Archived News

2016 News

Carleen Schreder spoke on a “Trusted Advisor” panel for the Family Business Consulting Group on November 17, 2016.

Robin Drey Maher was a panelist on “Complex Issues with Privilege” at the 59th Annual IICLE Estate Planning Short Course held in May 2016.

David Lieberman presented “One if by Land, Two if by Sea: Ethical Warnings for Attorneys Working with Charitable Gifts,” at the May 2016 Spring Symposium of the American Bar Association – Section on Real Property Trusts & Estates Law, in Boston.

Jim Carey and Robin Drey Maher co-authored Oral Contracts To Make Wills: Joint and Mutual Wills which appears as Chapter 2 in Litigating Disputed Estates, Trusts, Guardianships and Charitable Bequests for the Illinois Institute of Continuing Legal Education (IICLE) in 2016.

Jim Carey moderated a panel on “Conflicts of Interest: Are Estate Planners the Benedict Arnolds of the Trust World” at the American Bar Association Section of Dispute Resolution’s 28th Annual Spring Symposia held in Boston on May 12-13, 2016.

Jim Carey was a panelist at the RPTE eCLE webinar on “New Basis Consistency and Reporting Requirements – Impacts and Traps”, that aired on Tuesday, April 5, 2016.

Carleen Schreder  presented “Turning the PFTC Idea into an Operating Trust Company” at the Family Office Exchange (FOX) Private Trust Company Workshop and Symposium that was held in Miami Beach, Florida on February 9 – 10, 2016.

We are pleased to announce that as of January 1, 2016 both Charles G. Blair and David E. Lieberman have become equity partners of the firm.

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