The Chicago Community Trust

Past Events

June 30, 2025 CEPC Events Payments
June 30, 2025 2024 - 2025 Sponsorships
N/A
June 12, 2025 CEPC Member Volunteer Day
June 4, 2025 WEBINAR: Staying Out of the Estate and Gift Tax Return "Penalty Box"
Beth Kaufman, Lowenstein Sandler LLP, and Melissa Wiley, Kostelanetz LLP
May 29, 2025 Virtual Workshop: Planning with Powers of Appointment and Disclaimers
Shawn McCullough, Harrison, LLP
May 21, 2025 Over-Rated: How Surging Interest Rates and Slow Growth May Radically Change Wealth Transfer Planning
Tom Pauloski, Bernstein
May 1, 2025 Annual After-Tax Breakfast Networking Event
April 22, 2025 Virtual Workshop: Panel Discussion - Pre-Liquidity Planning for Business Owners
Christopher Brathwaite; Damien Martin, Adam Grais, Tadd Lindsay
April 17, 2025 Unlocking the Future: AI’s Impact on Professional Practices and Estate Planning
Suzy Brown Walsh, Harris Beach Murtha; Roland Trope, Trope and Schramm LLP; Tracy Potts, Legacy Law Group
April 17, 2025 CEPC New Members - Informal Meet and Greet Session
March 25, 2025 Virtual Workshop: Overview of Premarital and Postmarital Agreements: Divorce and Estate Planning Considerations
Andrea Muchin, ATTY, Schiller DuCanto & Fleck LLP
March 21, 2025 'Member Only' Third Fridays - Informal Virtual Networking
March 13, 2025 Legacy of Love: Planning for Spouses and Life Partners in the Modern Family
Kim Kamin, Gresham Partners, LLC
March 6, 2025 CEPC 'Member Only' In-Person Networking Trivia Event
February 28, 2025 'Member Only' Fourth Fridays - Informal Virtual Networking
February 19, 2025 2024 Estate Planning Developments: The Year in Review
David Handler, Kirkland & Ellis LLP
February 5, 2025 CEPC 2025 Fundamentals Course
January 24, 2025 'Member Only' Fourth Fridays - Informal Virtual Networking
January 22, 2025 Asset Protection Planning from A-Z
Jeffrey Zaluda, Kilpatrick Townsend & Stockton LLP
December 5, 2024 WEBINAR: Decoding Life Insurance: Advising Clients to Make Informed Decisions
Todd Steinberg, Loeb & Loeb LLP
December 4, 2024 CEPC Networking and Giving Drive Breakfast Event
November 22, 2024 'Member Only' Third Fridays - Informal Virtual Networking
November 13, 2024 Do the Math: The Mathematics of Estate Planning for IRAs After the SECURE Act
Bob Keebler, Keebler & Associates
October 25, 2024 'Member Only' Fourth Fridays - Informal Virtual Networking
October 23, 2024 CEPC Member Only Networking Event
October 16, 2024 Transforming Assets into Charitable Impact: Lessons Learned from Recent Complex Cases
Paul Caspersen, Charitable Solutions, LLC
October 2, 2024 CEPC New Member Meet and Greet Meeting
September 18, 2024 The What, When and How of Noncharitable Purpose Trusts
David A. Herpe, McDermott Will & Emery LLP
August 19, 2024 CEPC 2024 Outing - Sponsorship Payments Due
July 22, 2024 FY24 Dues Events and Programs - Balance Due
June 30, 2024 2023 - 2024 Sponsorships
N/A
June 13, 2024 Gray Divorce: Estate Planning Tools
Beth McCormack, Beermann, LLP; Michelle Canerday, Holland & Hart, LLP
June 5, 2024 CEPC 'Member Only' In-Person Networking Event
June 3, 2024 Workshop: Gender and DEI in the Workplace: How to be a Good Mentor and Ally
Andie Kramer and Al Harris
May 16, 2024 Confidentiality Breach or Not: Revealing Information About a Client’s Testamentary Documents Post-Mortem
Dr. Gerry Beyer, Texas Tech University School of Law
May 9, 2024 Workshop: Planning for Retirement Plan Distributions in 2024
Svetlana Bekman
May 2, 2024 Annual After-Tax Breakfast Networking Event
