How to Create More Meaningful Relationships with Clients, Bring More Significance into Their Plans and Your Life, Develop the Perfect-Balanced Estate Planning Practice

• For Attorneys
• Presented by Teresa Nuccio and Raymond C. Odom
• Hosted by the Philanthropy Advisory Council of Hadley School for the Blind
• Date: June 17, 2015
• Time: 7:30am – 9:30am
• Location: The Hadley School for the Blind: 700 Elm Street, Winnetka, IL 60093

“Everything You Need to Know About Advance Health Care Directives”

• Open to the public
• Presented by Teresa Nuccio, sponsored by Radford Green at Sedgebrook and Companion Care Services
• Date: June 16, 2015
• Time: 5:00pm – 7:00pm
• Location: Radford Green at Sedgebrook: 960 Audobon Way, Lincolnshire, IL 60069

“The ABCs of Long-Term Care”

• Open to the public.
• Presented by Teresa Nuccio, sponsored by Chicagoland Methodist Senior Services
• Date: May 5, 2015
• Time: 5:30am – 7:00pm
• Location: Covenant Home of Chicago: 1415 West Foster Avenue, Chicago, IL 60640

Overview of Taxes and Returns

• Presented by: Charles “Monty” Newlin
• “Overview of Taxes and Returns,” presented as part of the IICLE Effective Administration of Decedent’s Estates program., 9/12/14 at UBS Tower in Chicago and 9/30/14 at Hilton Garden Inn, Champaign.
• Date: September 30, 2014
• Time: 8:00am
• Location: Hilton Garden Inn Champaign/ Urbana: 1501 S Neil Street, Champaign, IL 61820

Probate, Probate, Probate

• Attend this seminar to hear the latest on the estate plan through court basics and administration of the estate, including some of the finer points about the proper procedure for claims, watching out for the doctrine of election, sidestepping civil and criminal contempt, obtaining attorney’s fees and yes, minimizing taxes.
• Date: September 17, 2014
• Time: 3:00pm – 6:00pm
• Location: The Chicago Bar Association, 321 South Plymouth Court., Chicago, IL 60604
• Log-in required for registration.

Overview of Taxes and Returns

• Presented by: Charles “Monty” Newlin
• “Overview of Taxes and Returns,” presented as part of the IICLE Effective Administration of Decedent’s Estates program., 9/12/14 at UBS Tower in Chicago and 9/30/14 at Hilton Garden Inn, Champaign.
• Date: September 12, 2014
• Time: 8:00am
• Location: UBS Tower / One North Wacker Building: 1 North Wacker Drive, Chicago, IL 60606

Legal Decision-Making for a Loved one with Early Stage Dementia

• Presented By: Teresa Nuccio
• Date: September 10, 2014
• Time: 12:00pm – 1:00pm
• Location: 3901 Glenview Road, Glenview, IL 60025

Estate Planning Basics

• Presented By: Teresa Nuccio
• Mended Hearts Meeting
• Date: July 7, 2014
• Time: 7:00pm – 8:00pm
• Location: 800 West Central Road, Arlington Heights, IL 60004

Healthy Well-thy & Wise – Park Ridge Senior Expo

• Presented By: Teresa Nuccio
• For more information, please contact Jennifer Meyers at 847-692-3007 or visit at www.prparks.org
• Date: June 19, 2014
• Time: 9:00am – 12:00pm
• Location: 100 South Western Avenue, Park Ridge, IL 60068

Dynasty vs. Non-Dynasty Trusts Pros & Cons – A Panel Discussion

• CEPC (Chicago Estate Planning Council)
• Louis S. Harrison
• Long-term trusts popularly known as “dynasty trusts” have been on the rise as an estate planning tool for families to pass on wealth for many generations to come, perhaps even perpetually.  This panel will address the reasons for the popularity of the dynasty trust but also the issues that have arisen as existing dynasty trusts have been unfolding over the years.  In addition, the panelists will discuss:
• Planning tips, such as building in flexibility into the trust instrument, “fixing” existing dynasty trusts, and avoiding the “trust fund babies” phenomenon;
• Federal and state income taxation and other tax considerations, including the “Delaware Tax Trap”; and
• What we may anticipate seeing as the future of the dynasty trust.
• Date: May 21, 2014
• Time: 12:30pm – 1:30pm
• Location: The Standard Club, 320 South Plymouth Court, Chicago, IL

