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Upcoming events

    • Tuesday, September 17, 2024
    • 7:15 AM - 9:00 AM
    • 2800 W. Higgins Road, Suite 500, Hoffman Estates, IL 60169
    • 49


    Mallory Moreno
    Principal
    Chuhak & Tecson





    Join us for Mallory Moreno's presentation on Using ITC to Address Pitfalls in Problem Trusts. The meeting will take place in the 5th-floor conference room, Suite 500 in the Greenspoint Office Park building located at 2800 W. Higgins Road, 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
    Registration closes on Thursday, September 12. An email with a link to download the handout will be sent before the meeting.

    • Tuesday, October 22, 2024
    • 7:15 AM - 9:00 AM
    • 2800 W. Higgins Road, Suite 500, Hoffman Estates, IL 60169
    • 49


    The meeting will take place in the 5th-floor conference room, Suite 500 in the Greenspoint Office Park building located at 2800 W. Higgins Road, 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
    Registration closes on Thursday, October 17. An email with a link to download the handout will be sent before the meeting.

    • Tuesday, November 19, 2024
    • 7:15 AM - 9:00 AM
    • 2800 W. Higgins Road, Suite 500, Hoffman Estates, IL 60169
    • 49


    The meeting will take place in the 5th-floor conference room, Suite 500 in the Greenspoint Office Park building located at 2800 W. Higgins Road, 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
    Registration closes on Thursday, November 14. An email with a link to download the handout will be sent before the meeting.

Past events

Tuesday, June 18, 2024 The Top 10 Trust and Estate Litigation Cases and What to Learn from Them
Tuesday, May 21, 2024 The Corporate Transparency Act...Resistance is Futile! Compliance Required.
Tuesday, April 30, 2024 The Economic Picture: An Update for 2024
Tuesday, February 20, 2024 Financial Exploitation
Friday, November 17, 2023 Death is Only the Beginning: The Decedent’s Final Chapter (Avoiding Income Tax Purgatory)
Tuesday, October 17, 2023 The Estate Planner's Guide to Religious Implications in Estate Planning
Tuesday, September 19, 2023 Pay Me Now or Pay Me Later
Tuesday, June 20, 2023 From the Secure Act to Secure 2.0 – What You Need to Know
Tuesday, May 16, 2023 Trust Strategies in an Elevated Rate Environment | Planning Considerations for the Current 2024 Presidential Budget Proposal
Tuesday, February 21, 2023 A Proactive Approach to Long-Term Care Planning
Thursday, January 19, 2023 2023 Economic and Markets Outlook
Thursday, November 17, 2022 Legal Update
Thursday, November 03, 2022 Transaction Environment for Business Owners
Thursday, September 15, 2022 Effective Asset Protection and Clients Who Use It
Thursday, July 21, 2022 Harper Jazz Faculty Ensemble Free Outdoor Concert
Thursday, June 16, 2022 Senior Resistance to Change and Care
Thursday, May 19, 2022 Crypto Estate Planning Toolkit
Thursday, February 17, 2022 SEO or As We Like to Call It: Ethically Building Community
Thursday, January 20, 2022 2022 Economic Outlook: The Reckoning
Thursday, November 18, 2021 Recent (and Very Recent) Developments in Illinois Trust Law and Estate Planning
Thursday, October 21, 2021 Proposed Estate and Tax Planning Changes in 2021 and 2022
Thursday, September 16, 2021 Succession Planning: The Estate Plan for a Business Zoom Webinar
Thursday, June 17, 2021 Charitable Giving and DAFs
Thursday, May 20, 2021 Cost Segregation and Accelerated Depreciation: Everything You Need to Know
Tuesday, April 20, 2021 Northwest Suburban & DuPage County EPCs Virtual Networking Meeting
Thursday, February 18, 2021 Got Grief? – Responding to and Planning for the Grieving Client
Thursday, January 21, 2021 2021 Economic Outlook - Free for NWSEPC Members
Thursday, November 19, 2020 Federal Estate and Gift Tax Developments
Thursday, October 15, 2020 SECURE and CARES Acts Planning Panel Discussion
Thursday, September 17, 2020 The Public Guardian’s Adult Guardianship Division - An Inside Look
Thursday, June 18, 2020 June 18 NWSEPC Webinar
Thursday, May 21, 2020 May 21 Breakfast Meeting - Canceled due to COVID 19 Social Distancing Restrictions
Thursday, February 20, 2020 Data Privacy and Cyber Security
Thursday, January 16, 2020 Economic and Market Update Dinner Meeting
Thursday, November 21, 2019 New Illinois Trust Code
Thursday, October 17, 2019 Avoiding Pitfalls - Medicaid and Veteran’s Benefits
Thursday, September 19, 2019 Health Care Advance Directives – A Case Study and Discussion of the Who, What, When, Why and How
Thursday, June 20, 2019 Valuation & Disposition of Tangible Assets
Thursday, May 23, 2019 Real Estate Errors, Testate and Intestate Estate
Thursday, January 17, 2019 Economic Update/Outlook and 2019 BOD Elections
Thursday, November 15, 2018 November 2018 Dinner Meeting
Thursday, October 18, 2018 October 2018 Dinner Meeting
Thursday, September 20, 2018 September 2018 Breakfast Meeting
Thursday, June 21, 2018 June 2018 Breakfast Meeting
Thursday, May 17, 2018 May 2018 Breakfast Meeting
Thursday, February 15, 2018 February 2018 Dinner Meeting
Thursday, January 18, 2018 January 2018 Dinner Meeting
Thursday, November 16, 2017 Tax Update
Thursday, October 19, 2017 Contemporary Estate Planning
Thursday, October 19, 2017 (copy) Contemporary Estate Planning
Thursday, September 21, 2017 Special Needs Trust Planning Update for Professionals
Saturday, August 26, 2017 A Night at The Ball Park
Thursday, June 22, 2017 Divorce and Estate Planning
Tuesday, May 16, 2017 The Unique Risk Management Planning Challenges of the Affluent
Tuesday, February 21, 2017 Recent Legal and Tax Developments
Tuesday, January 17, 2017 Economic Update
Tuesday, November 08, 2016 Estate Planning Strategies/Tax Update
Tuesday, October 18, 2016 Business Succession Planning
Tuesday, September 20, 2016 Wealth Transfer Strategies
Friday, September 16, 2016 Day at the Races - Fun With The Fillies II
Tuesday, June 21, 2016 Securing Your Retirement
Friday, May 20, 2016 Day at the Races
Tuesday, May 17, 2016 Blended Families and Estate Planning
Tuesday, February 23, 2016 Charitable Transfers: Doing good work by helping the good-hearted do good works
Tuesday, January 19, 2016 Fifth Third’s Outlook For The U.S. and Global Economy
Tuesday, November 17, 2015 Dinner Meeting: Inherited IRA'S and Other IRA Topics
Tuesday, October 13, 2015 Dinner Meeting: The Role of Valuation in Estate Planning
Thursday, September 17, 2015 Breakfast Meeting: Tax Update
Thursday, June 18, 2015 Breakfast Meeting: “In Whose Best Interest? Legal and Ethical Issues Related to Guardianship”
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