Unwelcome Long Term Care Expenses Could Be a Gold Mine of Income Tax DeductionsEstate, Trust, & Wealth Preservation AlertJohn T. BannenThe Likely Need for Some Long Term Care Services.
Long term care expenses for persons with cognitive impairments such as Alzheimer’s disease have been described as “help you don’t want at a cost you cannot afford.” Nonetheless, our parents—or even we... Read More10/01/16 – Presentation"Family Limited Partnerships: The Last Rodeo"Quarles & Brady By Matthew S. Dana 09/27/16 – Presentation"Offering DAFs - How to Impact Donor Giving"Crescendo's Annual Practical Planned Giving Conference (Chicago, IL) By Kirk A. Hoopingarner 09/01/16 – ArticleHigh- and low-tech innovation in legal servicesAdverse Witness By Kimberly Leach Johnson 06/10/16 – Presentation"Finding Sales Opportunities in Estate Planning – Ideas you can use in 2016 and Beyond"MetLife By Matthew S. Dana 06/08/16 – Presentation"A 360 On Donor Advised Funds: How They Are Changing Charitable Giving"DePaul University By Kirk A. Hoopingarner 04/22/16 – Presentation"Know Your Value / Know Your Worth"FAWL Spring Meeting By Kimberly Leach Johnson 04/01/16 – Presentation"Qualified Personal Residence Trust/Grantor Retained Annuity Trusts"Quarles & Brady By Matthew S. Dana 03/12/16 – Presentation"Charitable Giving in Times of Economic Turbulence"Chicago Zoological Society By Kirk A. Hoopingarner 03/01/16 – Article"Prepare for Bequest Challenges Based on Alleged Undue Influence or Incapacity"Planned Giving Today By Kirk A. Hoopingarner 03/01/16 – Presentation"Stretch IRA & Trusts - Trust as IRA Beneficiary: Good Idea? YES"Quarles & Brady By Matthew S. Dana 02/01/16 – Presentation"Estate Planning with International Clients"State Bar of Arizona By Matthew S. Dana 01/28/16 – NewsletterGetting Your Estate Organized: Thirty (or so) Documents You Should Have For Your Spouse, Your Power of Attorney, or Your ExecutorEstate, Trust, & Wealth Preservation Alert John T. Bannen 01/16/16 – Presentation"Outlook of Philanthropy in 2016"The Chicago Council on Planned Giving By Kirk A. Hoopingarner, panelist 01/01/16 – Presentation"Did Portability Kill the B Trust? NOT! AB Trust"Quarles & Brady By Matthew S. Dana 11/04/15 – Presentation"Trends in Charitable Giving"Annual Professional Advisors Reception hosted by the Community Foundation of the Land of Lincoln By Kirk A. Hoopingarner 10/01/15 – Presentation"The Demise of the Discount? Family Limited Partnerships"Quarles & Brady By Matthew S. Dana 09/26/15 – Presentation"Planning for Disability"Financial planning seminar for donors of Chicago Zoological Society By Kirk A. Hoopingarner 08/07/15 – Presentation"Maximizing the Impact of Charitable Giving Through Community Foundations"Alliance of Illinois Community Foundations By Kirk A. Hoopingarner 07/16/15 – NewsletterPotential New Regulations May Be Reason for Prompt Action on Transfers of Limited Partnership and LLC InterestsTrusts, Estates & Wealth Preservation Law Alert Patrick J. Bitterman 07/16/15 – Presentation"Giving Options: Understand and Leverage Different Ways to Give"Exponent Philanthropy By Kirk A. Hoopingarner 07/08/15 – ArticleIn Wake of Marriage Equality Ruling, Estate Plans Deserve AttentionChicago Daily Law Bulletin By Kirk A. Hoopingarner 05/28/15 – Presentation"The Implications of Donor Advised Funds on Planned Giving"ChicagoCouncil on Planned Giving 2015 Annual Symposium By Kirk A. Hoopingarner 05/21/15 – Presentation"How to Incorporate Planned Giving Into Your Fundraising Strategy"Chicago American Indian Community Collaborative By Kirk A. Hoopingarner 05/12/15 – 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 05/12/15 – Presentation"Federal Income Tax Basics That a Charitable Gift Planner Should Know”Planned Giving Council of Eastern Wisconsin By Noleta L. Jansen 05/01/15 – Presentation"Second Annual Ave Maria School of Law Estate Planning Conference"Ave Maria School of Law, Naples, Florida By Kimberly Leach Johnson 04/28/15 – Presentation"Navigating the Changing Landscape of Philanthropic Investment"Co-hosted by Bernstein Private Wealth Management and the Donors Forum By Kirk A. Hoopingarner 04/24/15 – Presentation"Planned Giving Workshop"National YMCA Development Organization National Conference, Atlanta By Kirk A. Hoopingarner 04/22/15 – Presentation"Donor Advised Funds and Social Impact Investing"Moderated panel discussion for Impact Capitalism Summit, Union League in Chicago By Kirk A. Hoopingarner