The Chicago Community Trust

Event Calendar

July 15, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary: Beyond the Documents: Navigating Family Dynamics that Shape the Plan
Arden O'Connor & Diana Clark, JD
August 19, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Administering Trusts and Estate Planning Transactions: Reviewing Lessons from Cases and Practical Steps to Consider
Thomas A.Tietz, JD
August 24, 2026 2026 Annual Outing Sponsorship
N/A
August 24, 2026 2026 Annual Outing
September 23, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar sponsored by Lastshelf: The Inside Scoop on the P&C Insurance Market
Michelle Hirsch, CAPI and Dave Logan
September 24, 2026 Austin Fleming Distinguished Service Award - Topic TBD
Austin Fleming Award Recipient
October 21, 2026 LUNCHEON: Donor Advised Funds: Strategies, Pitfalls & the Pledge Enforcement Question
TBD
October 21, 2026
NATIONAL EVENT:
NAEPC Estate Planners Forum
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished), Lawrence J. Rybka, JD, CFP®, AEP® (Distinguished), Jamie P. Hopkins, JD, MBA, LL.M., CLU®, ChFC®, CFP®, RICP®, and Natalia K. Gentry, JD
November 11, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: Veteran's Benefits
Susan L. Chalgian
November 12, 2026 BREAKFAST: Trusts Under Pressure: Protecting Irrevocable Trusts in Divorce Litigation
Erica Shaw, JP Morgan, & Liz Garlovsky, Holland & Knight
December 9, 2026 VIRTUAL: Private Placement Life Insurance: Tax-Efficient Wealth Transfer & Investment Access
Howard Sharfman, NFP
December 9, 2026
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar: From Woodstock to TikTok: Understanding and Bridging Generational Divides
Whitney Webb
January 28, 2027 LUNCHEON: Estate & Compensation Planning for Corporate Executives
Kate Kennedy, Cerity Partners
February 24, 2027 LUNCHEON: Year in Review: Key Developments in Estate, Tax & Trust Law
David Handler, Kirkland
March 25, 2027 BREAKFAST: Succession & Exit Planning for Closely Held Businesses
Rob Romanoff, Levenfeld Pearlstein, & Joe Medina, EY
April 28, 2027 LUNCHEON: Income Tax Mitigation Through Creative Trust Structures (INGs, QSBS & More)
Benetta Park, Bessemer Trust, & Carl Fiore, Andersen
May 3, 2027
NATIONAL EVENT:
NAEPC Estate Planners Forum
May 19, 2027 LUNCHEON: Partnering with Corporate Fiduciaries: A Drafter's Guide to Better Trust Documents
Kathy Van Eewen, JP Morgan, & Jessica Birnbaum, ArentFox Schiff
June 16, 2027 VIRTUAL: Trust Formula Clauses: Marital & Credit Shelter Funding Mechanics
Susan Bart, ArentFox Schiff
June 30, 2027 2026-2027 Sponsorships
May 8, 2028
NATIONAL EVENT:
NAEPC Estate Planners Forum
View Past Events