Council Information
See: 2023 - 2024 Advertising/Sponsor Opportunities
CEPC 2023 - 2024 Monthly Program Schedule
|
DATE |
TOPIC |
SPEAKER |
SPONSOR |
|
September 13 |
Fostering Longevity for Family Wealth and Legacy: Critical Structural and Governance Decisions |
Austine Fleming Aware Recipeint: Anita M. Sarafa, JP Morgan Private Bank |
JP Morgan Private bank |
|
October 18 |
These are a few of my favorite things - Managing and Planning for Collections During Life and At Death |
Moderator - Stacy Singer, The Norther Trust Company Fred Weber, ArentFox Schiff Michael Darling, Museum Exchange Tim Luke, Hindman Auction/Appraisals |
BMO Wealth Management |
|
November 8 |
The Sun That Rises Also Sets - Tax Planning in Anticipating of the Tac Cuts and Jobs Act 2025 Sunset |
Suzanne Shier, Levenfeld Pearlstein Joe Karczewski, Andersen |
Fifth Third Private Bank |
|
December 7 |
Practical Application of the ITC |
Jane Ditelberg, The Northern Trust Company Rebecca Wallenfelsz, Chapman & Cutler |
The Northern Trust Company |
| November/December 2023 |
WEBINAR: Corporate Transparency Act |
Jim Cundiff and Danny Bell, McDermott Will & Emery | |
|
January 18 |
Planning for the Business Owner: Differentiating Reality from Theory |
Lous Harrison, Harrison LLP |
CIBC Private Bank |
|
February 15 |
Recent Developments |
Ryan Walsh, Croke Fairchild Duarte & Beres |
Business Valuation Group, Inc. |
|
March 21 |
There's No Place Like Home |
Krik Hoopingarner, Quarles & Brady LLP |
The Chicago Trust Company |
|
April 18 |
Not your Everyday Trusts: What You Need to Know About SLANTs, INGs, BDITs and Other Nonconventional Estate Planning Techiques |
Karin Prangley, Brown Brothers Harriman & Company David Allen, Katten |
Wells Fargo Advisors |
|
May 16 |
Confidentiality Breach or Not: Revealing Information About a Client's Testamentary Docuemtns Post-Mortem |
Dr. Gerry Beyer, Texas Tech University School of Law |
Stout |
|
June 13 |
Gray Divorce: Estate Planning Tools |
Beth McCormack, Beermann, LLP Michelle Canerday, Holland & Hart, LLP |
Altair Advisers |
All monthly program meetings will be held from Noon – 1:30 p.m. via Zoom
Past Program, Webinar and Workshop Topics and Speakers
—Archived Events By Year
2021 - 2022 CEPC LUNCHEON PROGRAMS SCHEDULE
|
DATE |
TOPIC |
SPEAKER |
SPONSOR |
|
September 23 |
The Future of Philanthropy and How Wealth Advisors Can Maximize Philanthropic Impact for High Net Worth Clients |
Austin Fleming Distinguished Service Award Recipient |
Stout |
|
October 21 |
Federal Legislation Impacting the T&E World |
Beth Kaufman, Caplin & Drysdale |
CIBC Private Bank |
|
November 18 |
SLATs |
David Handler, Kirkland & Ellis LLP |
BMO Wealth Management |
|
December 16 |
Charitable Lead Trust Primer |
Stevie Casteel, Snell & Wilmer LLP Lawrence Katzenstein, Thomas Coburn LLP |
Wells Fargo Private Bank |
|
January 20 |
Pivot Planning and Drafting to Maximize Flexibility |
Christine Quigley, Allison Pfeifle, and Joanna Morrison, Schiff Hardin LLP |
Fifth Third Bank |
|
February 17 |
Recent Developments |
Ryan Walsh, Hamilton Thies & Lorch LLP |
The Chicago Trust Company, A Wintrust Wealth Management Co. |
|
March 17 |
Securing the Right Result Under the New IRA Rules |
Svetlana Bekman, The Northern Trust Company |
