“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

June 17, 2015

7:30am - 9:30am

700 Elm Street
Winnetka, IL 60093
United States

“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

June 16, 2015

5:00pm - 7:00pm

960 Audobon Way
Lincolnshire, IL 60069
United States

“The ABCs of Long-Term Care”

Open to the public.

Presented by Teresa Nuccio, sponsored by Chicagoland Methodist Senior Services

May 5, 2015

5:30am - 7:00pm

1415 West Foster Avenue
Chicago, IL 60640
United States

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.

September 30, 2014

8:00am

1501 S Neil Street
Champaign, IL 61820
United States

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.

September 17, 2014

3:00pm - 6:00pm

The Chicago Bar Association
321 South Plymouth Court.
Chicago, IL 60604
United States

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.

September 12, 2014

8:00am

1 North Wacker Drive
Chicago, IL 60606
United States

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

Presented By: Teresa Nuccio

 

September 10, 2014

12:00pm - 1:00pm

3901 Glenview Road
Glenview, IL 60025
United States

Estate Planning Basics

Presented By: Teresa Nuccio

Mended Hearts Meeting

July 7, 2014

7:00pm - 8:00pm

800 West Central Road
Arlington Heights, IL 60004
United States

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

 

June 19, 2014

9:00am - 12:00pm

100 South Western Avenue
Park Ridge, IL 60068
United States

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.

May 21, 2014

12:30pm - 1:30pm

The Standard Club
320 South Plymouth Court
Chicago, IL
United States

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