April 18, 2024 CEPC New Members - Informal Meet and Greet Session
April 18, 2024 Not Your Everyday Trusts: What You Need to Know About SLANTs, BDITs and Other Nonconventional Estate Planning Techniques
Karin Prangley, Brown Brothers Harriman & Co.; David Allen, Katten
March 21, 2024 There’s No Place Like Home
Kirk Hoopingarner, Quarles & Brady LLP
February 27, 2024 CEPC 2024 Fundamentals Course
February 23, 2024 'Member Only' Fourth Fridays - Informal Virtual Networking
February 21, 2024 CEPC 'Member Only' In-Person Networking Event
February 15, 2024 Recent Developments
Ryan Walsh, Croke Fairchild Duarte & Beres
January 26, 2024 'Member Only' Fourth Fridays - Informal Virtual Networking
January 18, 2024 Planning for the Business Owner: Differentiating Reality from Theory
Louis S. Harrison, Harrison LLP
December 14, 2023 Member Only Webinar: Corporate Transparency Act: Overview of New Reporting Requirement
Daniel Bell and James Cundiff, McDermott Will & Emery
December 7, 2023 Practical Application of the ITC
Jane Ditelberg, The Northern Trust Company; Rebecca Wallenfelsz, Chapman & Cutler
November 29, 2023 CEPC Networking and Giving Drive Breakfast Event
November 14, 2023 Workshop: Part II: Modifying Irrevocable Trusts Panel Discussion
Joseph Blumberg, Northern Trust; Tina Milligan, Waycrosse, Inc.; Allison Pfeifle, ArentFox Schiff
November 8, 2023 The Sun That Rises Also Sets - Tax Planning in Anticipation of the Tax Cuts and Jobs Act 2025 Sunset
Suzanne Shier, Levenfeld Pearlstein; Joe Karczewski, Andersen
October 27, 2023 'Member Only' Fourth Fridays - Informal Virtual Networking
October 24, 2023 CEPC Member Only Networking Event
October 19, 2023 Workshops: Illinois Statutory Tools and Other Methods for Modifying Irrevocable Trusts
Annette Hurley, Hurley Law Office, LLC
October 18, 2023 These are a few of my favorite things—Managing and Planning for Collections During Life and At Death
Panel Discussion: Moderator Stacy Singer, Northern Trust; Panelists Michael Darling, Museum Exchange; Tim Luke, Hindman Auction/Appraisals; Fred Weber, ArentFox Schiff
September 22, 2023 'Member Only' Fourth Fridays - Informal Virtual Networking
September 20, 2023 Virtual Workshop: Administering Your First Estate
Raquel Porter, JPMorgan Chase Bank; Joel Schoenmeyer, BMO Family Office
September 13, 2023 “Fostering Longevity for Family Wealth and Legacy: Critical Structural and Governance Decisions”
Austin Fleming Award Recipient
August 24, 2023 CEPC New Member Meet and Greet Breakfast Meeting
July 28, 2023 2022 - 2023 Sponsorships
June 30, 2023 2023 Sponsor Payments - Outing
June 30, 2023 FY23 Luncheon Programs - Balance Due
June 14, 2023 Ethics/Diversity - Bending the Arc of History Towards Justice
Terrence Franklin, Sacks, Glazier, Franklin & Lodise LLP
June 8, 2023 CEPC 'Member Only' Networking Event
June 5, 2023 Virtual Workshop - Medicaid Planning Techniques in Elder Law
Mollie Whitehead, WhiteheadFink Elder Law, LLC
May 17, 2023 Planning for and Addressing Diminishing Capacity
Kerry Peck, Peck Ritchey; Darby Morhardt, Research Professor for Cognitive Neurology and Alzheimers Disease; Ben Topp, Managing Director of Midwest Care Management Services Inc.; Moderator: Kim Kamin, Gresham Partners
May 4, 2023 Annual After Tax Breakfast Networking Event
May 2, 2023 Considerations for Private Foundations and How They Relate to Other Charitable Giving Tools
Kirk Hoopingarner, Quarles & Brady
April 26, 2023 Wealth Planning and Business Entities - What's in our toolbelt?