The Northern Trust Company |
|
April 21 |
Illinois Estate Tax Planning |
Jason Ornduff, Harrison & Held LLP |
Business Valuation Group, Inc. |
|
May 19 |
Cannabis, Guns, Wine, Pets and More. Oh MY!: Planning for the Unexpected Assets |
Wendy Goffe, Stoel Rives LLP |
JPMorgan |
|
June 16 |
Ethics: Implicit Bias |
The Kaleidoscope Group, LLC |
Altair Advisers |
2020 - 2021 CEPC LUNCHEON PROGRAMS SCHEDULE
|
DATE |
TOPIC |
SPEAKER |
SPONSOR |
|
September 24 |
Austin Fleming Award Recipient Generosity Amid Uncertainty: Silver Linings and Dark Clouds for Giving in the Midst of Uncertainty |
Suzanne Shier, Northwestern University Law School |
Altair Advisors |
|
October 27 |
20/20 Vision: Drafting for the New Decade |
Adam Damerow, Katten Muchin Rosenman LLP Jane Ditelberg, The Northern Trust |
Business Valuation Group, Inc. |
|
November 17 |
Managing Fiduciary Issues in Challenging Times |
Adam Clark, Anita Sarafa, & Monique Valbuena, J.P. Morgan Private Bank |
Stout |
|
December 3 |
Estate Planning for Intellectual Property |
Chang Chae, Hoffman, Sabban & Watenmaker |
CIBC Private Wealth Management |
|
January 27 |
Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose |
Richard Franklin, Franklin Karibjanian & Law PLLC Ray Odom, The Northern Trust |
Northern Trust Company |
|
February 18 |
2020 Recent Developments |
Ryan Walsh, Hamilton Thies & Lorch LLP |
BMO Wealth Management |
|
March 18 |
What Every Estate Planner Needs to Know About Fiduciary Income Taxes |
Brian Whitlock, Brian T. Whitlock, P.C.
|
JPMorgan |
|
April 21 |
Family Investment Entities - Securities Regulation and Tax Updates |
Domingo Such, Perkins Coie LLP
|
Wintrust Wealth Management |
|
May 20 |
Family Mediations and Settlements |
Michelle Canerday, Katten Muchin Rosenman LLP Jim Carey, Levin Schreder & Carey, LTD Fred Sperling, Schiff Hardin LLP |
Herman Agency, Inc. |
|
June 9 |
ETHICS: Dealing with Financial Exploitation of an Elderly Person |
Deborah Cole, Hoogendoorn & Talbot LLP Caroline Manley, Center for Disability & Elder Law Dawn Lawkowski-Keller, Cook County Public Guardian's Office |
Fifth Third Private Bank |
2019 - 2020 CEPC LUNCHEON PROGRAMS SCHEDULE
|
DATE |
TOPIC |
SPEAKER |
Sponsor |
|
September 18 |
Austin Fleming Award Recipient 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 L. Albright, Holland & Knight LLP
2019 Austin Fleming Distinguished Service Award Recipient |
BMO Wealth Management |
|
October 24
|
Choose Your Own Adventure: A Comparison of Private Foundations, Public Charities, and Other Giving Vehicles |
Jason Baxendale, The Chicago Community Trust Clare G. Golla, Bernstein Private Wealth Management Neil T. Kawashima, McDermott Will & Emery LLP Moderator: Marguerite H. Griffin, The Northern Trust Company |
Altair Advisers |
|
November 13 |
The Next Generation Illinois Trust Code |
Susan T. Bart, Schiff Hardin LLP |
CIBC |
|
December 12 |
Qualified Opportunity Zones: What Estate Planners Need to Know |
N. Todd Angkatavanich, Ernst & Young Benetta Park Jenson, J.P. Morgan Private Bank |
Stout |
|
January 22 |
Do As I Say, Not As I Write: Perspectives on Drafting, Administration and Beyond |
Thomas W. Abendroth, Schiff Hardin LLP Ray J. Koenig III Clark Hill PLC Stacy E. Singer, The Northern Trust Company |
