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 Decisions Affect Estate Planning for Same-Sex Couples / Ray Prather, PratherEbner LLP / Horwood Marcus & Berk, Chartered
August 15 / Webinar: Income and Estate Tax Considerations Under the Affordable Care Act / Robert S. Keebler and Stephen J. Bigge,
Keebler and Associates, LLP
Green Bay, Wisconsin / Baker Tilly
September 11 / Decanting: Refining a Vintage Trust / Susan T. Bart, Sidley Austin LLP
2013 Austin Fleming Award Recipient / BMO Private Bank
October 11 / Ethics for Estate Planners: Not a Boring Parade Through the Rules / Jeffrey N. Pennell, Emory Law School
Atlanta, Georgia / Geneva Investment Management of Chicago, LLC
November 7
8:30 a.m. – Noon
Baker Tilly / Basic Estate Planning Course – I
Basics of Preparing and Understanding Tax Returns / Overview of the IL Trust and Trustees Act – David Lutrey, ATTY, Lesser, Lutrey & McGlynn, LLP
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 / Baker Tilly
November 13 / The New Uniform Premarital and Marital Agreements Act / Carlyn S. McCaffrey,
McDermott Will & Emery LLP
New York, New York / JPMorgan Private Bank
November 14
8:30 a.m. – Noon
Freeborn & Peters LLP / Basic Estate Planning Course – II
Basics of Drafting Estate Planning Instruments / Anatomy of a Standard A/B Estate Plan – Basic Estate Planning Documents (Wills, Revocable Living Trusts, and Powers of Attorney);– Kim Kamin, Schiff Hardin LLP;
Svetlana Bekman and Reetu Pepoff,
The Northern Trust Company / Freeborn & Peters LLP
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 / Non-Taxable Estates / Jason S. Ornduff, Harrison & Held, LLP / Stout Risius Ross
February 20 / 2013 Recent Developments / Robert E. Hamilton
Hamilton Thies & Lorch LLP / MB Financial Bank
March 19 / How Much is Enough – or Too Much? Beneficiaries’ Rights to Information / Stacy E. Singer, Northern Trust Company
Benjamin N. Feder, Strauss & Malk LLP / The Northern Trust Company
April 23 / Ethics: Surviving the Ethical Challenges Posed by Transfers Among Family Members / Charles D. Fox IV, McGuireWoods LLP
Charlottesville, VA / U.S. Trust, Bank of America Private Wealth Management
May 21 / Panel Discussion:
Dynasty vs. Non-Dynasty Trusts Pros & Cons / Carol A. Harrington,
McDermott, Will & Emery LLP
Louis S. Harrison, Harrison & Held, LLP
Benetta P. Jenson, J.P. Morgan Private Bank / The Chicago Trust Company, N.A., A WinTrust Wealth Management Company
June 11 / Community Property Issues for Practitioners in Separate Property States / Mark A. Shiller
Godfrey Kahn S.C., Milwaukee, Wisconsin / PNC Bank