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1.0 CLE general credit| 1.0 CFP CE| CPA CPE certificates provided Thank you to sponsor
7:15 a.m. full breakfast buffet 7:45 a.m. announcements, estate planning update, sponsor message 8:00 - 9:00 a.m. program
L. Timothy Halleron focuses his practice on high-net-worth tax and estate planning matters. Tim advises individuals and family offices in planning for the preservation and transfer of wealth within families without the imposition of gift, estate or generation-skipping transfer tax. Tim’s practice includes:
Tim is a fellow of the American College of Trust and Estate Counsel (“ACTEC”), and Tim frequently writes and speaks on a variety of tax and estate planning subjects.
Sarah J. Robinson advises high-net-worth clients on a broad range of testamentary and inter vivos estate planning matters. She has extensive experience drafting and customizing wills, revocable trusts and irrevocable trusts. She is fluent in the administration of complex estate planning strategies including GRATs, CLATs, QPRTs, installment sales, intra-family loans, closely-held companies, charitable vehicles and leveraging techniques. She excels at designing transactions with unique assets or to accomplish specific planning objectives. Sarah also has experience administering large and complex estates and trusts.
Sarah enjoys working with numbers and using financial models and tax projections to guide clients in their planning. She develops complex models to project the impact of wealth transfer transactions, or assess the interaction between clients’ balance sheets and their estate plans. She uses those models to spot issues that may arise during the administration phase, such as liquidity shortages, and devises and implements solutions to those problems.
Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance. PCAM: 668538
Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.
PCAM: 668538
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DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607Tel. 708.338.0760 | dpcepc@navandassoc.com
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