The Northern Trust Company |
|
February 20 |
2019 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes |
Ryan A. Walsh, Hamilton Thies & Lorch LLP
|
Business Valuation Group, Inc. |
|
March 12 |
Pre-transaction Planning for Family Businesses |
David A. Handler, Kirkland & Ellis LLP
|
J.P. Morgan Private Bank |
|
April 23 |
How Irrevocable is Irrevocable? Ways To Modify Irrevocable Trusts Under Illinois Law |
Rebecca Wallenfelsz, Chapman and Cutler LLP |
Fifth Third Private Bank |
|
May 14 |
Insurance Trusts After Tax Reform-What to Do with Old Ones, and How to Draft New Ones |
Lawrence Brody, Bryan Cave Leighton Paisner LLP
|
Wintrust Wealth Management: The Chicago Trust Company |
|
June 10 |
Ethics Tips in a Changing World |
Lorraine Cavataio, Sandberg Phoenix
|
Herman Agency |
2018 - 2019 CEPC LUNCHEON PROGRAMS SCHEDULE
|
DATE |
TOPIC |
SPEAKER |
SPONSOR |
|
September 25, 2018 |
Choice of Entity in Light of 2017 Tax Law Changes |
Steve Gorin, Thompson Coburn LLP |
Northern Trust Company |
|
October 18
|
Charitable Giving for Entrepreneurs after TCJA
|
Brian Whitlock Brian T. Whitlock, P.C. 2018 Austin Fleming Award Recipient |
MB Wealth Management |
|
November 2 |
Workshop: Basics of Charitable Planning |
Pat Bitterman, Quarles & Brady |
Quarles & Brady |
|
November 7 |
Workshop: Supplemental Needs Planning |
Larry Rivkin, Rivkin & Rivkin |
Mesirow Financial |
|
November 7 |
Webinar: Uniform Powers of Appointment Act |
Susan Snyder and Kathleen Eggers Buchar, The Northern Trust Company |
|
|
November 14 |
Dealing w/Basis Planning and Income Taxation (and other higher lifetime exemption planning) |
Jim Raaf, Andersen Tax LLC |
Stout |
|
November 15 |
Basics Course: Part 1 Introduction to Estate Planning |
Eileen Trost, Freeborn & Peters; Janet Montgomery, Daluga Boland & Montgomery |
Freeborn & Peters
Taft Stettinius & Hollister |
|
December 13 |
Tax and Estate Planning for Crypto Assets |
Andrew “Drew” Hinkes, Athena Blockchain |
Altair Advisers |
|
January 9, 2019 |
Basics Course – Part 2 Overview of Estate, Gift and Generation-Skipping Transfer Tax |
Christine Quigley, Schiff Hardin; Steve Bonneau, The Northern Trust Company |
Schiff Hardin
|
|
January 23 |
Basics Course – Part 3 Fidicuiary Responsibility and Income Tax Matters |
Susan Bart, Schiff Hardin; Michelle Huhnke, SFG&H Paige Goepfert, Andersen Tax |
Andersen Tax |
|
January 24, 2019 |
Ethics: Estate Planning for Aging Population |
Ben Neiburger, Generation Law Ltd Martha Kern, LifeCare Innovations |
CIBC Private Wealth Management |
|
January 30 |
Basics Course – Part 4 Drafting Estate Planning Documents |
Erica Lord and Reetu Pepoff, Northern Trust; Natalie Perry, Rathje Woodward LLC
|
Northern Trust
JNJ & Associates |
|
February 6 |
Basics Course – Part 5 Putting It All Together: Case Studies on Estate Planning and Reporting |
Jeffrey Bergman, Charles Schwab Bank; Rebecca Solomon, Plante Moran |
BMO Wealth Management
Plante Moran
|
|
February 21 |
2018 Recent Developments: Selected Federal and Illinois Statutes, Rulings and Cases |
Ryan Walsh, Hamilton Thies & Lorch LLP |
BMO Wealth Management |
|
March 13 |
Changing Residency from IL for Business Owners, Executives, and Retirees |
Tim Halleron and Mary Kay Martire, McDermott Will & Emery |
