Bimonthly Membership Meeting | March 2016

  • Wed, March 16, 2016
  • 7:30 AM - 9:15 AM
  • Highland Park Country Club | Highland Park IL

Registration

  • Preregistration price is $18. At the door price is $25.

Registration is closed

Bimonthly Membership Meeting

Wednesday, March 16, 2016, 7:30 am - 9:15 am
Highland Park Country Club
1201 Park Avenue, Highland Park, IL, 60035 | map
(847) 433-4000

  • Speaker: Ray J. Koenig III, MacKenzie A. Hyde Clark Hill PLC
  • Topic: Dealing with Behavioral Disorders Exhibited by Clients and Beneficiaries
  • 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 Sponsor





Overview of Presentation:

The presentation will provide estate and financial planners an overview of how their practice may be affected by a client or beneficiary who may suffer from some sort of “behavioral disorder.”  The issues that may arise in this context include the capacity to:  (i) execute documents; (ii) accept a beneficial interest in an estate or trust ; and (iii) serve as a fiduciary.  The presentation includes practice pointers with regard to how to manage--and avoid--conflicts that the presenters have seen arise when dealing with a client or beneficiary with a “behavioral disorder.”

Ray J. Koenig III is a member in Clark Hill’s Litigation and Personal Legal Services Practice Groups. He also serves in leadership roles within the firm, which includes serving as the Managing Member of Clark Hill’s Chicago office and on the firm’s Executive Committee. Ray is a fellow of the American College of Trust and Estate Counsel (ACTEC) and serves as a member of its Fiduciary Litigation Committee. He has represented individuals, families, financial institutions, medical institutions, and governmental organizations in all areas of his practice.

MacKenzie A. Hyde is a Senior Attorney in the Litigation Practice Group of Clark Hill’s Chicago office. MacKenzie concentrates in contested guardianships and estates as well as fiduciary litigation and estate administration. MacKenzie represents individuals, medical institutions and financial institutions in all areas of her practice. MacKenzie is frequently appointed by judges in the Probate Division of the Circuit Court of Cook County to serve as a Guardian Ad Litem in disabled estates and Special Administrator in decedents estates.

GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email:  gnsefpc@navandassoc.com
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