Chicago, IL   •  August 11-13, 2010

 Symposium Agenda

Symposium Brochure

Local Attractions and Events		 Hilton Chicago
720 South Michigan Avenue
Chicago, IL 60605 (Map & Directions)
    Plenary Session
    Essentials Track
    Advanced Track
    Elder Law/Special Needs Track

 

Below are links to the materials for the 2010 Planning for the Generations Symposium. These materials are password protected and only attendees have access.  Contact registration@wealthcounsel.com if you registered, but do not know the password.
 
» Click Here to Download Onsite Symposium Session Slide Presentations and Handouts «
 

Monday, August 9, 2010 - PRECURSOR
8:30-5:00 Estate Planning 102: Conveying Advanced Planning Concepts to Your Clients 
Presenters: Randall Borkus and Kyle Hafstad 

July 22, 2010: Pre-Course Teleconference
Audio (MP3) 
Sample Client Data Gathering Sheet (pdf)
Sample Tax Return (pdf)

 Tuesday, August 10, 2010 - PRECURSORS
8:30-5:00 Estate Planning 103: The Essentials of Charitable Planning, Irrevocable Trusts, Retirement, and Business Planning 
Presenters: Lewis W. Dymond, Jr., JD and Thomas Ray, JD
8:30-12:00 Soaring to New Heights in Elder Law and Special Needs Planning
Presenters: Valerie L. Peterson, JD, Louis W. Pierro, Esq., and Vincent J. Russo, Esq., LL.M., CELA
1:00-5:00 Build Your Brand- Developing a Comprehensive Marketing Strategy
Presenters: Vincent J. Russo, Esq., LL.M., CELA, Mark Merenda, Mary Merrell Bailey, Esq., CPA, MBA, & Laura Wilson
5:15-6:00 Complimentary Precursor Event - Client Referral System with Dan Allison
6:00-7:30 The Kickoff Event - The Welcome Reception

 
» Click Here to Download Onsite Symposium Session Slide Presentations and Handouts «



Wednesday, August 11, 2010 (Click Here to Download All Wednesday Symposium Materials or download by session below)

8:30‐8:45 Opening Remarks & Welcome Address
8:45‐10:00 Estate Tax Planning in 2010, Lewis Dymond and Thomas Ray
10:20‐12:00 Elder Law and Special Needs Planning ‐ The State of Affairs in 2010, Louis Pierro and Vincent Russo
1:00‐2:30 The Whiteboard Interview ‐ The Design of the Joint Living Trust
Peter Parenti		 Advanced Planning Strategies in 2010 ‐ Lifetime Gifts and GSTT Transfers
D Scott Schrader (zip file)		 Variations on a Medicaid Crisis Plan
Michael Amoruso
3:00‐4:00 Keynote Presentation: The Power of Roth IRA Conversions in 2010, Robert S. Keebler
4:15‐5:15 Keynote Presentation: Let's Push the Wheelbarrow‐Right‐Side Up, Orion Samuelson
5:30‐6:30 Marketing Roundtable: Getting Prospects to “Yes”, Presented by John Gandelot, Larry Huddleston and Michael Hickox
    Plenary Session       Essentials Track       Advanced Track       Elder Law/Special Needs Track

Thursday, August 12, 2010 (Click Here to Download All Thursday Symposium Materials or download by session below)

8:20‐10:00 Practical Planning for Farmers, Ranchers, and Vintners
David Naples & Stan Miller		 Trust Protectors & Trust Advisors
Matthew Grupp		 5 Proven Trust Techniques to Supercharge Your Elder Law Practice
Louis Pierro
10:20‐12:00 Practical Planning and Drafting LLCs
Cecil Smith & Carol Gonnella		 Irrevocable Beneficiary Owned Trusts (IBOT)
Marc Selden		 Elder Abuse ‐ What you Must Know for Your
Elder Law Practice
Kerry Peck and Vincent Russo
1:20‐3:00 Improve Your Practice by Adding Business Succession Planning Services
James Flick		 Inspire Your Referral Sources
Randall Borkus		 Planning for Persons with MS
Stephen Dale
3:20‐5:00 Advanced Planning with Legal Structures and Life Insurance
Scott Hamilton		 How I Built a Profitable Estate Planning Practice and Sold it for a Tidy Sum
Jan Copley		 Pitfalls to Avoid When Planning for Clients Who Are Veterans
James Swain and Valerie Peterson
6:00-7:30 Special Reception for Advisors Forum Members and Future Members (View Invitation)
    Plenary Session       Essentials Track       Advanced Track       Elder Law / Special Needs Track

Friday, August 13, 2010 (Click Here to Download All Friday Symposium Materials or download by session below)

8:20‐10:00 Creating Client Maintenance Programs
Laura Wilson, Wayne Wilson & Vincent
Bonazzoli		 Planning For Same‐Sex Couples And The Changing Definition Of Marriage
Jerry Simon Chasen and Scott Squillace		 Are You Tripping Over Dollars to Make
Pennies in Your Elder Law Practice?
Steven Riley & Valerie Peterson
10:20‐12:00 Planning for Dysfunctional Families
David Hiersekorn		 Planning for Physicians
James Flick & Mark Monasky		 Adding SPICE to Your Elder Law Practice
Rick Law
1:20‐3:00 Marketing Strategies for 2010 & Beyond
Peter Lennington & Steve Riley		 Advanced Charitable Planning Strategies
Thomas Ray
3:30‐4:40 Practice Group Roundtable (Marketing, Elder Law, Business Planning, Advanced Estate Planning and more.)
4:40‐5:00 Closing Remarks
    Plenary Session       Essentials Track       Advanced Track       Elder Law / Special Needs Track



Chicago AttractionsChicago’s charm is indisputable–the impeccably clean streets and Midwestern-friendly vibe are the perfect complement for the alluring mixture of parks, Lake Michigan, slick skyscrapers and a list of fun things to do in Chicago so long it would take weeks to see them all. 



Events in Chicago, August 7 – 15, 2010
  • Sox vs. Twins, US Cellular Field, 33 W 35th, Chicago, August 12
  • Ginza Holiday Festival, Midwest Buddhist Temple, 435 W Menomonee, Chicago, August 13‐15.
  • August Fest, 2651 S Central Park, Chicago, August 13‐15.
  • Sox vs. Tigers, US Cellular Field, 33 W 35th, Chicago, August 13
  • Sox vs. Tigers, US Cellular Field, 33 W 35th, Chicago, August 14
  • Chicago Air & Water Show, North Avenue Beach, 1600 N Lake Shore Drive.
  • Wrigleyville Summerfest, 3300 block of N Seminary, August 14‐15.
  • Sox vs. Tigers, US Cellular Field, 33 W 35th, Chicago, August 15
  • Navy Pier, 600 E. Grand Ave. Fireworks: 8/7 at 10:15 p.m.; 8/11 at 9:30 p.m. and 8/14 at 10:15 p.m.
  • Chicago SummerDance, Grant Park, Spirit of Music Garden, 601 S. Michigan Avenue. Occur every Thursday, Friday and Saturday evening, 6 to 9:30 pm, and Sunday afternoon, 4 to 7 pm. Free admission.
  • Grant Park Musical Festival, Millennium Park at N Michigan and E Randolph. Free admission.
  • Made in Chicago – World Class Jazz, Millennium Park, Pritzker Pavilion at N Michigan and E Randolph. The free weekly series begins Thursday, July 29 and closes September 2, 2010. Free admission.
 Other Chicago Links: