EVENTS
Coming Events | Previous Events

 

Coming Events

  • Preventing Problems in Probate
    Illinois Institute for Continuing Legal Education
    Wednesday, June 11, 2008
          UBS Tower & Conference Center
          1 N. Wacker Drive
          Chicago, Illinois
          312-327-2370
    Wednesday, June 18, 2008
          Hilton Garden Inn
          1501 S. Neil Street
          Champaign, Illinois, USA 61820
          Tel: 217-352-9970
    Louis S. Harrison will present on June 11, 2008 in Chicago.
    Emily J. Kuo will present on June 18, 2008 in Champaign
     
  • Thirty-Second Annual American Institute on Federal Taxation
    Wednesday, June 18, 2008
          Wynfrey Hotel
          1000 Riverchase Galleria
          Birmingham, Alabama 35244
          Tel: 205-987-1600
    Louis S. Harrison will present To B(orrow) or not to B(orrow): Hamlet Meets Estate Tax Financing Strategies.
    Handout (PDF)
    Slide Show (PDF)  
Previous Events
  • 51st Annual Estate Planning Short Course
    Illinois Institute for Continuing Legal Education
    Thursday & Friday, May 1-2, 2008
          Hyatt McCormick Place
          2233 South Martin L. King Drive
          Chicago, Illinois, USA 60616-9985
          Tel: +1 312 567 1234
    Tuesday & Wednesday, May 13-14, 2008
          Hilton Garden Inn
          1501 S. Neil Street
          Champaign, Illinois, USA 61820
          Tel: 217-352-9970
    Louis S. Harrison presented "Hot Topics in Insurance Planning: Stranger-owned life insurance . . . insurability issues . . . split-dollar financing & other financing options . . . selling the policy. "
     
  • Chicago Bar Association
    Trust Law Committee
    Trusts & Estate Litigation Subcom
    Monday, April 14, 2008 12:15 pm
          CBA
          321 S. Plymouth Court
          Chicago, Il. 60605
          Tel: 312-554-2000
    Robert S. Held participated as a panelist on "common areas of fiduciary litigation"
     
  • Mid Iowa Planned Giving Council
    Tuesday, March 25, 2008
    Louis S. Harrison presented "Supporting Organizations: the Dangerous Reception They are Getting from the Service"
     
  • 7th Annual Legal Malpractice Risk Management Conference 2008
    Wednesday, February 27, 2008 at 2:30-3:30PM
          Westin Chicago River North Hotel
          320 North Dearborn
          Chicago, Illinois
          Tel: 312-744-1900
    Louis S. Harrison participated as a panelist on "Estate Planning - Being Sued By Persons You Never Met For Things Your Client Did Not Ask You To Do"
     
  • Estate Planning for Retirement Benefits
    Illinois Institute for Continuing Legal Education
    Friday, December 15, 2006
          UBS Tower & Conference Center
          1 N. Wacker Drive
          Chicago, Illinois
          312-327-2370
    Robert S. Held presented " Advanced Estate Tax Planning with IRAs" at 3:30PM
     
  • Estate Planning for Retirement Benefits
    Illinois Institute for Continuing Legal Education
    Wednesday, December 6, 2006
          Par-A-Dice
          21 Blackjack Blvd.
          Peoria, Illinois
          800-547-0711
    Robert S. Held presented " Advanced Estate Tax Planning with IRAs" at 3:30PM
     
  • The 43rd Annual Heart of America Tax Institute
    November 2, 2006
    Louis Harrison presented
    The Rise of GRAT Planning in Today's Estate and Gift Tax Environment
  • The 43rd Annual Hawaii Tax Institute
    October 31, 2006
    Louis Harrison presented
    Family Limited Partnerships - A Dangerous New World
  • The 43rd Annual Hawaii Tax Institute
    October 30, 2006
    Louis Harrison presented
    The Secrets to Unleashing the Power of Non-Taxable Lifetime Gifts
  • 17th Annual Estate Planning Conference on Wealth Transfer
    Ohio State Bar Association
    Wednesday, May 10, 2006
    Louis Harrison presented
    Casey Jones, Who Is Driving that Insurance Train? “Letting an Investor Bet on When You’ll Die" and
    "Joint Trusts in Separate Property States: "Just Say 'Yes' . . . Sometimes"  
  • Sophisticated Estate Planning for Uncertain Times
    Illinois Institute for Continuing Legal Education
    Thursday, June 22, 2006
          Hawthorn Suites
          101 Trade Centre Drive
          Champaign, Illinois
          217-531-9097
    Charles F. "Monty" Newlin moderated " Sophisticated Estate Planning for Uncertain Times"
    and present
    Combining Planning Principles into a currently Workable Estate Plan
     
