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• Illinois POA Act

  • When
    October 02, 2024
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
  • Registered
    59 registrants

  Register

  Recent Amendments to the Illinois Power of Attorney Act
  and Bank Legal Counsel’s Perspective
  When Reviewing Your Client’s Power of Attorney

  A Panel Discussion

  Ben Neiburger, Elizabeth Khalil, Lauren Barney and Aaron White
  Eric Wilen, Moderator

  Thank you to our Sponsor:

  
  

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

  
  

  Illinois Public Act 103-0994 was signed into law by the Governor on August 9, 2024, amending the Illinois Power of Attorney Act to provide a statutory framework for when it would be reasonable for a third-party not recognize a financial Power of Attorney and when it would be unreasonable for a third-party to refuse to honor an otherwise properly executed Power of Attorney for Property. Our speaker panel will include a DuPage County Attorney involved in drafting this recent legislation and attorneys from CIBC Bank’s Legal Counsel to provide us with a better understanding on how financial Powers of Attorney are reviewed by bank counsel and insight on how these recent legislative changes will affect their practices in reviewing financial Powers of Attorney.

  
  

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

  Ben Neiburger is the founder of Generation Law representing clients in the areas of elder law, estate planning, guardianship and probate. Ben is a member of the National Academy of Elder Law Attorneys and serves as a Co-Chair of the Illinois Chapter’s Legislative Committee.

  Elizabeth Khalil is Deputy General Counsel for CIBC Bank USA and serves as its Chief Privacy Officer. Elizabeth is a former federal banking regulator serving at the Office of the Comptroller of the Currency (OCC) and Federal Deposit Insurance Corporation (FDIC).

  Lauren Barney is the Associate General Counsel and Managing Director of legal support for CIBC Bank’s retail and consumer products. Lauren is a member of the CIBC Bank Legal Order Process Team responsible for responding to all legal process notices received by CIBC Bank.

  Aaron White is a Senior Counsel and Managing Director for CIBC Bank’s Legal Team. Aaron is a former commercial litigation attorney representing private clients involved in bank litigation and probate disputes.

  Eric Wilen is an attorney with the Naperville law firm of Brooks, Tarulis, and Tibble, LLC, and has practiced for over 25 years in estate planning. Eric regularly advises clients on the best practices for interacting with banks and financial institutions on matters involving powers of attorney, trusts and decedents’ accounts.
  

  
  

  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 Night

  • When
    October 16, 2024
  •  
    4:30 PM - 7:30 PM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    25 registrants

  Register

  Member Appreciation Night

  Cocktails, Appetizers, & Networking

  Thank you to our sponsor: 
  
  

  
  A free event for Members and their invited guests

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• Buckled Up Yet for the 2025 Ride? Planning Opportunities for the TCJA

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

  Register

  Buckled Up Yet for the 2025 Ride? Planning Opportunities for the TCJA

  Angela Iaria and Jennifer Kuzminski
  Aronberg Goldgehn

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

  The presentation will review the history of Federal Estate and Gift Tax Exemption, explore different planning strategies and opportunities, and provide you with tools to assess your clients’ circumstances for decision making as to whether the client is a good fit for a particular recommendation.  We will discuss how to implement these planning strategies with your team, including their wealth management advisor, accountant, and valuation experts, well in advance of the impending sunset.

  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. 

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• Judges Panel & Networking

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

  Register

  Judges Panel & Networking

  Circuit Court Judge Paul M. Fullerton
  Associate Judge Bryan S. Chapman

  Thank you to our Sponsors:

     

  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
  Thank you to our Special Event Sponsors:

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• Economic Update

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

  Register

  Economic Update
  

  Steve Meves
  Old Second National Bank

  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

  Steve Meves, Chief Investment Officer for Old Second Wealth Department, has over 16 years of investment experience managing investments for trust clients, high-net-worth individuals and institutional relationships. He manages the Investment Team that is responsible for investment strategy, market research, security analysis, and portfolio management. Steve also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds. Steve has a B.A. in Finance, Investments & Banking and a B.A. in Economics from University of Wisconsin – Madison. He also has a M.B.A. from University of Chicago Booth School of Business and is a Chartered Financial Analyst®. Steve is a member of the CFA Society of Chicago and of the CFA Society of Milwaukee.

  
  

  Old Second National Bank Aurora is a community bank dedicated to serving the current and future needs of the families and businesses that make up the communities in which we live and work.

  
  

  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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• ONLINE: 7 Deadly Sins of Professional Advisors in Charitable Planning

  • When
    February 05, 2025
  •  
    7:50 AM - 9:00 AM
  • Location
    Online
  • Registered
    7 registrants

  Register

  ONLINE
  7 Deadly Sins of Professional Advisors in Charitable Planning

  Bryan Clontz
  Charitable Solutions

  Thank you to our sponsor

  
  

  ONLINE: 7:50 am - Announcements, Estate Plan Update and Sponsor message

  No later than 8:00 am - Presentation begins.
  Please join by 7:50 to ensure you hear the entire program

  9:00 am - Adjourn

  
  

  1.0 MCLE General Credit and 1.0 CFP credit pending. CPA certificates provided.

   

  Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®,  is the President and Founder of Charitable Solutions and has extensive experience in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and cryptocurrency and life insurance appraisals and audits.

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• March Breakfast Meeting

  • When
    March 05, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  March Breakfast Meeting

  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
• Legal Capacity: Is it Too Late to Create an Estate Plan for Your Client with Dementia?

  • When
    April 02, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Legal Capacity: 
  Is it Too Late to Create an Estate Plan for Your Client with Dementia?

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

  Thank you to our 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

  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
• Wealth Transfer Strategies

  • When
    May 07, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Wealth Transfer Strategies
  Raymond C. Odom
  

  Northern Trust

  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
• Fiduciary Income Tax Preparation & Annual Meeting

  • When
    June 04, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL

  Register

  Fiduciary Income Tax Preparation 

  Christian Klaas, CPA, MST
  Friedman+Huey

  Annual Membership Meeting

  1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 
  Thank you to our sponsor: 
  
  

  
  

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

  
  

  Christian “Chris” Klass joined Friedman+Huey in 2004, having started as an intern. Chris specializes in fiduciary, estate, and individual income taxation, and is responsible for servicing many of our firm’s high net worth families. He also leads the firmwide education initiative.

  Chris is a member of the AICPA, IL CPA Society (serving on both the Individual Taxation Committee as well as the Estate, Gift & Trust Tax Committee) and Chicago Estate Planning Council (CEPC). In his free time, he teaches tax and accounting courses at Purdue University Northwest. Chris authored a course on the taxation of decedents, estates, and trusts, and speaks frequently on these topics. He also serves on Thomson Reuters GoSystem Tax Customer Advisory Board, advising on their nationally ranked tax software.

  A culinary explorer, outside of tax season you will likely find Chris in the kitchen or at the grill experimenting with new flavors and spices. Between his wife, twin daughters (whom he refers to as “the crowd”), and two energetic Weimaraner dogs there’s never a dull moment in his house. Chris has a laundry list of hobbies, but most enjoys amateur woodworking in his garage and vacationing with family and friends.

  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