey Bergman, Charles Schwab Bank; |
|
|
February 21, 2018 |
2017 Recent Developments: Selected Federal and Illinois Statutes, rulings and Cases |
Ryan Walsh, Hamilton Thies & Lorch LLP |
BMO Wealth Management |
|
February 27, 2018 |
Workshop: Results Driven Networking – Seven Simple Steps to Develop a Stronger Network |
Steve Fretzin, Author and Business Development Coach |
CTCmyCFO |
|
March 6, 2018 |
Workshop: Discretionary Distributions: Drafting and Administering Along the Fiduciary Continuum |
Holly Bailey, BMO Wealth Management; Erica Lord, The Northern Trust Company |
Barnes & Thornburg LLP |
|
March 22, 2018 |
Demystifying Divorce for Estate Planning and Probate Professionals |
Elizabeth Garlovsky, Robbins, Salomon & Patt; Carrie Harrington, Levenfeld & Pearlstein |
JP Morgan |
|
April 19, 2018 |
Ethics: Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting your Client’s Privacy and Personal Security |
John Bergner, Winstead PC; Brian Hill, Computer Forensic Services |
Stout |
|
May 16, 2018 |
Life Insurance as a Funding Vehicle for Multi-Generational Wealth Transfer and Gift/Valuation Issues |
Domingo Such, Perkins Coie, LLP; Rebecca Ryan, BNY Mellon Wealth Management |
WinTrust Wealth Management Company |
|
June 7, 2018
|
Tax and Estate Planning Considerations for Foreign Persons Owning US Assets and Vice Versa
|
Suzanne Shier, The Northern Trust Company; Andrew Stone, Kozusko Harris Duncan |
The Northern Trust Company |
2016-2017 LUNCHEON PROGRAMS
2016 - 2017 CEPC LUNCHEON PROGRAMS and EVENTS SCHEDULE
|
DATE |
TOPIC |
SPEAKER |
|
*September 21, 2016 |
Illinois Descent & Distribution: Timeless Principles or Time for a Change? |
Anne-Marie Rhodes, Professor, Loyola University Law School - 2016 Austin Fleming Award Recipient |
|
September 22 - Webinar 11:30 a.m. – 12:30 p.m. |
Webinar: The Proposed 2704 Regulations Limiting Valuation Discounts Are Finally Here! Now What? |
Richard Dees, McDermott Will & Emery |
|
*October 18, 2016 |
Disabled Persons: Planning For and Implementation of Special Needs Trusts and Guardianship |
Kristin Weaver, Northern Trust Ray Koenig, Clark Hill |
|
October 27 5– 6:30 Reception 7:00 Performance |
Member Evening Event |
Lyric Opera of Chicago/ The Second City Collaboration |
|
*November 8, 2016 |
Trust and Estate Administration With Family Business Interests: Advising Fiduciaries |
Christine Quigley and David Blickenstaff, Schiff Hardin, LLP |
|
*December 6, 2016 |
Intersection of Family Businesses & Estate Planning |
David Herzig, Professor, Valparaiso University Law School |
|
*January 19, 2017 |
Recent Income Tax Developments for Estate Planners |
Robert Romanoff Levenfeld Pearlstein, LLC |
|
*February 23, 2017 |
2016 Recent Developments: Selected Federal and Illinois Statutes, rulings and Cases |
Robert E. Hamilton Hamilton Thies & Lorch LLP |
|
*March 22, 2017 |
The Relevance of Probate In A Revocable Trust World |
John Brooks, Foley & Lardner Fred Weber, Northern Trust |
|
*April 20, 2017 |
Family Business and NxG Development |
Andrew Keyt, President of the Family Business Network North America and Clinical Professor of Family Business- Loyola University Chicago |
|
April 25, 2017 |
Fundamentals Workshop: Five Keys to Effective Time Management and Becominga Solid Networker |
Steve Fretzin, Author and Business Development Coach
|
|
April 27, 2017 |
Breakfast Networking Event |