Panel Discussion: Georgia Loukas Demeros, Steve Gorin and Jeff Shelley, Thompson Coburn LLP
March 23, 2023 Tax Residency Planning - Do's, Don'ts and Everything in Between
Tye Klooster NS Adam Damerow, Katten Muchin Rosenman; Jeremy Dubow, NDH
March 17, 2023 'Member Only' Third Fridays - Informal Virtual Networking
February 24, 2023 'Member Only' Fourth Fridays - Informal Virtual Networking
February 23, 2023 CEPC Members Only - Virtual Roundtable Sessions: Administration of Unusual Assets
David Handler, Kirkland & Ellis; Adam Novak, Driehaus Enterprise Management Inc; Steve Todd, Northern Trust
February 22, 2023 CEPC 'Member Only' In-Person Networking Event
February 15, 2023 Recent Developments
Ryan Walsh, Croke Fairchild Morgan & Beres
January 27, 2023 'Member Only' Fourth Fridays - Informal Virtual Networking
January 18, 2023 The Income Tax Consequences of Inheritance
Robert S. Keebler, Keebler & Associates, LLP
December 31, 2022 CEPC 2022 Annual Outing Sponsorships
December 15, 2022 “Managing Meltdown: Keeping Volatile Families Out of Litigation”
Sally Venverloh, JP Morgan Private Bank; David Blickenstaff, ArentFox Schiff
November 30, 2022 Networking and Giving Drive Evening Event for Members and Charitable Organizations
November 9, 2022 "Advanced Estate Planning – A Potpourri of Planning Pointers"
Jeanette Suarez Hunter, McDermott Will & Emery
October 28, 2022 'Member Only' Fourth Fridays - Informal Virtual Networking
October 27, 2022 Virtual Workshop: Keeping the Faith in Estate Planning – What Your Jewish, Christian, and Muslim Clients May Want Included in Their Plans
Rabbi Yona Reiss, Chicago Rabbinical Council Yaser Ali, Yaser Ali Law Christopher Floss, ArentFox Schiff and Moderator Stacy Singer, The Northern Trust
October 20, 2022 IN PERSON MONTHLY PROGRAM - The Role of the Attorney General in Charitable Trusts, Estates and Fiduciary Litigation
Joan Smuda, Bureau Chief, Revenue Litigation; Kristin C. Louis, Deputy Bureau Chief, Charitable Trust Bureau
October 11, 2022 CEPC New Member Meet and Greet Breakfast Meeting
By Invitation Only
September 28, 2022 Virtual Workshop - Demystifying Non-Fungible Tokens: Understanding NFTs and their Significance in Estate Planning and Administration
James H. Cundiff and Elise J. McGee, McDermott Will & Emery; Roberta Kramer, Heritage Auctions
September 13, 2022 CEPC Diversity Committee's Fall Gathering
By Invitation Only
June 16, 2022 Ethics: Implicit Bias
The Kaleidoscope Group, LLC
June 15, 2022 In Person 'Member Only' - Networking Event at The Flight Club
June 7, 2022 Cryptocurrency Basics: Estate Planning, Tax, and Fiduciary Considerations
Erica Lord, The Northern Trust and Karin Prangley, Brown Brothers Harriman Trust Co.
May 20, 2022 'Member Only' Third Friday - Informal Virtual Networking
May 19, 2022 Cannabis, Guns, Wine, Pets and More. Oh MY!: Planning for the Unexpected Assets
Wendy Goffe; Stoel Rives LLP
May 5, 2022 REGISTRATION CLOSED - In-Person Annual Networking Breakfast Event
April 28, 2022 Workshop - There are No Guarantees in Life Except Death and Taxes: An Overview of Post-Death Tax Liability
Adam Garber, Levenfeld Pearlstein LLC
April 21, 2022 Illinois Estate Tax Planning
Jason Ornduff; Harrison & Held LLP
March 17, 2022 Securing the Right Result Under the New IRA Rules
Svetlana Bekman; The Northern Trust Company
February 25, 2022 'Member Only' Fourth Fridays - Informal Virtual Networking
February 17, 2022 Recent Developments
Ryan Walsh, Croke Fairchild Morgan & Beres LLC
February 16, 2022 2022 Virtual Fundamentals Course
See Below
January 28, 2022 CANCELED - CEPC New Member Meet and Greet Meeting - For New Members Only
January 28, 2022 'Member Only' Fourth Fridays - Informal Virtual Networking
January 20, 2022 Pivot Planning: Drafting to Maximize Flexibility
Christine Quigley, Allison Pfeifle and Joanna Morrison; Schiff Hardin LLP
December 16, 2021 Planning With Charitable Split Interest Trusts
Stevie Casteel & Lawrence Katzenstein; Snell & Wilmer LLP, Thompson Coburn LLP
December 2, 2021 CEPC Annual Networking and Giving Drive
November 18, 2021 SLATs
David Handler; Kirkland & Ellis LLP
November 9, 2021 Workshop - Where Did I leave My House?!!! (and other Questions by U.S. Persons with Foreign Assets and Non-U.S. Persons with U.S. Assets)
Suzanne Shier, Levenfeld Pearlstein and Andrew Stone, Kozusko Harris Duncan
October 26, 2021 Workshop - Deep Dive on Grantor Trust Rules
Rebecca Wallenfelsz, Chapman and Cutler LLP; Carl Fiore, Andersen
