Harrison & Held Logo

Jason S. Ornduff

MANAGING PARTNER

Speeches & Publications
TREATISES
  • “Estate Tax Elections”, Illinois Institute for Continuing Legal Education – Post-Mortem Planning Guidebook (2010, 2012 and 2014 supplement)
  • “Post-Mortem Planning”, Illinois Institute for Continuing Legal Education – Estate Planning Guidebook (2008 and 2012)

ARTICLES
  • “The New Illinois QTIP Election: Answers to Your Questions and More Questions”, Trusts & Estates – Illinois State Bar Association (2009)
  • “The Illinois Estate Tax in 2009”, Chicago Bar Association (2008)
  • “Deducting Administration Expenses at the First Death: Form 706 vs. Form 1041 (Not as Simple as You Think)”, Trusts & Estates – Illinois State Bar Association (2008)
  • “Lessons That Planners Can Learn From Celebrity Estate Battles”, Estate Planning (2008)
  • “The New Illinois Estate Tax: One Year Later”, 18 Chicago Bar Association Record 28 (2004)
  • “Releasing the Elderly Inmate: A Solution to Prison Overcrowding”, 4 Elder Law Journal 173 (1996)

PRESENTATIONS
  • “New and Used Family Limited Partnerships -Where Are We At and What Should We Be Doing”, Co-Presenter, Illinois Institute for Continuing Legal Education, (2019)
  • “An Overview of Taxes and Returns – Interesting Issues in Estate Administration”, Illinois Institute for Continuing Legal Education, (2018)
  • “Religious Issues in Estate Planning”, Co-Presenter, Jewish United Fund/Jewish Federation of Metropolitan Chicago, (2018).
  • “Religious Considerations in Estate Planning”, Co-Panelist, American College of Trust and Estate Counsel – Summer Meeting (2017).
  • “Religion and Diversity in Your Estate Planning Practice”, Co-Presenter, Illinois Institute for Continuing Legal Education – Estate Planning Short Course (2016)
  • “Nuts and Bolts of Estate Planning”, New Lawyer Institute, Illinois Institute for Continuing Legal Education – New Lawyer Institute (2014 and 2017)
  • “Estate Planning – Recent Developments and Emerging Topics”, Chicago Bar Association Forum (2014)
  • “Alpha to Omega: Life Cycle of an Estate Plan: The Wonder Years: Advising Clients at the Begining of the Journey”, Co-Panelist, American College of Trust and Estate Counsel – Summer Meeting (2014)
  • “Nuts and Bolts of Estate Planning, Parts I and II”, Illinois Institute for Continuing Legal Education – New Lawyer Institute.
  • “Planning for Families of Modest Wealth – Non Taxable Estates”, Chicago Estate Planning Council (2014)
  • “Best Practices for Individual Trustees”, Greater North Shore Estate & Financial Planning Council (2013)
  • “2013 and Beyond”, RMB Capital Presentation (2013)
  • “Technology in Estate Planning Practice – What are we supposed to do now?”, Illinois Institute for Continuing Legal Education – Estate Planning Short Course (2013)
  • “Individuals as Trustees – Best Practices”, Chicago Bar Association (2013)
  • “ABCs of the GST Tax”, First Midwest Wealth Management – 7th Annual Continuing Legal Education Event (2012)
  • “Powers of Attorney: Protections, Pitfalls and Practical Applications”, Chicago Estate Planning Council (2011)
  • “GST Planning”, DuPage County Estate Planning Council (2011)
  • “GST Tax Basics for CPAs”, Illinois CPA Society Estate and Gift Tax Conference (2010)
  • Revocable Living Trust v. ‘Simple’ Joint Tenancies – When the Simple is Not Always so Simple”, Illinois Institute for Continuing Legal Education – Estate Planning Short Course (2010)
  • “Generation-Skipping Transfer Tax Primer for Trust Professionals”, U.S. Bank-Internal Lecture (2009)
  • “Illinois Estate Planning and Administration for 2009”, Chicago Bar Association (2008)
  • “Estate Plan Tales of the Stars”, DuPage County Estate Planning Council (2008)
  • “GST for CPAs: Basics of the Generation-Skipping Transfer Tax”, Illinois CPA Society Estate and Gift Tax Conference (2008)
  • “Ethical Issues in the Representation of Spouses”, Illinois Institute for Continuing Legal Education (2008)
  • “The ABC’s of the Generation-Skipping Transfer Tax”, The Private Bank (2008)
  • “Star Wars: What Larry King, Leona Helmsley and Anna Nicole Smith Can Teach Us”, Illinois Institute for Continuing Legal Education – Estate Planning Short Course (2008)
  • “The Role of GST Taxes in Everyday Estate Planning”, Chicago Estate Planning Council Younger Members’ Program (2007)
  • “Back to Basics: The Role of Generation-Skipping Transfer Taxes in Everyday Estate Planning”, Harris Trust & Savings Bank (2007)
  • “GST Tax Basics”, Greater North Shore Estate and Financial Planning Council (2007)
  • “Demystifying the GST Tax”, Brown Brothers Harriman (2007)
  • “Basics of the Generation-Skipping Transfer Tax”, Illinois Institute for Continuing Legal Education – Estate Planning Short Course (2007)
  • “The Illinois Estate Tax: 2009 and Beyond”, Kane County Bar Association (2007)
  • “Estate and Asset Protection Planning for the Orthopedist”, American Orthopedic Society for Sports Medicine 2006 Practice Management Workshop (2006)
  • “Asset Concentrations in Trust”, Illinois Institute for Continuing Legal Education – Estate Planning Short Course (2006)
  • “Decoupling of State Death Taxes”, Northwest Suburban Estate Planning Council (2005)
  • “The Illinois Estate Tax”, Illinois Institute for Continuing Legal Education – Estate Planning Short Course (2005)
  • “Creating Liquidity in the Illiquid Estate”, Chicago Bar Association (2005)
  • “Adventures in Planned Giving”, Chicago Council on Planned Giving (2005)
  • “Estate Planning Before the Sale of a Business”, Chicago Bar Association (2004)
  • “Brave New World: Planning for Estate Death Taxes”, Chicago Bar Association (2004)
  • “Charitable Giving of Artwork”, Family Office Forum (1998)

Related News