CV - Presentations

     

Seventh Annual Employee Benefits Law Academic Conference                                             2018

“Are Employers Taking Advantage of Eligible Combined Plans, as defined in IRC §414(x)?”

April 13, 2018, Oklahoma City, OK

 

East China University of Political Science and Law                                                                2017

“The Legal Definition of Diminished Mental Capacity Under American Law”

Special lecture to faculty and graduate students, October 18, 2017, Shanghai, China

 

Los Angeles chapter of the National Association of Stock Plan Professionals                        2017

“Assisting your C-Suite and Directors in Understanding Retirement, Aging, Estate and Legacy Planning”

Monthly meeting, April 25, 2017, via webinar from Chicago, IL

 

American Society on Aging                                                                                                     2017

“Legal Issues with Family Caregivers”

Annual Aging in America conference, March 22, 2017, Chicago, IL

 

Chicago chapter of the National Association of Stock Plan Professionals                               2017

“Assisting your C-Suite and Directors in Understanding Retirement, Aging, Estate and Legacy Planning”

Monthly meeting, March 14, 2017, Chicago, IL

 

Illinois Real Estate Journal                                                                                                    2016

“Segmented Solutions in the Market: Design, Construction, Management, and Legal Issues”

Chicagoland Senior Housing Real Estate Conference, Panel Moderator, November 15, 2016, Chicago, IL

 

Illinois Institute of Continuing Legal Education                                                                     2016

“How the Affordable Care Act is Affecting Medicare and Medicaid”

Annual Short course on Elder Law conference, November 4, 2016, Lisle, IL

 

Alzheimer’s Association and Age Options                                                                              2016

“Legal Considerations”

Annual Alzheimer’s Conference, May 3, 2016, Orland Park, IL

 

Greater Chicago Chapter of the Society of Financial Services Professionals                          2016

“Succession Planning - Effective Retirement Strategies”

And

“Long Term Care - Emerging Issues for Your Boomer Clients”

45th Annual Sales Forum for Financial Professionals, March 22, 2016, Wheeling, IL

 

CBA/WBAI Joint Task Force on Women and Aging                                                                2016

“Family Caregivers: Legal Issues and Other Challenges”

Monthly meetings (Part I: January 21, 2016; Part II: February 19, 2016; Chicago, IL

 

Chicago Bar Association Elder Law Committee                                                                      2015

“Current Issues with Using IRAs and Employer-Provided Retirement Benefits to Fund Retirement”

Monthly meeting, November 13, 2015, Chicago, IL

 

Law & Society Association                                                                                                     2015

“What is Mental Capacity for Purposes of Adult Guardianship Hearings, Which Professionals and Scientific Methods Can Most Accurately Predict Diminished Capacity, and How Can We Examine Whether Limited Adult Guardianships Are Properly Adjudicated in America?”

Annual conference, Decision Making and Older Adults panel, May 29, 2015, Seattle, WA

 

Fourth Annual Employee Benefits Law Academic Conference                                               2015

“Rethinking Government's Role in Securing a Financially Sound Retirement”

March 27, 2015, Philadelphia, PA

 

American Society on Aging                                                                                                    2015

“Elder Justice Center: An Innovative Response to Vulnerable Older Adults”

Annual conference, March 25, 2015, Chicago, IL

 

United Nations Open-Ended Working Group on Ageing                                                         2014

“The Draft Chicago Declaration on the Rights of Older Persons”

Fifth Session, Side Event, part of the delegation presenting document, August 1, 2014, New York, NY

 

3rd World Congress on Adult Guardianship                                                                          2014

“Limited Guardianship”

Judicial Standards panel, May 29, 2014, Arlington, VA

 

Chicago Bar Association Elder Law Committee                                                                      2014

“Representing Clients with Diminished Mental Capacity”

Monthly meeting, co-presenter, November 24, 2014, Chicago, IL

 

Illinois Guardianship Association                                                                                           2014

“The Legal Framework of Mental Capacity”

Annual conference, September 18, 2014, Chicago, IL

 

Jiawang People's District Court                                                                                              2013

