Norfolk & Plymouth Estate and Business Planning Council


Planning at the Eleventh Hour: A practitioner’s checklist for clients near death

Wednesday, January 25, 2017

8:30 AM - 11:00 AM  - Lantana, 43 Scanlon Drive, Randolph, MA 02368

REGISTER HERE

About this presentation...

It’s Never Too Late – Estate Planning for the Terminally Ill Client - Presented by attorneys David Handler and Kristen Curatolo of the Chicago and New York offices, respectively, of Kirkland & Ellis. Co-authors of lead article in June 2016 edition of Trusts and Estates: “Planning at The Eleventh Hour”

Subjects to be covered include both tax and non-tax issues, including...

  • Dealing with Capacity (or Lack Thereof)
  • Tax Favorable Gifting – Including Basis Step-Up Considerations for Familial Assets
  • Estate & Generation Skipping Tax Exemption Planning
  • Trust Planning Strategies and Considerations
  • IRD Planning
  • And Many More

The speakers are being flown in exclusively for this presentation.


Meet Our Panel:

Kristen A. Curatolo, Esquire - Kirkland & Ellis, LLP

Kristen Curatolo is a trusts and estates associate at Kirkland & Ellis LLP. Kristen represents individuals and families in the areas of estate planning, trusts, charitable foundations, tax planning and estate administration.

Kristen has experience representing individual and institutions in litigation involving probate matters, estates, trusts, and fiduciaries, and she handles cases involving will contests, undue influence, and diminished capacity.

Memberships & Affiliations

  • Member, Probate & Fiduciary Litigation Committee, Section of Real Property, Trust and Estate Law, American Bar Association
  • Member, New York State Bar Association
  • Member, New Jersey State Bar Association
  • Member, Florida Bar Association

Seminars

  • Probate Boot Camp, National Business Institute (Dec. 2015)

Prior Experience

Drinker Biddle & Reath LLP

Courts

  • U.S. District Court of New Jersey
  • U.S. Tax Court







David A. Handler, Esquire - Kirkland & Ellis, LLP

DAVID A. HANDLER is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. Mr. Handler is a fellow of the American College of Trust and Estate Counsel (ACTEC), a member of the NAEPC Estate Planning Hall of Fame as an Accredited Estate Planner (Distinguished), and a member of the professional advisory committees of several non-profit organizations, including the Chicago Community Trust, The Art Institute of Chicago, The Goodman Theatre, WTTW11/98.7WFMT (Chicago public broadcasting stations) and the Jewish Federation of Metropolitan Chicago.

He is one of only 16 U.S. lawyers (as of 2015) ranked in “Band 1” by Chambers USA in the Wealth Management category, is listed in The Best Lawyers in America¬© (Trusts and Estates) and its 2016 Trusts and Estates “Chicago Lawyer of the Year”, in the Guide to the World’s Leading Trusts and Estates Practitioners, in Who’s Who Legal: Private Client, received the Austin Fleming Distinguished Service Award from the Chicago Estate Planning Council and was identified as one of the top 100 lawyers in Illinois in the 2006 list of “Illinois Super Lawyers.” Leading Lawyers Magazine has listed David as one of the “Top Ten Trust, Will & Estate” lawyers in Illinois as well as a “Top 100 Consumer” lawyer in Illinois. David was named a Trusts & Estates Trailblazer by The National Law Journal in 2016.

He is an Editorial Advisory Board Member of Trusts & Estates Magazine for which he has written the monthly “tax update” column for more than 10 years. Mr. Handler is a co-author of an e-book on estate planning, The Complete Estate Planning Sourcebook (published by Wolters Kluwer). He has authored many articles that have appeared in prominent estate planning and taxation journals, magazines and newsletters, including Lawyer’s Weekly, Trusts & Estates Magazine, Estate Planning Magazine, Journal of Taxation, Tax Management Estates, Gifts and Trusts Journal, The Chase Journal and RIA’s Estate Planner’s Alert. He is regularly interviewed for trade and news periodicals, including The Wall Street Journal, The New York Times, Lawyer’s Weekly, Registered Representative, Financial Advisor, Worth and Bloomberg Wealth Manager magazines.

Mr. Handler is a frequent lecturer at professional education seminars. Mr. Handler concentrates his practice on trust and estate planning and administration, representing owners of closely-held businesses, principals of private equity/venture capital/LBO funds, executives and families of significant wealth, and establishing and administering private foundations, public charities and other tax-exempt entities.

Mr. Handler is a 1992 graduate of Northwestern University School of Law and received a B.S. Degree in Finance with highest honors from the University of Illinois College of Commerce in 1989.




 

Norfolk & Plymouth Business and Estate Planning Council


617.285.2845

Hello@NPEPC.org

The Norfolk & Plymouth Estate and Business Planning Council is a 501(c)6 non-profit organization

Our Privacy Policy


Powered by Wild Apricot Membership Software