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


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Upcoming events

    • October 05, 2022
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook
    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 plannin
    g 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. 

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


    • November 02, 2022
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook
    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 plannin
    g 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. 

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

    A free event for Members and their invited guests

    Cocktails, Appetizers, Networking &

    TRIVIA with prizes! 

    Thank you to our sponsor


    • December 07, 2022
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook
    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 plannin
    g 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. 

Past events

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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