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• Legal Capacity: Is it Too Late to Create an Estate Plan for Your Client with Dementia?

  • When
    April 02, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
  • Registered
    78 registrants

  Register

  Legal Capacity: 
  Is it Too Late to Create an Estate Plan for Your Client with Dementia?

  Karen Mills & Randall Summerville, PsyD

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

  Thank you to our Sponsor: 
  
  

  
  

  7:15 a.m. full breakfast buffet
  7:45 a.m. announcements, estate planning update, sponsor message
  8:00 - 9:00 a.m. program
  

  

  Karen R. Mills focuses her practice on estate planning, probate administration, guardianships and probate litigation. Karen currently serves on the Northwestern Memorial Foundation Board of Directors. For over a decade now, she has been an active member of the DuPage County Adult Protective Services Abuse and Neglect Program Multidisciplinary Team. She frequently writes and speaks on estate planning, probate, guardianship and related topics.

  An active member of the DuPage County Bar Association, Karen currently serves as President (2024-2025). Karen is active in the community and was named in 2023 by the Public Interest Law Initiative to its Pro Bono Volunteer Honor Roll.

  
  

  Dr. Randy Summerville completed his Doctorate in Psychology at Illinois School of Professional Psychology. Prior to being a licensed psychologist, he spent four years as a behavior modification specialist and acted as consulting clinical director for three of those years for the intellectually challenged population. 

  Currently, Dr. Summerville focuses his practice on neuropsychological and psychological assessment on an inpatient and outpatient basis where he examines neurocognitive and neurobehavioral functioning of patients with various neurological and neuropsychiatric disorders. He is on staff at eight area hospitals and over a dozen skilled nursing and assisted living facilities. He completed his fellowship in neuropsychology with a focus on pediatrics and advanced geriatrics.

  Dr. Summerville has a long history of speaking engagements, including a cable TV series. When not in the office or consulting at facilities, Dr. Summerville enjoys racing at Road America, traveling, and spending time outdoors with his dog, Gracie.

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance. 

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• Wealth Transfer Strategies

  • When
    May 07, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
  • Registered
    19 registrants

  Register

  Wealth Transfer Strategies
  Raymond C. Odom
  

  Northern Trust

  Thank you to our Sponsor:
  

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

  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.  

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• Member Appreciation Event

  • When
    May 21, 2025
  •  
    4:30 PM - 7:30 PM
  • Location
    Butterfield Country Club | 2800 Midwest Road | Oak Brook
  • Registered
    9 registrants

  Register

  
  

  For Members and Their Invited Guests
  Wednesday, May 21, 2025 from 4:30-7:30pm
  Business casual attire with lawn-friendly footwear!
  Butterfield Country Club in "The Lodge"

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• Demystification - A Practical Approach to Fiduciary Income Taxes

  • When
    June 04, 2025
  •  
    7:15 AM - 9:00 AM
  • Location
    Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
  • Registered
    16 registrants

  Register

  Demystification -
  A Practical Approach to Fiduciary Income Taxes

  Christian Klaas, CPA, MST
  Friedman+Huey

  Annual Membership Meeting

  1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided 
  Thank you to our sponsor: 
  
  

  
  

  7:15 a.m. full breakfast buffet
  7:45 a.m. announcements and vote on board slate, estate planning update, sponsor message
  8:00 - 9:00 a.m. program

  
  

  

  
  

  Christian Klaas, CPA, MST
  

  Mr. Klaas is a partner at Friedman & Huey Associates, LLP. He specializes in fiduciary, estate and individual income taxation and working with large family groups. 
  
  

  Mr. Klaas teaches as an undergraduate/graduate tax instructor at Purdue University Northwest. He received his B.S. degree with concentrations in Accounting and Finance from Purdue University Northwest and received his M.S. degree in Taxation from DePaul University. He has spoken on various occasions presenting on taxation of decedents, estates and trusts.

  Mr. Klaas serves as a 1041 subject matter expert for a national tax software development firm, has edited various professional publications and is an active member of the Chicago Estate Planning Council, DuPage Estate Planning Council, Illinois CPA Society, and AICPA.

  Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.  

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