October 22, 2021 'Member Only' Fourth Fridays - Informal Virtual Networking
October 21, 2021 Federal Legislation Impacting the T&E World
Beth Kaufman; Caplin & Drysdale
September 24, 2021 'Member Only' Fourth Fridays - Informal Virtual Networking
September 23, 2021 The Future of Philanthropy and How Wealth Advisors Can Maximize Philanthropic Impact for High Net Worth Clients
Austin Fleming Distinguished Service Award Recipient
September 9, 2021 CEPC Member Only Roundtable Sessions - Adventures in Advanced Drafting
Kathleen Buchar, Northern Trust; Rob Romanoff, Levenfeld Pearlstein; Eileen Trost, Freeborn & Peters
September 3, 2021 'Member Only' Fourth Fridays - Informal Virtual Networking
August 23, 2021 2021 Annual Outing
August 10, 2021 Modernizing the Law: Remote Notarizations and Electronic Wills in Illinois
Ray Prather, Prather Ebner LLP and Amy Williams with the Illinois Secretary of State’s Office
June 30, 2021 2020 - 2021 Sponsorships
June 30, 2021 Balance Due
June 22, 2021 Workshop - The Illinois Estate Tax: Working through the History and Mystery
Christine Quigley, Schiff Hardin
June 15, 2021 Workshop - The Best Defense is a Good Offense: Effective Preparation of Forms 709 and 706
Paige Goepfert, Andersen Private Client & Audrey Young, McLane Middleton
June 9, 2021 ETHICS: Dealing With Financial Exploitation of an Elderly Person
Deborah Cole, Caroline Manley, and Dawn Lawkowski-Keller; Hoogendoorn & Talbot LLP, Center for Disability & Elder Law, Cook County Public Guardian's Office
May 28, 2021 Fourth Fridays - Informal Virtual Networking
May 20, 2021 Family Mediations and Settlements
Michelle Canerday, Jim Carey and Fred Sperling; Katten Muchin Rosenman LLP, Levin Schreder & Carey, LTD, Schiff Hardin LLP
April 23, 2021 Fourth Fridays - Informal Virtual Networking
April 21, 2021 Family Investment Entities- Securities Regulation and Tax Updates
Domingo P. Such, III, Perkins Coie LLP
March 26, 2021 Fourth Fridays - 'Member Only' Informal Virtual Networking
March 18, 2021 What Every Estate Planner Needs to Know About Fiduciary Income Taxes
Brian Whitlock, Brian T. Whitlock, P.C.
March 4, 2021 Workshop - Administering Your First Estate
Julie S. Pleshivoy, Taft and Raquel Porter, JPMorgan Chase
February 26, 2021 Fourth Fridays - 'MEMBER ONLY' Informal Virtual Networking
February 18, 2021 2020 Recent Developments
Ryan Walsh, Hamilton Thies & Lorch LLP
January 28, 2021 Workshop - Planning and Administration with Art and Tangibles
Anne-Marie Rhodes and Steven Zick
January 27, 2021 Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
Richard Franklin and Ray Odom, Franklin Karibjanian & Law PLLC, The Northern Trust
January 22, 2021 Informal Virtual Networking Kick-Off Event
January 20, 2021 2021 Fundamentals Course
See Below
December 16, 2020 The Perilous Pot Trust - Workshop
Janet Rae Montgomery, Nisen & Elliott and Elisa Shevlin Rizzo, The Northern Trust Company
December 3, 2020 Estate Planning for Intellectual Property
Chang Chae, Hoffman, Sabban & Watenmaker
November 19, 2020 Annual CEPC Member Networking and Giving Drive for Charitable Organizations
November 17, 2020 Managing Fiduciary Issues in Challenging Times
Adam Clark, Anita Sarafa and Monique Valbuena, J.P. Morgan Private Bank
October 27, 2020 20/20 Vision: Drafting for the New Decade
Adam Damerow and Jane Ditelberg, Katten Muchin Rosenman LLP, The Northern Trust Company
September 24, 2020 Generosity Amid Uncertainty: Silver linings and dark clouds for giving in the midst of uncertainty
Suzanne Shier - Austin Fleming Award Recipient, Northwestern University Law School
September 16, 2020 Trash or Treasure - What's it Worth?: Member Only Networking Event
September 10, 2020 Closing the Generation Gap: Effective Communication Strategies to Bridge Generational Difference
Dr. Arin N. Reeves
August 26, 2020 Outing Networking Celebration Event
July 29, 2020 Personal Security and Emergency Planning in the Age of COVID-19 and Beyond
Howard F. Fisher, Esq. and Mike White, Hillard Heintze
July 20, 2020 CEPC 'Member Only' Town Hall Meeting
Kim Kamin, CEPC President and Tina Milligan, Immediate Past President
June 30, 2020 2019-2020 Sponsorship
June 25, 2020 “Charitable, Gift and Estate Family Focused Planning in the Current Environment”
Carl C. Fiore, Joseph Karczewski and Joseph P. Toce Jr and Paige Goepfert, Moderator
June 16, 2020 Webinar: Ethics Tips in a Changing World - Sponsored by Herman Agency, Inc.
Lorraine Cavataio, Sandberg Phoenix & Von Gontard P.C.
