Estate planning issues to be aired Oct. 21

The second and final presentation of the ISBA Law Ed Series seminar, “What Every Estate Planner Should Know,” will take place Friday, Oct. 21, at the Chicago Athletic Association.

Program coordinator Mark E. Zumdahl of Ward, Murray, Pace & Johnson, Sterling, vice chair of the Trusts and Estates Section Council, will open the seminar at 9 a.m. and act as moderator for the following speakers and topics.

9:15 a.m. – Recent developments in court decisions, statutory changes and tax rulings, with Richard A. Campbell of Mayer, Brown, Rowe & Maw, Chicago.

10:30 a.m. – When the Fireman Meets the Architect: Planning to Avoid Estate Contests from the Perspectives of a Litigator and an Estate Planner.

Speakers are section council secretary David A. Berek of Frye Louis Capital Management, Chicago, and section council member Raymond J. Koenig III of Peck, Bloom, Austriaco & Mitchell, Chicago.

12 noon – Luncheon period.

1:15 p.m. – Health Care Powers of Attorney from a Doctor's Perspective, with internist and clinical ethicist Julie Goldstein of Advocate Illinois Masonic Medical Center, Chicago.

2:15 p.m. – Medicaid Planning Strategies for the Modest Estate, with ISBA Assembly member Susan Dawson-Tibbits of Peoria, chair of the Elder Law Section Council.

3:30 p.m. – The Insolvent Estate: Proper Handling of Estate Claims, with section council member Mary D. Cascino of Pasquesi Associates, Highland Park.

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