LAKE COUNTY ESTATE PLANNING COUNCIL

Hello Members,

We all enjoyed our last interactive meeting with Justice Elizabeth Rochford with extended invite to visit Supreme Court. What a fabulous meeting had by all!!!  

Now we are bringing our finest speakers and attorneys, Andrew J. Kelleher, Jr. - Founding member of the Kelleher+Holland along with Edwin Morrow III who is nationally renowned speaker in the Estate planning arenas.

• Strategic Estate Planning: Learn how to incorporate upstream planning techniques to enhance basis step-ups, minimizing capital gains taxes for heirs and maximizing the value of inherited assets.
• Leveraging Trust Structures: Explore the use of various trust structures to optimize basis increases, ensuring efficient wealth transfer and tax benefits for beneficiaries.

Young professional committee launch meeting information is sent out to RSVP at this time as it is occuring on 15th of August!!!

We are also requesting sponsorship to keep our dues to minimum and packages are being prepared at this time.

Did you know?

Lake County Estate Planning Council is part of a national network of 275 estate planning councils and 2,200 AEP® designees from across the country as a member of the National Association of Estate Planners & Councils, an organization dedicated to providing resources and education to the estate planning profession.

Build your national network of estate planning professionals by attending the 61st Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference, scheduled from October 20 - 24, 2024 at the Disneyland® Resort in Anaheim, California.  This event is hosted for every estate planning professional and every member of every EPC... including YOU! 

Here are the links to get more information about NAEPC and Conference!!!

https://www.naepc.org/conference

https://www.naepc.org/

Please Note for LCEPC meeting:

The meeting cost is complimentary for currently paid members or $25-$40 for guests.  All attendees must register in advance; walk-in reservations will be accepted on a space-available basis only.  If registered but do not attend consistently, you will be charged the Venue cost immediately after the meeting.

Please RSVP to join us - we hope to see you all there with your guests.

Nimisha Patel, CPA, CAA, AEP

Pinnacle Worldwide, Inc. - Vernon Hills, IL 60061/Lincolnshire, IL 60069
Phone: 1-847-680-3829/Toll Free: 1-877-704-0516

Direct:1-847-287-0021

https://pinnacleworldwide.com                

By participating in this event, you consent to photography, video recording, and its/their release, publication, exhibition, or reproduction to be used for promotional purposes, including but not limited to on websites, social media, and marketing materials. You understand that these images and recordings may be used to highlight and promote the events and activities of the Lake County Estate Planning Council.

If you do not wish to have your image recorded for marketing purposes, please notify the event organizers prior to the event.

When registering and paying via credit card, please make sure to complete the transaction in its entirety by clicking the "Pay Now" button and entering your credit card number within the PayPal system