  • Sophisticated Estate Planning for Uncertain Times
    Illinois Institute for Continuing Legal Education
    Thursday, June 29, 2006
          UBS Tower & Conference Center
          1 N. Wacker Drive
          Chicago, Illinois
          312-327-2370
    Charles F. "Monty" Newlin moderated " Sophisticated Estate Planning for Uncertain Times"
    and present
    Combining Planning Principles into a currently Workable Estate Plan 
  • Joint Trusts in Separate Property States
    Greater North Shore Estate & Financial Planning Council
    Wednesday, March 16, 2006
    Louis Harrison presented
     
  • Asset Protection
    Chicago Bar Association
    Wednesday, March 1, 2006
          The Chicago Bar Association
          321 S. Plymouth Court
          Chicago, Illinois
    Rob Held presented at 1:00PM on "Ethics for attorneys engaged in asset protection"

     
  • Annual Seminars for Donors
    Lyric Opera of Chicago
    Wednesday, November 16, 2005
          Civic Opera House
          20 North Wacker Drive
          Chicago, IL 60606
          312.419.0033
    Presented by Charles F. "Monty" Newlin
     
  • Estate Planning with The Masters (15th Annual)
    Illinois Institute for Continuing Legal Education
    Friday, October 28, 2005, 1:15-4:00PM
          UBS Tower & Conference Center
          1 N. Wacker Drive
          Chicago, Illinois
          312-327-2370
    Lou Harrison moderated "Insurance Premium Financing with Lawrence Brody"
     
  • Estate and Gift Tax Division
    Chicago Bar Association
    Thursday, October 6, 2005
          The Chicago Bar Association
          321 S. Plymouth Court
          Chicago, Illinois
    Rob Held presented at 12:30PM on "Stranger Owned Life Insurance: Letting an Investor Bet on When you Die"
     
  • Annual Seminars for Donors
    Lyric Opera of Chicago
    Wednesday, September 21, 2005
          Civic Opera House
          20 North Wacker Drive
          Chicago, IL 60606
          312.419.0033
    Presented by Charles F. "Monty" Newlin
     
  • Trust Law Committee of the Chicago Bar Association
    "Where do we stand with Family Limited Partnerships"
    Monday, June 13, 2005, 12:15PM
          The Chicago Bar Association
          321 S. Plymouth Court
          Chicago, Illinois
    Rob Held presented "Passive Asset Family Limited Partnership Discounts: The Current Posture of the Chicago IRS Office"
     
  • 48th Annual Estate Planning Short Course
    Illinois Institute for Continuing Legal Education
    Thursday & Friday, May 19th & 20th, 2005
          Holiday Inn
          1001 Killarney Street
          Urbana, Illinois 61801
          217-328-7900
    Lou Harrison presented at 4:00PM on Thursday "Top 10 Income Tax Tips You Need to Know"
     
  • 48th Annual Estate Planning Short Course
    Illinois Institute for Continuing Legal Education
    Thursday & Friday, April 28th & 29th, 2005
          Hyatt Regency Chicago
          151 East Wacker Drive
          Chicago, Illinois 60601
          312-565-1234
    Lou Harrison presented at 4:00PM on Thursday "Top 10 Income Tax Tips You Need to Know"
     
  • 16th Annual Symposia Probate and Trust Seminar
    Sponsored by the American Bar Association
    April 27-30, 2005
          The Fairmont
          Washington, DC
    Rob Held presented for Lou Harrison: "Planning with Annuities and Life Insurance"
     
  • Estate Planning for Retirement Benefits: 2005 Update & Guidance for the Future
    Illinois Institute for Continuing Legal Education
    Friday, March 18, 2005, 2:30-3:15PM
          UBS Tower & Conference Center
          1 N. Wacker Drive
          Chicago, Illinois
          312-327-2370
    Rob Held presented "Advanced Estate Tax Planning with IRAs"
    SLIDE SHOW (IRAs and Family Limited Partnerships)
    PDF File
     
  • Trust Administration - Essential Duties for Trustees and Their Advisors
    Illinois Institute for Continuing Legal Education
    Friday, March 18, 2005, 11:45AM-12:30PM
          Holiday Inn
          1001 Killarney Street
          Urbana, Illinois 61801
          217-328-7900
    Charles F. "Monty" Newlin presented "Administering Charitable Trusts"
     
  • Financial Planning Association
    Loop Council
    Wednesday, March 16, 2005, 12:00 NOON
          Harris Bank
          135 South LaSalle Street
          Chicago, Illinois
    Rob Held spoke on "Self Cancelling Installment Notes"
    SLIDE SHOW
    PDF File
     
  • Trust Administration - Essential Duties for Trustees and Their Advisors
    Illinois Institute for Continuing Legal Education
    Wednesday, March 9, 2005, 11:45AM-12:30PM
          UBS Tower & Conference Center
          1 N. Wacker Drive
          Chicago, Illinois
          312-327-2370
    Charles F. "Monty" Newlin presented "Administering Charitable Trusts"
     
