CIBC

CEPC Members Only - 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. Closely--held businesses- David Handler, Kirkland & Ellis
2. Tangible Personal Property - Adam Novak, Orlehaus Enterprise Management Inc
3. Commercial Real Estate - Steve Todd, The Northern Trust Company

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
topics.
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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