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• The Estate Planner's Guide to Religious Implications in Estate Planning

  • When
    Tuesday, October 17, 2023
  •  
    7:15 AM - 9:00 AM
  • Location
    2800 W. Higgins Road, Hoffman Estates, IL 60169
  • Spaces left
    44

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  Stacy Singer

  Senior Vice President, National Practice Leader
  for Trust Services and Wealth Advisory
  The Northern Trust Company

  
  

  
  
  
  
  When an estate planning attorney works with someone who is deeply religious, especially if the client's faith differs from the attorney's, doesn't the attorney provide greater value to the client by understanding how their faith might impact their estate plan?

  Please join us for our breakfast meeting, The Estate Planner's Guide to Religious Implications in Estate Planning, on Tuesday, October 17. Stacy Singer, Senior Vice President, National Practice Leader for Trust Services and Wealth Advisory at The Northern Trust Company, will explore how the religious tenets of Christianity, Islam, and Judaism may affect estate planning for clients who adhere to these faiths. The ethical implications of these requirements will also be discussed.

  Program Schedule

  • 7:15 am – Check-in/Breakfast
  • 7:50 am – Welcome/Introductions
  • 8:00 am – Presentation and Q&A
  • 9:00 am – Announcements and Adjournment
    

  
  CPE and CLE Credit: 1 hour

  
  Registration
  To get the early-bird discounted rate, click on the link below and register on or before Thursday, October 5. Registration closes on Thursday, October 12. An email will be sent with a link to download the handout prior to the meeting.

  
  Sponsored by

  

  
  

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• Death is Only the Beginning: the Decedent’s Final Chapter (Avoiding Income Tax Purgatory)

  • When
    Friday, November 17, 2023
  •  
    7:15 AM - 9:00 AM
  • Location
    2800 W. Higgins Road, Greenspoint Office Park, Hoffman Estates
  • Spaces left
    47

  Register

  
  

  Christian Klaas
  Partner

  
  

  
  

  
  

  

  
  

  Michelle V. Hanlon
  Principal

  
  

  
  

  
  

  Join Christian Klaas, Partner, and Michelle V. Hanlon, Principal with Friedman & Huey Associates LLP on Friday, November 17, to learn a practical guide to speaking with clients and understanding Form 1041 trust income tax reporting concepts. The meeting will be held in the conference room on the 5th floor of our new location at 2800 W. Higgins Road, Greenspoint Office Park in Hoffman Estates.

  Program Schedule

  • 7:15 am – Check-in/Breakfast
  • 7:50 am – Welcome/Introductions
  • 8:00 am – Presentation and Q&A
  • 9:00 am – Announcements and Adjournment

  CPE and CLE Credit: 1 hour (pending)

  
  Registration
  To get the early-bird discounted rate, click the link below and register on or before Monday, November 6. Registration closes on Monday, November 13. An email will be sent with a link to download the handout prior to the meeting.

  Sponsored by
  
  

  Show details