May 28, 2020 Workshop Webinar - The Practical Aspects of Estate Planning in the Time of Covid-19
Stuart Kohn and Steve Kriz, Levenfeld Pearlstein, LLC
May 14, 2020 Webinar: Life Insurance and Life Insurance Trusts After Tax Reform - Sponsored by Wintrust Wealth Management
Larry Brody, Bryan Cave Leighton Paisner LLP
April 28, 2020 CEPC Annual Networking Breakfast Event - Postponed
April 23, 2020 Webinar: How Irrevocable is Irrevocable? A Look at Ways To Modify Irrevocable Trusts Under Illinois Law Sponsored by Fifth Third Bank
Rebecca Wallenfelsz, Chapman and Cutler LLP
March 12, 2020 Pre-transaction Planning for Family Businesses
David Handler, Kirkland & Ellis LLP
February 20, 2020 2019 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes
Ryan Walsh, Hamilton Thies & Lorch LLP
February 11, 2020 The Illinois Trust Code: Time to Take the Plunge
Susan Bart, Adam Damerow, Jane Ditelberg, Tye Klooster, Rebecca Wallenfelz
January 29, 2020 2020 Fundamentals Course Series - 0-5 year experience in Estate Planning
See Below
January 22, 2020 Do As I Say, Not As I Write: Perspectives on Drafting Administration and Beyond
Stacy Singer, The Northern Trust Company; Tom Abendroth, Schiff Hardin LLP; Ray Koenig, Clark Hill, PLC
December 4, 2019 Workshop: How to Review a Business Valuation Report Prepared for Gift & Estate Tax Purposes
Aaron Stumpf, Stout
November 19, 2019 CEPC Annual Networking/Giving Drive Evening Event
CARA is the recipient of this year's 'Giving Drive'
November 14, 2019 Workshop: Planning for the Modern Family Office – What, When, Why, How
Jeanette Suarez Hunter, McDermott Will & Emery; Joseph Karczewski, Andersen Tax, Anita M. Sarafa, JP Morgan Chase Bank
November 13, 2019 The Next Generation Illinois Trust Code
Susan Bart, Schiff Hardin LLP
October 29, 2019 CEPC New Member Meet and Greet Meeting
October 24, 2019 Choose Your Own Adventure: A Comparison of Private Foundations, Public Charities, and Other Giving Vehicles
Jason Baxendale, The Chicago Community Trust; Clare Golla, Bernstein Private Wealth Management; Neil Kawashima, McDermott Will & Emery; Moderator: Marguerite Griffin, The Northern Trust Company
October 23, 2019 Workshop - Estate Planning for the Modern Family
Kim Kamin, Gresham Partners; Steven Kriz, Levenfeld Pearlstein; Stacy Singer, The Northern Trust Company
September 18, 2019 Trends and Changes in the Estate Planning Arena in the Past (And What We Can Learn from Them for the Present and the Future)
Christine Albright, Holland & Knight LLP
September 10, 2019 CEPC Member Only Networking Evening Event
August 12, 2019 2019 Annual Outing
June 30, 2019 2018-2019 Event Sponsorships
n/a
June 30, 2019 Event Invoice Payments
June 12, 2019 FLP & LLC Planning Developments After Tax Reform
Louis Harrison, Harrison & Held
May 23, 2019 Workshop - Beyond the Fundamentals: Introduction to Trust Modification and Common Estate Tax Planning Techniques
Christine Quigley, Schiff Hardin and Julie Pleshivoy, Taft Stettinius & Hollister
May 16, 2019 State Law Pitfalls: Don't Step In It When Your Client Steps Across State Lines
Professor Gerry W. Beyer, Texas Tech University School of Law
April 25, 2019 CEPC Annual Networking Breakfast
April 23, 2019 Workshop: Empowering the Wealthy Family: Preparing The Next Generation for Financial Adulthood
Claudia B. Sangster and Emily K. Rustemeyer
April 18, 2019 The ABC and E(thics) of LGBTQ
Lauren Wolven, Levenfeld Pearlstein, LLC
March 13, 2019 Changing Residency From IL for Business Owners, Executives and Retirees
Tim Halleron and Mary Kay Martire, McDermott Will & Emery
February 21, 2019 2018 Recent Developments: Selected Federal and IL Statutes, Rulings and Cases
Ryan Walsh, Hamilton Thies & Lorch LLP
February 20, 2019 CEPC Estate Planning Basics Courses
Erica Lord and Reetu Pepoff, The Northern Trust; Natalie Perry, Rathje Woodward LLC
January 24, 2019 Ethics: Estate Planning for Aging Population
Ben Neiburger, Generation Law Ltd., Martha Kern, LifeCare Innovations
December 13, 2018 Tax and Estate Planning for Crypto Assets
Andrew 'Drew' Hinkes, Athena Blockchain
November 29, 2018 CEPC Networking / Giving Drive for Members and Charitable Organizations
Sponsored by Taft stettinius & Hollister LLP
November 14, 2018 What's the basis of your estate plan? Managing tax basis with higher lifetime exemptions
Jim Raaf, Andersen Tax LLC
November 7, 2018 WEBINAR: What You Need to Know about the Uniform Powers of Appointment Act
November 7, 2018 Workshop: Supplemental Needs Planning
Larry Rivkin, Rivkin & Rivkin
November 2, 2018 WORKSHOP: The Basics of Charitable Planning
Pat Bitterman, Quarles & Brady
October 18, 2018 Free Public Seminar - Demystifying the Estate Planning Process
Chicago Estate Planning Council
October 18, 2018 Charitable Giving for Entrepreneurs After TCJA
Brian Whitlock, Brian T. Whitlock, P.C.
