09/21/17 – NewsletterIRS Grants Filing and Payment Deadline Relief to Taxpayers in Florida Counties Impacted by Hurricane IrmaEstate, Trust, & Wealth Preservation Alert Bradley G. Rigor, Kimberley A. Dillon, Robert J. Kline 09/06/17 – Article"Keep Your IRA Healthy With an Annual Checkup"Quarles & Brady LLP Estate, Trust & Wealth Preservation Meeting By John T. Bannen 05/25/17 – Presentation"Reading the Tea Leaves: How Tax Reform Could Impact Future Charitable Planning" By Kirk A. Hoopingarner, Patrick J. Bitterman 05/11/17 – Article"Charitable Planning in Light of Possible Sweeping Tax Reform Legislation"Bloomberg BNA By Kirk A. Hoopingarner 05/02/17 – Presentation"Estate Tax Repeal & Probable Impacts To Your Estate Plan"Quarles & Brady By M. Todd Smith 05/01/17 – Article"Conversions of Private Foundations to Donor Advised Funds"American Endowment Foundation By Kirk A. Hoopingarner 03/10/17 – 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 02/09/17 – Podcast"Ep 6: Kim Johnson | Quarles & Brady | Yearly Retreats | Innovation | Working Better Together | Client Feedback | Succession Planning | World Travel"The Lion Group Kimberly Leach Johnson 01/18/17 – Presentation"The Charitable Tax Deduction and Exemption: Calm Before the Storm?"Greater North Shore Estate and Financial Planning Council By Kirk A. Hoopingarner 10/28/16 – Presentation"Planning for Special Needs Beneficiaries"Advocate Health Care Advisors Breakfast Patrick J. Bitterman, Speaker 10/26/16 – NewsletterUnwelcome Long Term Care Expenses Could Be a Gold Mine of Income Tax DeductionsEstate, Trust, & Wealth Preservation Alert John T. Bannen 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 06/08/16 – 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 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 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 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 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 – Presentation"Giving Options: Understand and Leverage Different Ways to Give"Exponent Philanthropy By Kirk A. Hoopingarner
Patrick J. Bitterman
