Providing Informed Guidance In The Creation, Conservation And Distribution Of Estates.
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Upcoming events

    • December 13, 2017
    • 7:15 AM - 9:00 AM (CST)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Speaker: Meig Harmon 
    Topic: What the Trusted Advisor Needs to Know When a Client Faces Divorce

    Presentation Overview:  The subject matter touched on a variety of different issues relevant to both estate planners and financial advisors who advise clients regarding their estate and financial planning.  I discussed issues related to college education funding, family business succession planning, gifting to adult children, how trust assets and income impact child and spousal support and other similar topics, to point out how the prospect of a future divorce of a client (or their child or other family member) might impact the advice that should be given to a client surrounding these issues.

    Speaker Biography: 

    Meighan Harmon focuses on complex family law cases involving the distribution of multi-million dollar estates and represents successful business professionals and their spouses from a variety of industries, as well as individuals with multi-generational wealth.  

    Meighan is part of an elite group of leaders in family law. In 2011, she was elected by her peers to be President of the Illinois Chapter of the American Academy of Matrimonial Lawyers. In 2016, Super Lawyers named Meighan as one of the Top 50 Women Lawyers in Illinois, and she has since been named in Best Lawyers in America, Leading Lawyers Network, and Illinois Super Lawyers.

    A frequent lecturer on family law topics, she is also a published author, having assisted in the researching and drafting of the book Problems in Family Law. She also co-authors a chapter for the Illinois Institute for Continuing Legal Education titled Unique Employee Benefits: Stock Options, ESOPs, Etc and published articles in the Matrimonial Strategist, the Chicago Daily Law Bulletin, The Family Advocate, and other publications.

    Thank you to our sponsor


    Additional Details:

    - Networking begins at 7:15 a.m.
    - Breakfast served at 7:30 a.m.
    - Speaker Presentation at 8:00 a.m.
    - Meeting concludes at 9:00 a.m


    • February 07, 2018
    • 7:15 AM - 9:00 AM (CST)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Speaker: Melissa Smart
    Topic: Ethics of Beginning/Ending a practice

    Presentation Overview:  TBA

    Speaker Biography:

    Melissa A. Smart is litigation group manager and senior counsel at the Illinois Attorney Registration and Disciplinary Commission of the Supreme Court of Illinois (ARDC), where she oversees a staff of litigation attorneys, investigates charges of lawyer misconduct and prosecutes disciplinary cases. Ms. Smart obtained her B.A. in Liberal Arts and Sciences from the University of Illinois at Urbana-Champaign. She received her law degree from The John Marshall School of Law, graduating cum laude. In 1999, Ms. Smart began her legal career with the ARDC. Having been a member of the Commission's staff for over a decade, she has investigated thousands of charges of professional misconduct and has been responsible for over 100 different formal disciplinary proceedings filed in the Supreme Court of Illinois or before various Commission Boards She has tried dozens of matters before the Commission Hearing Board. Ms. Smart is active in the CBA and is a current member of the ISBA. She has lectured and presented workshops regarding professional responsibility and disciplinary law to various bar association groups, government agencies, law firms, private organizations and law schools. She has appeared as a guest on numerous radio programs. She has been selected to work on pilot programs for the Illinois Supreme Court Commission on Professionalism, which have developed model courses on professional responsibility and CLE course facilitation. She was named as a Member of the Joint Illinois State Bar Association/Chicago Bar Association Special Committee on Ethics 2000 which reviewed existing Illinois ethics guidelines and suggested changes to the Illinois Supreme Court which formed the basis for the New 2010 Illinois Rules of Professional Conduct.

    Thank you to our sponsor


    Additional Details:

    - Networking begins at 7:15 a.m.
    - Breakfast served at 7:30 a.m.
    - Speaker Presentation at 8:00 a.m.
    - Meeting concludes at 9:00 a.m.


    • March 07, 2018
    • 7:15 AM - 9:00 AM (CST)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Speaker: Brian Witlock
    Topic: Take Me Out of the Ball Game (removing assets from your estate)

    Presentation Overview:  TBA

    Speaker Biography:

    TBA

    Thank you to our sponsor


    Additional Details:

    - Networking begins at 7:15 a.m.
    - Breakfast served at 7:30 a.m.
    - Speaker Presentation at 8:00 a.m.
    - Meeting concludes at 9:00 a.m.


    • April 04, 2018
    • 7:15 AM - 9:00 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Speaker: Samantha Lamas - Morningstar
    Topic: Behavioral Finance

    Presentation Overview:  The rise of robo-advice, as well as increasing pressure from regulatory changes, has fueled a wave of change in the financial advice industry. Advisors have a growing need to prove the value they provide to clients and to develop skills that can set them apart from automated solutions and their human competition. Morningstar has responded to this need through original research and practical solutions that will prepare advisors to better deal with the ”softer” side of money management: anxiety, family dynamics, and problematic financial behaviors.