Herman Agency, Inc. |
|
April 18 |
Ethics: The ABC and E(thics) of LGBTQ |
Lauren Wolven, Levenfeld Pearlstein, LLC |
J.P. Morgan Private Bank |
|
April 23 |
Workshop: Planning for Younger Generations |
Claudia Sangster Emily Rustemeyer The Northern Trust Company |
The Northern Trust Company |
|
April 25 |
Networking Breakfast |
Members are encouraged to invite a non-member(s) who is in the industry and would be a potential candidate for membership. As you think about who to invite, keep in mind CEPC's goal of building a more diverse membership body, including racial, ethnic and gender diversity, and the next generation of estate planners. |
Plante Moran |
|
May (tbd) |
Workshop: Beyond the Fundamentals: Introduction to Trust Modification and Common Estate Tax Planning Techniques
|
Julie Pleshivoy, Taft Stettinius & Hollister Christine Quigley, Schiff Hardin |
|
|
May 16 |
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 |
Wintrust Wealth Management |
|
June 12
|
FLP & LLC Planning Developments After Tax Reform
|
Louis Harrison Harrison & Held |
Business Valuation Group |
|
August 12 |
ANNUAL GOLF & TENNIS OUTING |
Ravinia Green Country Club Riverwoods, IL |
|
2017 - 2018 CEPC Luncheon Programs, Webinars and Workshop Schedule
|
DATE |
TOPIC |
SPEAKER |
SPONSOR |
|
September 20, 2017 |
Do Trusts Really Create Trust Fund Babies? |
Thomas W. Abendroth Schiff Hardin 2017 Austin Fleming Award Recipient |
MB Financial |
|
October 17
|
Changing Views of Philanthropy as We Face 'The Great Wealth Transfer"
|
Brian Whitlock; Brian T. Whitlock, P.C.; Kirk Hoopingarner, Quarles & Brady; Shawn Donnelley, Strategic Giving |
Business Valuation Group |
|
November 8, 2017 |
‘754 Does Not Mean 6 Minutes to 8’ |
Elliott Friedman, Friedman & Huey Assoc |
CIBC
|
|
November 9, 2017 |
Workshop: Estate Administration Fundamentals |
Julie Pleshivoy, Sugar Felsenthal Grais & Hammer; Raquel Porter, BMO Harris |
BMO Wealth Management |
|
November 14, 2017 |
Workshop: Trumping Uncertainty: A Comparative Study of GRATS, Installment Sales and Private Annuities in the Current Environment |
Tom Pauloski, Alliance Berstein’s Wealth Investment and Strategies Group |
Alliance Bernstein’s Wealth Investment and Strategies Group |
|
November 28, 2017 |
Networking Evening Event and Toy Drive |
LaRabida Children’s Hospital Recipient of Toy Drive |
Fidelity Charitable |
|
December 13, 2017 |
Estate and Income Tax Planning Considerations for IRA's and Qualified Plans: the IRA Provider’s View
|
Svetlana Bekman, The Northern Trust Company |
Altair Advisers |
|
January 10, 2018 |
Basics Course Part 1 – Drafting Estate Planning Instruments |
Eileen Trost, Freeborn & Peters; Erica Lord and Reetu Pepoff, The Northern Trusts |
Freeborn & Peters |
|
January 16, 2018 |
Ethics: Ethical Dilemmas for Estate and Business Planners in Representing Family Members |
Janet Rae Montgomery, Daluga, Boland & Montgomery, LLC |
The Herman Agency |
|
January 17, 2018 |
Basics Course Part 2 – Estate Gift and GST Tax |
Christine Quigley, Schiff Hardin; Steve Bonneau, The Northern Trust |
The Northern Trust |
|
January 30, 2018 |
Webinar: Tax and Wealth Planning 2018 – The Act for You |
Suzanne Shier, The Northern Trust |
|
|
January 31, 2018 |
