
Scott Bieber in May 2012 presented a program on “Estate & Gift Tax Planning with the New $5M Exclusion” for the Illinois CPA Society’s 2012 Estate & Gift Tax Conference.
Jim Carey is the current Program Chair and moderated “How Real is Your Protection? A View of Asset Protection Trusts from the Trust Buster’s Perspective” at the Annual Real Property & Estate Planning Symposium held in New York, NY, in May 2012.
Chuck Blair in April 2012 spoke at an American Bar Association RPTE community outreach program on issues relating to asset titling and planning for disability.
David Lieberman in April 2012 presented a program on “Best Practices to Resolve Family-Business Conflict” at the 2012 Annual Conference of the International Association of Attorneys for Family-Held Enterprises.
Jim Carey in February 2012 spoke on the “Emotional and Financial Costs of a Poorly Planned Estate” to a group of financial advisors.
Robin Drey Maher co-presented at the Chicago Bar Association’s Trust Law Committee meeting in January 2012 on the topic of ”Dealing With Disgruntled Beneficiaries and Settling Disputes: Family Settlement Agreements.”
David Lieberman in January 2012 served as a faculty member at the University of Miami’s 46th Annual Heckerling Institute on Estate Planning, and presented a program on “Expert Witnesses in Trust and Estate Litigation.”
David Lieberman’s article, “Shareholder Oppression and Enhanced Fiduciary Duties,” appears in the Winter 2012 edition of the American Bar Association’s Business Torts Litigation Journal
Scott Bieber’s article entitled “Trustee’s Duties Extend to Remainder Beneficiaries too” was published in Estate Planning. Click here to read the article.
For further information about any of these topics, or to talk with one of our attorneys about a topic suitable for a program that you or your organization may be planning, please contact our office.