“Elder Abuse in the USA”

Special lecture to judges, May 23, 2013, Xuzhou, China

 

East China University of Political Science and Law                                                                2013

“Financing Retirement in the USA”

Special lecture to faculty and graduate students, May 21, 2013, Shanghai, China

 

Illinois Governor's Conference on Aging and Disability                                                         2013

“Global Aging Populations: Issues and Solutions”

Annual conference, Discussant on Plenary Session, December 11, 2013, Chicago, IL

 

American Society of Pension Professionals and Actuaries                                                     2013

“Retirement Readiness: It's Much More Complicated Than a Simple, Magic Number”

Annual Meeting, October 28, 2013, National Harbor, MD

  

The John Marshall Law School                                                                                              2013

“The Forgotten Rule of Professional Responsibility: Representing a Client with Diminished Capacity”

Faculty Works in Progress, October 21, 2013, Chicago, IL

 

Continuing Education Institute of Illinois                                                                              2013

“Decisional Capacity”

"Alzheimer's Disease: Challenges, Choices and Solutions” CLE program, June 6, 2013, Northlake, IL

 

American Society of Pension Professionals and Actuaries                                                     2013

“Retirement Readiness: A Metric That Matters, and a Real Differentiator”

The ASPPA Conference of the South, May 10, 2013, Atlanta, GA

 

Chicago Junior Law Faculty Workshop                                                                                   2013

“The Attorney's Responsibility in Assessing the Mental Capacity of a Client”

April 5, 2013, Chicago, IL

 

Illinois Institute of Continuing Legal Education                                                                     2013

“Advanced Directives and Guardianship”

IICLE Practice Academy: Essentials of Elder Law and Special Needs Law CLE program, March 18, 2013, Chicago, IL

 

Association of American Law Schools                                                                                    2013

“Best Practices in Online LL.M. Programs”

Annual Meeting, Section on Post-Graduation Legal Education, panelist,  January 6, 2013, New Orleans, LA

And

“Trusts and Estates, and an Aging Population: What We Need to Know and Teach”

Annual Meeting, Joint Program of Sections on Aging and the Law and Trusts and Estates, moderator and organizer, January 5, 2013, New Orleans, LA

 

East China University of Political Science and Law                                                                2012

“Elderly Individuals with Diminished Capacity”

Special lecture to faculty and graduate students, November 8, 2012, Shanghai, China

 

Jing'an District Elder Court                                                                                                    2012

“Laws Protecting the Elderly in the USA”

Special lecture to judges, November 7, 2012, Shanghai, China

 

American Society of Pension Professionals and Actuaries                                                     2012

“An ERISA Law Primer for Non-Attorneys”

And

“Back to the Future Part III: Advanced RMDs and the Impact of the Lifetime Income Proposed Regulations”

Annual Meeting, October 29 and 30, 2012, National Harbor, MD

 

The John Marshall Law School                                                                                              2012

“Using Advanced Directives While Young and of Sound Mind to Avoid Unwanted Medical Treatments and Property Decisions in Old Age”

Faculty Works in Progress Lecture Series, October 2, 2012, Chicago, IL

 

East China University of Political Science and Law                                                                2012

“Basic Principles of Elder Law in America”

Sino-American Research Center for Aging Populations Instillation conference, April 13, 2012, Shanghai, China

 

The John Marshall Law School Young Democrats Society                                                      2012

“Income Tax and Other Issues with Civil Unions in Illinois”

Monthly meeting, April 3, 2012, Chicago, IL

 

Washington University in St. Louis,
Center for the Interdisciplinary Study of Work and Social Capital                                         2012

“Employee Benefits in an Era of Retrenchment”

Annual academic conference, moderator, March 29, 2012, St. Louis, MO

 

Elder Law and Miscellaneous Remedies Division of the Circuit Court                                    2012

“Jurisdiction of the New Division in the Circuit Court of Cook County”

And

“Financing Long Term Care”

Elder Law Practice in the Circuit Court of Cook County CLE program, March 22-23, 2012, Chicago, IL

