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Teresa Nuccio


Speeches & Publications
  • Co-author and presenter, “Illinois Trust Code: Artful Drafting Results in Efficient Administration” Illinois Institute of Continuing Legal Education (“IICLE”) Elder Law Short Course, October 29, 2020
  • Co-author, “Stretching IRAs and Retirement Plans Beyond the 10 Year Max,” Foresight Newsletter, Hadley Institute for the Blind and Visually Impaired, Fall, 2020
  • Co-presenter, “What Happens When the Plan You Prepared Takes an Unexpected Turn?”, Elder Law Masters Course, ElderCounsel, LLC August 26, 2016
  • Co-author and presenter, “The Bigger Bang Theory of Wealth Planning: Creating Client Joy and Principled Profits,” IICLE Estate Planning Short Course, May 2016
  • Author, “QCD= Win-Win,” Foresight Newsletter, Hadley Institute for the Blind and Visually Impaired, Fall, 2016
  • Co-presenter “How to Create More Meaningful Relationships with Clients, Bring More Significance into Their Plans and Your Life, Develop the Perfect-Balanced Estate Planning Practice,” sponsored by Hadley Institute for the Blind and Visually Impaired, June 17, 2015
  • Author, “Riches Worth More Than Money,” Foresight Newsletter, Hadley Institute for the Blind and Visually Impaired, Winter, 2015
  • Presenter, “Smart Strategies for DMMs to be Indispensable During Estate Administration,” American Association of Daily Money Managers (AADMM) Webinar, May, 2018
  • Presenter, “What to Put in Your Love Drawer,” AADMM Webinar, September, 2017
  • Co-Author, “Joint Trusts in a Separate Property State: Time for a Second Look?”, WealthCounsel Quarterly, April, 2013
  • Co-presenter, “Drafting Joint Trusts in Illinois,” WealthCounsel Illinois Forum of Estate Planning Attorneys, February, 2013
  • Co-presenter, “Planning with Annuities and Promissory Notes,” Illinois Chapter, National Academy of Elder Law Attorneys, June 2012
  • Presenter, “Proactive and Crisis Planning Strategies Under DRA in Illlinois,” Chicago Bar Association, May 2012
  • Author, “Proactive and Crisis Planning Strategies Under DRA and the SMART Act,” ISBA Trusts & Estates Newsletter, July, 2012
  • Co-presenter and co-author, “Illinois Medicaid Basics,” ElderCounsel, LLC Chicago Conference, July 2011
  • Co-Presenter, “Winning in the Second Half” Money Smart Week, Des Plaines Senior Center, April, 2012
  • Presenter, “Special Needs Planning,” Multiple Sclerosis Society Support Group Leaders Annual Conference, October, 2010
  • Author, “Integrating Legacy Planning Into Your Practice,” WealthCounsel Quarterly, April 2009
  • Presenter, “The ABCs of Long-Term Care,” Covenant Home, May, 2015
  • Presenter, “I Thought Medicare Paid For That!” St. Francis Hospital, Nursing CEU, June 2014
  • Presenter, “Top Five Planning Ideas for Seniors: Winning in the Fourth Quarter,” ManorCare, February, 2014
  • Presenter, “Planning for Your Future,” Alzheimers Support Group, May, 2013 and MS Support Groups 2011, 2012, 2015
  • Presenter, “Making Your Will Work for You,” Norwood Life Care Foundation, October, 2013
  • Co-presenter, “Caring is Preparing,” Ryan Parke Funeral Home at the Summit of Uptown, October, 2013
  • Presenter, “Ethical Wills,” Chicago North Center Senior Center, September, 2013
  • Presenter, “Why Everyone Needs and Estate Plan,” Women’s Interactive Network, Charles Schwab, Schaumburg, August, 2012
  • Co-presenter, “Financial Fitness,” Des Plaines Public Library, January, 2011
  • Presenter, “Planning for a Loved One with Special Needs,” Renaissance Office Center, March and August, 2011
  • Presenter, “Creating Your Estate Plan,” Charles Schwab, Northbrook, June, 2010
  • Presenter, “Understanding Estate Planning and Living Trusts,” First Chicago Bank (now Wintrust) Platinum Adventures Club, August, 2008
  • Presenter, “Preserving Your Family Legacy,” Private Client Breakfast, Park Ridge Country Club, November 2006
  • Presenter, “What Will Recent Developments in the Law Mean for You and Your Retirement Savings,” Private Client Workshop at Oakton Community College, October, 2006
  • Presenter, “Secure Your Legacy,” Morgan Stanley Private Client Workshop, October, 2006
  • Presenter, “Understanding Estate Planning and Living Trusts,” U.S. District Court Employee Lunch and Learn, October 16, 2003
  • Presenter, “Planning Your Estate,” Fermilab Employee Lunch and Learn, Spring, 1997
  • Presenter, “Understanding Estate Planning and Living Trusts,” Park Ridge Public Library, April, 1993

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