Testimony and Presentations

 

“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)

 

“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)

 

Chicagoland Senior Housing Real Estate Conference, Moderator, “Segmented Solutions in the Market: Design, Construction, Management, and Legal Issues” panel, Illinois Real Estate Journal (November 15, 2016, Chicago, IL)

 

How the Affordable Care Act is Affecting Medicare and Medicaid, Annual Short course on Elder Law conference, Illinois Institute of Continuing Legal Education (November 4, 2016, Lisle, IL)

 

Legal Considerations, “Educated, Equipped, Empowered,” 2016 Spring Alzheimer’s Conference, Alzheimer’s Association, Age Options, and Seniors Blue Book (May 3, 2016, Orland Park, IL)

 

Succession Planning - Effective Retirement Strategies, 45th Annual Sales Forum for Financial Professionals, Greater Chicago Chapter of the Society of Financial Services Professionals (March 22, 2016, Wheeling, IL)

 

Long Term Care - Emerging Issues for Your Boomer Clients, 45th Annual Sales Forum for Financial Professionals, Greater Chicago Chapter of the Society of Financial Services 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)

 

Current Issues With Using IRAs and Employer-Provided Retirement Benefits to Fund Retirement, Chicago Bar Association Elder Law Committee, monthly meeting, presenter (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?,  Decision Making and Older Adults panel, Collaborative Research Network on Aging, at the Law & Society Association annual conference (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)

 

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 (Aug. 1, 2014, New York, NY)

 

Limited Guardianship, Judicial Standards panel, 3rd World Congress on Adult Guardianship (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, presenter, Illinois Guardianship Association conference (September 18, 2014, Chicago, IL)

 

Elder Abuse in the USA, Jiawang People's District Court (May 23, 2013, Xuzhou, China)

 

Financing Retirement in the USA, East China University of Political Science and Law (May 21, 2013, Shanghai, China)

 

Global Aging Populations: Issues and Solutions, Panelist, Plenary Session, Annual [Illinois] Governor's Conference on Aging and Disability (Dec. 11, 2013, Chicago, IL)

 

Retirement Readiness: It's Much More Complicated Than a Simple, Magic Number, The American Society of Pension Professionals and Actuaries, Workshop, Annual Meeting (Oct. 28, 2013, National Harbor, MD)

 

The Forgotten Rule of Professional Responsibility: Representing a Client With Diminished Capacity, Faculty Works in Progress, The John Marshall Law School (Oct. 21, 2013, Chicago, IL)

 

Decisional Capacity, Alzheimer's Disease: Challenges, Choices and Solutions, Continuing  Education Institute of Illinois, CLE program (Jun. 6, 2013, Northlake, IL)

 

Retirement Readiness: A Metric That Matters, and a Real Differentiator, The ASPPA Conference of the South, CE Program (May 10, 2013, Atlanta, GA)

 

The Attorney's Responsibility in Assessing the Mental Capacity of a Client, Chicago Junior Law Faculty Workshop (Apr. 5, 2013, Chicago, IL)

 

Advanced Directives and Guardianship, IICLE Practice Academy: Essentials of Elder Law and Special Needs Law, CLE program, Illinois Institute of Continuing Legal Education (Mar. 18, 2013, Chicago, IL)

 

Trusts and Estates, and an Aging Population: What We Need to Know and Teach, moderator and organizer, Joint Program of Sections on Aging and the Law and Trusts and Estates, Annual Meeting, Association of American Law Schools (Jan. 5, 2013, New Orleans, LA)

 

Best Practices in Online LL.M. Programs, panelist, Program of Section on Post-Graduation Legal Education, Annual Meeting, Association of American Law Schools (Jan. 6, 2013, New Orleans, LA)

 

Elderly Individuals with Diminished Capacity, East China University of Political Science and Law (Nov. 8, 2012, Shanghai, China)

 

Laws Protecting the Elderly in the USA, The Jing'an District Elder Court (November 7, 2012, Shanghai, China)

 

An ERISA Law Primer for Non-Attorneys, The American Society of Pension Professionals and Actuaries, Annual Meeting (Oct. 30, 2012, National Harbor, MD)

 

Back to the Future Part III: Advanced RMDs and the Impact of the Lifetime Income Proposed Regulations, The American Society of Pension Professionals and Actuaries, Annual Meeting (Oct. 29, 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 (Oct. 2, 2012, Chicago, IL)

 

Basic Principles of Elder Law in America, East China University of Political Science and Law, presentation to faculty (Apr. 13, 2012, Shanghai, China)

 

Income Tax and Other Issues with Civil Unions in Illinois, The John Marshall Law School Young Democrats Society, monthly meeting (Apr. 3, 2012, Chicago, IL)

 

Participant and Moderator, Employee Benefits in an Era of Retrenchment, academic conference presented by Washington University in St. Louis Center for the Interdisciplinary Study of Work and Social Capital (Mar. 29, 2012, St. Louis, MO)

 