 

Lesbian and Gay Bar Association of Chicago                                                                          2012

“Income Tax, Employee Benefits, Elder Law and Estate Planning Issues with Civil Unions in Illinois”

Monthly meeting, February 28, 2012, Chicago, IL

 

The John Marshall Law School                                                                                              2012

“Can the State Go into a Child's Wallet to Help Pay for Mom and Dad's Long Term Care? The Reemergence of Filial Support Laws”

Faculty Works in Progress Lecture Series, February 21, 2012, Chicago, IL

 

Association of American Law Schools                                                                                    2012

“An Objective Discussion on Public Sector Pension Plans: Focus on Retirement Adequacy for Professors and Judges”

Annual Meeting, Section on Employee Benefits, January 9, 2012, Washington DC

 

American Society of Pension Professionals and Actuaries                                                      2011

“Making Sense of Required Minimum Distributions”

Annual Meeting, October 23, 2011, National Harbor, MD

 

Great Lakes TE/GE Council                                                                                                     2011

“The Mathematical and Actuarial Analysis of Retirement”

Quarterly Meeting, July 15, 2011, Chicago, IL

 

National Academy of Elder Law Attorneys                                                                             2011

“Sex and Sexuality Over Sixty”

Annual Meeting, moderator, May 21, 2011, Las Vegas, NV

 

American Society of Pension Professionals and Actuaries                                                     2010

“So Now That You’re Retired: What Risks Do You Face with Your Retirement Income?”

Annual Meeting, October 18, 2010, Washington, DC

 

American Bar Association Section of Taxation, Teaching Taxation Committee                     2010

“Employing Stock: U.S. and Foreign Taxation of Employee Stock Options”

Fall Meeting, panel organizer and moderator, September 24, 2010, Toronto, ON

 

Worldwide Employee Benefits Network                                                                                 2010

“An Introduction to ERISA for Benefit Professionals”

September 21, 2010, via webinar from Chicago, IL

 

The John Marshall Law School                                                                                              2010

“Domestic Partner Benefits in Employer Provided Health Plans: How State Taxing Authorities Are Dealing With Inconsistencies With Federal and Local State Income Tax Regimes”

8th Annual Employee Benefits Law Symposium, April 29, 2010, Chicago, IL

Association of American Law Schools                                                                                    2010

“Executive Compensation, Retirement Policy, and the Great Recession”

Annual Meeting, Section on Employee Benefits, January 6, 2010, New Orleans, LA

 

Joint Committee on Employee Benefits                                                                                 2009

“Federal Regulation of Health Benefit Plans”

National Institute on ERISA Basics, faculty, June 11, 2009, Chicago, IL

 

Association of American Law Schools                                                                                   2009

“Pedagogy of Teaching Same-Sex Spouse and Domestic Partnership Issues in a Tax or Employee Benefits Class”

Annual Meeting, Section on Sexual Orientation and Gender Identity Issues, panelist, January 7, 2009, San Diego, CA

 

American Academy of Actuaries                                                                                           2008

“The Time Horizon to Fund a Public Sector Pension Plan: Determination by Comparing Projected Pension Promises Growth to Projected Tax Base Growth”

Public Forum on Public Pension Disclosures, requested testimony, September 4, 2008, Washington, DC

 

American Academy of Actuaries                                                                                           2008

“Issues in §411(d)(6)”

Annual Enrolled Actuaries Meeting, April 7, 2008, Washington, DC

 

Illinois State Bar Association                                                                                                 2007

“Reporting and Disclosure Best Practices After PPA 2006”

CLE program on the Pension Protection Act of 2006, faculty, October 19, 2007, Chicago, IL

 

American Society of Pension Professionals and Actuaries                                                     2007

“Reporting and Disclosure Best Practices After PPA 2006”

And

“A Primer on ERISA Law for Enrolled Actuaries”

The ASPPA Advanced Actuarial Conference, faculty, June 5, 2007, Boston, MA

 

American Society of Pension Professionals and Actuaries                                                     2007

“Reporting and Disclosure Best Practices After PPA 2006”

