Event Title: Surviving the Fiscal Cliff

• Tax Policy & Legislation Update
  What is the current status of tax legislation affecting wealth transfer planning?
• Generation-Skipping Transfer Tax Dilemma
  What effect would reverting to 2001 law have on existing dynasty trusts & future planning?
• Tax Upheaval & Its Impact on Trustees & Beneficiaries
  How will the tax law changes affect trust investment, tax & distribution planning?

Speakers:

R. Hugh Magill
Suzanne Shier
Julie Olenn
David Connell

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 Event Title: Effectively Advising the "New" Philanthropist

• Using gift agreements and charitable trusts to preserve donor interest
• Advising the global philanthropist
• Advocacy and public policy engagement as a philanthropic strategy
• Hybrid charities and impact investing

Presenter:

Marguerite Griffin

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Event Title: Long-Term Trust Design — Drafting for the Long Haul

• Effectively drafting and administering long-term trusts
• Considerations for modifying trusts
• The importance of trustee selection and succession
• Statement of Intent: drafting opportunities and pitfalls
• How to handle unique assets

Presenters:

R. Hugh Magill, Chief Fiduciary Officer
Tami F. Conetta, Southeast Chief Fiduciary Officer
Stacy E. Singer, Midwest Fiduciary Practice Leader

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Event Title: Transition Planning for the Business Owner

• An overview of the M&A market and economic environment update
• Transition planning for the business owner
• Managing the personal impact as well as the tax impact
• Key questions and issues for advisors to consider

Presenters:
Mary Ann Sisco, Director of PFS Client Solutions
and
Daniel Barron, Managing Director, Family Business Group

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Event Title: Beware The Fine Print: Effectively Advising the Individual Trustee in Today's Changing Times

• Understanding the Fiduciary Duties Involved
  with Being a Trustee
• How to Avoid Conflicts of Interest
• The Importance of Process and Documentation
• Communication Dos and Don'ts

Presenter:
Stacy E. Singer, Midwest Fiduciary Practice Leader

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Event Title: Changing Conversations — Values Driven Estate Planning

• Discretionary Distributions: How do those standards really work?
• Powers of Appointment: Reflecting clients' values in changing times
• Putting Values Into Your Standards: Moving beyond the boilerplate

Presenters:
R. Hugh Magill, Chief Fiduciary Officer
Laura Mandel, Senior Personal Trust Relationship Manager
Stacy E. Singer, Estate Settlement Services Manager

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Event Title: The State of the State: Dealing With The Other Estate Tax

• Exploring the tax landscape at the state level
• Strategic planning to minimize state taxes
• Considerations for a domicile

Featured Speakers:

R. Hugh Magill, Chief Fiduciary Officer
Stacy Singer, Manager, Estate Settlement Services Chicago 

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Event Title: Decision Time: 2010 Estates

• How the 2010 Tax Relief Act affects 2010 decedents
• Issues to consider in choosing between estate tax and modified carryover basis
• Communicating and documenting decisions

Featured Speakers:

Stacy Singer, Manager, Estate Settlement Services Chicago
R. Hugh Magill, Chief Fiduciary Officer

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* Receive Complimentary CLE and CPE Credit

Continuing Legal Education (CLE) credit is available for this course in some states through the National Academy of Continuing Legal Education, an Accredited CLE provider. In order to receive CLE credit you must click here first to apply for credit.

Please note:
Credit is available for those licensed in the following states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Missouri, New Jersey, New York, Nevada, Oregon, Pennsylvania, Tennessee, Texas, Washington and Wisconsin. For specific information regarding CLE accreditation in your state please visit www.nacle.com/northerntrust. 

Those registered in all other states including Delaware, Minnesota and Ohio cannot receive CLE credit at this time; however you can still access Northern Trust courses. Please contact us if we can assist you in applying for credit in these states at wealthtransferquestions@ntrs.com.

Northern Trust is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org.

All registrants must complete a Proof of Attendance form to request Continuing Education credit. To request a Certificate of Attendance, please contact us at wealthtransferquestions@ntrs.com. Requests will be verified against registration and call logs to ensure attendance.