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• Advising Clients on the Benefits of Using Corporate Fiduciaries in their Estate Plans

  • When
    March 04, 2026
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Advising Clients on the Benefits of Using Corporate Fiduciaries in their Estate Plans

   Robert Holland, Monica Gurgiolo, Eric Wilen, 

  Elizabeth Romano, and Jamie Shimer
  

  
  

  Thank you to Sponsor: 
  
  

  

  
  

  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

  Choosing the right fiduciary can make all the difference in a client’s estate plan. This session will highlight the unique benefits which corporate fiduciaries bring to the administration of your client’s estate and/or trust which will include vast and diverse professional expertise, impartiality, and long-term stability.  Attendees will learn how partnering with a corporate fiduciary can enhance client outcomes, simplify trust administration, and provide peace of mind for families.

  The panelists are trust officers with law practice experience and private practice estate planning attorneys who will bring unique and different perspectives on how to advise clients when corporate fiduciaries should be incorporated into a client’s estate plan and the benefits a corporate fiduciary will provide to the beneficiaries during administration of the estate and/or trust.

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

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• Ethical Estate Planning in a Changing Landscape: Clients with Decision-Making Limitations and Other Professional Responsibility Considerations

  • When
    April 01, 2026
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Ethical Estate Planning in a Changing Landscape: Clients with Decision-Making Limitations and Other Professional Responsibility Considerations

  Melissa A. Smart, ARDC

  Thank you to our Sponsor:

   

  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

  Melissa A. Smart is the Director of Education at the Illinois Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC) where she develops, implements and presents programs and materials to educate lawyers regarding their professional responsibilities, and supervises a team of lawyers and paraprofessionals dedicated to helping lawyers serve their clients effectively within the bounds of the Rules of Professional Conduct.  Melissa obtained her B.A. in Liberal Arts and Sciences from the University of Illinois at Urbana-Champaign and her law degree from The John Marshall Law School, graduating cum laude.  As a member of the Commission’s staff for over twenty-five years, she was formerly a staff attorney and then a litigation group manager, where she investigated charges of professional misconduct and litigated formal disciplinary proceedings. She serves on several committees and maintains leadership positions in various local, national and international bar associations and regulatory groups, including: the Chicago Bar Association, the Illinois State Bar Association, the American Bar Association and the National Organization of Bar Counsel.  She has appeared on radio programs and podcasts and has presented workshops, programs and lectures for numerous bar association groups, government agencies, law firms, private organizations and law schools to discuss her knowledge of the Rules of Professional Conduct and share her insights on professionalism, lawyer well-being and disciplinary law.  She is an Adjunct Professor of Law at Loyola University Chicago School of Law where she teaches Professional Responsibility and is a member of the Collaborative Association of Professional Responsibility Instructors in Illinois (CARPII).

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

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• Unpacking the Impact of OBBBA

  • When
    May 06, 2026
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Unpacking the Impact of OBBBA

  Karen Snodgrass, CPA and Natalie McHugh, CPA

  Cray Kaiser

  Thank you to our sponsor: 

  
  

  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

  

  
  

  Natalie McHugh, CPA brings over 25 years of experience to her role as Tax Principal at Cray Kaiser. While Natalie works with CK’s diverse client roster on full-service tax planning, compliance, and consulting in all areas of tax, she also leads the firm’s estate, gift and trust practice.  Natalie earned her Bachelor’s Degree in Accountancy from DePaul University where she graduated with honors.  She is currently on the board of the DuPage County Estate Planning Council. 

  
  

  

  Karen Snodgrass oversees Cray Kaiser’s tax division, with niche expertise in closely held and family-owned businesses.  Having successfully navigated evolving tax codes for 30-plus years—more than 25 of which she spent at Cray Kaiser—Karen leads seminars on tax law updates at the firm and to outside organizations. Based on her ongoing analysis of the effects of new laws, the firm’s reputation for excellence in tax services is unmatched. Karen holds both Bachelor’s and Master’s Degrees in Business Administration from the University of Notre Dame.

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

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• Member Appreciation Event

  • When
    May 20, 2026
  •  
    4:30 PM - 7:30 PM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    16 registrants

  Register

  MEMBER APPRECIATION EVENT

  Thank you to our Sponsors: 

  
  

  For Members and Their Invited Guests
  Wednesday, May 20, 2026 from 4:30-7:30pm
  Business casual attire with lawn-friendly footwear!
  Butterfield Country Club in "The Lodge"

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• Succession Planning for Professionals

  • When
    June 03, 2026
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Succession Planning for Professionals

  Thank you to our sponsor: 

  
  

  
  

  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.  

  Show details