The ASPPA & DOL Speaks Employee Benefits Conference, General Session, moderator and panelist, May 25, 2007, Washington, DC

 

National Institute of Pension Administrators                                                                        2007

“Funding Defined Benefit Plans After PPA 2006”

Annual Forum & Expo, May 8, 2007, Las Vegas, NV

 

American Society of Pension Professionals and Actuaries                                                     2007

“Reporting and Disclosure Requirements for Qualified Plans after PPA 2006”

The IRS/ASPPA Great Lakes Benefits Conference, May 2, 2007, Chicago, IL

 

The John Marshall Law School                                                                                              2007

“Much Ado About the Meaning of ‘Benefit Accrual’: The Issue of Age Discrimination in Hybrid Cash Balance Plan Qualification Is Dying but Not Yet Dead”

Fifth Annual Employee Benefits Law Symposium, April 25, 2007, Chicago, IL

 

The John Marshall Law School                                                                                              2007

“Public Sector Pension Plans in Illinois: A Workshop on Determining Proper Funding Levels”

Faculty Works in Progress, February 26, 2007, Chicago, IL

 

American Society of Pension Professionals and Actuaries                                                    2006

“Required Minimum Distributions for Defined Benefit Plans”

Annual Conference, October 28, 2006, Washington, DC

  

The John Marshall Law School                                                                                            2006

“Public Sector Pension Plans in Illinois: Will the Promises Be Kept?”

Academic conference, organizer, moderator and presenter, October 17, 2006, Chicago, IL

 

Chicago Bar Association Employee Benefits Committee                                                        2006

“Miscellaneous Provisions of the Pension Protection Act of 2006”

CLE program on the Pension Protection Act of 2006, October 12, 2006, Chicago, IL

 

Great Lakes TE/GE IRS Advisory Committee                                                                         2006

“Provisions Other than Funding Under the PPA”

Quarterly meeting, Oct. 12, 2006, Chicago, IL

 

Sunguard–Relius                                                                                                                   2006

“Streamlining Benefit Distribution Options Under the Final 411(d)(6) Regulations”

And

“New Funding Rules for Defined Benefit Plans”

Advanced Pension Conference, September 28, 2006, Chicago, IL

 

College of Pension Actuaries                                                                                                 2006

“Relative Value Regulations”

Annual Actuarial Conference, August 5, 2006, Chicago, IL

 

American Society of  Pension Professionals and Actuaries                                                   2006

“Required Minimum Distributions in Defined Benefit Plans”

And

“Examining the Relative Value Rules”

The ASPPA Advanced Actuarial Conference, June 12, 2006, Boston, MA

 

American Society of Pension Professionals and Actuaries                                                    2006

“How to Eliminate Optional Forms of Benefits”

Annual IRS/ASPPA Great Lakes Benefits Conference, May 21, 2006, Chicago, IL

 

American Bar Association Section of Taxation, Domestic Partnership Committee               2006

“Tax Planning for Married Same Sex Couples and Unmarried Domestic Partners – Part II: Breaking Up Is Hard To Do!”

Fall Meeting, panelist, May 11, 2006, Washington, DC

 

Abraham Lincoln Marovitz Inns of Court Chicago                                                                 2006

“Illinois State Public Sector Pension Plans: The Funding Crisis”

Monthly meeting, April 16, 2006, Chicago, IL

 

American Society of Pension Professionals and Actuaries                                                    2005

“Relative Value Regulations and Eliminating Optional Forms of Benefits - or Vice Versa”

Annual IRS /ASPPA Great Lakes Benefits Conference, May 20, 2005, Chicago, IL

 

Chicago Bar Association Financial Investment Services Committee                                      2005

“Accumulation and Distribution of Retirement Assets”

“How Will the Privatization of Social Security Impact the U.S. Economy & Financial Markets?” CLE program,  March 2, 2005, Chicago, IL

 

Chicago Bar Association Committee on the Legal Rights of Gay Men & Lesbians                2005

“Estate Planning and Maximizing Employee Benefits for Same-Sex Couples”

Monthly meeting, January 14, 2005, Chicago, IL

 

Chicago Actuarial Association                                                                                              2004

“What Are Reasonable Actuarial Assumptions?”

