Teresa Nuccio Publication List

Teresa Nuccio

OF COUNSEL

Speeches & Publications

Co-author and presenter, “Illinois Trust Code: Artful Drafting Results in Efficient Administration,” Illinois Institute of Continuing Legal Education (“IICLE”) Elder Law Short Course, (October 29, 2020)
Co-author, “Stretching IRAs and Retirement Plans Beyond the 10 Year Max,” Foresight Newsletter, Hadley Institute for the Blind and Visually Impaired (Fall 2020)
Co-presenter, “What Happens When the Plan You Prepared Takes an Unexpected Turn?”, Elder Law Masters Course, ElderCounsel, LLC (August 26, 2016)
Co-author and presenter, “The Bigger Bang Theory of Wealth Planning: Creating Client Joy and Principled Profits,” IICLE Estate Planning Short Course (May 2016)
Author, “QCD= Win-Win,” Foresight Newsletter (Hadley Institute for the Blind and Visually Impaired, Fall 2016)
Co-presenter, “How to Create More Meaningful Relationships with Clients, Bring More Significance into Their Plans and Your Life, Develop the Perfect-Balanced Estate Planning Practice,” sponsored by Hadley Institute for the Blind and Visually Impaired (June 17, 2015)
Author, “Riches Worth More Than Money,” Foresight Newsletter (Hadley Institute for the Blind and Visually Impaired, Winter 2015)
Presenter, “Smart Strategies for DMMs to be Indispensable During Estate Administration,” American Association of Daily Money Managers (AADMM) Webinar (May 2018)
Presenter, “What to Put in Your Love Drawer,” AADMM Webinar (September 2017)
Co-Author, “Joint Trusts in a Separate Property State: Time for a Second Look?”, WealthCounsel Quarterly (April 2013)
Co-presenter, “Drafting Joint Trusts in Illinois,” WealthCounsel Illinois Forum of Estate Planning Attorneys (February 2013)
Co-presenter, “Planning with Annuities and Promissory Notes,” Illinois Chapter, National Academy of Elder Law Attorneys (June 2012)
Presenter, “Proactive and Crisis Planning Strategies Under DRA in Illlinois,” Chicago Bar Association (May 2012)
Author, “Proactive and Crisis Planning Strategies Under DRA and the SMART Act,” ISBA Trusts & Estates Newsletter (July 2012)
Co-presenter and co-author, “Illinois Medicaid Basics,” ElderCounsel, LLC Chicago Conference (July 2011)
Co-Presenter, “Winning in the Second Half” Money Smart Week, Des Plaines Senior Center (April 2012)
Presenter, “Special Needs Planning,” Multiple Sclerosis Society Support Group Leaders Annual Conference (October 2010)
Author, “Integrating Legacy Planning Into Your Practice,” WealthCounsel Quarterly (April 2009)
Presenter, “The ABCs of Long-Term Care,” Covenant Home (May 2015)
Presenter, “I Thought Medicare Paid For That!” St. Francis Hospital, Nursing CEU (June 2014)
Presenter, “Top Five Planning Ideas for Seniors: Winning in the Fourth Quarter,” ManorCare (February 2014)
Presenter, “Planning for Your Future,” Alzheimer’s Support Group, (May 2013) and MS Support Groups (2011, 2012, 2015)
Presenter, “Making Your Will Work for You,” Norwood Life Care Foundation (October 2013)
Co-presenter, “Caring is Preparing,” Ryan Parke Funeral Home at the Summit of Uptown (October 2013)
Presenter, “Ethical Wills,” Chicago North Center Senior Center (September 2013)
Presenter, “Why Everyone Needs and Estate Plan,” Women’s Interactive Network, Charles Schwab, Schaumburg (August 2012)
Co-presenter, “Financial Fitness,” Des Plaines Public Library (January 2011)
Presenter, “Planning for a Loved One with Special Needs,” Renaissance Office Center (March and August 2011)
Presenter, “Creating Your Estate Plan,” Charles Schwab, Northbrook, June, 2010
Presenter, “Understanding Estate Planning and Living Trusts,” First Chicago Bank (now Wintrust) Platinum Adventures Club (August 2008)
Presenter, “Preserving Your Family Legacy,” Private Client Breakfast, Park Ridge Country Club (November 2006)
Presenter, “What Will Recent Developments in the Law Mean for You and Your Retirement Savings,” Private Client Workshop at Oakton Community College (October 2006)
Presenter, “Secure Your Legacy,” Morgan Stanley Private Client Workshop, (October 2006)
Presenter, “Understanding Estate Planning and Living Trusts,” U.S. District Court Employee Lunch and Learn (October 16, 2003)
Presenter, “Planning Your Estate,” Fermilab Employee Lunch and Learn (Spring 1997)

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