ATTORNEY SPEAKING ENGAGEMENTS

2024
  • “Representing Estate and Trust Beneficiaries and Fiduciaries” co-presented by Shawn M. McCullough and Natalie M. Perry on April 1, 2024, ALI-CLE webinar
  • “Hot Topics Regarding Contingency Fees in Tax Matters” presented by Jonathan E. Strouse on January 19, 2024, at the ABA Section of Taxation,  San Francisco, CA
2023
  • “Post-Death Administration: An Overview of the Process and Best Practices for Efficiently Settling an Estate and Trust” presented by Sarah M. Barnes on December 8, 2023 at the IICLE – Estate Planning for the 99%, Champaign, IL
  • “Estate Tax Planning for Beginners” presented by Shawn M. McCullough on December 8, 2023, at the IICLE Estate Planning for the 99%, Champaign, IL
  • “Charitable Giving, Tips and Tricks” presented by Elizabeth A. Garlovsky in December 2023 at the ACTEC Estate Planning Essentials Video Series
  • “Business Succession Planning” presented by Stephen B. Daiker and Alan M. Singer on November 29, 2023 at The Business of Family Business Ownership (“BFBO”) , The Charles F. Knight Center, Washington University
  • “Everything You Wanted to know about How Life Insurance Policies Work but Were Afraid to Ask” presented by Lawrence Brody on November 17, 2023 at the New York University School of Law, Virtual (Berkeley, CA)
  • “Life Insurance Update – The Top Twenty (Almost) Insurance Planning Mistakes for 2023, and How to Avoid or Fix Them” presented by Lawrence Brody on November 8, 2023 at the New York State Bar Association, New York, NY
  • “Hot Topics In International Tax Compliance” presented by Jonathan E. Strouse on November 8, 2023 at the Illinois CPA Society – IRS Tax Practitioner Symposium, Chicago, IL
  • “Special Needs Planning” presented by Kim C. Martin on November 5, 2023 at Just People, Roswell, GA
  • “Weekly Expert Reports” presented by Lawrence Brody on November 2, 2023 at Surgent CPE, Virtual
  • “Navigating Unique Issues in Settlement of Trusts and Estates Disputes” presented by Elizabeth A. Garlovsky in November 2023 at ACTEC, Fall Meeting, Fiduciary Litigation Committee, Louisville, KY
  • “Everything You Wanted to know about How Life Insurance Policies Work but Were Afraid to Ask” presented by Lawrence Brody on October 27, 2023 at New York University School of Law, New York, NY
  • “Weekly Expert Reports” presented by Lawrence Brody on October 19, 2023 at Surgent CPE, Virtual
  • “Reality Versus Scary Theory: What’s Really Going on These Days in Estate and Gift Tax Audits, And Approaches to Avoid Turning A Sunny Day (Good Result) Into A Cloudy One (Bad Result)” presented by Louis S. Harrison on October 19, 2023 at the 45th Annual EP Conference, Duke
  • “Business Succession Planning: Differentiating Reality from Theory” presented by Louis S. Harrison on October 12-13, 2023at the Florida Fellow Institute           
  • “A New Generation of Estate Planning: Beyond Electronic Wills” presented by Shawn M. McCullough in October 2023 at IICLE Elder Law Short Course, Chicago, IL
  • “Practical Navigation of Estate and Gift Tax Audits Post-Covid: The World has Changed, and So has the Audit Mindset” presented by Louis S. Harrison on September 20, 2023 at the 49th Annual ND – Tax and EP Institute
  • “Pay Me Now or Pay Me Later” presented by Natalie M. Perry on September 19, 2023 at the Northwest Suburban Estate Planning Council, Hoffman Estates, IL
  • “Weekly Expert Reports” presented by Lawrence Brody on August 31, 2023 at Surgent CPE, Virtual
  • “IRS Collection and Unfiled Tax Return Issues” presented by Jonathan E. Strouse on August 29, 2023 at the Missouri Athletic Club, St. Louis, MO
  • “Weekly Expert Reports” presented by Lawrence Brody on August 10, 2023 at Surgent CPE, Virtual
  • “Special Needs Triage” presented by Kim C. Martin on July 13, 2023 at the Fiduciary Law Institute, Amelia Island, GA
  • “Weekly Expert Reports” presented by Lawrence Brody on July 6, 2023 at Surgent CPE, Virtual
  • “Secure Act 2.0” presented by Shawn M. McCullough in July 2023 at The Admiral at the Lake Foundation, Chicago, IL
  • “What to do When a Client Dies” presented by Natalie M. Perry on June 7, 2023 at Engage AICPA, Las Vegas, NV
  • “Beneficiaries under Secure Act” presented by Natalie M. Perry on June 6, 2023 at Engage AICPA, Las Vegas, NV
  • “Valuation in Estate Planning” presented by Natalie M. Perry on June 5, 2023 at Engage – AICPA, Las Vegas, NV
  • “Tangible Personal Property in Estate Planning” presented by Elizabeth A. Garlovsky in June 2023 at the ACTEC Estate Planning Essentials Video Series
  • “Pitfalls of Pay on Death Accounts” presented by Natalie M. Perry on May 23, 2023 at IICLE, Chicago, IL
  • “Like & Subscribe: How to Leverage the Internet to Ethically Market Your Practice and Improve Client Relationships” presented by Sarah M. Barnes on May 23, 2023 at IICLE – Estate Planning Short Course, Chicago, IL
  • “What’s Hot and What’s Not in Sophisticated Insurance Planning – the Good, The Bad and the Ugly” presented by Lawrence Brody on May 18, 2023 at the Estate Planners Day Queens University of Charlotte, Virtual, Charlotte, NC
  • “Interactive Divorce Education, Support & Empowerment” presented by Michael C. Craven on May 7, 2023 at The Lilac Tree’s Divorce University, Online
  • “Examinations and IRS Matching Efforts Based on Information and Other Reporting” presented by Jonathan E. Strouse on May 5, 2023 at the ABA Section of Tax, Washington, D.C.
