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Providing Informed Guidance in the Creation, Conservation and Distribution of Estates
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Upcoming events

    • September 04, 2024
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Behavioral Approach to Finance & Estate Planning

    Maggie Woroniecki, BFA
     
    Sikich

    1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 


    7:15 a.m. full breakfast buffet
    7:45 a.m. announcements, estate planning update, sponsor message
    8:00 - 9:00 a.m. program

    Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  After deadline, you may request to transfer of your registration to another individual by emailing dpcepc@navandassoc.com. 

    • October 02, 2024
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    October Program & Networking 

    Details Coming Soon!


    1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 


    7:15 a.m. full breakfast buffet
    7:45 a.m. announcements, estate planning update, sponsor message
    8:00 - 9:00 a.m. program

    Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  After deadline, you may request to transfer of your registration to another individual by emailing dpcepc@navandassoc.com. 

    • October 16, 2024
    • 4:30 PM - 7:30 PM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook
    Register

    A free event for Members and their invited guests

    Cocktails, Appetizers, & Networking

    Details Coming Soon!


    • November 06, 2024
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    November Breakfast Meeting 

    Details coming soon!

    1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 



    7:15 a.m. full breakfast buffet
    7:45 a.m. announcements, estate planning update, sponsor message
    8:00 - 9:00 a.m. program

    Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  After deadline, you may request to transfer of your registration to another individual by emailing dpcepc@navandassoc.com. 

    • November 13, 2024
    • 4:30 PM - 7:30 PM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook
    Register

    Judges Panel & Networking

    This is a unique opportunity to hear from, and ask questions of, this panel of judges from the 18th Judicial Circuit Court. Each judge will share insights on their experience in the Chancery Division (trust litigation, guardianships and probate), followed by Q&A from attendees.


    4:30  -  7:30 pm Cocktails & Appetizers, Networking
    6:00 - 7:00 pm Judges Panel

    Member + 1 guest attend free of charge
    Non-Member: $65


    • December 04, 2024
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    December Breakfast Meeting 

    Details coming soon!

    1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 


    7:15 a.m. full breakfast buffet
    7:45 a.m. announcements, estate planning update, sponsor message
    8:00 - 9:00 a.m. program

    Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  After deadline, you may request to transfer of your registration to another individual by emailing dpcepc@navandassoc.com. 

Past events

June 05, 2024 Compassion Fatigue:  Sustaining the Professional Self
May 15, 2024 Member Appreciation Event
May 01, 2024 Secrets of Enterprising Families
April 03, 2024 Alternative Investments Fundamentals
March 06, 2024 Legal Update
February 07, 2024 ONLINE: 2024 Economic Update
January 19, 2024 Estate Planning Essential Skills Workshop
December 06, 2023 Illinois Uniform Principal & Income Act
November 15, 2023 Member Appreciation Night
November 01, 2023 High-Net-Worth Giving Trends and Policy Issues Surrounding Philanthropy and Charitable Planning
October 18, 2023 Judges Panel & Networking
October 04, 2023 Corporate Transparency Act
September 06, 2023 Privacy and Cyber Security: Tech and Legal Pitfalls and Tips for Your Practice and Clients
June 07, 2023 Retirement & Testamentary Planning Post Secure Act 2.0
May 17, 2023 Member Appreciation Event
May 03, 2023 Tax Residency Planning
April 05, 2023 Recent Developments in Trusts and Estates
March 01, 2023 SLATs: The Non-Marital Trust for Spouses
February 01, 2023 The Hidden Code of End-of-life Decisions (webinar)
December 07, 2022 Economic Update
November 16, 2022 Member Appreciation Night
November 02, 2022 Multi-Generational Planning for Social Impact
October 19, 2022 Judges Panel & Networking
October 05, 2022 Introduction to Pooled Special Needs Trusts
September 07, 2022 Negotiations: Stretching the Truth
June 01, 2022 Cryptocurrency Basics: Estate Planning, Tax, and Fiduciary Considerations
May 18, 2022 Member Appreciation Night
May 04, 2022 Tales from the Trenches: Avoiding Trust Litigation
April 06, 2022 Maintaining Health and Resiliency: Moving into the Future Post-Pandemic
March 02, 2022 Annuities and Life Insurance
February 03, 2022 Selling the Closely Held Business: Legal & Family Issues
December 08, 2021 End of Year Market Update
November 17, 2021 Judges Panel & Networking
November 03, 2021 Build Back Generously
October 06, 2021 Estate and Gift Tax Planning Considerations in Uncertain Times
September 01, 2021 In Person Strategic Networking Session
June 02, 2021 Estate Planning with Government Benefits
May 05, 2021 How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts
April 07, 2021 Estate Planning Update and Recent Developments
March 03, 2021 Cybersecurity, Fraud Updates and Digital Assets
February 24, 2021 2021 Legislation and Case Law Update
February 03, 2021 Estate Planning for the Modern Family
December 09, 2020 Charitable Giving 20/20: A Fresh Look at Charitable Giving in light of TCJA, the SECURE ACT, and the CARES Act
November 04, 2020 Year End Tax and Estate Planning
October 21, 2020 Judges Panel
October 07, 2020 Economic Outlook
September 02, 2020 Return on Integrity
June 03, 2020 Special and Unique Assets Panel
May 20, 2020 The Path to Well-Being: Professional Responsibility at the Intersection of Emotional and Ethical Intelligence
May 06, 2020 Private Foundations & Donor-Advised Funds: Advantages, Limitations and Planning Opportunities
April 15, 2020 Remote Notarization & Document Execution in a COVID World
March 04, 2020 Recent Developments and Current Estate Planning Issues
February 05, 2020 E-Wills and E-Notarization

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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