September 28, 2018 CEPC Member Evening Event / EXPO Chicago
September 27, 2018 CEPC 80th Anniversary Fund Sponsorship Deadline
September 26, 2018 New Member Welcome Breakfast Meeting
September 25, 2018 Choices of Entity in Light of 2017 Tax Law Changes
Steve Gorin, Thompson Coburn LLP
August 13, 2018 2018 Annual Outing
June 7, 2018 Tax and Estate Planning Considerations for Foreign Persons Owning U.S. Assets and Vice Versa
Suzanne L. Shier, The Northern Trust Company; Andrew Stone, Kozusko Harris Duncan
May 16, 2018 Life Insurance as a Funding Vehicle for Multi-Generational Wealth Transfer and Gift/Valuation Issues
Domingo Such, Perkins Coi, LLP; Rebecca Ryan, BNY Mellon Wealth Management
April 25, 2018 CEPC Breakfast Networking Event
April 19, 2018 Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting your Client’s Privacy and Personal Security
John Bergner, Winstead PC
March 22, 2018 Demystifying Divorce for Estate Planning and Probate Professionals
Elizabeth Garlovsky, Lesser Lutrey Pasquesi & Howe LLP
March 6, 2018 Discretionary Distributions: Drafting and Administering Along the Fiduciary Continuum
Holly Baily, BMO; Erica Lord, The Northern Trust Company
February 27, 2018 Workshop: Results Driven Networking-Seven Simple Steps to Develop a Stronger Network
Steve Fretzin, Fretzin Legal Business Development
February 21, 2018 2017 Recent Developments: Selected Federal and Illinois Statutes, Rulings and Cases
Ryan Walsh, Hamilton Thies & Lorch LLP
January 31, 2018 2018 Basics Course - Part 3
Susan Bart, Schiff Hardin LLP; Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP; Tina Milligan, CTCmyCFO
January 30, 2018 WEBINAR Tax and Wealth Planning 2018 – The Act for You
Suzanne Shier, The Northern Trust Company
January 17, 2018 CEPC 2018 Basics Course - Part 2, 3 and 4
Steve Bonneau, Northern Trust; and Christine Quigley, Schiff Hardin
January 16, 2018 Who’s Your Client When Everybody is Your Client? Ethical Dilemmas for Estate and Business Planners in Representing Family Members
Janet Rae Montgomery, Daluga, Boland & Montgomery
January 10, 2018 2018 Basics Courses - Estate Planning Fundamentals Training Program
See Meeting Details
December 13, 2017 Estate and Income Tax Planning Considerations for IRA's and Qualified Plans
Svetlana Bekman, The Northern Trust Company
November 28, 2017 CEPC Networking Event - Giving Tuesday
November 14, 2017 Fundamentals Workshop: Leveraged Wealth Transfer Strategies
Thomas Pauloski
November 9, 2017 Workshop - Estate Administration Fundamentals
Julie Pleshivoy, Sugar, Felsenthal Grais & Hammer LLP; Raquel Porter, BMO Harris Bank N.A.
November 8, 2017 754 Does Not Mean 6 Minutes to 8
Elliott Friedman, Friedman & Huey Assoc
October 20, 2017 Demystying the Estate Planning Process: What You Need to Know to be an Educated Consumer
Bryan Pitts and Richard Cohn
October 17, 2017 Changing Views of Philanthropy as We Face 'The Great Wealth Transfer'
Kirk Hoopingarner, Quarles & Brady; Brian Whitlock, Brian T. Whitlock, P.C.; Shawn Donnelley, Ampersand Reset & Southeastern
October 17, 2017 CANCELED - Demystifying the Estate Planning Process: What You Need to Know to be an Educated Consumer
Nick Streit and Joan Emery
October 16, 2017 Annual Outing - Balance Due
n/a
October 11, 2017 CEPC Breakfast Networking Event - 'Member Only'
September 20, 2017 Do Trusts Really Create Trust Fund Babies?
