Bimonthly Membership Meeting
Wednesday, May 20, 2020, 7:30 am - 9:15 am
Maggiano's Little Italy
4999 Old Orchard Shopping Center
Skokie, IL 60077
- Speakers: Jonathan W. Michael - Dykema
- Topic: “Sunset. Clawback? Impeachment! Business Succession Planning Strategies You Should Be Discussing with Your Clients in Advance of the 2020 Elections.”
- Doors open at 7:30 A.M. for a buffet breakfast and networking.
- Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M.
- To receive MCLE credit, please supply your ARDC number
- For CFP credit please provide your CFP ID
- Meeting Rates:
- Member Pre-registration: $30 ($36 at the door)
- Guest: $30 ($36 at door). Guests must be a potentials member and may attend at this rate one time. The referring member will receive a $10 Amazon gift card.
- Non-members: $50
This presentation will review business successions strategies professionals should be discussing with their clients NOW in anticipation of the November 2020 elections. It will contain a review of various proposals relative to the estate tax and certain long favored strategies.
Jonathan W. Michael is a member of Dykema's Tax Group in the Chicago office. Jonathan's practice focuses on estate and gift tax issues, with an emphasis on wealth and business succession planning for closely held business owners and entrepreneurs. Jonathan has extensive experience in representing corporate and individual executors and trustees in probate and trust administration matters, including advising clients in properly carrying out their fiduciary duties, contested estates, actions to construe and/or reform estate planning documents containing improper or ambiguous terminology or scrivener’s errors, and gift and estate tax controversies with state and Federal taxing authorities. Jonathan represents a broad range of clients including business owners and entrepreneurs, executives, individuals and families with inherited wealth, not-for-profit organizations and charities, and individuals within the entertainment industry.
Jonathan has developed and currently teaches the “Basic Estate Planning,” “Advanced Estate Planning” and “Business Succession Planning” courses in his role as an Adjunct Professor in the LL.M. Program at The John Marshall Law School. Additionally, Jonathan is an Adjunct Professor at the DePaul University School of Accountancy and MIS.
Jonathan is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), a nonprofit association of lawyers and law professors skilled and experienced in the preparation of wills and trusts, estate planning, and probate procedure and administration of trusts and estates of decedents, minors and incompetents. With approximately 2,600 Fellows primarily in private practice in the United States, ACTEC is recognized as the nation’s most prestigious estate planning organization.
Martindale Hubbell has awarded Jonathan with an AV Peer Review Rating, which is its highest rating for ethical standards and legal ability. In addition, he has been named to the Illinois Super Lawyers list.
Jonathan has been featured on the WBBM Newsradio 780 AM and 105.9 FM show called "At Issue", hosted by WBBM's political reporter, Craig Dellimore. Jonathan spoke about issues relating to estate planning for those who are aging.