CV - Presentations

     

2020

 

“Opportunities and Required Minimum Distributions After SECURE Act 2019”

Greater Chicago Chapter of the Society of Financial Services Professionals                         

Quarterly meeting, January 14, 2020, Oakbrook, IL

 

2019

 

“Retirement Planning Basics"

University of Chicago Alumni Career Programs - Webinar                                              

November 13, 2019 (recorded and available to Universty of Chicago Alumni)

 

“Market Return Cash Balance Plans in Corporate America”

Eighth Annual Employee Benefits Law Academic Conference                                              

March 29, 2019, Champaign, IL

 

2018

 

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

Seventh Annual Employee Benefits Law Academic Conference                                            

April 13, 2018, Oklahoma City, OK

  

2017

 

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

East China University of Political Science and Law                                                               

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

 

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

Los Angeles chapter of the National Association of Stock Plan Professionals                       

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

 

“Legal Issues with Family Caregivers”

American Society on Aging                                                                                                    

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

 

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

Chicago chapter of the National Association of Stock Plan Professionals                              

Monthly meeting, March 14, 2017, Chicago, IL

 

2016

 

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

Illinois Real Estate Journal                                                                                                   

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

 

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

Illinois Institute of Continuing Legal Education                                                                    

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

 

“Legal Considerations”

Alzheimer’s Association and Age Options                                                                             

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

 

“Succession Planning - Effective Retirement Strategies”

And

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

Greater Chicago Chapter of the Society of Financial Services Professionals                         

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

 

“Family Caregivers: Legal Issues and Other Challenges”

CBA/WBAI Joint Task Force on Women and Aging                                                               

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

 

2015

 

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

Chicago Bar Association Elder Law Committee                                                                     

Monthly meeting, November 13, 2015, Chicago, IL

 

“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?”

Law & Society Association                                                                                                    

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

 

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

Fourth Annual Employee Benefits Law Academic Conference                                              

March 27, 2015, Philadelphia, PA

 

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

American Society on Aging                                                                                                   

Annual conference, March 25, 2015, Chicago, IL

 

2014

 

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

United Nations Open-Ended Working Group on Ageing                                                        

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

 

“Limited Guardianship”

3rd World Congress on Adult Guardianship                                                                         

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

 

“Representing Clients with Diminished Mental Capacity”

Chicago Bar Association Elder Law Committee                                                                     

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

 

“The Legal Framework of Mental Capacity”

Illinois Guardianship Association                                                                                          

Annual conference, September 18, 2014, Chicago, IL

 

2013

 

“Elder Abuse in the USA”

Jiawang People's District Court                                                                                             

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

 

“Financing Retirement in the USA”

East China University of Political Science and Law                                                               

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

 

“Global Aging Populations: Issues and Solutions”

Illinois Governor's Conference on Aging and Disability                                                        

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

 

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

American Society of Pension Professionals and Actuaries                                                    

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

  

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

The John Marshall Law School                                                                                             

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

 

“Decisional Capacity”

Continuing Education Institute of Illinois                                                                             

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

 

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

American Society of Pension Professionals and Actuaries                                                    

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

 

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

Chicago Junior Law Faculty Workshop                                                                                  

April 5, 2013, Chicago, IL

 

“Advanced Directives and Guardianship”

Illinois Institute of Continuing Legal Education                                                                    

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

 

“Best Practices in Online LL.M. Programs”

Association of American Law Schools                                                                                   

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

 

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

Association of American Law Schools                                                                                  

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

 

“Elderly Individuals with Diminished Capacity”

East China University of Political Science and Law                                                               

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

 

“Laws Protecting the Elderly in the USA”

Jing'an District Elder Court                                                                                                   

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

 

“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”

American Society of Pension Professionals and Actuaries                                                    

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

 

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

The John Marshall Law School                                                                                             

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

 

“Basic Principles of Elder Law in America”

East China University of Political Science and Law                                                               

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

 

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

The John Marshall Law School Young Democrats Society                                                     

Monthly meeting, April 3, 2012, Chicago, IL

 

“Employee Benefits in an Era of Retrenchment”

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

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

 

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

And

“Financing Long Term Care”

Elder Law and Miscellaneous Remedies Division of the Circuit Court                                   

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

 

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

Lesbian and Gay Bar Association of Chicago                                                                         

Monthly meeting, February 28, 2012, Chicago, IL

 

“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”

The John Marshall Law School                                                                                             

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

 

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

Association of American Law Schools                                                                                   

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

 

2011

 

“Making Sense of Required Minimum Distributions”

American Society of Pension Professionals and Actuaries                                                     

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

 

“The Mathematical and Actuarial Analysis of Retirement”

Great Lakes TE/GE Council                                                                                                    

Quarterly Meeting, July 15, 2011, Chicago, IL

 

“Sex and Sexuality Over Sixty”

National Academy of Elder Law Attorneys                                                                            

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

 

2010

 

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

American Society of Pension Professionals and Actuaries                                                    

Annual Meeting, October 18, 2010, Washington, DC

 

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

American Bar Association Section of Taxation, Teaching Taxation Committee                    

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

 

“An Introduction to ERISA for Benefit Professionals”

