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

    • February 03, 2021
    • 7:45 AM - 9:00 AM (CST)
    • Webinar
    Register

    Webinar

    Estate Planning for the Modern Family 

    with

    Kim Kamin
    Gresham Partners, LLC
     

     1.0 CLE approval pending
    1.0 CPE approval pending
    CPA attendance certificates provided

    As the traditional nuclear family has changed because of evolving social and legal norms and scientific and technological developments, estate planning advisors must be prepared both for issue spotting and thoughtful problem solving for issues clients face, how existing trusts are interpreted, and how new estate planning instruments can be drafted for sufficient flexibility. The discussion will touch upon a potpourri of issues to consider for diversity, equity, and inclusion, such as: divorce and blended families, unmarried couples, adoption and nonmarital children, supplemental needs planning, assisted reproductive technologies and posthumous reproduction, digital assets . . . and more!


    Thank you to our sponsor


    KIM KAMIN is a Principal at Gresham Partners LLC, an independent multi-family office that currently serves about 100 ultra-high net worth families nationally. At Gresham, Ms. Kamin serves as Chief Wealth Strategist, leading Gresham’s development and implementation of estate, wealth transfer, philanthropic, educational and fiduciary planning activities.  Previously she was a partner at Schiff Hardin LLP where she practiced in trusts and estates for many years.

    Ms. Kamin is an adjunct professor at the Northwestern University Pritzker School of Law, on the Editorial Advisory Board of Trusts and Estates Magazine, President for the Chicago Estate Planning Council, and on advisory boards for multiple local philanthropic organizations. She is a member of The Economic Club of Chicago, a Regent with the American College of Trust and Estate Counsel, and serves on Leaders Council for the UHNW Institute.

    She is a frequent speaker and writer nationally, who co-authored the Leimberg Library book, Estate Planning for Modern Families. Ms. Kamin received her B.A. from Stanford University and her J.D. from the University of Chicago Law School.

    • March 03, 2021
    • 7:45 AM - 9:00 AM (CST)
    • Webinar

    Webinar

    Cybersecurity, Fraud Updates and Digital Assets

    with

    Karin Prangley

    1.0 CLE approval pending
    1.0 CPE approval pending
    CPA attendance certificates provided


    Thank you to our sponsor



     
    • March 31, 2021
    • (CDT)


    2021 - 2022 Program Proposals

    If you would like to propose a continuing education program for the coming season, please email dpcepc@navandassoc.com.

    Deadline for proposals is May 15, 2021.

    • April 07, 2021
    • 7:45 AM - 9:00 AM (CDT)
    • Webinar

    Webinar

    Estate Planning Update and Recent Developments
    with

    Ryan Walsh

    1.0 CLE approval pending

    1.0 CPE approval pending
    CPA attendance certificates provided


    Thank you to our sponsor



     
    • May 05, 2021
    • 7:45 AM - 9:00 AM (CDT)
    • Webinar

    Webinar

    How Irrevocable is Irrevocable?
    Ways to Modify Irrevocable Trusts

    with
    Natalie Perry


    1.0 CLE approval pending

    1.0 CPE approval pending
    CPA attendance certificates provided


    Thank you to our sponsor



     
    • June 02, 2021
    • 7:45 AM - 9:00 AM (CDT)
    • Webinar

    Webinar

    Estate Planning with Government Benefits
    with

    Sherri Schneider


    1.0 CLE approval pending

    1.0 CPE approval pending
    CPA attendance certificates provided

    Thank you to our sponsor



     

Past events

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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