CV - Presentations

     

2019

Eighth Annual Employee Benefits Law Academic Conference                                              

“Market Return Cash Balance Plans in Corporate America”

March 29, 2019, Champaign, IL

 

2018

Seventh Annual Employee Benefits Law Academic Conference                                            

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

April 13, 2018, Oklahoma City, OK

  

2017

East China University of Political Science and Law                                                               

“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                       

“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                                                                                                    

“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                              

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

Monthly meeting, March 14, 2017, Chicago, IL

 

2016

Illinois Real Estate Journal                                                                                                   

“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                                                                    

“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                                                                             

“Legal Considerations”

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

 

Greater Chicago Chapter of the Society of Financial Services Professionals                         

“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                                                               

“Family Caregivers: Legal Issues and Other Challenges”

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

 

2015

Chicago Bar Association Elder Law Committee                                                                     

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

Monthly meeting, November 13, 2015, Chicago, IL

 

Law & Society Association                                                                                                    

“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                                              

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

March 27, 2015, Philadelphia, PA

 

American Society on Aging                                                                                                   

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

Annual conference, March 25, 2015, Chicago, IL

 

2014

United Nations Open-Ended Working Group on Ageing                                                        

“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                                                                         

“Limited Guardianship”

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

 

Chicago Bar Association Elder Law Committee                                                                     

“Representing Clients with Diminished Mental Capacity”

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

 

Illinois Guardianship Association                                                                                          

“The Legal Framework of Mental Capacity”

Annual conference, September 18, 2014, Chicago, IL

 

2013

Jiawang People's District Court                                                                                             

“Elder Abuse in the USA”

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

 

East China University of Political Science and Law                                                               

“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                                                        

“Global Aging Populations: Issues and Solutions”

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

 

American Society of Pension Professionals and Actuaries                                                    

“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                                                                                             

“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                                                                             

“Decisional Capacity”

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

 

American Society of Pension Professionals and Actuaries                                                    

“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                                                                                  

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

April 5, 2013, Chicago, IL

 

Illinois Institute of Continuing Legal Education                                                                    

“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                                                                                   

“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

 

2012

East China University of Political Science and Law                                                               

“Elderly Individuals with Diminished Capacity”

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

 

Jing'an District Elder Court                                                                                                   

“Laws Protecting the Elderly in the USA”

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

 

American Society of Pension Professionals and Actuaries                                                    

“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                                                                                             

“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                                                               

“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                                                     

“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                                        

“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                                   

“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                                                                         

“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                                                                                             

“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                                                                                   

“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

 

2011

American Society of Pension Professionals and Actuaries                                                     

“Making Sense of Required Minimum Distributions”

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

 

Great Lakes TE/GE Council                                                                                                    

“The Mathematical and Actuarial Analysis of Retirement”

Quarterly Meeting, July 15, 2011, Chicago, IL

 

National Academy of Elder Law Attorneys                                                                            

“Sex and Sexuality Over Sixty”

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

 

2010

American Society of Pension Professionals and Actuaries                                                    

“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                    

“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                                                                                

“An Introduction to ERISA for Benefit Professionals”

September 21, 2010, via webinar from Chicago, IL

 

The John Marshall Law School                                                                                             

“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                                                                                   

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

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

 

2009

Joint Committee on Employee Benefits                                                                                

“Federal Regulation of Health Benefit Plans”

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

 

Association of American Law Schools                                                                                  

“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

 

2008

American Academy of Actuaries                                                                                          

“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                                                                                          

“Issues in §411(d)(6)”

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

 

2007

Illinois State Bar Association                                                                                                

“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                                                    

“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                                                    

“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                                                                       

“Funding Defined Benefit Plans After PPA 2006”

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

 

American Society of Pension Professionals and Actuaries                                                    

“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                                                                                             

“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                                                                                             

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

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

 

2006

American Society of Pension Professionals and Actuaries                                                   

“Required Minimum Distributions for Defined Benefit Plans”

Annual Conference, October 28, 2006, Washington, DC

  

The John Marshall Law School                                                                                           

“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                                                       

“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                                                                        

“Provisions Other than Funding Under the PPA”

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

 

Sunguard–Relius                                                                                                                  

“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                                                                                                

“Relative Value Regulations”

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

 

American Society of  Pension Professionals and Actuaries                                                  

“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                                                   

“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              

“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                                                                

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

Monthly meeting, April 16, 2006, Chicago, IL

 

2005

American Society of Pension Professionals and Actuaries                                                   

“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                                     

“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               

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

Monthly meeting, January 14, 2005, Chicago, IL

 

2004

Chicago Actuarial Association                                                                                             

“What Are Reasonable Actuarial Assumptions?”

Monthly meeting, November 2004, Chicago, IL

 

American Society of Pension Professionals and Actuaries                                                   

“Optional Forms of Benefits: Relative Values and Eliminations”

Annual meeting, Workshop, October 2004, Washington, DC

 

American Law Institute                                                                                                        

“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                                                                                             

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

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

 

2003

Chicago Bar Association Young Lawyers Section Employee Benefits Committee                  

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

Monthly meeting, September 2003, Chicago, IL

 

Joint Committee on Employee Benefits                                                                                

“Federal Regulation of Health Benefit Plans – Overview”

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

 

Chicago Bar Association Young Lawyers Section                                                                  

“A Balanced Discussion on the Unauthorized Practice of Law”

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

 

2002

International Congress of Actuaries World Congress                                                           

“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                      

“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                

“Current Developments in Domestic Partner Benefits”

Monthly meeting, February 2002, Chicago, IL

 

Chicago Bar Association Young Lawyers Section Employee Benefits Committee                  

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

Monthly meeting, January 2002, Chicago, IL

 

2001

American Bar Association Law Student Division                                                                  

“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                                 

“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                       

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

Monthly meeting, January 2001, Chicago, IL

 

1999

Chicago Bar Association Young Lawyers Section Estate Planning Committee                       

“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                       

“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                                                        

“Cash Balance Plans - An Insider's View”

Monthly meeting, October 1999, Chicago, IL

 

1997

Chicago Bar Association Young Lawyers Section Estate Planning Committee                       

“IRA Planning After TRA 1997”

Monthly meeting, October 1997, Chicago, IL

Click here to print Barry's full Curriculum Vitae (29 page pdf document)