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• Qualified Plans and IRA's - Part 1

  • When
    October 03, 2018
  •  
    7:15 AM - 9:00 AM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    74 registrants

  Register

  Speaker: Nathan Beemster
  Topic: Qualified Plans and IRA's: General overview, beneficiary designations, common pitfalls, rollovers, prohibited transactions.

  Presentation Overview:  IRAs, 401(k)s and other qualified plans are becoming an increasingly large portion of clients’ estates.  It is important as an estate planning attorney to consider these assets carefully, and to counsel your client accordingly.  In this session, we will discuss the following topics:

  1. General overview of qualified plans
  2. Using beneficiary designations with qualified plans
  3. Rolling over the qualified plan after the death of the original owner
  4. Distribution options for qualified plans
  5. Common pitfalls associated with qualified plans

  Speaker Biography:

  Nathan Beemster  is a Trust Officer with ATG Trust Company, where he concentrates on estate settlement, IRAs, Inherited IRAs, fiduciary taxation, and estate and gift taxation. Prior to joining ATG Trust Company, Mr. Beemster worked at FNBC Bank and Trust (formerly First National Bank of LaGrange), where he was involved with all aspect of trust administration, estate settlement, and guardianship. University of Wisconsin Law School, Madison, J.D. with concentration in Estate Planning; University of Wisconsin, Madison, B.A. Legal Studies.

  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.

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• Judges Panel & Networking - Evening Event

  • When
    October 17, 2018
  •  
    4:30 PM - 7:30 PM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    16 registrants

  Register

  Panelists: Hon.  Brian Diamond, Hon. Robert "Bob" Gibson, Hon. Paul Fullerton
  Agenda: Judges Panel Discussion & Networking 

  Members must register for this complimentary event and may bring one guest at no charge.  This is a great opportunity to introduce a colleague to DPCEPC.

  
  

  Thank you to our sponsor

  
  

  
  

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• Qualified Plans and IRA's - Part 2

  • When
    November 07, 2018
  •  
    7:15 AM - 9:00 AM (CST)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    4 registrants

  Register

  Speaker: Rita E. Luce
  Topic: Qualified Plans and IRA's: Use of See-Through Trusts, Conduit Trusts, Trusted IRAs, as a Planning Tool

  Presentation Overview:  TBA

  Speaker Biography:

  Rita E. Luce has over twenty years of estate planning experience, counseling individuals and families on all aspects of estate planning, including implementing gift and estate tax reduction strategies, creating lifetime and testamentary asset transfers, planning for family and closely held businesses, utilizing trusts for control and creditor protection, and creating and administrating charitable organizations. Rita also represents executors and trustees in the administration of estates and trusts.

  Rita is rated AV (highest) by Martindale-Hubell, and is included in Bar Register of Preeminent Women Lawyers (top 5%).

  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.

  
  

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• 2019 Economic Outlook and Market Strategy

  • When
    December 12, 2018
  •  
    7:15 AM - 9:00 AM (CST)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    4 registrants

  Register

  Speaker: Richard J. Milton, Main Street Advisors
  Topic: Economic Outlook

  Presentation Overview:  Mr. Milton will discuss his outlook for the economy and markets in 2019; including positioning portfolios for the late stages of an economic expansion and future recession.

  Speaker Biography: 

  Richard J. Milton, CFA 

  As a founding Partner of MainStreet Advisors Mr. Milton is responsible for relationship management, portfolio management, and business development. He is frequently invited to speak at conferences and has had the privilege of sharing his investment insight with trust and wealth management professionals across the country.

  Prior to MainStreet Advisors, he served as a Portfolio Manager at Feldman Securities Group where he was responsible for the management of individual and institutional portfolios. Mr. Milton began his career at Bank One in Chicago as an Investment Officer. He later accepted a position as a Senior Analyst in the Private Equity Valuation Group at KPMG LLP.

  • Chartered Financial Analyst (CFA®)
    
  • Member of the CFA Institute
    
  • Member of the CFA Society of Chicago
    
  • University of Iowa, BA Economics
    

  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

  
  

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• Who is your client when everyone is your client?

