Estate, Trust & Wealth Preservation

Publications

– Newsletter
Bradley G. RigorBradley G. Rigor
IRS Grants Filing and Payment Deadline Relief to Taxpayers in Florida Counties Impacted by Hurricane IrmaEstate, Trust, & Wealth Preservation AlertBradley G. Rigor, Kimberley A. Dillon, Robert J. Kline, Jennifer L. GriffinIn response to the extensive damage and disruption caused by Hurricane Irma, the Internal Revenue Service (IRS) has issued a notice that certain filing and payment deadlines for taxpayers residing or having their place of business in specifically designated counties... 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
– 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