Basics Course Part 3 – Fiduciary Responsibility and Trust Taxation |
Susan Bart, Schiff Hardin; Michelle Huhnke, Sugar Felsenthal Grais & Hammer; Tina Milligan, CTCmyCFO |
Andersen Tax |
|
February 7, 2018 |
Basics Course Part 4 – Putting It All Together – Case Studies on Integrating and Planning and the Reporting |
Jeffrey Bergman, Charles Schwab Bank; |
|
|
February 21, 2018 |
2017 Recent Developments: Selected Federal and Illinois Statutes, rulings and Cases |
Ryan Walsh, Hamilton Thies & Lorch LLP |
BMO Wealth Management |
|
February 27, 2018 |
Workshop: Results Driven Networking – Seven Simple Steps to Develop a Stronger Network |
Steve Fretzin, Author and Business Development Coach |
CTCmyCFO |
|
March 6, 2018 |
Workshop: Discretionary Distributions: Drafting and Administering Along the Fiduciary Continuum |
Holly Bailey, BMO Wealth Management; Erica Lord, The Northern Trust Company |
Barnes & Thornburg LLP |
|
March 22, 2018 |
Demystifying Divorce for Estate Planning and Probate Professionals |
Elizabeth Garlovsky, Robbins, Salomon & Patt; Carrie Harrington, Levenfeld & Pearlstein |
JP Morgan |
|
April 19, 2018 |
Ethics: Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting your Client’s Privacy and Personal Security |
John Bergner, Winstead PC; Brian Hill, Computer Forensic Services |
Stout |
|
May 16, 2018 |
Life Insurance as a Funding Vehicle for Multi-Generational Wealth Transfer and Gift/Valuation Issues |
Domingo Such, Perkins Coie, LLP; Rebecca Ryan, BNY Mellon Wealth Management |
WinTrust Wealth Management Company |
|
June 7, 2018
|
Tax and Estate Planning Considerations for Foreign Persons Owning US Assets and Vice Versa
|
Suzanne Shier, The Northern Trust Company; Andrew Stone, Kozusko Harris Duncan |
The Northern Trust Company |
2016-2017 LUNCHEON PROGRAMS
2016 - 2017 CEPC LUNCHEON PROGRAMS and EVENTS SCHEDULE
|
DATE |
TOPIC |
SPEAKER |
|
*September 21, 2016 |
Illinois Descent & Distribution: Timeless Principles or Time for a Change? |
Anne-Marie Rhodes, Professor, Loyola University Law School - 2016 Austin Fleming Award Recipient |
|
September 22 - Webinar 11:30 a.m. – 12:30 p.m. |
Webinar: The Proposed 2704 Regulations Limiting Valuation Discounts Are Finally Here! Now What? |
Richard Dees, McDermott Will & Emery |
|
*October 18, 2016 |
Disabled Persons: Planning For and Implementation of Special Needs Trusts and Guardianship |
Kristin Weaver, Northern Trust Ray Koenig, Clark Hill |
|
October 27 5– 6:30 Reception 7:00 Performance |
Member Evening Event |
Lyric Opera of Chicago/ The Second City Collaboration |
|
*November 8, 2016 |
Trust and Estate Administration With Family Business Interests: Advising Fiduciaries |
Christine Quigley and David Blickenstaff, Schiff Hardin, LLP |
|
*December 6, 2016 |
Intersection of Family Businesses & Estate Planning |
David Herzig, Professor, Valparaiso University Law School |
|
*January 19, 2017 |
Recent Income Tax Developments for Estate Planners |
Robert Romanoff Levenfeld Pearlstein, LLC |
|
*February 23, 2017 |
2016 Recent Developments: Selected Federal and Illinois Statutes, rulings and Cases |
Robert E. Hamilton Hamilton Thies & Lorch LLP |
|
*March 22, 2017 |
The Relevance of Probate In A Revocable Trust World |
