This is a half-day in-person seminar and workshop for professionals who are new to estate planning and would like to gain a better understanding of just what exactly estate planning is and how they can become more conversant in estate planning concepts.
This course is ideal for attorneys, accountants, Trust Officers, and financial planners who are just getting started or seeking a refresher.
The workshop will be conducted by attorneys who practice estate planning in the DuPage community. They include Karen Mills from Aronberg Goldgehn, Sara Riechert from Chamberlin Riechert Law Group and Eric Wilen from Brooks, Tarulis & Tibble.
Presenters will discuss the importance of titling assets and accounts, beneficiary designations and how it will affect a client’s estate plan, powers of attorney and why it is important to incorporate disability planning into the client’s estate plan, how a last will and testament and revocable “living” trust work together to create the client’s estate plan and how a revocable “living” trust can help avoid the probate court process and pass on assets to spouses and children, provide practical wisdom and advice on selecting executors, trustees and agents, and a better understanding of estate and gift tax laws and how a client’s estate plan is intended to maximize the client’s estate and gift tax exemption amounts.
- Registration and continental breakfast from 7:30 - 8:30 a.m.
- Program runs from 8:30 - 12:00 p.m.
Thank you to our sponsor
Karen R. Mills focuses her practice on estate planning, probate administration, guardianships and probate litigation. Karen currently serves on the Northwestern Memorial Foundation Board of Directors. For over a decade now, she has been an active member of the DuPage County Adult Protective Services Abuse and Neglect Program Multidisciplinary Team. She frequently writes and speaks on estate planning, probate, guardianship and related topics.
An active member of the DuPage County Bar Association, Karen currently serves as President-Elect (2023-2024). Karen is active in the community and was named in 2023 by the Public Interest Law Initiative to its Pro Bono Volunteer Honor Roll.
Karen joined Aronberg Goldgehn in 2021, and was in private practice for seven years before that. Before her legal career, Karen spent nearly 20 years at JPMorgan Chase and BMO Harris Private Bank with experience in trusts, estates, guardianships and wealth management.
Since 2021, Karen has been recognized as a Rising Star by Illinois Super Lawyers.
Sara Riechert is licensed to practice law in Illinois and Ohio. Ms. Riechert obtained a B.B.A. from the University of Cincinnati in 2003. She graduated from Salmon P. Chase College of Law in 2007 and was admitted to the bar in Ohio that same year. Ms. Riechert relocated to Illinois and became licensed to practice law in Illinois in 2011.
Ms. Riechert practices in the areas of estate planning, probate, and guardianship. Ms. Riechert’s past experience primarily in the area of family law enables her to understand the often complex nature of modern families with adoptions, blended families, and same sex marriages. She is passionate about providing high quality legal services to clients through exceptional service, communication, and compassion to face any concern a client may have.
Ms. Riechert regularly presents on topics of estate planning, special needs trust, ABLE accounts, and guardianship to both parent groups and professional organizations. Ms. Riechert is a member of the Academy of Special Needs Planners and is accredited by the US Department of Veterans Affairs for veteran’s benefits and planning. Ms. Riechert is currently serving as vice-chair of the DuPage County Bar Association Estate Planning Committee.
Ms. Riechert lives in the western suburbs with her husband and children and is active in her community volunteering with local service organizations and fostering dogs through a local rescue organization.
Eric Wilen is of counsel with the Naperville law firm of Brooks, Tarulis, and Tibble, LLC, and has practiced for over 25 years in estate planning. Eric’s practice focuses on representing business owners and high net worth families in the areas of estate planning, business succession planning, wealth transfer planning, and the administration of trusts and estates. Eric also has substantial experience in advising and counseling fiduciaries in the administration of trusts and estates.
With an LL.M. in Taxation from New York University School of Law, Eric uses his tax knowledge to guide clients through various federal and state tax issues and regularly assists clients with the preparation of estate and gift tax returns.
Eric is a frequent speaker on topics relating to estate planning with trusts, taxation of trusts and estates, and best practices for estate and trust administration. As a member of the estate planning processional community, Eric serves on the board for the DuPage County Estate Planning Council.
MCLE PCAM # 580476
