Estate, Trust & Wealth Preservation

Publications

Newsletter
John T. BannenJohn T. Bannen
Coordinating HSA Contributions with the Commencement of Social Security Benefits; Beware of Unintended ConsequencesEstate, Trust & Wealth Preservation Client AlertJohn T. BannenHigh deductible health insurance plans with the resulting availability of a sizeable, above-the-line, income tax deduction for contributions to a Health Savings Account (HSA) have become an attractive option for insureds, some of whom continue group employer health insurance even... Read More
Presentation "Reading the Tea Leaves: How Tax Reform Could Impact Future Charitable Planning" By Kirk A. Hoopingarner, Patrick J. Bitterman
Presentation "Estate Tax Repeal & Probable Impacts To Your Estate Plan" Quarles & Brady By M. Todd Smith
Presentation "A Brief Overview of the U.S. Department of Labor’s Fiduciary Rule Regarding Investment of Retirement Assets" American College of Trusts and Estates Employee Benefits Committee By John T. Bannen
Presentation "The Charitable Tax Deduction and Exemption: Calm Before the Storm?" Greater North Shore Estate and Financial Planning Council By Kirk A. Hoopingarner
Presentation "Planning for Special Needs Beneficiaries" Advocate Health Care Advisors Breakfast Patrick J. Bitterman, Speaker
Presentation "Offering DAFs - How to Impact Donor Giving" Crescendo's Annual Practical Planned Giving Conference (Chicago, IL) By Kirk A. Hoopingarner
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 "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 "Outlook of Philanthropy in 2016" The Chicago Council on Planned Giving By Kirk A. Hoopingarner, panelist
Presentation "Trends in Charitable Giving" Annual Professional Advisors Reception hosted by the Community Foundation of the Land of Lincoln By Kirk A. Hoopingarner
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