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Estate Planning and Probate Law MCLE Meeting - Seamless Estate Planning
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 Export to Your Calendar 9/25/2019
When: Wednesday, September 25, 2019
11:40am-1:00pm
Where: Attorney Resource Center - DuPage Judicial Center
505 N. County Farm Road
3rd Floor
Wheaton, Illinois  60187
United States
Presenter: Martha Kern, Ryan Kwiatkowski, Michael-Anne Peck and Bill Eagan
Contact: Barb Mendralla
630-653-7779


Online registration is available until: 9/25/2019
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Estate Planning and Probate Law MCLE Meeting

 

 

Speakers: Martha Kern, Lifecare Innovations, Inc., Ryan Kwiatkowski, Retirement Solutions, Inc., Michael-Anne Peck, First American Bank and Bill Eagan, Hurley & Eagan, Certified Public Accountants

Topic: 
The DCBA Estate Planning and Probate Section is excited to announce a special panel of professionals who will discuss “Seamless Estate Planning”.  The panel will consist of a care manager, investment professional, trust officer and an accountant.  Attendees will be educated on the role each panelist plays in the estate planning process and why each role is beneficial to client’s overall plan and the beneficiaries yet to come.  This presentation will be a moderated question-and-answer format and will be one you will not want to miss.

 

The success of this panel discussion depends on interactivity and the output will only be as good as the questions we have for the professionals.   So, to enhance the benefits of this program, and get the questions out to the participants as early as possible, please send us some questions that you would like answered to: Eric Wilen (Moderator):  ewilen@NapervilleLaw.com by Tuesday, September 17th. Thank you all for any help you can provide.   

 

Learning Objectives: 

  • What factors, objectives and goals you should have in mind when creating your estate plan
  • What professionals you should consult with when putting together your estate plan
  • Downfalls of not consulting with all necessary professionals when putting together an estate plan


Time: 11:45 am to 1:00 pm

Location: Attorney Resource Center

Credits: 1 Credit MCLE

 

 

 

Questions? Please contact Barb Mendralla at bmendralla@dcba.org or 630-653-7779.

Lunch will be provided to those who register in advance.

 

Only DCBA members will qualify for MCLE credit.

 

Electronic handouts will be provided in advance; no paper handouts will be distributed.

 

If you register and are unable to attend, please contact the DCBA office at 630-653-7779 so we can cancel your registration.

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