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2017 Annual Trusts and Estates Seminar
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2017 Annual Trusts and Estates Seminar

When: Friday, November 3, 2017
11:30 AM
Where: Knollwood Club
1890 Knollwood Road
Lake Forest, IL  60045
United States
Presenter: Jeffery O'Kelley and Amy Strege
Contact: Christopher Boadt

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Trusts and Estates 2017 Annual Seminar

(4.0 Hours CLE Credit Hours including 2.0 Professional Responsibility Credits)


Knollwood Club
1890 Knollwood Road, Lake Forest

*Knollwood Club policy prohibits t-shirts or jeans and cell phone usage is only permissible in designated areas.


Registration and Lunch
Sponsored by The Chicago Trust Company N.A., a Wintrust Wealth Management Company
11:30 AM

Program Sponsor Lifecare Innovations
12:00 - 4:30 PM

Reception immediately following the seminar
Sponsored by First Midwest Bank

Register and pay by October 27, 2017 and save $25 off the standard tuition of $175
You must log in to receive your membership discount


Seminar materials will be distributed electronically,

If you prefer a hard-copy of the materials, be sure to select that option during registration

* Cancellations/Refunds accepted through October 27, 2017. Substitutions accepted anytime.




Speakers and Topics

 Trusts and Estates Law Update

Jack Richtman

Considerations for Dealing with Clients with Diminished Capacity

Thomas Pasquesi

The Dead Man's Act and Related Hearsay Issues

Matthew Davison

E-Filng Rules in Trusts and Estates Practice

Jack Mardoian

Duties Owed by a Fiduciary''s Attorney to Beneficiaries

Charles Newland

 Trusts and Estates Ethics Update

Jerome Larkin, Illinois Attorney Registration and Disciplinary Commission

 View From The Bench

Hon. Donna Jo Vorderstrasse, Nineteenth Judicial Circuit Court



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