Worldwide Employee Benefits Network                                                                                

September 21, 2010, via webinar from Chicago, IL

 

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

The John Marshall Law School                                                                                             

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

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

Association of American Law Schools                                                                                   

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

 

2009

 

“Federal Regulation of Health Benefit Plans”

Joint Committee on Employee Benefits                                                                                

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

 

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

Association of American Law Schools                                                                                  

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

 

2008

 

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

American Academy of Actuaries                                                                                          

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

 

“Issues in §411(d)(6)”

American Academy of Actuaries                                                                                          

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

 

2007

 

“Reporting and Disclosure Best Practices After PPA 2006”

Illinois State Bar Association                                                                                                

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

 

“Reporting and Disclosure Best Practices After PPA 2006”

And

“A Primer on ERISA Law for Enrolled Actuaries”

American Society of Pension Professionals and Actuaries                                                    

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

 

“Reporting and Disclosure Best Practices After PPA 2006”

American Society of Pension Professionals and Actuaries                                                    

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

 

“Funding Defined Benefit Plans After PPA 2006”

National Institute of Pension Administrators                                                                       

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

 

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

American Society of Pension Professionals and Actuaries                                                    

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

 

“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”

The John Marshall Law School                                                                                             

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

 

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

The John Marshall Law School                                                                                             

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

 

2006

 

“Required Minimum Distributions for Defined Benefit Plans”

American Society of Pension Professionals and Actuaries                                                   

Annual Conference, October 28, 2006, Washington, DC

  

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

The John Marshall Law School                                                                                           

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

 

“Miscellaneous Provisions of the Pension Protection Act of 2006”

Chicago Bar Association Employee Benefits Committee                                                       

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

 

“Provisions Other than Funding Under the PPA”

Great Lakes TE/GE IRS Advisory Committee                                                                        

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

 

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

And

“New Funding Rules for Defined Benefit Plans”

Sunguard–Relius                                                                                                                  

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

 

“Relative Value Regulations”

College of Pension Actuaries                                                                                                

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

 

“Required Minimum Distributions in Defined Benefit Plans”

And

“Examining the Relative Value Rules”

American Society of  Pension Professionals and Actuaries                                                  

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

 

“How to Eliminate Optional Forms of Benefits”

American Society of Pension Professionals and Actuaries                                                   

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

 

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

American Bar Association Section of Taxation, Domestic Partnership Committee              

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

 

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

Abraham Lincoln Marovitz Inns of Court Chicago                                                                

Monthly meeting, April 16, 2006, Chicago, IL

 

2005

 

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

American Society of Pension Professionals and Actuaries                                                   

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

 

“Accumulation and Distribution of Retirement Assets”

Chicago Bar Association Financial Investment Services Committee                                     

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

 

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

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

Monthly meeting, January 14, 2005, Chicago, IL

 

2004

 

“What Are Reasonable Actuarial Assumptions?”

Chicago Actuarial Association                                                                                             

Monthly meeting, November 2004, Chicago, IL

 

“Optional Forms of Benefits: Relative Values and Eliminations”

American Society of Pension Professionals and Actuaries                                                   

Annual meeting, Workshop, October 2004, Washington, DC

 

“Fiduciary Provisions and Prohibited Transactions”

American Law Institute                                                                                                        

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

 

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

The John Marshall Law School                                                                                             

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

 

2003

 

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

Chicago Bar Association Young Lawyers Section Employee Benefits Committee                  

Monthly meeting, September 2003, Chicago, IL

 

“Federal Regulation of Health Benefit Plans – Overview”

Joint Committee on Employee Benefits                                                                                

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

 

“A Balanced Discussion on the Unauthorized Practice of Law”

Chicago Bar Association Young Lawyers Section                                                                  

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

 

2002

 

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

International Congress of Actuaries World Congress                                                           

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

 

“Proper Beneficiary Designations”

Chicago Bar Association Young Lawyers Section Estate Planning Committee                      

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

 

“Current Developments in Domestic Partner Benefits”

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

Monthly meeting, February 2002, Chicago, IL

 

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

Chicago Bar Association Young Lawyers Section Employee Benefits Committee                  

Monthly meeting, January 2002, Chicago, IL

 

2001

 

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

American Bar Association Law Student Division                                                                  

Annual meeting, August 2001, Chicago, IL

 

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

American Bar Association Section of Taxation Young Lawyers Forum                                 

Annual meeting, panelist, August 2001, Atlanta, GA

 

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

Chicago Bar Association Young Lawyers Section Estate Planning Committee                       

Monthly meeting, January 2001, Chicago, IL

 

1999

 

“Employee Benefit Plan Issues”

Chicago Bar Association Young Lawyers Section Estate Planning Committee                       

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

 

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

Chicago Bar Association Young Lawyers Section Estate Planning Committee                       

Monthly meeting, November 1999, Chicago, IL

 

“Cash Balance Plans - An Insider's View”

Chicago Bar Association Employee Benefits Committee                                                        

Monthly meeting, October 1999, Chicago, IL

 

1997

 

“IRA Planning After TRA 1997”

Chicago Bar Association Young Lawyers Section Estate Planning Committee                       

Monthly meeting, October 1997, Chicago, IL

Click here to print Barry's full Curriculum Vitae (31 page pdf document)