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Providing Informed Guidance in the Creation, Conservation and Distribution of Estates
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Upcoming events

    • October 04, 2023
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Corporate Transparency Act

    Priya Thennarasu & Tyler Bartholome
     Much Shelist, PC

    1.0 CLE General Credit approved.  1.0 CFP CE approval pending.

    CPA CPE attendance certificates provided.


    Beginning January 1, 2024, clients with beneficial ownership interests in entities organized with the Secretary of State will have a new reporting requirement under the Corporate Transparency Act. Priya and Tyler will discuss who is considered a beneficial owner, what personal information needs to be reported, and the deadlines imposed by the Financial Crimes Enforcement Network.

    Thank you to our sponsor



    Priya Thennarasu is an attorney in the Estate Planning & Wealth Transfer group at Much Shelist. She supports individuals with implementing estate plans and during estate and trust administration.

    Tyler Bartholome is a corporate attorney who focuses on mergers and acquisitions, as well as general business matters. His experience includes both public and private transactions, with a wide range in size and complexity. Tyler focuses on working with privately held companies in the private equity, hospitality and manufacturing industries.

    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 of your registration to another individual by emailing dpcepc@navandassoc.com. 

    MCLE PCAM # 568789

    • October 18, 2023
    • 4:30 PM - 7:30 PM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook
    Register

    Judges Panel & Networking

    Hon. Bonnie M. Wheaton
    Hon. Paul M. Fullerton
    Hon. Craig R. Belford

    This is a unique opportunity to hear from, and ask questions of, this panel of judges from the 18th Judicial Circuit Court. Each judge will share insights on their experience in the Chancery Division (trust litigation, guardianships and probate), followed by Q&A from attendees.

    Thank you to our sponsor




    4:30  -  7:30 pm Cocktails & Appetizers, Networking
    6:00 - 7:00 pm Judges Panel

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


    • November 01, 2023
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    High-Net-Worth Giving Trends and Policy Issues Surrounding Philanthropy and Charitable Planning

    Una Osili ,  Indiana University

    1.0 CLE General Credit pending.  1.0 CFP CE approval pending.

    CPA CPE attendance 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 

    MCLE PCAM # 569410

    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 of your registration to another individual by emailing dpcepc@navandassoc.com. 

    • November 15, 2023
    • 4:30 PM - 7:30 PM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook

    A free event for Members and their invited guests

    Cocktails, Appetizers, & Networking

    Thank you to our sponsor


    • December 06, 2023
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Illinois Uniform Principal & Income Act

    Tricia Buhrfiend,  Huck Bouma

    1.0 CLE General Credit pending.  1.0 CFP CE approval pending.

    CPA CPE attendance 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 


    MCLE PCAM # 569411

    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 of your registration to another individual by emailing dpcepc@navandassoc.com. 

    • December 07, 2023


    2023 - 2024

    Continuing Education Breakfasts - First Wednesday of the month

    7:15-9:00 a.m. at Butterfield Country Club


    Sept 6

    Oct 4

    Nov 1

    Dec 6

    Feb 7 (online)