Financing Long Term Care, Elder Law Practice in the Circuit Court of Cook County: The New Elder Law and Miscellaneous Remedies Division of the Circuit Court, CLE program (Mar. 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 (Feb. 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 (Feb. 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, Section on Employee Benefits Program, Annual Meeting (Jan. 9, 2012, Washington DC)

 

Making Sense of Required Minimum Distributions, The American Society of Pension Professionals and Actuaries, Workshop, Annual Meeting (Oct. 23, 2011, National Harbor, MD)

 

The Mathematical and Actuarial Analysis of Retirement, The Great Lakes TE/GE Council, Quarterly Meeting (July 15, 2011, Chicago, IL)

 

Illinois Public Sector Plans, Guest, “Justice and Law Weekly,” hosted by the Chicago Bar Association (aired on WYCC Channel 20 TV, PBS (June 12, 2011, Chicago, IL)

 

Sex and Sexuality Over Sixty, moderator, National Academy of Elder Law Attorneys, Annual Meeting, Workshop (May 21, 2011, Las Vegas, NV)

 

So Now That You’re Retired: What Risks Do You Face With Your Retirement Income?, The American Society of Pension Professionals and Actuaries, Workshop, Annual Meeting (Oct. 18, 2010, Washington, DC)

 

Employing Stock: U.S. and Foreign Taxation of Employee Stock Options, The American Bar Association Section of Taxation, Teaching Taxation Committee, Fall Meeting, panel organizer and moderator (Sept. 24, 2010, Toronto, ON)

 

An Introduction to ERISA for Benefit Professionals, Worldwide Employee Benefits Network (WEB National), webinar (Sept. 21, 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, The 8th Annual Employee Benefits Law Symposium at The John Marshall Law School, presenter (Apr. 29, 2010, Chicago, IL)

 

Executive Compensation, Retirement Policy, and the Great Recession, Association of American Law Schools Annual Meeting, Section of Employee Benefits program, panelist (Jan. 6, 2010, New Orleans, LA)

 

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 of Sexual Orientation and Gender Identity Issues program, panelist (Jan. 7, 2009, San Diego, CA)

 

The Time Horizon to Fund a Public Sector Pension Plan: Determination By Comparing Projected Pension Promises Growth to Projected Tax Base Growth, requested testimony, The American Academy of Actuaries Public Forum on Public Pension Disclosures, (Sept. 4, 2008, Washington, DC)

 

Issues in §411(d)(6), The Annual Enrolled Actuaries Meeting, Workshop, panelist (Apr. 7, 2008, Washington, DC)

 

Reporting and Disclosure Best Practices After PPA 2006, The Illinois State Bar Association CLE program on the Pension Protection Act of 2006, faculty (Oct. 19, 2007, Chicago, IL)

 

Reporting and Disclosure Best Practices After PPA 2006, The ASPPA Advanced Actuarial Conference, Workshop, panelist (June 5, 2007, Boston, MA)

 

A Primer on ERISA Law for Enrolled Actuaries, The ASPPA Advanced Actuarial Conference, Workshop, Panelist (June 5, 2007, Boston, MA)

 

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)

 

Funding Defined Benefit Plans After PPA 2006, NIPA Annual Forum & Expo, Workshop, panelist (May 8, 2007, Las Vegas, NV)

 

Reporting and Disclosure Requirements for Qualified Plans after PPA 2006, The IRS/ASPPA Great Lakes Benefits Conference, Workshop, panelist (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 5th Annual Employee Benefits Law Symposium at The John Marshall Law School, presenter (Apr. 25, 2007, Chicago, IL)

 

Public Sector Pension Plans in Illinois: A Workshop on Determining Proper Funding Levels, The John Marshall Law School, organizer, moderator and presenter (Feb. 26, 2007, Chicago, IL)

 

Required Minimum Distributions for Defined Benefit Plans, The American Society of Pension Professionals and Actuaries, Workshop, Annual Meeting (Oct. 28, 2006, Washington, DC)

 

Public Sector Pension Plans in Illinois: Will the Promises Be Kept?, The John Marshall Law School, organizer, moderator and presenter (Oct. 17, 2006, Chicago, IL)

 

Miscellaneous Provisions of the Pension Protection Act of 2006, The Chicago Bar Association Employee Benefits Committee CLE program on the Pension Protection Act of 2006, panelist (Oct. 12, 2006, Chicago, IL)

 

Provisions Other than Funding Under the PPA, The quarterly meeting of the Great Lakes TE/GE IRS Advisory Committee, panelist (Oct. 12, 2006, Chicago, IL)

 

Streamlining Benefit Distribution Options Under the Final 411(d)(6) Regulations, Sunguard–Relius Advanced Pension Conference, Workshop, panelist (Sept. 28, 2006, Chicago, IL)

 

New Funding Rules for Defined Benefit Plans, Sunguard–Relius Advanced Pension Conference, Workshop, panelist (Sept. 28, 2006, Chicago, IL)

 

Relative Value Regulations, College of Pension Actuaries Actuarial Conference, Workshop, panelist (Aug. 5, 2006, Chicago, IL)

 

