Whether an estate is worth $100,000 or $100 million, basic knowledge of the estate planning process is important for professionals like CPAs. CPAs need to help clients plan in order to protect their family, causes, and possessions that are important to them, now and in the future.
To help raise awareness on the importance of estate planning, John Baker Welch is hosting a 'CPE University Series' on October 24, 2012 that seeks to educate Chicago-area professionals on what to consider in establishing this life process.
Attend this discussion co-hosted by estate planning attorney Tim Emmitt, with Roetzel & Andress and earn CPA Continuing Education credits while enjoying a complimentary lunch.
Event "Estate Planning 101 - For Accountants"
Date October 24, 2012
Time 11:30 pm CST (lunch will be served)
Place Rothschild Investment Corporation's Office
311 S. Wacker Drive Suite 6500
Chicago, IL 60606 (View Map)
RSVP Joshua Lamers, (312) 983-8974, jlamers@rothschildinv.com
Speaker Tim J. Emmitt
Mr. Emmitt focuses the majority of his practice in the field of estate and trust planning and administration. His work in this area includes the handling of income, estate and gift inheritance, and generation-skipping tax matters that may arise in the planning or administration stages. He has lectured to attorneys on the preparation of wills, trusts, shareholder agreements, federal estate gift tax returns, and related planning matters. Mr. Emmitt was named an 'Illinois Super Lawyer' by Illinois Super Lawyers magazine in Estate Planning and Probate (2005, 2007-2012). He was named a 'Leading Lawyer' in Trust, Will & Estate Planning Law (2011); and, is a founding member and past chair of Financial and Investment Services Committee of the Chicago Bar Association.