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• Introduction to Pooled Special Needs Trusts

  • When
    October 05, 2022
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    71 registrants

  Register

  Introduction to Pooled Special Needs Trusts

  Michael Drabant & Scott Nixon

  1.0 CLE General Credit Approved
  1.0 CFP CE Approved
  CPA CPE certificates provided

  This program will provide basic information about pooled special needs trusts including an overview of the administration for these types of trusts, how to create them, who can benefit from them, and the reasons why they should be an option for estate planners. The program will also include a discussion about the basics of special needs planning, differences between first party and third party special needs trusts, when special needs planning is appropriate, and tips for advising clients who have a family member with a disability.

  Thank you to our sponsor

  
  

   
  

  

  Mike Drabant received his BA from the University of Maryland in 2005 and his JD and LLM in taxation from the John Marshall Law School in 2009. Mike is partner with Wilson & Wilson Estate Planning & Elder Law, LLC located in LaGrange. His practice is primarily focused on estate planning, estate and trust administration, special needs planning, guardianship, and Medicaid applications and appeals. Mike has been named as one of Illinois’ rising stars by Super Lawyers magazine for the last 6 years.

    

  Scott Nixon has been the Executive Director of Life’s Plan Inc. for over 10 years.  Life’s Plan operates as a pooled trust program meeting the supplemental support needs of people with disabilities while not jeopardizing state and federal entitlements.  Scott is an invited speaker for his work as Trustee.

  Scott has worked for over 15 years with organizations that provide a wide array of services to people with disabilities.  Scott has been a teacher, mentor, advocate to adults and young adults alike with disabilities in areas of employment, social security benefits, life skills training, self-determination, disability rights and long term planning.

  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.  After deadline, you may request to transfer your registration to another individual by emailing dpcepc@navandassoc.com. 

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• Judges Panel & Networking

  • When
    October 19, 2022
  •  
    4:30 PM - 7:30 PM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    35 registrants

  Register

  Judges Panel & Networking
  

  Hon. Bonnie Wheaton

  Hon. Paul M. Fullerton
  Hon. Anne Hayes
  Hon. James Orel 

  This is a unique opportunity to hear from, and ask questions of, a panel of judges from the 18th Judicial Circuit Court. Each judge will share some 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
  
  

  Thank you to our sponsor

  
  

  
  

  
  

  Member + 1 guest attend free of charge
  Non-Members: $65

  
  

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• Multi-Generational Planning for Social Impact

  • When
    November 02, 2022
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    6 registrants

  Register

  Multi-Generational Planning for Social Impact

  Marc J. Lane
  The Law Offices of Marc J. Lane, P.C.

  How Private Foundations and Perpetual Purpose Trusts can help your clients build powerful social-impact legacies.

  1.0 CLE General credit pending
  1.0 CFP CE pending
  CPA CPE attendance certificates provided
  

  Thank you to our sponsor

  

  Marc J. Lane is a nationally recognized business and tax attorney, a Master Registered Financial Planner, a Registered Financial Counselor and a Certified Investment Specialist. Twice a recipient of the Illinois State Bar Association's Lincoln Award, he has taught law at Northwestern University School of Law and business in the MBA program at the University of Illinois.

  Marc is the pioneer behind the Advocacy Investing® approach to socially responsible and mission-related investing (www.AdvocacyInvesting.com). A past Director of Social Enterprise Alliance (SEA), the national association of enterprising nonprofits and social-purpose businesses, he spearheaded the launch of its Chicago chapter which he served as Chairman. He has also chaired SEA's affiliate, The Center for Social Enterprise Accreditation. In addition, he is the President of Social Enterprise Chicago. By appointment of Gov. Pat Quinn, he chaired the State of Illinois' Task Force on Social Innovation, Entrepreneurship, and Enterprise. Also by appointment of Gov. Pat Quinn, he was a Commissioner of the Serve Illinois Commission. And by appointment of then-Cook County Commissioner and now Congressman Jesus "Chuy" Garcia, he serves as Vice Chairperson of the Cook County Commission on Social Innovation. 
  
  

  Marc is the author of 36 books including Profitable Socially Responsible Investing: An Institutional Investor's Guide. Read more about Marc.

  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.  After deadline, you may request to transfer your registration to another individual by emailing dpcepc@navandassoc.com. 

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• Member Appreciation Night

  • When
    November 16, 2022
  •  
    4:30 PM - 7:30 PM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    7 registrants

  Register

  A free event for Members and their invited guests

  Cocktails, Appetizers, Networking &

  TRIVIA with prizes! 

  Thank you to our sponsor

  
  

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• Economic Update

  • When
    December 07, 2022
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    3 registrants

  Register

  Economic Update

  Ryan James Boyle
  

  Northern Trust

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

  
  

  Inflation, contagion, recession, frustration: The economy has been volatile and unpredictable. Bring your questions as Ryan James Boyle recaps the key events of the past year and shares an outlook for growth, inflation, employment, and interest rates in the year ahead.

  Thank you to our sponsor

  
  

  Ryan James Boyle is a Vice President and Senior Economist within the Global Risk Management division of Northern Trust. In this role, Ryan is responsible for briefing clients and partners on the economy and business conditions, supporting internal stress testing and capital allocation processes, and publishing economic commentaries.

  Prior to joining Northern Trust, Ryan held multiple management roles at TransUnion. He researched and reported on trends and key topics in the consumer credit industry, and he led initiatives to improve the breadth, depth, and quality of data reported on consumer files. Before TransUnion, Ryan worked as an economic consultant at Navigant Consulting, supporting expert testimony in competition and securities litigation. He started his career as a business analyst at ABN AMRO/LaSalle Bank.

  Ryan holds an MBA from the University of Chicago Booth School of Business and a bachelor’s degree in computer science, with highest honors, from DePaul University. In addition, Ryan completed the Graduate School of Banking at the University of Wisconsin-Madison.

  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.  After deadline, you may request to transfer your registration to another individual by emailing dpcepc@navandassoc.com. 

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