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2013-2014 CEPC LUNCHEON PROGRAM SCHEDULE
All luncheon program meetings will be held from Noon – 1:30 p.m. at: The Standard Club, 320 S. Plymouth Court, Chicago, IL (with the exception of the Basic Estate Planning Courses in November)
|DATE |TOPIC |SPEAKER |SPONSOR |
|July 16 |Webinar: After DOMA: How Recent SCOTUS |Ray Prather, PratherEbner LLP |Horwood Marcus & Berk, Chartered |
| |Decisions Affect Estate Planning for | | |
| |Same-Sex Couples | | |
|August 15 |Webinar: Income and Estate Tax |Robert S. Keebler and Stephen J. Bigge, |Baker Tilly |
| |Considerations Under the Affordable Care |Keebler and Associates, LLP | |
| |Act |Green Bay, Wisconsin | |
|September 11 |Decanting: Refining a Vintage Trust |Susan T. Bart, Sidley Austin LLP |BMO Private Bank |
| | |2013 Austin Fleming Award Recipient | |
|October 11 |Ethics for Estate Planners: Not a Boring |Jeffrey N. Pennell, Emory Law School |Geneva Investment Management of |
| |Parade Through the Rules |Atlanta, Georgia |Chicago, LLC |
|November 7 |Basic Estate Planning Course – I |Overview of the IL Trust and Trustees Act – David Lutrey, ATTY, |Baker Tilly |
|8:30 a.m. – Noon |Basics of Preparing and Understanding Tax |Lesser, Lutrey & McGlynn, LLP | |
|Baker Tilly |Returns |Estate, Gift and General Skipping Transfer Act – Emily Kuo, Harrison| |
| | |& Held LLP and | |
| | |Audrey Young, McGladrey, LLC | |
| | |Fiduciary Income Taxes and Tax Accounting for Trusts and Estates – | |
| | |Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP and | |
| | |Tina Milligan, Baker Tilly | |
|November 13 |The New Uniform Premarital and Marital |Carlyn S. McCaffrey, |JPMorgan Private Bank |
| |Agreements Act |McDermott Will & Emery LLP | |
| | |New York, New York | |
|November 14 |Basic Estate Planning Course – II |Anatomy of a Standard A/B Estate Plan – Basic Estate Planning |Freeborn & Peters LLP |
|8:30 a.m. – Noon |Basics of Drafting Estate Planning |Documents (Wills, Revocable Living Trusts, and Powers of Attorney);–| |
|Freeborn & Peters LLP |Instruments |Kim Kamin, Schiff Hardin LLP; | |
| | |Svetlana Bekman and Reetu Pepoff, | |
| | |The Northern Trust Company | |
|December 17 |Life Insurance Traps for the Unwary |Laurence E. Herman,, JD, CPA, CLU. ChFC Herman Agency, Inc. |Altair Advisers LLC |
|January 22 |Planning for Families of Modest Wealth / |Jason S. Ornduff, Harrison & Held, LLP |Stout Risius Ross |
| |Non-Taxable Estates | | |
|February 20 |2013 Recent Developments |Robert E. Hamilton |MB Financial Bank |
| | |Hamilton Thies & Lorch LLP | |
|March 19 |How Much is Enough – or Too Much? |Stacy E. Singer, Northern Trust Company |The Northern Trust Company |
| |Beneficiaries’ Rights to Information |Benjamin N. Feder, Strauss & Malk LLP | |
|April 23 |Ethics: Surviving the Ethical Challenges |Charles D. Fox IV, McGuireWoods LLP |U.S. Trust, Bank of America |
| |Posed by Transfers Among Family Members |Charlottesville, VA |Private Wealth Management |
|May 21 |Panel Discussion: |Carol A. Harrington, |The Chicago Trust Company, N.A., A|
| |Dynasty vs. Non-Dynasty Trusts Pros & Cons|McDermott, Will & Emery LLP |WinTrust Wealth Management Company|
| | |Louis S. Harrison, Harrison & Held, LLP | |
| | |Benetta P. Jenson, J.P. Morgan Private Bank | |
|June 11 |Community Property Issues for |Mark A. Shiller |PNC Bank |
| |Practitioners in Separate Property States |Godfrey Kahn S.C., Milwaukee, Wisconsin | |
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