Tax and Estate Planning Issues in Pre-Retirement Planning
Presented by: Charles “Monty” Newlin

• “Tax and Estate Planning Issues in Pre-Retirement Planning,” Part of “Pre-Retirement Planning Seminar” sponsored by the Office of the Comptroller of the Currency. OCC Office, 440 S. LaSalle St. By invitation.
• Date: May 21, 2014
• Time: 2:30pm – 5:00pm
• Location: United States

Annual Tax Update

• Presented by: Charles “Monty” Newlin
• “Annual Tax Update,” to be given to the Suburban Chicago Planned Giving Council.Tickets $30 to $45. Contact SCPGC for further info at 708-338-0760.
• Date: May 21, 2014
• Time: 7:30am – 9:00am
• Location: 3003 Corporate West Drive, Lisle, IL 60532

Estate Planning: Recent Developments and Emerging Topics

• Chicago Bar Association Continue Legal Education:
• MODERATOR: Brian K. Jones, Harrison & Held, LLP; Chair, YLS Estate Planning Committee
• ESTATE PLANNING FOR FAMILIES WITH NON-TAXABLE ESTATES: Jason Ornduff, Harrison & Held, LLP
• Date: May 20, 2014
• Time: 3:00pm – 6:00pm
• Location: Chicago Bar Association: 321 South Plymouth Ct., Chicago, IL 60604

Same Sex Marriage

• Louis S. Harrison
• Kansas City Estate Planning Symposium (KCEPS)
• Date: May 1, 2014 to May 2, 2014
• Time: 7:30am – 5:00pm
• Location: Overland Park Convention Center: 6000 College Blvd., Overland Park, KS 66211

IRS Controversies

• Presented By: Jonathan E. Strouse
• First Midwest Bank presents the 8th Annual Trusts & Estates CLE Event for Legal Professionals
• Date: April 23, 2014
• Time: 9:30am – 4:30pm
• Location: Bolingbrook Golf Club, 2001 Rodeo Drive, Bolingbrook, IL 60490

Fraudulent Transfer Analysis

• Presented By: Robert S. Held
• First Midwest Bank presents the 8th Annual Trusts & Estates CLE Event for Legal Professionals
• Date: April 23, 2014
• Time: 9:30am – 4:30pm
• Location: Bolingbrook Golf Club: 2001 Rodeo Drive, Bolingbrook, IL 60490

Shareholder Buy-Sell Agreement for a Closely-Held Company

• Presented by: Mary-Ann Wilson
• Dial-in program for lawyers on the nuances of Buy-Sell Agreements for closely-held corporations, based on form agreements which are provided as part of the program.
• To be presented for the Illinois Institute of Continuing Legal Education.
• Date: March 5, 2014
• Time: 12:00pm
• Dial In Program

“Valuing Closely Held Businesses” and “Protection of Assets on Divorce”
Louis S. Harrison

• ACTEC Spring meeting, Tucson, Arizona
• Date: March 4, 2014 to March 9, 2014
• Time: 8:00am – 5:00pm
• 2014 Annual Meeting

IRC 754: Partnership and Pass-Through Entity Basis Adjustments
Presented by: Lawrence G. Staat

• Strafford Webinars
• Date: January 21, 2014
• Time: 12:00pm – 1:30pm

Lifetime Giving Techniques

• Presented by: Emily Kuo
• Estate Tax Planning for Experienced Practitioners (IICLE)\
• “Lifetime Giving Techniques” (including GRATs, QPRTs, and GST allocations)
• Date: January 16, 2014
• Time: 10:30am – 11:30am
• Location: Illini Center, Chicago, IL