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DTSTART:20270128T180000Z
DTEND:20270128T193000Z
LOCATION:University Club of Chicago, 76 East Monroe Street | 9th Floor Cathedral Room, Chicago, IL 60603
UID:2978820270128T180000ZLUNCHEON: Beyond the Blackout Window: Executive Compensation and the Estate Plan
DTSTAMP:20261014T140043Z
DESCRIPTION:\n11:30 a.m. – 12:00 p.m. – Networking Session\n\n12:00 p.m. – 12:30 p.m. – Lunch/Remarks\n\n12:30 – 1:30 p.m. - Presentation\n\nMenu Options:\nChicken Breast Scallopini with Ginger Teriyaki (R)Quinoa Bowl (V, NF, GF)Sweet Potatoes, Brussels Sprouts, Shiitake, Lemon Vinaigrette \nSponsored by:\n\nThis presentation will help example why executive estate planning is a different discipline:\nWealth is often concentrated in a single, illiquid, publicly-scrutinized asset; employer equity.Transfer decisions are constrained by securities law, plan documents, and corporate policy - not just the tax code.Timing is frequently outside of the client's control (blackout windows, vesting schedules, lock-ups, deal timelines).The estate planner is one of the several gatekeepers - general counsel, comp committee, compliance, and the client's financial advisor all have a vote.\nIt is not just public company executives any longer... Additional Issues around private stock.\n\n \n\nTo receive CE credit/certificate, please fill out the survey at the end of the program.\n\nPhoto/Video/Audio Release:\n\nPhotographs and videos of attendees are taken at CEPC programs. By registering for a CEPC program, you are giving CEPC permission to take your photograph or video/audio and use it with or without your knowledge and permission on CEPC promotional material including but not limited to our social media, publications, and our website.\n\n \n
SUMMARY:LUNCHEON: Beyond the Blackout Window: Executive Compensation and the Estate Plan - Chicago Estate Planning Council 
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