Required Minimum Distributions in Defined Benefit Plans, The ASPPA Advanced Actuarial Conference, Workshop, panelist (June 12, 2006, Boston, MA)

 

Examining the Relative Value Rules, The ASPPA Advanced Actuarial Conference, Workshop, panelist (June 12, 2006, Boston, MA)

 

How to Eliminate Optional Forms of Benefits, The IRS/ASPPA Great Lakes Benefits Conference, Workshop, panelist (May 21, 2006, Chicago, IL)

 

Tax Planning for Married Same Sex Couples and Unmarried Domestic Partners – Part II: Breaking Up Is Hard To Do!, The 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, The Abraham Lincoln Marovitz Inns of Court Chicago chapter monthly meeting, presenter (April 16, 2006, Chicago, IL)

 

Relative Value Regulations and Eliminating Optional Forms of Benefits - or Vice Versa, The IRS /ASPPA Great Lakes Benefits Conference, Workshop, panelist (May 20, 2005, Chicago, IL)

 

Accumulation and Distribution of Retirement Assets, The Chicago Bar Association Financial Investment Services Committee CLE Seminar, “How Will the Privatization of Social Security Impact the U.S. Economy & Financial Markets?” panelist and moderator (Mar. 2, 2005, Chicago, IL)

 

Estate Planning and Maximizing Employee Benefits for Same-Sex Couples, The Chicago Bar Association Committee on the Legal Rights of Gay Men & Lesbians monthly meeting, presenter (Jan. 14, 2005, Chicago, IL)

 

What Are Reasonable Actuarial Assumptions?, Chicago Actuarial Association monthly meeting, presenter (November 2004, Chicago, IL)

 

Optional Forms of Benefits: Relative Values and Eliminations, The American Society of Pension Professionals and Actuaries Annual meeting, Workshop, presenter (October 2004, Washington, DC)

 

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)

 

Cash Balance Plans: An Integral Component of the Defined Benefit Plan Renaissance, The 2nd Annual John Marshall Law School Employee Benefits Law Review Symposium, presenter (April 2004, Chicago, IL)

 

The Cash Balance Plan: Is It Part of the Defined Benefit Plan Renaissance, The Chicago Bar Association Young Lawyers Section Employee Benefits Committee monthly meeting, presenter (September 2003, Chicago, IL)

 

Federal Regulation of Health Benefit Plans – Overview, Joint Committee on Employee Benefits National Institute on ERISA Basics, faculty (May 2003, Chicago, IL)

 

A Balanced Discussion on the Unauthorized Practice of Law, The Chicago Bar Association Young Lawyers Section CLE seminar, moderator and coordinator (April 2003, Chicago, IL)

 

Using A Target Benefit Approach to Funding Private Social Security Individual Accountspresenter, International Congress of Actuaries, (April 16, 2002, Cancun, MX)

  

Proper Beneficiary Designations, “IRAs: What You Need to Know When Creating an Estate Plan for Your Clients,” The Chicago Bar Association Young Lawyers Section Estate Planning Committee, CLE Seminar, faculty (October 2002, Chicago, IL)

 

Current Developments in Domestic Partner Benefits, The Chicago Bar Association Committee for the Legal Rights of Gay Men & Lesbians monthly meeting, presenter (February 2002, Chicago, IL)

 

What ERISA Attorneys Need to Know about the Enrolled Actuary’s Valuation and Report, The Chicago Bar Association Young Lawyers Section Employee Benefits Committee monthly meeting, presenter (January 2002, Chicago, IL)

 

The Making of the New Tax Law: A Review of the Bush Plan and How it Effects Young Lawyers, The American Bar Association Law Student Division, annual meeting, panelist (August 2001, Chicago, IL)

 

The Myths and Realities of Tax and Employee Benefits Law, The 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 RegulationsThe Chicago Bar Association Young Lawyers Section Estate Planning Committee, presenter (January 2001, Chicago, IL)

 

Employee Benefit Plan Issues, “Choice of Entity Concerns During the Life Cycle of a Small Business,” The Chicago Bar Association Young Lawyers Section Estate Planning Committee CLE Seminar, panelist (December 1999, Chicago, IL)

 

How Social Security Benefits Might Effect the Estate Planning of American Citizens Who Work Abroad, The Chicago Bar Association Young Lawyers Section Estate Planning Committee, monthly committee meeting, presenter (November 1999, Chicago, IL)

 

Cash Balance Plans - An Insider's View, The Chicago Bar Association Employee Benefits Committee, monthly committee meeting, presenter (October 1999, Chicago, IL)

 

Planning For Retirement, WKRS, 102.3 fm, talk show guest (Nov. 19, 1997, Waukegan, IL)

 

IRA Planning After TRA 1997, The Chicago Bar Association Young Lawyers Section Estate Planning Committee, monthly committee meeting, presenter (October 1997, Chicago, IL)

 

Qualified Retirement Plans, The Chicago Bar Association Young Lawyers Section Tax Law Committee, monthly committee meeting, presenter (April 1997, Chicago, IL)