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

    • October 02, 2024
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Recent Amendments to the Illinois Power of Attorney Act
    and Bank Legal Counsel’s Perspective
    When Reviewing Your Client’s Power of Attorney

    A Panel Discussion

    Ben Neiburger, Elizabeth Khalil, Lauren Barney and Aaron White
    Eric Wilen, Moderator

    Thank you to our Sponsor:


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


    Illinois Public Act 103-0994 was signed into law by the Governor on August 9, 2024, amending the Illinois Power of Attorney Act to provide a statutory framework for when it would be reasonable for a third-party not recognize a financial Power of Attorney and when it would be unreasonable for a third-party to refuse to honor an otherwise properly executed Power of Attorney for Property. Our speaker panel will include a DuPage County Attorney involved in drafting this recent legislation and attorneys from CIBC Bank’s Legal Counsel to provide us with a better understanding on how financial Powers of Attorney are reviewed by bank counsel and insight on how these recent legislative changes will affect their practices in reviewing financial Powers of Attorney.


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

    Ben Neiburger is the founder of Generation Law representing clients in the areas of elder law, estate planning, guardianship and probate. Ben is a member of the National Academy of Elder Law Attorneys and serves as a Co-Chair of the Illinois Chapter’s Legislative Committee.

    Elizabeth Khalil is Deputy General Counsel for CIBC Bank USA and serves as its Chief Privacy Officer. Elizabeth is a former federal banking regulator serving at the Office of the Comptroller of the Currency (OCC) and Federal Deposit Insurance Corporation (FDIC).

    Lauren Barney is the Associate General Counsel and Managing Director of legal support for CIBC Bank’s retail and consumer products. Lauren is a member of the CIBC Bank Legal Order Process Team responsible for responding to all legal process notices received by CIBC Bank.

    Aaron White is a Senior Counsel and Managing Director for CIBC Bank’s Legal Team. Aaron is a former commercial litigation attorney representing private clients involved in bank litigation and probate disputes.

    Eric Wilen is an attorney with the Naperville law firm of Brooks, Tarulis, and Tibble, LLC, and has practiced for over 25 years in estate planning. Eric regularly advises clients on the best practices for interacting with banks and financial institutions on matters involving powers of attorney, trusts and decedents’ accounts.


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

    • October 16, 2024
    • 4:30 PM - 7:30 PM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook
    Register

    Member Appreciation Night

    Cocktails, Appetizers, & Networking

    Thank you to our sponsor: 


    A free event for Members and their invited guests

    • November 06, 2024
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Buckled Up Yet for the 2025 Ride? Planning Opportunities for the TCJA

    Angela Iaria and Jennifer Kuzminski
    Aronberg Goldgehn

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

    The presentation will review the history of Federal Estate and Gift Tax Exemption, explore different planning strategies and opportunities, and provide you with tools to assess your clients’ circumstances for decision making as to whether the client is a good fit for a particular recommendation.  We will discuss how to implement these planning strategies with your team, including their wealth management advisor, accountant, and valuation experts, well in advance of the impending sunset.

    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. 

    • November 13, 2024
    • 4:30 PM - 7:30 PM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook
    Register

    Judges Panel & Networking

    Circuit Court Judge Paul M. Fullerton
    Associate Judge Bryan S. Chapman

    Thank you to our Sponsors:

       

    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.

    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
    Thank you to our Special Event Sponsors:

    • December 04, 2024
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Economic Update

    Steve Meves
    Old Second National Bank

    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

    Steve Meves, Chief Investment Officer for Old Second Wealth Department, has over 16 years of investment experience managing investments for trust clients, high-net-worth individuals and institutional relationships. He manages the Investment Team that is responsible for investment strategy, market research, security analysis, and portfolio management. Steve also manages client portfolios and co-manages the Equity and Fixed Income Common Trust funds. Steve has a B.A. in Finance, Investments & Banking and a B.A. in Economics from University of Wisconsin – Madison. He also has a M.B.A. from University of Chicago Booth School of Business and is a Chartered Financial Analyst®. Steve is a member of the CFA Society of Chicago and of the CFA Society of Milwaukee.

    Old Second National Bank Aurora is a community bank dedicated to serving the current and future needs of the families and businesses that make up the communities in which we live and work.


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

    • February 05, 2025
    • 7:50 AM - 9:00 AM
    • Online
    Register

    ONLINE
    7 Deadly Sins of Professional Advisors in Charitable Planning

    Bryan Clontz
    Charitable Solutions

    Thank you to our sponsor


    ONLINE: 7:50 am - Announcements, Estate Plan Update and Sponsor message

    No later than 8:00 am - Presentation begins.
    Please join by 7:50 to ensure you hear the entire program

    9:00 am - Adjourn


    1.0 MCLE General Credit and 1.0 CFP credit pending. CPA certificates provided.

     

    Bryan Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®,  is the President and Founder of Charitable Solutions and has extensive experience in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and cryptocurrency and life insurance appraisals and audits.

    • March 05, 2025
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    March Breakfast Meeting

    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.  

    • April 02, 2025
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

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

    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

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

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

    • June 04, 2025
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Fiduciary Income Tax Preparation 

    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 “Chris” Klass joined Friedman+Huey in 2004, having started as an intern. Chris specializes in fiduciary, estate, and individual income taxation, and is responsible for servicing many of our firm’s high net worth families. He also leads the firmwide education initiative.

    Chris is a member of the AICPA, IL CPA Society (serving on both the Individual Taxation Committee as well as the Estate, Gift & Trust Tax Committee) and Chicago Estate Planning Council (CEPC). In his free time, he teaches tax and accounting courses at Purdue University Northwest. Chris authored a course on the taxation of decedents, estates, and trusts, and speaks frequently on these topics. He also serves on Thomson Reuters GoSystem Tax Customer Advisory Board, advising on their nationally ranked tax software.

    A culinary explorer, outside of tax season you will likely find Chris in the kitchen or at the grill experimenting with new flavors and spices. Between his wife, twin daughters (whom he refers to as “the crowd”), and two energetic Weimaraner dogs there’s never a dull moment in his house. Chris has a laundry list of hobbies, but most enjoys amateur woodworking in his garage and vacationing with family and friends.

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

Past events

September 04, 2024 Behavioral Approach to Finance & Estate Planning
June 05, 2024 Compassion Fatigue:  Sustaining the Professional Self
May 15, 2024 Member Appreciation Event
May 01, 2024 Secrets of Enterprising Families
April 03, 2024 Alternative Investments Fundamentals
March 06, 2024 Legal Update
February 07, 2024 ONLINE: 2024 Economic Update
January 19, 2024 Estate Planning Essential Skills Workshop
December 06, 2023 Illinois Uniform Principal & Income Act
November 15, 2023 Member Appreciation Night
November 01, 2023 High-Net-Worth Giving Trends and Policy Issues Surrounding Philanthropy and Charitable Planning
October 18, 2023 Judges Panel & Networking
October 04, 2023 Corporate Transparency Act
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 06, 2021 Estate and Gift Tax Planning Considerations in Uncertain Times
September 01, 2021 In Person Strategic Networking Session
June 02, 2021 Estate Planning with Government Benefits
May 05, 2021 How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts
April 07, 2021 Estate Planning Update and Recent Developments
March 03, 2021 Cybersecurity, Fraud Updates and Digital Assets
February 24, 2021 2021 Legislation and Case Law Update
February 03, 2021 Estate Planning for the Modern Family
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 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

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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