Menu
Log in

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


Log in

Upcoming events

    • February 01, 2023
    • 7:45 AM - 9:00 AM
    • Online
    Register

    February Meeting is Online

    The Hidden code of end-of-life decisions

    What estate planners can learn from decision-making

    in life insurance, annuities, estate planning, and healthcare

    Russell James III, Ph.D., J.D., CFP®

    Texas Tech University

    Thank you to our sponsor

    7:45 am - Announcements, Estate Plan Update

    No later than 8:00 am - Presentation begins.
    Please join by 7:45 to ensure you hear the entire program

    9:00 am - Adjourn


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


    Death is different.


    When it comes to making decisions involving end-of-life, people respond in unusual ways. In this presentation, Professor James brings together scientific and demographic research from a range of end-of-life decisions to uncover remarkably consistent principles of what works in persuasive communication. Understanding this “hidden code” will change the way you think, and talk, about estate planning and financial giving.

    Russell James, J.D., Ph.D., CFP® is a professor in the School of Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving. 

    Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment. 

    Dr. James has published research in over 75 peer-reviewed scientific journal and law review articles and has been quoted on charitable and financial issues in a variety of news sources including The New York Times, The Wall Street Journal, The Washington Post, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, The Economist, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine. He is a member of the Hall of Fame of the National Association of Charitable Gift Planners. 

    MCLE PCAM 541668

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

    SLATs:  The Non-Marital Trust for Spouses

    David A. Handler
    Kirkland & Ellis LLP  

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

    CPA CPE attendance certificates provided


    Thank You to Our Sponsor



    DAVID A. HANDLER heads the Trusts and Estates Practice Group of Kirkland & Ellis LLP.  David is a fellow of the American College of Trust and Estate Counsel (ACTEC), and a member of the NAEPC Estate Planning Hall of Fame as an Accredited Estate Planner (Distinguished), the Chicago Estate Planning Council, and the professional advisory committees of several non-profit organizations.  He is the author of numerous articles in estate planning and taxation journals, and writes the monthly “tax update” column for Trusts & Estates Magazine.  He is ranked in “Band 1” by Chambers USA in the Wealth Management category, is listed in The Best Lawyers in America©, (Trusts and Estates) and its 2015 and 2019 Trusts and Estates “Chicago Lawyer of the Year”.  David is a co-author of an e-book on estate planning, The Complete Estate Planning Sourcebook(published by Wolters Kluwer).  He is regularly interviewed for trade and news periodicals, and is a frequent lecturer at professional education seminars.  David is a graduate of Northwestern University School of Law and received a B.S. Degree in Finance with highest honors from the University of Illinois Gies College of Business.



    7:15 a.m. full breakfast buffet
    7:45 a.m. announcements, estate planing 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 541685

    • April 05, 2023
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Road | Oak Brook IL
    Register

    Recent Developments in Trusts & Estates

    Ryan Walsh
    Hamilton Thies & Lorch, LLP  

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

    CPA CPE attendance certificates provided


    Thank You to Our Sponsor




    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, Section Council Member, Income and Transfer Tax Planning Group Vice-Chair, Estate and Gift Tax Committee Past Chair), the Illinois State Bar Association (Federal Taxation Section Council Past Chair; Trusts and Estates Section), and the Chicago Bar Association (Trust Law Committee Past Chair). Ryan regularly speaks and writes on various estate planning, administration, and tax topics, was named one of 40 Illinois Attorneys Under 40 to Watch, and has been named an Illinois Leading Lawyer each year since 2017 and an Illinois Super Lawyer each year since 2016. 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.

    7:15 a.m. full breakfast buffet
    7:45 a.m. announcements, estate planing 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 541686


    • May 03, 2023
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Tax Residency Planning

    Damien Martin
    FORVIS

    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 planing 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 541687


    • June 07, 2023
    • 7:15 AM - 9:00 AM
    • Butterfield Country Club | 2800 Midwest Rd. | Oak Brook IL
    Register

    Retirement & Testamentary Planning
    Post SECURE Act

    Mark Berg, CFP
    Timothy Financial Counsel, Inc. 
     

    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 planing 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 541688


Past events

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

© Copyright 2022 DuPage County Estate Planning Council | All Rights Reserved

Powered by Wild Apricot Membership Software