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

    • September 05, 2018
    • 7:15 AM - 9:00 AM (CDT)
    • Butterfield Country Club - 2800 Midwest Rd, Oak Brook, IL 60523
    Register

    Speaker: James L. Ryan, Roberts and Caruso
    Topic: Navigating the Probate Court's Jurisdiction to Resolve Disputes Among Guardians, Powers of Attorney and Trustees

    Presentation Overview:  TBA

    Speaker Biography:

    James L. Ryan focuses his practice primarily on contested trusts and estates, business litigation, construction and mechanics’ lien law, and guardianships. Jim has tried cases in both Illinois state court and in the United States District Court for the Northern District of Illinois, where is a member of the trial bar.

    Jim frequently writes articles on emerging issues in the law. His work has been published by the Illinois Association of Defense Trial Counsel, the DuPage County Bar Association, and the Loyola University Chicago Law Journal. Jim serves a member of the DuPage County Bar Association’s editorial board, an invitation only committee responsible for publishing a ten-issue per year legal journal called The Brief. While Jim served on the editorial board, The Brief received the Luminary Award from the National Association of Bar Executives for the best small bar association magazine.

    Jim also serves as a court-appointed arbitrator in both Cook and DuPage counties. He has worked on numerous political campaigns for those seeking public office in Illinois and in Indiana. Jim is also a licensed Real Estate Managing Broker.

    Jim graduated from the Loyola University of Chicago School of Law. While in law school, Jim completed Loyola’s trial advocacy program, served as a lead article editor of the law review, advanced to the National Quarterfinals of the Wagner Labor and Employment Moot Court Competition, and worked for a federal magistrate judge and then for a large law firm. Jim received a Bachelor of Arts degree cum laude from the University of Notre Dame with majors in Economics and Political Science.

    Thank you to our sponsor

    TBA

    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.


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

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

    Presentation Overview:  TBA

    Speaker Biography:

    Nathan Beemster started with ATG Trust Company in 2016. Before joining ATG Trust, he spent three years at FNBC Bank and Trust (formerly First National Bank of LaGrange), where he was involved with all aspects of trust administration, estate settlement, and guardianship. His work also focuses on IRAs, Inherited IRAs, fiduciary taxation and estate and gift taxation. He has volunteered with Wills for Heroes which is an organization that works one on one with police officers and firefighters to create wills and powers of attorney. University of Wisconsin B.A. (Legal Studies); University of Wisconsin Law School J.D. (Juris Doctor) with concentration in Estate Planning.

    Thank you to our Sponsor

    TBA

    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.


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

    Panelists: Judges TBA
    Topic: Judges Panel Discussion & Networking Event


    Members must register and may bring one guest at no charge.

    Thank you to our sponsor

    TBA


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

    TBA

    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.


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

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

    Presentation Overview:  TBA

    Speaker Biography: 

    Richard J. Milton is responsible for relationship management, portfolio management, and new 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 joining 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.

    Thank you to our sponsor

    TBA

    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


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

    TBA

    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 06, 2019
    • 7:15 AM - 9:00 AM (CST)
    • 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

    Presentation Overview:  TBA

    Speaker Biography:

    MacKenzie A. Hyde is a Member 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.



    Thank you to our sponsor

    TBA

    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

    TBA

    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 Members Only Event
    Members must register and may bring one guest at no charge. - Registration opening soon.


    • June 05, 2019
    • 7:15 AM - 9:00 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

    TBA

    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

© Copyright 2017 DuPage County Estate Planning Council | All Rights Reserved

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