John Brooks, Foley & Lardner Fred Weber, Northern Trust |
|
*April 20, 2017 |
Family Business and NxG Development |
Andrew Keyt, President of the Family Business Network North America and Clinical Professor of Family Business- Loyola University Chicago |
|
April 25, 2017 |
Fundamentals Workshop: Five Keys to Effective Time Management and Becominga Solid Networker |
Steve Fretzin, Author and Business Development Coach
|
|
April 27, 2017 |
Breakfast Networking Event |
|
|
*May 17, 2017 |
Anatomy of a Will Contest |
John Dadkis, Holland & Knight |
|
May 23, 2017 8:30 – 10:45 a.m. |
Fundamentals Workshop: Getting Comfortable With Life Insurance: Conceps, Products and Illustrations |
Steve Fretzin, Author and Business Development Coach |
|
*June 8, 2017
|
Ethics: Privilege - Differences for Attorneys and Accountants |
Terry Franklin, Sacks Glazier Franklin & Lodise, LLP; Daniel Cook, Director at Deloitte Tax LLP |
|
June 2017 |
Networking Evening Event |
More Information to Come |
|
June 2017 |
Fundamentals Workshop: GST |
Steve Bonneau, The Northern Trust Company |
|
August 31, 2017 |
CEPC Annual Golf & Tennis Outing – |
Highland Park Country Club, Highland Park, IL |
|
September 2017 |
Fundamentals Workshop: Administering Your First Estate |
Julie Pleshivoy, Sugar Felsenthal Grais & Hammer; and Raquel Porter, BMO Harris Bank |
|
November 2017 |
Fundamentals Workshop: Leveraged Wealth Strategies |
Tom Pauloski, Bernstein Alliance |
2015-2016 LUNCHEON PROGRAMS
2015 - 2016 CEPC LUNCHEON PROGRAM SCHEDULE
|
DATE |
TOPIC |
SPEAKER |
|
September 9, 2015 |
Preserving Wealth and Family Values: Reality Collides with Conventional Wisdom
|
David A. Handler, Kirkland & Ellis LLP 2015 Austin Fleming Award Recipient |
|
October 1, 2015 |
Webinar - Who’s Your Daddy/Mommy? The New Illinois Parentage Act: What Estate Planning Advisors Should Know |
Kim Kamin, Gresham Partners – Moderator Meighan Harmon, Schiller DuCanto & Fleck David Shayne, Holland & Knight |
|
October 21, 2015
|
Tax Considerations in Litigation
|
David Baker, McDermott Will & Emery |
|
November 10, 2015 |
Planning for Unusual Assets: Yachts, Planes, Marijuana, Guns |
Prof. Gerry Beyer Texas Tech University School of Law |
|
December 9, 2015 |
Tricks and Traps of Trust Loans to Beneficiaries |
Lauren J. Wolven, Levenfeld Pearlstein LLP Carrie Harrington, Levenfeld Pearlstein LLP |
|
January 20, 2016 |
Basics Course: Basics of Drafting Estate Planning Instruments |
Erica Lord, The Northern Trust Company Christine Quigley, Holland & Knight Eileen Trost, Freeborn & Peters, LLP |
|
January 21, 2016 |
Divided Trusteeship |
Todd Flubacher, Morris, Nichols, Arsht & Tunnell LLP |
|
January 27, 2016 |
Basics Course: Basics of Preparing and Understanding Tax Returns |
Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP; Emily Kuo, Harrison & Held LLP; David Lutrey, Lesser, Lutrey McGlynn, LLP; Tina Milligan, CTC MYCFO; Audrey Young, McGladrey, LLC |
|
February 3, 2016 |
Basics Course: Putting It All Together: Case Studies on Integrating the planning and the Reporting |
Jeffrey Bergman, Schiff Hardin LLP Michael Calahan, Plante Moran Janet Montgomery, Daluga, Boland & Montgomery, LLC |
|
February 18, 2016 |
2015 Recent Developments: Selected Federal and Illinois Statutes, rulings and Cases |
