Michaeline Gordon Presenting "Estate Planning Update - What's Changed, What's Not: Ten Tips for Investment and Estate Planning After the Tax Cuts and Jobs Act of 2017"
On Thursday, March 15, 2018, Michaeline Gordon will present "Estate Planning Update - What's Changed, What's Not: Ten Tips for Investment and Estate Planning After the Tax Cuts and Jobs Act of 2017" at the University of Club of Chicago’s Investment Society Luncheon.
Michaeline and her co-presenter, Laura Hearn, CFP, RMB Capital, will present an update on Tax Reform and how it affects estate planning.
Their presentation will begin at 12 p.m. The cost to attend is $19, plus a service charge and tax.
CLICK HERE to register.
About the Speakers
Michaeline Gordon, J.D., LL.M., is a member at Aronberg Goldgehn. She assists business owners, professionals, real estate developers and individuals with all aspects of trusts and estates planning, asset protection, generational planning and wealth preservation. She also regularly works with entrepreneurs through the full business cycle, from initial planning for entity selection, to asset protection, and finally to business sale and succession planning. Michaeline counsels families, unmarried couples and individuals through the development of holistic estate plans that are structured for tax efficiency while also addressing unique family circumstances. This includes elder law issues, special needs planning and asset protection planning. Experienced in probate and trust administration, Michaeline works with executors and trustees to administer trusts and decedent estates. She has also represented large and small banking institutions as outside trust counsel. She earned her B.S. from the University of Illinois in Urbana-Champaign, her J.D. from The John Marshall Law School and her LL.M. in Taxation from De Paul University College of Law. Michaeline is a regular speaker on estate planning topics for the National Business Institute, Strafford Webinars, Estate Planning Councils and in the Chicago business community.
Laura Hearn, CFP, is a Vice President with RMB Capital. With more than 16 years in the financial services industry, she has a breadth of knowledge uniquely applicable to her role as a wealth advisor. Laura graduated with a B.S. in Economics from the University of Illinois at Urbana-Champaign.