CEPC Estate Planning Basics Courses
Date: Wednesday, February 20, 2019
Time: 8:30am - 12:30pm
Location: The Northern Trust Company, 50 S. LaSalle Street (Global Conference Center) Chicago, IL
Speaker: Erica Lord and Reetu Pepoff, The Northern Trust; Natalie Perry, Rathje Woodward LLC
Part 4 - February 12, 2019 / SPONSORED BY JNJ & ASSOCIATES AND THE NORTHERN TRUST COMPANY
Drafting Estate Planning Documents
Wills, Revocable Living Trusts, and Powers of Attorney; Selection of Fiduciaries;Discretionary Standards; Trustee
Powers; Tax Planning; and Other Drafting Considerations
Presented by: Erica E. Lord and Reetu Pepoff, The Northern Trust Company; Natalie Perry, Rathje Woodward LLC
Part 5 - February 20, 2019 / SPONSORED BY BMO PRIVATE WEALTH AND PLANTE MORAN
Putting it All Together:
Case Studies on Integrating Estate Planning and Reporting
Presented by: Jeffrey Bergman, Charles Schwab Bank; Rebecca Solomon, Plante Moran