  • When
    February 06, 2019
  •  
    7:15 AM - 9:00 AM (CST)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    2 registrants

  Register

  Speaker: Janet Montgomery, Daluga Boland and Montgomery
  Topic: Ethical dilemmas for all professions

  Presentation Overview:  TBA 

  Speaker Biography:

  

  Janet Rae Montgomery is a partner at Daluga, Boland & Montgomery. She concentrates her practice in trust and estate planning and administration.
  
  She is a Fellow of the American College of Trust and Estates Counsel (ACTEC). She serves as the chair of the Fiduciary Income Tax Committee (2013 – 2016), is a member of the Substantive Chairs Committee which is one of the leadership committees of the College and is also a member of the Asset Protection and Professional Responsibility Committees of ACTEC. In Illinois, which has approximately 87,000 attorneys, fewer than 100 are members of ACTEC.

  Janet is the principal author of “Income Taxation of Trusts” in the Illinois Institute of Continuing Legal Education handbook Trust Administration and of “Protecting Family Assets” in the IICLE handbook Asset Protection Planning. She is an adjunct professor in the LLM program at Northwestern University Law School, where she teaches “Income Taxation of Trusts and Estates”.

  She has served on the planning committee for the annual IICLE Estate Planning Short Course. She has spoken and written extensively on estate planning topics, including at the IICLE Estate Planning Short Courses. In addition, she has spoken at many other IICLE seminars on Estate Planning, Trust and Estate Administration, Ethics, and Asset Protection topics.

  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.

  
  

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• Transition of Family Business

  • When
    March 06, 2019
  •  
    7:15 AM - 9:00 AM (CST)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    2 registrants

  Register

  Speaker: H. Barry Goodman, CPA, SVA
  Topic:  Transition of Family Business - Perils, Value Drivers and Killers

  Presentation Overview:  TBA

  Speaker Biography:

  H. Barry Goodman, CPA 

  Barry grew up in a business owning family but chose not to go into the family business. He became a Certified Public Accountant and owned his own CPA firm for over 15 years. He then did his own transition to be a partner in a firm that grew to become one of the most successful middle market CPA firms in Chicago. He gained a reputation for his insights into a business’ strengths and challenges and identifying what could hold it back or push it to the next level. The lessons learned from the business owning families Barry served, enabled him to gain a reputation for recognizing a business’ strengths and challenges and identifying what could hold it back or push it to the next level. Seeing business owners make good and poor business and transition choices, made Barry realize that he had a passion for families-in-business, and decided to focus his expertise and hands-on experience on a disciplined approach and process tailored to families and non-family stakeholders.

  Barry then decided to focus the expertise he developed and hands-on experienced and formed Birkdale Transition Partners LLC. In 2017 Birkdale merged to form SVA Value Accelerators, a national consulting firm that solely works with closely held businesses to successfully transition their business, enhance value and achieve desired outcomes.

  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.

  Show details
• How to Handle Mental Health Issues of Clients and Beneficiaries

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

  Register

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

  Presentation Overview:  TBA

  Speaker Biography:

  

  MacKenzie A. Hyde is Partner in the Litigation Practice Group of Clark Hill’s Chicago office. MacKenzie concentrates in contested guardianships, estates and trusts, as well as fiduciary litigation and estate administration. MacKenzie graduated from Loyola University School of Law in 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.

  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.

  
  

  Show details
• Estate Law Update

  • When
    May 01, 2019
  •  
    7:15 AM - 9:00 AM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    2 registrants

  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.
    

  Show details
• Spring Networking - Evening Event

  • When
    May 15, 2019
  •  
    5:00 PM - 7:30 PM (CDT)
  • Location
    Butterfield Country Club - Paddle Hut - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    Nobody

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

  
  

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• Charitable Giving

  • When
    June 05, 2019
  •  
    7:15 AM - 9:00 AM (CDT)
  • Location
    Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
  • Registered
    2 registrants

  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.

  Show details