Wells Fargo

CEPC Members Only - Virtual Roundtable Sessions: Administration of Unusual Assets

Date: Thursday, February 23, 2023
Time: 12:00pm - 1:15pm
Location: Zoom Virtual Meeting
Speaker: David Handler, Kirkland & Ellis; Adam Novak, Driehaus Enterprise Management Inc; Steve Todd, Northern Trust

Breakout Sessions:
1.  SOLD OUT - Closely--held businesses- David Handler, Kirkland & Ellis (SOLD OUT)

             Presentation - discuss issues related to transferring interests in closely held entities during life, and at                         death.These will include methods of transfer, control issues, valuation issues, liquidity and transfer restrictions.

2. Tangible Personal Property - Adam Novak, Orlehaus Enterprise Management Inc

              Presentation - discuss tangible personal property planning considerations for clients who have remarried or                  intending to cohabitate with a partner, common charitable planning issues that arise with tangible personal                    property, and tax and estate administration considerations that overtimes are overlooked in a plan.

3. Commercial Real Estate - Steve Todd, The Northern Trust Company

               Presentation - discuss succession planning and estate planning considerations for real estate investments.                 The topics to be discussed will range from control of investments, to Fiduciary considerations for illiquid                          investments, to liquidity planning for estate expenses and retaining important assets for future generations.

How the Roundtable Sessions work: Designed for more experienced practitioners, the Roundtable
Sessions wiU feature three experts. each presenting on one of three advanced but related trust and estate
Benefits: Participants have the opportunity to meet and dive deeper into specialized issues with leading
practitioners in the field. Instead of a basic introduction to a complex issue that might otherwise receive more
superficial coverage in a large group session, the Roundtable Sessions are designed to offer small group
conversation and targeted education at an intermediate to advanced level, specifically for CEPC members.
Format: During the Roundtabfe Sessions, the speakers will introduce the topic, as well as common issues
and unique considerations relating to the topic. Rather than a formal lecture, however, the balance of the
Roundtable session will be a facilitated conversation between the speaker and participants, allowing
participants to ask questions, discuss variations. and consider nuances relating to the topic.

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