|
|
*May 17, 2017 |
Anatomy of a Will Contest |
John Dadkis, Holland & Knight |
|
May 23, 2017 8:30 – 10:45 a.m. |
Fundamentals Workshop: Getting Comfortable With Life Insurance: Conceps, Products and Illustrations |
Steve Fretzin, Author and Business Development Coach |
|
*June 8, 2017
|
Ethics: Privilege - Differences for Attorneys and Accountants |
Terry Franklin, Sacks Glazier Franklin & Lodise, LLP; Daniel Cook, Director at Deloitte Tax LLP |
|
June 2017 |
Networking Evening Event |
More Information to Come |
|
June 2017 |
Fundamentals Workshop: GST |
Steve Bonneau, The Northern Trust Company |
|
August 31, 2017 |
CEPC Annual Golf & Tennis Outing – |
Highland Park Country Club, Highland Park, IL |
|
September 2017 |
Fundamentals Workshop: Administering Your First Estate |
Julie Pleshivoy, Sugar Felsenthal Grais & Hammer; and Raquel Porter, BMO Harris Bank |
|
November 2017 |
Fundamentals Workshop: Leveraged Wealth Strategies |
Tom Pauloski, Bernstein Alliance |
2015-2016 LUNCHEON PROGRAMS
2015 - 2016 CEPC LUNCHEON PROGRAM SCHEDULE
|
DATE |
TOPIC |
SPEAKER |
|
September 9, 2015 |
Preserving Wealth and Family Values: Reality Collides with Conventional Wisdom
|
David A. Handler, Kirkland & Ellis LLP 2015 Austin Fleming Award Recipient |
|
October 1, 2015 |
Webinar - Who’s Your Daddy/Mommy? The New Illinois Parentage Act: What Estate Planning Advisors Should Know |
Kim Kamin, Gresham Partners – Moderator Meighan Harmon, Schiller DuCanto & Fleck David Shayne, Holland & Knight |
|
October 21, 2015
|
Tax Considerations in Litigation
|
David Baker, McDermott Will & Emery |
|
November 10, 2015 |
Planning for Unusual Assets: Yachts, Planes, Marijuana, Guns |
Prof. Gerry Beyer Texas Tech University School of Law |
|
December 9, 2015 |
Tricks and Traps of Trust Loans to Beneficiaries |
Lauren J. Wolven, Levenfeld Pearlstein LLP Carrie Harrington, Levenfeld Pearlstein LLP |
|
January 20, 2016 |
Basics Course: Basics of Drafting Estate Planning Instruments |
Erica Lord, The Northern Trust Company Christine Quigley, Holland & Knight Eileen Trost, Freeborn & Peters, LLP |
|
January 21, 2016 |
Divided Trusteeship |
Todd Flubacher, Morris, Nichols, Arsht & Tunnell LLP |
|
January 27, 2016 |
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 3, 2016 |
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 18, 2016 |
2015 Recent Developments: Selected Federal and Illinois Statutes, rulings and Cases |
Robert E. Hamilton Hamilton Thies & Lorch LLP |
|
March 23, 2016 |
Dealing with Basis Issues |
Paul Lee, The Northern Trust Company |
|
April 21, 2016 |
Ethics: Ethical Considerations in Acting as An Executor or Trustee or Representing an Executor or Trustee: Do you Really Want To Do This? |
Charles D. (Skip) Fox, IV, McGuireWoods
|
|
May 18, 2016 |
A Panel Discussion: Reviewing Financial Documents |
Moderator: Tina Milligan CTC MyCFO Lanny Levin, Lanny D. Levin Agency, Inc. Aaron Stumpf, Stout Risius Ross, Inc. Brian Whitlock, Plante Moran |
|
June 9, 2016 |
Retirement Account ABCs |
Robert Keebler, Keebler & Associates |
|
June 23, 2016 |
Individual Retirement Accounts: Rules of the Road & Bumps Along the Way |
Svetlana Bekman, The Northern Trust Company |
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 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 |
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 &am