Monthly meeting, November 2004, Chicago, IL

 

American Society of Pension Professionals and Actuaries                                                    2004

“Optional Forms of Benefits: Relative Values and Eliminations”

Annual meeting, Workshop, October 2004, Washington, DC

 

American Law Institute                                                                                                         2004

“Fiduciary Provisions and Prohibited Transactions”

28th Annual ALI-ABA Course of Study: Basic Law of Pensions, Welfare Plans, and Deferred Compensation, faculty, April 2004, Chicago, IL

 

The John Marshall Law School                                                                                              2004

“Cash Balance Plans: An Integral Component of the Defined Benefit Plan Renaissance”

Second Annual Employee Benefits Law Review Symposium, April 2004, Chicago, IL

 

Chicago Bar Association Young Lawyers Section Employee Benefits Committee                   2003

“The Cash Balance Plan: Is It Part of the Defined Benefit Plan Renaissance”

Monthly meeting, September 2003, Chicago, IL

 

Joint Committee on Employee Benefits                                                                                 2003

“Federal Regulation of Health Benefit Plans – Overview”

Annual National Institute on ERISA Basics, faculty, May 2003, Chicago, IL

 

Chicago Bar Association Young Lawyers Section                                                                   2003

“A Balanced Discussion on the Unauthorized Practice of Law”

CLE seminar, moderator and coordinator, April 2003, Chicago, IL

 

International Congress of Actuaries World Congress                                                            2002

“Using A Target Benefit Approach to Funding Private Social Security Individual Accounts”

Future of Social Security panel, April 16, 2002, Cancun, Mexico

 

Chicago Bar Association Young Lawyers Section Estate Planning Committee                       2002

“Proper Beneficiary Designations”

“IRAs: What You Need to Know When Creating an Estate Plan for Your Clients” CLE Seminar, faculty, October 2002, Chicago, IL

 

Chicago Bar Association Committee for the Legal Rights of Gay Men & Lesbians                 2002

“Current Developments in Domestic Partner Benefits”

Monthly meeting, February 2002, Chicago, IL

 

Chicago Bar Association Young Lawyers Section Employee Benefits Committee                   2002

“What ERISA Attorneys Need to Know about the Enrolled Actuary’s Valuation and Report”

Monthly meeting, January 2002, Chicago, IL

 

American Bar Association Law Student Division                                                                   2001

“The Making of the New Tax Law: A Review of the Bush Plan and How it Effects Young Lawyers”

Annual meeting, August 2001, Chicago, IL

 

American Bar Association Section of Taxation Young Lawyers Forum                                  2001

“The Myths and Realities of Tax and Employee Benefits Law”

Annual meeting, panelist, August 2001, Atlanta, GA

 

Chicago Bar Association Young Lawyers Section Estate Planning Committee                        2001

“Estate Planning Aspects of the New Required Minimum Distribution Proposed Regulations”

Monthly meeting, January 2001, Chicago, IL

 

Chicago Bar Association Young Lawyers Section Estate Planning Committee                        1999

“Employee Benefit Plan Issues”

“Choice of Entity Concerns During the Life Cycle of a Small Business” CLE Seminar, organizer, moderator and panelist, December 1999, Chicago, IL

 

Chicago Bar Association Young Lawyers Section Estate Planning Committee                        1999

“How Social Security Benefits Might Effect the Estate Planning of American Citizens Who Work Abroad”

Monthly meeting, November 1999, Chicago, IL

 

Chicago Bar Association Employee Benefits Committee                                                         1999

“Cash Balance Plans - An Insider's View”

Monthly meeting, October 1999, Chicago, IL

 

Chicago Bar Association Young Lawyers Section Estate Planning Committee                        1997

“IRA Planning After TRA 1997”

Monthly meeting, October 1997, Chicago, IL

Click here to print Barry's full Curriculum Vitae (26 page pdf document)