  • Estate Planning for Retirement Benefits: 2005 Update & Guidance for the Future
    Illinois Institute for Continuing Legal Education
    Thursday, March 3, 2005, 2:30-3:15PM
          The Crowne Plaza
          3000 S. Dirksen Pkwy
          Springfield, Illinois
          217-529-7777
    Rob Held presented "Advanced Estate Tax Planning with IRAs"
     
  • Asset Protection for the 21st Century: U.S. and Foreign Opportunities
    Chicago Bar Association
    Tuesday, March 1, 2005, 9:00AM-5:00PM
          The Chicago Bar Association
          321 S. Plymouth Court
          Chicago, Illinois
    Rob Held spoke from 2:15PM to 3:00PM on "Fraudulent Transfer Analysis"
     
  • DuPage County Bar Association
    Tuesday, March 1, 2005
          Location pending
    Lou Harrison presented "Review and Analysis of Pending Developments Regarding Partnership"
     
  • American College of Trust and Estate Council Annual Meeting
    Employee Benefits Committee
    Sunday, February 27, 2005
          Location pending
    Lou Harrison presented "Valuation and Planning with Non Qualified Options"
     
  • Annuity Arbitrage
    South Suburban Estate Planning Council
    Tuesday, February 15, 2005, 8:00AM
          Country House Restaurant
          5400 W. 127th Street
          Alsip, Illinois
          708-389-4618
    Rob Held spoke on "Annuity Arbitrage"
     
  • Mastering Tax & Estate Planning - Ensuring Successful Wealth Transfer
    Institute for International Research
    Wednesday, January 26, 2005, 9:30AM
          The Biltmore Hotel
          1200 Anastasia Avenue
          Coral Gables, Florida 33134
          305-445-1926
    Lou Harrison presented "How to effectively optimize and integrate FLP and FLLC structures for Advanced Estate planning"
     
  • Charitable Planning and Giving Seminar
    Illinois Institute for Continuing Legal Education
    Friday, January 14, 2005, 1:45-2:45PM
          UBS Tower & Conference Center
          1 N. Wacker Drive
          Chicago, Illinois
          312-327-2370
    Charles F. "Monty" Newlin presented "Creative Uses of Life Insurance in Charitable Planned Giving"
     
  • Chicago Estate Planning Council
    Thursday, December 16, 2004
          The Standard Club
          320 South Plymouth Court
          Chicago, Illinois
    Charles F. "Monty" Newlin presented "Planning for Uncertainty"
    SLIDE SHOW
    PDF File
     
  • Charitable Planning Workshop for Estate Planning Professionals
    Sponsored by JP Morgan
    Thursday, December 9, 2004
          7:45 AM - 10:30 AM
          Chicago Botanic Garden
          1000 Lake Cook Road
          Glencoe, Illinois 60022
    Lou Harrison will present "A Good Idea Comes of Age in 2004: Why GRATs Are the Sophisticated Estate Tax Planning Strategy of Choice" and
    "How to Avoid Self-Dealing When a Family Member Is the CEO of Your Private Foundation"
     
  • Practice Makes Perfect: Using Lawyers as a Role Model For How Not to Conduct an Estate Planning Business
    Illinois Financial Planning Association
    Friday, November 12, 2004
          Registration: 11:00 AM; Lunch 11:30 AM; Program: 12:00-3:00 PM
          Café LaCave
          2777 Mannheim Road
          DesPlaines, Illinois 60018-3602
    Monty Newlin, Rob Held, Michael Durkin and Lou Harrison presented.
     
  • 14th Annual Estate Planning with the Masters
    Tuesday, October 26, 2004
          UBS Tower
          1 N. Wacker Drive
          Chicago, Illinois
          312-327-2370
    Lou Harrison presented "Business Valuation (and Valuation Discounts) Made Understandable for Estate Planners"
     
  • The 2004 Notre Dame Tax and Estate Planning Institute
    Thursday & Friday, October 7-8, 2004
          Century Center
          Downtown South Bend, Indiana
    Lou Harrison presented:
    • October 7: "The Estate Planners' Guide to Valuing the Closely Held Business: Cutting Through the Patina to the Real Deal"
      SLIDE SHOW
    • October 8: "GRATs: The New Viagra of Estate Planning"
      SLIDE SHOW

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  • Federal Taxation Full Committee Meeting
    Chicago Bar Association
    Tuesday, September 28, 2004, 12:15 - 1:30 PM
          The Chicago Bar Association
          321 S. Plymouth Court
          Chicago, Illinois
    Louis S. Harrison: "FLP Chaos and GRAT Planning - What's an Estate Planner To Do?"
     
  • Estate Planning and Drafting Fundamentals
    Tuesday, September 28, 2004, 3:00-6:00 PM
          The Chicago Bar Association
          321 S. Plymouth Court
          Chicago, Illinois
    Rob Held: "Drafting Trusts"
    Monty Newlin: "Tax Aspects of Estate Planning for Larger Estates"
     
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