Thomas W. Abendroth
August 31, 2017 2017 Annual Golf and Tennis Outing
June 21, 2017 CEPC Member Evening Event
June 8, 2017 Ethics: Privilege: Differences for Attorneys and Accountants
Terrence Franklin, Sacks Glazier Franklin & Lodise, LLP; Daniel Cook, Director at Deloitte Tax LLP
May 23, 2017 Fundamentals Workshop: “Getting Comfortable with Life Insurance Concepts, Products & Illustrations”
Lanny Levin, Lanny D. Levin Agency
May 17, 2017 Anatomy of a Will Contest
John Dadakis, Holland & Knight
May 11, 2017 Board Event
April 27, 2017 CEPC Breakfast Networking Event
April 25, 2017 CANCELED: Five Keys to Effective Time Management and Becoming a Solid Networker
Steve Fretzin
April 20, 2017 Family Governance and NxG Development
Andrew Keyt, President of the Family Business Network North America and Clinical Professor of Family Business - Loyola University Chicago
March 22, 2017 The Relevance of Probate In A Revocable Trust World
John Brooks, Foley & Lardner; Fred Weber, Northern Trust
February 23, 2017 2016 Recent Developments
Robert E. Hamilton, Hamilton Thies & Lorch LLP
February 6, 2017 Underperforming Life Insurance….How We Got There and What To Do Now
Larry Herman, Herman Agency, Inc.
February 1, 2017 CEPC Part III Basics Course - Putting It All Together
January 31, 2017 Sponsorships
To be announced
January 26, 2017 Part II & III - CEPC 2017 Basics Course - Estate Planning Fundamentals Training Program
January 19, 2017 Recent Income Tax Developments for Estate Planners
Rob Romanoff, Levenfeld Pearlstein
January 18, 2017 CEPC 2017 Basics Course - Estate Planning Fundamentals Training Program
December 6, 2016 Intersection of Family Businesses & Estate Planning
David Herzig, Professor, Valparaiso University Law School
November 30, 2016 CEPC Member Networking and Charitable Toy/Gift Drive
Sponsored by Fidelity Charitable
November 8, 2016 Trust and Estate Administration With Family Business Interests: Advising Fiduciaries
Christine Quigley, Schiff Hardin; Dave Blickenstaff, Schiff Hardin
October 27, 2016 CEPC Member Evening Event - Lyric Opera/The Second City
October 18, 2016 Disabled Persons: Planning for and Implementation of Special Needs Trusts and and Guardianships
Kristin Weaver, Northern Trust; Ray Koenig, Clark Hill
September 21, 2016 Illinois Descent & Distribution: Timeless Principles or Time for a Change?
September 1, 2016 Annual Outing
June 23, 2016 CEPC Breakfast Workshop - Individual Retirement Accounts: Rules of the Road & Bumps Along the Way
Svetlana Bekman, The Northern Trust Company
June 9, 2016 Estate Planning for IRAs & Other Qualified Plans
Robert Keebler, Keebler & Associates
May 18, 2016 A Panel Discussion: What's your Angle? How the Different Members of a Client's Planning Team Use and Assess Financial Documents
Moderator: Tina Milligan, CTC MyCFO / Panelists: Lanny Levin, Lanny D. Levin Agency, Inc.; Aaron Stumpf, Stout Risius Ross, Inc.; Brian Whitlock, Plante Moran
April 28, 2016 CEPC Networking Event
April 21, 2016 Ethical Considerations in Acting as An Executor or Trustee or Representing an Executor or Trustee: Do You Really Want to Do this?
Charles D. (Skip) Fox, IV, McGuireWoods
March 23, 2016 “Running the Basis (Catching Maximum Tax Savings)”
Paul Lee, The Northern Trust Company
February 25, 2016 CEPC 'Member Only' Networking Event
February 18, 2016 2015 Recent Developments: Selected Federal and Illinois Statutes, Rulings and Cases
Robert Hamilton, Hamilton Thies & Lorch LLP
February 17, 2016 CEPC 'Member Only' Networking Event
February 3, 2016 Part III - Putting it All Together: Case Studies on Integrating the Planning and the Reporting
January 31, 2016 Sponsorship -
January 21, 2016 Directed Trusts
Todd Flubacher, Morris, Nichols, Arsht & Tunnell, LLP
December 9, 2015 Tricks and Traps of Trust Loans to Beneficiaries
Lauren Wolven and Carrie Harrington, Levenfeld Pearlstein LLP
November 10, 2015 "Aiming High and Getting High: Estate Planning for Guns and Marijuana"
Prof. Gerry Beyer, Texas Tech University School of Law
October 21, 2015 Tax Aspects of Estate and Trust Litigation
David Baker, McDermott Will & Emery
October 1, 2015 Webinar: Who’s Your Daddy/Mommy? What Estate Planning Advisors Need to Know About The New Illinois Parentage Act
Meighan Harmon, Schiller DuCanto and David Shayne, Holland & Knight
September 9, 2015 Preserving Wealth and Family Values: Reality Collides with Conventional Wisdom
David A. Handler
August 27, 2015 2015 CEPC Annual Outing
June 11, 2015 Ethics: Representing Clients with Diminishing Capacity: What to Know and How to Bridge the Gap
Robert Fleming, Fleming & Curti, P.L.C.
