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

    • 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:   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 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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