Northwest Suburban 
       Estate Planning Council

Upcoming events

    • Thursday, September 19, 2019
    • 7:30 AM - 9:30 AM
    • Chandler's, 401 N. Roselle Road, Schaumburg, IL
    Register
     

    Health Care Advance Directives –
    A Case Study and Discussion of the Who, What, When, Why and How


    Join us for a panel discussion of health care advance directives presented from three different perspectives – the attorney who prepares these documents for clients, the fiduciary who acts in the role of health care agent, and the hospital to which the directives are presented. At the conclusion of the meeting, attendees will have a more comprehensive understanding of these documents so that they are better equipped to counsel their clients on these important matters.


    Panelists
    Linda M. Strohschein, Principal and Attorney, Strohschein Law Group


    Colleen Ceh Becvar, Owner, Gerontologist, CMC, Trinity Advocacy Group, LLC

    Michele Wells, Deputy Litigation Counsel / Executive Director of Risk, Claims & Insurance, Northwest Community Health Care Legal Affairs

    Moderator: Vicki L. Montgomery, Director of Marketing, Strohschein Law Group


    Location
    Chandler's Chophouse, Schaumburg Golf Club, 401 N. Roselle Road, Schaumburg, IL 60194


    (Entrance to the Schaumburg Golf Club is on the east side of Roselle Road between Higgins Road and Schaumburg Road. Waze users be sure to use "Schaumburg Golf Club" in your search.)


    CPE/CLE: 1 Hour


    Check-in/Registration: 7:00 a.m. Breakfast meeting: 7:30 a.m. Please register online or to download a registration form, click here.




    Thank you to our Sponsor:



    David S. Veatch, CLU, Senior Risk Management Specialist

    • Thursday, October 17, 2019
    • 6:00 PM - 8:00 PM
    • Chandler's, 401 N. Roselle Road, Schaumburg, IL
     

    VA Benefits/Medicaid



    Topic: VA Benefits/Medicaid


    Speaker:
    Matt Margolis


    Location: Chandler's Chophouse, Schaumburg Golf Club, 401 N. Roselle Road, Schaumburg, IL 60194 (GPS users be sure to use "Schaumburg Golf Club" in your search)


    CPE/CLE: 1 Hour (pending)

      

    Check-in/Registration: 6:00 p.m. Dinner meeting: 6:30 p.m. Please register online or to download a registration form, click here.



    Thank you to our sponsor:





    Mark Rantis, RPG Keller Williams / Easy Transitions




    • Thursday, November 21, 2019
    • 6:00 PM - 8:00 PM
    • Chandler's, 401 N. Roselle Road, Schaumburg, IL
     

    New Illinois Trust Code



    Topic: New Illinois Trust Code


    Speaker:
    Rebecca Wallenfelz, Chapman and Cutler, LLP


    Location: Chandler's Chophouse, Schaumburg Golf Club, 401 N. Roselle Road, Schaumburg, IL 60194 (GPS users be sure to use "Schaumburg Golf Club" in your search)


    CPE/CLE: 1 Hour (pending)


     

    Check-in/Registration: 6:00 p.m. Dinner meeting: 6:30 p.m. Please register online or to download a registration form, click here.



    Thank you to our Sponsor:




    Heather Zoldak, CFRE, Associate Executive Director/Major Gifts

    Harper College Educational Foundation

Past events

Thursday, June 20, 2019 June 20, 2019 Breakfast Meeting
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, 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”

Northwest Suburban Estate Planning Council

Email: nwsepc@yahoo.com 


 

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