June 4, 2015 CEPC 'Member Only' Networking Event
May 21, 2015 Selecting and Advising Trustees: A Practical Guide
Stacy Singer, The Northern Trust Company
May 20, 2015 Young Members Program - Generation-Skipping Transfer (GST) Tax: A Primer
Steve Bonneau, The Northern Trust Company
April 23, 2015 Social Security Strategies: Tricks of the Trade
Deborah J. Tedford, Tedford Law Firm
March 18, 2015 What Every Planner Needs to Know About Bankruptcy
Lauren Detzel, Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth
March 2, 2015 CEPC Member Networking Event
February 19, 2015 2014 Recent Developments
Robert E. Hamilton, Hamilton Thies & Lorch LLP
January 28, 2015 CEPC Basics Course
January 22, 2015 A Panel Discussion: Philanthropy and Social Impact Investing – Fiduciary, Legal and Practical Considerations of Aligning Investments with Social Impact
Moderator Marguerite Griffin, The Northern Trust Company; Jason Baron, U.S. Trust; Laura-Min Proctor, J.P. Morgan Private Bank; Jeffrey Zaluda, Horwood Marcus & Berk
January 1, 2015 2015 Member Directory Advertising
December 10, 2014 What Fiduciaries and Their Advisors Need to Know about the New 3.8% Net Investment Tax under IRC §1411
Richard Dees, McDermott Will & Emery LLP
November 18, 2014 CEPC Young Members Workshop - Getting Comfortable with Life Insurance
Lanny D. Levin, President, Lanny D. Levin Agency, Inc.
November 12, 2014 Putting It All Together - Some of the Best Planning Strategies We See In the New Frontier That Reduce Both Income Taxes and Estate Taxes©
Stacy Eastland, Goldman Sachs
November 3, 2014 CEPC Members/Charitable Organization Guests Networking Event
Sponsored by The Chicago Community Trust
October 16, 2014 A Panel Discussion "Modern Philanthropy: Planning, Giving and Governance
Moderator Jason Baxendale, The Chicago Community Trust; Denise Chan, University of Chicago; Norah Jones, Qualres & Brady; Jim Raaf, WTAS
October 8, 2014 Member Event: "Death Tax"
September 30, 2014 Public Directory - Preferred Listing
September 22, 2014 CEPC 'Member Only' Networking Event
September 11, 2014 Unlocking the Mysteries of the Illinois Estate Tax
Eileen B. Trost, Freeborn & Peters
August 28, 2014 CEPC 2014 Annual Outing - August 28, 2014
July 7, 2014 Program Invoices - Balance Due
June 30, 2014 CEPC Member Evening Event-Sponsor Payment
June 26, 2014 CEPC April Program
June 19, 2014 Community Property for Those Just Who Practice Common Law
Mark A. Shiller, Goldfrey Kahan S.C.,
May 28, 2014 Panel Discussion: Dynasty vs. Non-Dynasty Trusts Pros & Cons
Carol A. Harrington, McDermott, Will & Emery; Louis S. Harrison, Harrison & Held, LLP; Bentta P. Jen
May 12, 2014 CEPC Networking Event
April 30, 2014 CEPC Member Evening Event (Members Only)
April 23, 2014 Surviving the Ethical Challenges Posed by Transfers Among Family Members
Charles D. Fox IV, McGuireWoods LLP
March 19, 2014 How Much is Enough - or too Much? Beneficiaries Rights to Information
Stacy Singer/Ben Feder - The Northern Trust and Strauss & Malk
March 5, 2014 Young Members Workshop: Administering Your First Estate
Julie S. Pleshivoy, Sugar Felsenthal Grais & Hammer and Fredrick B. Weber, The Northern Trust Company
February 28, 2014 2013 Recent Developments
Robert E. Hamilton, Hamilton Thies & Lorch LLP
February 24, 2014 CEPC 'Member Only' Networking Event
Bob Hamilton
January 22, 2014 Planning for Families of Modest Wealth / Non-Taxable Estates
Jason S. Ornduff, Harrison & Held, LLP
December 17, 2013 Life Insurance Traps for the Unwary
Laurence E. Herman, Herman Agency, Inc.
November 13, 2013 The New Uniform Premarital and Marital Agreements Act
Carlyn S. McCaffrey, McDermott Will & Emery LLP
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