Estate, Trust & Wealth Preservation

Publications

– Newsletter
John T. BannenJohn T. Bannen
Life Insurance Trusts - What to do in the Event of High Estate Tax ExemptionsEstate, Trust & Wealth Preservation AlertJohn T. BannenDo I Really Still Need This Trust? (A conversation overheard recently at an estate planning client meeting.) ******************************************************************* Client (C): So, now that the federal estate tax exemption is $11,200,000 for an individual and $22,400,000 for a married couple, why do I still... 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