Aug 20, 2012
Wealth transfer panel discussion set for September with Chuhak & Tecson principal Lindsey Markus
On September 14, Chuhak & Tecson principal Lindsey Markus will participate in a panel discussion on “High Stakes Planning: Advanced Directives and the Issue of Mental Capacity” at Northern Trust in downtown Chicago. The program, which is hosted by Northern Trust and Advocate Charitable Foundation, will begin at 8 a.m., following a breakfast at 7:30 a.m.
First, Raymond C. Odom, national director of wealth strategies for Northern Trust, will give a presentation titled, “Purpose Driven Wealth Transfer: Changing Estate Planning Apathy into Philanthropic Passion.” This will be followed by the panel discussion, featuring Markus, Edwin DuBois, MD, director of clinical ethics at Advocate Health Care; William Rhoades, chairman of the Department of Medicine for Advocate Lutheran Hospital; and Stacy Singer, central region fiduciary practice leader of Northern Trust. The panel will be moderated by Michaeline Gordon, an attorney at Anthony J. Madonia and Associates.
Advocate Charitable Foundation is the philanthropic arm of Advocate Health Care. The foundation builds relationships and partnerships throughout Chicagoland and central Illinois, working to inspire charitable giving that supports the mission of Advocate Health Care. Advocate Charitable Foundation’s philanthropic program focuses on attracting national, regional and local support for patient care, education, research and community-based health services across Advocate’s 250+ sites of care.
Markus, who concentrates her practice in Estate Planning & Asset Protection, works closely with business owners and families to develop individualized estate plans that maximize wealth preservation and minimize gift and estate taxation. She assesses how the law affects her clients, generates creative solutions to their complex situations and carefully communicates these options. Markus sits on the Advocate Gift Planning Advisory Committee for Advocate Charitable Foundation and her passion for philanthropy is evident through her work with many charitable causes. Licensed in both Illinois and Florida, Markus has been recognized as an Illinois Rising Star by Super Lawyers Magazine in 2010, 2011 and 2012.
For more information or to register for the presentation, visit advocatehealth.com/advisorevent.
50 S. LaSalle St.
Breakfast at 7:30 a.m.; program at 8 a.m.