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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