JP Morgan

Past Events

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
February 17, 2021 2021 Fundamentals Course
See Below
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
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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