  • “Funding Your Revocable Trust and Other Critical Steps” presented by Elizabeth A. Garlovsky in May 2023 at the ACTEC Estate Planning Essentials Video Series
  • “Best Practices for Fiduciary Communications During Estate (and Trust) Settlement – Striking Balance Between What’s Required & What Actually Works” presented by Elizabeth A. Garlovsky in May 2023 at the IICLE Estate Planning Short Course, Chicago, IL
  • “How to Leverage the Internet to Ethically Market Your Practice and Improve Client Relationships” presented by Shawn M. McCullough in May 2023 at the IICLE Estate Planning Short Course, Chicago, IL
  • “Planning for the Disposition of Professional Practices – the Ins and Outs of Holding and Selling Professional Practices” presented by Thomas B. Shapira in May 2023 at the Illinois Institute for Continuing Legal Education – Short Course, Chicago, IL
  • “Special Needs Planning” presented by Kim C. Martin on Tuesday, April 18, 2023 at The Big Picture, Zoom
  • “Special Needs Planning” presented by Kim C. Martin on March 18, 2023 at the Gwinnett County Virtual Transition Fair, Zoom
  • “I Like My Business Best, My Employees Second Best, and the Government Not at All; How to Consider Your Family, Employees, and a Company Legacy in the Estate Plan” presented by Louis S. Harrison on March 8, 2023 at the Rocky Mountain Estate Planning Council, Denver, CO
  • “A Guide to Life Insurance Products, Including a Guide to Understanding Policy Illustrations” presented by Lawrence Brody on March 3, 2023 at the Heckerling Graduate Program in Estate Planning, Virtual, Miami, FL
  • “The Federal Income Taxation of and Federal Transfer Tax Planning with Life Insurance” presented by Lawrence Brody on March 2, 2023 at the Heckerling Graduate Program in Estate Planning, Virtual
  • “Benefits 101” presented by Kim C. Martin on February 7, 2023 at the Cobb County Transition Fair, Zoom
  • “Turning 18 in Special Needs Land” presented by Kim C. Martin on January 28, 2023 at the FOCUS Annual Education Conference, Decatur, GA
2022
  • “I Like My Business Best, My Employees Second Best, and the Government Not at All; How to Consider Your Family, Employees, and a Company Legacy in the Estate Plan” presented by Louis S. Harrison on November 9, 2022 at the ND Virtual Institute
  • “Overtime: Considerations in the Possible Liquidation of a Closely held Entity and Other Alternatives” presented by Louis S. Harrison on November 1, 2022 at ACTEC, San Francisco, CA
  • “Preparing for the Next Congressional Tax Tsunami while Avoiding Premature Activation of our own Estate Plans” presented by Louis S. Harrison on September 19, 2022 at the Estate Planning Council of St. Louis, St. Louis, MO
  • “Preparing for the Next Congressional Tax Tsunami while Avoiding Premature Activation of our OWN Estate Plans” presented by Louis S. Harrison on September 12, 2022 at the Atlanta Estate Planning Council Meeting, Atlanta, GA
2021 - 2017
  • “Joint Seminar – Divorce and Estate Planning,” Patrick J. Bushell (Panel Moderator) on May 5, 2021 at the CBA Young Lawyers Section Estate Planning Committee, Chicago Bar Association
  • “Illinois Rule of Professional Conduct 1.14: Client with Diminished Capacity” presented by Patrick J. Bushell on September 3, 2019 at the CBA Young Lawyers Section Estate Planning Committee, Chicago Bar Association
  • “Introduction to the Revised Uniform Fiduciary Access to Digital Assets Act” presented by Patrick J. Bushell on May 7, 2019 at the CBA Young Lawyers Section Estate Planning Committee, Chicago Bar Association
  • “Special Needs Planning” presented by Patrick J. Bushell on November 6, 2018 at CBA Young Lawyers Section Estate Planning Committee, Chicago Bar Association
  • “Asset Protection in Estate Planning: Special Needs, Family LLCs, and Recent Developments,” Patrick J. Bushell (Panel Moderator) on Wednesday, May 2, 2018 at CBA Young Lawyers Section Estate Planning Committee, Chicago Bar Association
  • “Lessons from Celebrity Estates Gone Wrong” presented by Patrick J. Bushell on September 5, 2017 at the CBA Young Lawyers Section Estate Planning Committee, Chicago Bar Association
  • “Myriad of Charitable Giving Vehicles” presented by Aaron Hegji at Strafford Publications, Web
  • “The Anticipatory Assignment of Income Doctrine” presented by Aaron Hegji at Strafford Publications, Web
  • “The Business Purpose Doctrine” presented by Aaron Hegji at Strafford Publications, Web

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