Providing Informed Guidance In The Creation, Conservation And Distribution Of Estates.
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Recent Developments and Current Estate Planning Issues

  • March 04, 2020
  • 7:15 AM - 9:15 AM
  • Butterfield Country Club - 2800 Midwest Rd, Oak Brook IL

Registration

  • Please note that guests may attend two meetings per lifetime, and then must join as members.

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CLE and CFP CE approved.

Recent Developments and Current Estate Planning Issues


Scott Bieber and Sarah Chang will present a one-hour presentation on recent developments in estate planning and some current estate planning techniques.  This will include a review of recent court cases and changes in federal and state laws impacting estate planning.  Scott and Sarah will also touch on recent thinking in estate planning as gathered from a variety of resources such as professional journals and attendance at national and local estate planning seminars.

Included in their presentation will be discussion of the following topics:

  • The SECURE Act, its impact on clients and their estate planning;
  • The Illinois Trust Code, effective as of January 1, 2020;
  • Silent Trusts;
  • Drafting for long-term trusts;
  • Drafting in light of recent developments and the changing landscape of estate planning laws.

CLE and CFP CE approved for 1 hour.

Thank you to our Sponsor

Speaker Bios


Scott Bieber's practice focuses in the areas of family wealth preservation, federal transfer taxation and family business planning.

He counsels individuals with their personal estate planning and owners of closely held businesses with business succession and related issues. Additionally, he represents executors and trustees in the administration of estates and trusts, as well as taxpayers and their executors in gift and estate tax audits.

Scott enjoys serving private clients because of the personal nature of the representation and the opportunity to help in areas that extend beyond traditional estate planning, such as matters related to operation of family businesses. Given the complicated laws private clients face, Scott prides himself in not "over-lawyering" matters and aims to translate the law in simple terms so that clients understand and follow the best path to meet their objectives.

In addition to representing individuals, Scott also advises public and private charitable organizations.

Scott is a fellow of the American College of Trust and Estate Counsel, is recognized by Illinois Super Lawyers in estate planning and probate and is listed by Leading Lawyers Network for Trust, Will & Estate Planning Law. He is also named in The Best Lawyers in America® in the area of trusts and estates. In addition, Scott is an editorial board member of Estate Planning Magazine.


Sarah Chang
helps individuals and families preserve their wealth by developing strategies to safeguard their assets in the most tax-efficient way.


She represents a diverse group of clients with varying levels of wealth, up to and including, ultra-high-net-worth individuals in estate planning, trust and estate administration and probate matters.


Sarah counsels clients in developing comprehensive estate plans through the use of wills, trusts, powers of attorney and charitable giving strategies. She is also experienced in tax shelter entity structuring and transferring ownership of real property.


Working at a full-service business law firm empowers Sarah to provide enhanced service to her clients, particularly businesses owners. Having ready access to a vast body of business law knowledge not only bolsters her estate planning work, but enables Sarah to guide clients toward solutions in other areas of law. 


 

- Networking begins at 7:15 a.m.
- Breakfast served at 7:30 a.m.
- Speaker Presentation at 8:00 a.m.
- Meeting concludes at 9:00 a.m.

DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607
Tel.  708.338.0760 | dpcepc@navandassoc.com

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