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May Breakfast Meeting: Statements of Wealth Transfer Intent

When
Wed, May 20, 2026
7:30 AM - 9:30 AM
Location
Maggiano's, 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077
Registered
4 registrants

Registration

Corporate Sponsor - Hill & Stone Insurance Agency, Inc.
Corporate Sponsor - Jamieson Financial Services
Corporate Sponsor - KSM CPAs & Advisors
Corporate Sponsor - Pasquesi Sheppard
Corporate Sponsor - Raymond James
Corporate Sponsor - The Leonard Company
Corporate Sponsor - The Next Level Planning Group
Corporate Sponsor - Wintrust Private Trust Company
Meeting Sponsor
Member-Regular – $35.00
Regular Members & invited guests: $35 in advance, $40 at the door
Member-Season Pass
Free, Guests: $35 in advance
Non-Member – $50.00

Statements of Wealth Transfer Intent

Breakfast Meeting

Raymond C. Odom, Partner, Hoogendoorn & Talbot LLP

Wednesday, May 20, 2026

7:30 - 9:30 am at Maggiano's Skokie

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This webinar explores how clearly documented wealth transfer intentions can reduce family conflict, align expectations, and support a smooth transition of assets across generations. We’ll discuss practical strategies for articulating intent, integrating it into estate and financial planning, and ensuring your legacy reflects both your values and long-term goals. Ideal for advisors and families seeking greater clarity and continuity in wealth planning.

Today's Speaker

Ray Odom brings more than three decades of experience in trust, estate, and tax law to his practice at Hoogendoorn & Talbot LLP-marking his second tenure with the firm. During his earlier years as an equity partner (1990-1994), he successfully resolved complex trust and estate disputes, administered probate estates and guardianships, and authored tax opinions that saved clients millions in federal estate and income taxes.

Throughout his career, Ray has guided individuals, families and charitable institutions through sophisticated wealth-transfer and estate-planning strategies. His work integrates deep technical knowledge of tax law and trust administration with a nuanced understanding of family-wealth dynamics and fiduciary governance.

Ray is a nationally recognized authority on Statements of Wealth Transfer Intent (SOWTI), Ray helps clients articulate and preserve the personal and philanthropic purposes behind their estate plans-bridging the gap between efficiency and legacy intent.

Thank You Meeting Sponsor

Location: Maggiano's, 4999 Old Orchard Shopping Ctr, Space #A28 Skokie, IL 60077

Fees:

Season Pass Members: Free
Regular Members and member's guests: $35 in advance, $40 at the door
Non-members: $50

Agenda:

7:30 A.M. Networking and Breakfast
8:00 - 9:00 A.M. Presentation
9:30 A.M. Meeting Adjourns

To become a sponsor, call or email

Andrew Lisi

(773) 867-3605 | email

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