Patrick J. Bitterman

Publications and Presentations

03/30/20 – Newsletter

Patrick J. Bitterman

The Department of the Treasury and the IRS Extend the April 15 Gift Tax DeadlineEstate, Trust & Wealth PreservationPatrick J. BittermanThe Department of the Treasury and the IRS continue to act in response to the emergency declaration under the Robert T. Stafford Disaster Relief and Emergency Assistance Act in connection with the ongoing COVID-19 pandemic. On March 27, 2020, Notice 2020-20... Read More

01/29/20 – Newsletter Three Ways the SECURE Act May Impact Your Retirement Plan Estate, Trust & Wealth Preservation Patrick J. Bitterman

05/25/17 – Presentation "Reading the Tea Leaves: How Tax Reform Could Impact Future Charitable Planning" By Kirk A. Hoopingarner, Patrick J. Bitterman

10/28/16 – Presentation "Planning for Special Needs Beneficiaries" Advocate Health Care Advisors Breakfast Patrick J. Bitterman, Speaker

07/16/15 – Newsletter Potential New Regulations May Be Reason for Prompt Action on Transfers of Limited Partnership and LLC Interests Trusts, Estates & Wealth Preservation Law Alert Patrick J. Bitterman

07/16/14 "Illinois estate tax has its pitfalls and opportunities" Chicago Daily Law Bulletin Patrick J. Bitterman

04/11/13 – Presentation “The Ins and Outs of In-Kind Gifts” ALI-CLE Conference on Legal Issues in Museum Administration Speaker

02/11/10 – Presentation "Charitable Remainder Annuity Trusts, Charitable Remainder Unitrusts and Charitable Lead Trusts" Illinois State Bar Association Law Ed Program Patrick J. Bitterman, Speaker