Estate, Trust & Wealth Preservation

Publications

Presentation "Family Limited Partnerships: The Last Rodeo" Quarles & Brady By Matthew S. Dana
Presentation "Offering DAFs - How to Impact Donor Giving" Crescendo's Annual Practical Planned Giving Conference (Chicago, IL) By Kirk A. Hoopingarner
Presentation "Finding Sales Opportunities in Estate Planning – Ideas you can use in 2016 and Beyond" MetLife By Matthew S. Dana
Presentation "A 360 On Donor Advised Funds: How They Are Changing Charitable Giving" DePaul University By Kirk A. Hoopingarner
Presentation "Know Your Value / Know Your Worth" FAWL Spring Meeting By Kimberly Leach Johnson
Presentation "Qualified Personal Residence Trust/Grantor Retained Annuity Trusts" Quarles & Brady By Matthew S. Dana
Presentation "Charitable Giving in Times of Economic Turbulence" Chicago Zoological Society By Kirk A. Hoopingarner
Article "Prepare for Bequest Challenges Based on Alleged Undue Influence or Incapacity" Planned Giving Today By Kirk A. Hoopingarner
Presentation "Stretch IRA & Trusts - Trust as IRA Beneficiary: Good Idea? YES" Quarles & Brady By Matthew S. Dana
Presentation "Estate Planning with International Clients" State Bar of Arizona By Matthew S. Dana
Presentation "Outlook of Philanthropy in 2016" The Chicago Council on Planned Giving By Kirk A. Hoopingarner, panelist
Presentation "Did Portability Kill the B Trust? NOT! AB Trust" Quarles & Brady By Matthew S. Dana
Presentation "Trends in Charitable Giving" Annual Professional Advisors Reception hosted by the Community Foundation of the Land of Lincoln By Kirk A. Hoopingarner
Presentation "The Demise of the Discount? Family Limited Partnerships" Quarles & Brady By Matthew S. Dana
Presentation "Planning for Disability" Financial planning seminar for donors of Chicago Zoological Society By Kirk A. Hoopingarner
Presentation "Maximizing the Impact of Charitable Giving Through Community Foundations" Alliance of Illinois Community Foundations By Kirk A. Hoopingarner
Presentation "Giving Options: Understand and Leverage Different Ways to Give" Exponent Philanthropy By Kirk A. Hoopingarner
Presentation "The Implications of Donor Advised Funds on Planned Giving" ChicagoCouncil on Planned Giving 2015 Annual Symposium By Kirk A. Hoopingarner
Presentation "How to Incorporate Planned Giving Into Your Fundraising Strategy" Chicago American Indian Community Collaborative By Kirk A. Hoopingarner
Presentation "Bequests under Wills, Gifts under Revocable Living Trusts and Beneficiary Designations for Life Insurance Policies" Planned Giving Council of Eastern Wisconsin By Amalia L. Todryk
Presentation "Second Annual Ave Maria School of Law Estate Planning Conference" Ave Maria School of Law, Naples, Florida By Kimberly Leach Johnson
Presentation "Navigating the Changing Landscape of Philanthropic Investment" Co-hosted by Bernstein Private Wealth Management and the Donors Forum By Kirk A. Hoopingarner
Presentation "Planned Giving Workshop" National YMCA Development Organization National Conference, Atlanta By Kirk A. Hoopingarner
Presentation "Donor Advised Funds and Social Impact Investing" Moderated panel discussion for Impact Capitalism Summit, Union League in Chicago By Kirk A. Hoopingarner