    March 6

    April 3

    May 1

    June 5


    Afternoon networking and social events

    4:30 – 7:30pm at Butterfield Country Club


    Oct 18

    Nov 15

    May 15


Past events

September 06, 2023 Privacy and Cyber Security: Tech and Legal Pitfalls and Tips for Your Practice and Clients
June 07, 2023 Retirement & Testamentary Planning Post Secure Act 2.0
May 17, 2023 Member Appreciation Event
May 03, 2023 Tax Residency Planning
April 05, 2023 Recent Developments in Trusts and Estates
March 01, 2023 SLATs: The Non-Marital Trust for Spouses
February 01, 2023 The Hidden Code of End-of-life Decisions (webinar)
December 07, 2022 Economic Update
November 16, 2022 Member Appreciation Night
November 02, 2022 Multi-Generational Planning for Social Impact
October 19, 2022 Judges Panel & Networking
October 05, 2022 Introduction to Pooled Special Needs Trusts
September 07, 2022 Negotiations: Stretching the Truth
June 01, 2022 Cryptocurrency Basics: Estate Planning, Tax, and Fiduciary Considerations
May 18, 2022 Member Appreciation Night
May 04, 2022 Tales from the Trenches: Avoiding Trust Litigation
April 06, 2022 Maintaining Health and Resiliency: Moving into the Future Post-Pandemic
March 02, 2022 Annuities and Life Insurance
February 03, 2022 Selling the Closely Held Business: Legal & Family Issues
December 08, 2021 End of Year Market Update
November 17, 2021 Judges Panel & Networking
November 03, 2021 Build Back Generously
October 20, 2021 Member Appreciation Night
October 07, 2021 Strategic Networking - Follow Up Session
October 06, 2021 Estate and Gift Tax Planning Considerations in Uncertain Times
September 01, 2021 In Person Strategic Networking Session
June 09, 2021 In Person Member Appreciation Night
June 02, 2021 Estate Planning with Government Benefits
May 28, 2021 Virtual Networking with CEPC and others
May 15, 2021 2021 - 2022 Program Proposals
May 05, 2021 How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts
April 20, 2021 Virtual Networking - DuPage + NW Suburban EPCs
April 07, 2021 Estate Planning Update and Recent Developments
March 16, 2021 Virtual Networking - Members Only
March 03, 2021 Cybersecurity, Fraud Updates and Digital Assets
February 24, 2021 2021 Legislation and Case Law Update
February 16, 2021 Virtual Networking - Members Only
February 03, 2021 Estate Planning for the Modern Family
January 13, 2021 DPCEPC Virtual Networking - Members Only
December 09, 2020 Charitable Giving 20/20: A Fresh Look at Charitable Giving in light of TCJA, the SECURE ACT, and the CARES Act
November 04, 2020 Year End Tax and Estate Planning
October 21, 2020 Judges Panel
October 07, 2020 Economic Outlook
September 02, 2020 Return on Integrity
June 03, 2020 Special and Unique Assets Panel
May 20, 2020 The Path to Well-Being: Professional Responsibility at the Intersection of Emotional and Ethical Intelligence
May 06, 2020 Private Foundations & Donor-Advised Funds: Advantages, Limitations and Planning Opportunities
April 15, 2020 WEBINAR: Remote Notarization & Document Execution in a COVID World
March 04, 2020 Recent Developments and Current Estate Planning Issues
February 05, 2020 E-Wills and E-Notarization
December 11, 2019 Economic Update
November 13, 2019 Special Appreciation Night - for Members + Invited Guests Only
November 06, 2019 The State of Cybersecurity
October 16, 2019 Judges Panel & Networking
October 02, 2019 Illinois Trust Code: What’s Changed, What’s the Same and How Uniform Is It?
September 04, 2019 All The Queen's Horses - The Defrauding of Dixon - Breach of Attorney and Accountant Ethics
June 05, 2019 The Top Charitable Trends Every Advisor Should Know & Winning Gift Strategies: A Case Study Approach
May 15, 2019 Spring Networking - Bean Bag Briefcase Toss Tournament
May 01, 2019 Recent Developments 2019 Selected Federal and Illinois Cases
April 03, 2019 How to Handle Mental Health Issues of Clients and Beneficiaries
March 06, 2019 Transition of Family Business - Perils and Challenges
February 06, 2019 Who is Your Client When Everyone is Your Client?
December 12, 2018 2019 Economic Outlook and Market Strategy
November 07, 2018 Qualified Plans and IRA's - Part 2
October 17, 2018 Judges Panel & Networking - Evening Event
October 03, 2018 Qualified Plans and IRA's - Part 1
September 05, 2018 Who's in Charge Here?
June 06, 2018 Goals Based Investment Strategies
May 16, 2018 Spring Members Only Cocktail Reception
May 02, 2018 Estate Law Update
April 04, 2018 The Biases Advisors Face
March 07, 2018 Take Me Out of the Ball Game - Removing Income and Assets from Taxation
February 07, 2018 Ethics of Beginning/Ending a Practice
December 13, 2017 What the Trusted Advisor Needs to Know When a Client Faces Divorce
November 01, 2017 Five Best LinkedIn Features for Building Your Personal Brand & Finding New Clients
October 19, 2017 Members Only Event - Judges Panel & Networking
October 04, 2017 Spousal Refusal
September 06, 2017 How to Have a Great Day Every Day!

DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607
Tel.  708.338.0760 | dpcepc@navandassoc.com

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