    Speaker Biography:

    Samantha began her career at Morningstar as a product consultant working directly with the individual investor and advisor segments. She currently works with the behavioral insights team as a marketing associate. Samantha focuses on curating and developing content to better understand and drive investor success.



    Thank you to our Sponsor


    Additional Details:

    - Networking begins at 7:15 a.m.
    - Breakfast served at 7:30 a.m.
    - Speaker Presentation at 8:00 a.m.
    - Meeting concludes at 9:00 a.m.


    • May 02, 2018
    • 7:15 AM - 9:00 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Speaker: Ryan Walsh
    Topic: Estate Law Update

    Presentation Overview:   TBA

    Speaker Biography:   

    Ryan A. Walsh advises individuals, families, business owners, and financial institutions on a range of estate planning, trust, and tax matters. He also has significant experience with trust and estate administration, preparation of estate, gift, and fiduciary income tax returns, real estate transactions, contested estate and trust litigation, trust reformation proceedings, probate and guardianship matters, and representation of clients before the Internal Revenue Service.

    Ryan is a member of the Chicago Estate Planning Council, the American Bar Association (Section of Taxation, Section of Real Property, Trust and Estate Law, Estate and Gift Tax Committee Vice-Chair), the Illinois State Bar Association (Federal Taxation Section Council and Trusts and Estates Section), the Chicago Bar Association (Trust Law Executive Committee), and the American Cancer Society Planned Giving Sub-Committee. Ryan regularly speaks and writes on various estate planning, administration, and tax topics and has been named an Illinois Super Lawyers “Rising Star” in 2012, 2013, and 2014.

    Ryan is licensed to practice law in the State of Illinois and the State of Florida, and before the U.S. District Court for the Northern District of Illinois. Ryan received his B.S. from the University of Notre Dame in 1997 and his J.D., magna cum laude, from Loyola University Chicago School of Law in 2006, where he was a staff editor of the Loyola University Chicago Consumer Law Review.

    Thank you to our sponsor


    Additional Details:

    - Networking begins at 7:15 a.m.
    - Breakfast served at 7:30 a.m.
    - Speaker Presentation at 8:00 a.m.
    - Meeting concludes at 9:00 a.m.


    • May 16, 2018
    • 5:00 PM - 7:30 PM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Spring Members Only Event - Networking

    Members may bring one guest at no charge.


    • June 06, 2018
    • 7:15 AM - 9:00 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Speaker: Jack Ablin
    Topic: Economics

    Presentation Overview:  Jack Ablin, Chief Investment Officer for BMO Private Bank U.S., will lay out his global macro strategy for navigating the uncertainty surrounding the ever-changing investment markets and the global economy. Looking at the world from 30,000 feet, Mr. Ablin evaluates the economic landscape, addresses public policy and together with market valuation, will lay out an easy-to-understand investment strategy.

    Drawing upon his investment experience spanning nearly 30 years, Mr. Ablin provides a unique blend of quantitative techniques and common sense intuition to formulate his investment perspectives. He also draws on examples that we hear of everyday to bring his approach to life. The result will be clear, easy to understand strategies for traversing the world we live in today.

    Speaker Biography:

    Jack Ablin, CFA is an Executive Vice President and Chief Investment Officer with BMO Private Bank.

    As Head of Macro Strategy, Jack chairs the Asset Allocation, Mutual Fund Re-Optimization and Harriscreen Stock Selection Committees and is responsible for establishing investment policy and strategy within BMO Wealth Management - U.S.. He joined the organization in 2001 and has three decades of experience in money management.

    Jack earned a bachelor’s degree from Vassar College in New York, where he graduated with honors with an A.B. in Mathematics and Computer Science. A member of the Beta Gamma Sigma International Honor Society, Jack received an M.B.A. with honors and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Chicago.

    • Author of Reading Minds and Markets: Minimizing Risk and Maximizing Returns in a Volatile Global Marketplace, published in July 2009 by F.T. Press; Wall Street Journal’s best-seller list, 2009.
    • A frequent contributor to CNBC, Bloomberg, The Wall Street Journal and Barron’s.
    • Served as a Professor of Finance at Boston University, Graduate School of Management.
    • Spent five years as a Money and Markets correspondent for the NBC affiliate in Jacksonville, Florida.
    • Named one of the top 100 Wealth Advisors in North America, by CityWealth magazine in 2006 and 2010-2016.

    Thank you to our sponsor


    Additional Details:

    - Networking begins at 7:15 a.m.
    - Breakfast served at 7:30 a.m.
    - Speaker Presentation at 8:00 a.m.
    - Meeting concludes at 9:00 a.m.


DuPage County Estate Planning Council | P.O. Box 3217 Oak Brook, IL  60522
Tel.  708.338.0760 | Fax. 708.401.0360 | dpcepc@navandassoc.com

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