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DTSTART:20230223T180000Z
DTEND:20230223T191500Z
LOCATION:Zoom Virtual Meeting
UID:2390820230223T180000ZCEPC Members Only - Virtual Roundtable Sessions: Administration of Unusual Assets
DTSTAMP:20260519T103208Z
DESCRIPTION:\nBreakout Sessions:\n 1.  SOLD OUT - Closely--held businesses- David Handler, Kirkland & Ellis (SOLD OUT)\n \n             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.\n \n\n 2. Tangible Personal Property - Adam Novak, Orlehaus Enterprise Management Inc\n \n              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.\n \n\n 3. Commercial Real Estate - Steve Todd, The Northern Trust Company\n \n               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.\n \nHow the Roundtable Sessions work: Designed for more experienced practitioners, the Roundtable\n Sessions wiU feature three experts. each presenting on one of three advanced but related trust and estate\n topics.\nBenefits: Participants have the opportunity to meet and dive deeper into specialized issues with leading\n practitioners in the field. Instead of a basic introduction to a complex issue that might otherwise receive more\n superficial coverage in a large group session, the Roundtable Sessions are designed to offer small group\n conversation and targeted education at an intermediate to advanced level, specifically for CEPC members.\nFormat: During the Roundtabfe Sessions, the speakers will introduce the topic, as well as common issues\n and unique considerations relating to the topic. Rather than a formal lecture, however, the balance of the\n Roundtable session will be a facilitated conversation between the speaker and participants, allowing\n participants to ask questions, discuss variations. and consider nuances relating to the topic.\n
SUMMARY:CEPC Members Only - Virtual Roundtable Sessions: Administration of Unusual Assets - Chicago Estate Planning Council 
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DESCRIPTION:Reminder
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