Estate, Trust & Wealth Preservation

Publications

Presentation
Kirk A. HoopingarnerKirk A. Hoopingarner
"Planning for Disability"Financial planning seminar for donors of Chicago Zoological SocietyBy 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
Presentation "Navigating the Changing Landscape of Philanthropic Investment" Co-hosted by Bernstein Private Wealth Management and the Donors Forum By Kirk A. Hoopingarner
Presentation "Planned Giving Workshop" National YMCA Development Organization National Conference, Atlanta By Kirk A. Hoopingarner
Presentation "Donor Advised Funds and Social Impact Investing" Moderated panel discussion for Impact Capitalism Summit, Union League in Chicago By Kirk A. Hoopingarner
Presentation "Estate Planning" University of Illinois Chicago By Kirk A. Hoopingarner
Article "How to Minimize Naming Rights Conflicts" Planned Giving Today By Kirk A. Hoopingarner
Presentation "Reflections on Charitable Planning Two Years after the American Taxpayer Relief Act" La Crosse Community Foundation's Tax and Legal Seminar By Kirk A. Hoopingarner
Article "Family Business Succession Planning" Illinois Banker Magazine By Kirk A. Hoopingarner, James I. Kaplan
Presentation "Final IRS Regulations for Qualifying Longevity Annuity Contracts (QLACs)" American College of Trusts and Estates Employee Benefits Committee By John T. Bannen
Presentation "Minor Beneficiaries of IRAs and Qualified Plans: How Might the Uniform Transfers to Minors Act (UTMA) Be of Assistance" American College of Trusts and Estates Employee Benefits Committee By John T. Bannen
Presentation "A Retirement Template Suitable for Baby Boomers and Others Who Will Retire Someday" Milwaukee Bar Association, Probate Practice and Procedure Section By John T. Bannen
Presentation "Reflections on Charitable Planning Two Years after the American Taxpayer Relief Act" Tax & Legal Seminar of the Madison Community Foundation By Kirk A. Hoopingarner
Presentation “IRA and Qualified Plan Issues and Trends in Estate Planning: The New Planning Frontier" Presentation for Northwestern Mutual Life National Advanced Estate Planning School By John T. Bannen
Article “Estate Planning for S Corporations: Knowing Where to Put Your Feet When Crossing the Stream” Co-Author
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