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

    • April 03, 2019
    • 7:15 AM - 9:00 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Speaker: MacKenzie A. Hyde, Clark Hill PC
    Topic: How to Handle Mental Health Issues of Clients and Beneficiaries

    MCLE, CFP and CPE credits are approved for this session. 

    Presentation Overview:  

    Review certain disorders identified in the DSM-V that attorneys commonly confront in estate planning & estate/trust administration - speaker will offer tips to protect attorneys and their clients from the effects disorders can have on representation. Also discussed is applicability of Rule 1.14 to client relationships in which attorneys represent a fiduciary or beneficiary.

    Speaker Biography:

    MACKENZIE A. HYDE is a Partner in the Litigation Practice Group of Clark Hill’s Chicago office. MacKenzie concentrates in contested guardianships and estates as well as fiduciary litigation and estate administration. MacKenzie is frequently appointed by judges in the Probate Division of the Circuit Court of Cook County to serve as a Guardian Ad Litem in disabled estates and Special Administrator in decedents estates.  

    MacKenzie has been selected to the Illinois Rising Stars list every year since 2013. Each year, no more than 2.5 percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor.

    MacKenzie routinely guest lectures at Loyola University Chicago School of Social Work on guardianship and third party decision-making. She has also made numerous presentations to both professional and community groups and published several articles on topics related to her practice.

    MacKenzie graduated from Loyola University School of Law where she participated in the Elder Law Clinic. In the clinic MacKenzie represented petitioners and respondents in guardianship proceedings and also served as a Guardian Ad Litem. Prior to law school, MacKenzie taught elementary school in North Lawndale, a neighborhood on Chicago’s west side, through the national teaching program, Teach for America. While teaching, MacKenzie earned a Masters of Arts in Teaching from Dominican University.

    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 01, 2019
    • 7:15 AM - 9:00 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Speaker: Ryan Walsh
    Topic: Recent Developments 2019 Selected Federal and Illinois Cases 

    Presentation Overview:   An update of recent legislation, case law, and administrative rulings affecting estate planning, trust and estate administration, and related tax matters.

    Speaker Biography:   

    Ryan A. Walsh, a partner at Hamilton Thies & Lorch, LLP in Chicago, advises individuals and 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, contested estate and trust litigation, trust reformation proceedings, probate and guardianship matters, real estate transactions, and representation of clients before the Internal Revenue Service. Ryan is a Fellow of the American College of Trust and Estate Counsel. He is also 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 Co-Chair), the Illinois State Bar Association (Federal Taxation Section Council Chair; Trusts and Estates Section), and the Chicago Bar Association (Trust Law Committee Chair). Ryan regularly speaks and writes on various estate planning, administration, and tax topics and was named one of 40 Illinois Attorneys Under 40 to Watch. Ryan received his B.S. from the University of Notre Dame and his J.D., magna cum laude, from Loyola University Chicago School of Law. He is licensed to practice law in Illinois and Florida. Ryan serves on the board of the Greater Illinois Chapter of the Cystic Fibrosis Foundation and on planned giving committees for Catholic Charities, the Archdiocese of Chicago, and Lurie Children’s Hospital.


    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 15, 2019
    • 5:00 PM - 7:30 PM (CDT)
    • Butterfield Country Club - Paddle Hut - 2800 Midwest Rd, Oak Brook, IL 60523

    Spring Networking Event
    Members must register for this complimentary event and may bring one guest at no charge. 
    Registration opening soon.


    • June 05, 2019
    • 7:15 AM - 10:15 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Partnering with DuPage Foundation

    Speaker: Bryan Clontz, CFP, Charitable Solutions, LLC
    Topic: Charitable Giving

    Presentation Overview:  TBA

    Speaker Biography:

    Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®
    Bryan is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management audits, emergency assistance funds and life insurance appraisals/audits.

    He has given more than 2,000 presentations on charitable gift planning; been published in an international insurance textbook; and written more than two dozen articles in financial services and planned giving journals, including a planned giving manual entitled Just Add Water, which has sold more than 2,500 copies. Bryan chaired the inaugural statewide Leave a Legacy Georgia! campaign. He is the co-inventor of a proprietary CGA risk management process (LIRMAS- Life Income Risk Management Analytic Suite) based on an actuarial study he co-authored for the Society of Actuaries on CGA Mortality.

    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 | 1018 W. Madison, Ste. 9, Chicago, IL 60607
Tel.  708.338.0760 | dpcepc@navandassoc.com

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