Robert E. Hamilton Hamilton Thies & Lorch LLP |
|
March 23, 2016 |
Dealing with Basis Issues |
Paul Lee, The Northern Trust Company |
|
April 21, 2016 |
Ethics: 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
|
|
May 18, 2016 |
A Panel Discussion: Reviewing Financial Documents |
Moderator: Tina Milligan CTC MyCFO Lanny Levin, Lanny D. Levin Agency, Inc. Aaron Stumpf, Stout Risius Ross, Inc. Brian Whitlock, Plante Moran |
|
June 9, 2016 |
Retirement Account ABCs |
Robert Keebler, Keebler & Associates |
|
June 23, 2016 |
Individual Retirement Accounts: Rules of the Road & Bumps Along the Way |
Svetlana Bekman, The Northern Trust Company |
2014-2015 CEPC LUNCHEON PROGRAMS
|
DATE |
TOPIC |
SPEAKER |
|
September 11 |
Unlocking the Mysteries of the Illinois Estate Tax |
Eileen B. Trost, Freeborn & Peters, LLP 2014 Austin Fleming Award Recipient |
|
October 16
|
Panel Discussion Modern Philanthropy: Planning, Giving and Governance
|
Moderator: Jason Baxendale, The Chicago Community Trust Denise Chan, University of Chicago Norah Jones, Quarles & Brady Jim Raaf, WTAS |
|
October 29 |
Webinar: FATCA
|
Scott A. Bowman, Associate, Proskauer
|
|
November 12 |
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 18 |
Young Members Program: Insurance 101 |
Lanny D. Levin, Lanny D. Levin Agency, Inc. |
|
December 10 |
What Fiduciaries and Their Advisors Need to Know about the New 3.8% Net Investment Tax under IRC §1411 |
Richard L. Dees, McDermott Will & Emery, LLP |
|
January 21 |
Basics Course: Basics of Drafting Estate Planning Instruments |
Kim Kamin, Gresham Partners; Erica Lord, The Northern Trust Company Christine Quigley, Holland & Knight Eileen Trost, Freeborn & Peters, LLP |
|
January 22 |
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 Chtd. |
|
January 28 |
Basics Course: Basics of Preparing and Understanding Tax Returns |
Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP; Emily Kuo, Harrison & Held LLP; David Lutrey, Lesser, Lutrey McGlynn, LLP; Tina Milligan, CTC MYCFO; Audrey Young, McGladrey, LLC |
|
February 4 |
Basics Course: Putting It All Together: Case Studies on Integrating the planning and the Reporting |
Jeffrey Bergman, Schiff Hardin LLP Michael Calahan, Plante Moran Janet Montgomery, Daluga, Boland & Montgomery, LLC |
|
February 19 |
2014 Recent Developments |
Robert E. Hamilton Hamilton Thies & Lorch LLP |
|
March 18 |
What Every Planner Needs to Know About Bankruptcy |
Lauren Detzel, Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A |
|
April 23 |
Social Security Benefits and All Its Permutations |
Deborah J. Tedford Tedford Law Firm, P.C.
|
|
May 21 |
Choosing and Educating Trustees |
Stacy Singer, The Northern Trust Company |
|
June 11
|
Ethics: Representing Clients with Diminishing Capacity: What to Know and How to Bridge the Gap |
Robert Fleming, Fleming & Curti, P.L.C. |
2013-2014 CEPC LUNCHEON PROGRAMS
|
DATE |
TOPIC |
SPEAKER |
|
July 16 |
Webinar: After DOMA: How Recent SCOTUS Decisions Affect Estate Planning for Same-Sex Couples |
Ray Prather, PratherEbner LLP |
|
August 15 |
Webinar: Income and Estate Tax Considerations Under the Affordable Care Act |
Robert S. Keebler and Stephen J. Bigge, Keebler and Associates, LLP Green Bay, Wisconsin |
|
September |
