Ann & Robert H. Lurie Childrens Hospital of Chicago Foundation, in conjunction with its Professional Advisor Council, is pleased to offer the first in a series of annual charitable estate planning seminars for professional advisors.

Making Charitable Estate Planning Work for Entrepreneurs and Investors

MAY 19, 2011

Philanthropists' Perspective:
Lester Crown, Chairman, Henry Crown and Company
James Farrell, Former Chairman and CEO, Illinois Tool Works
John Buttita, Partner, Jenner & Block, Moderator

Technical Presentation:
Jonathan Ackerman, Esquire Law Office of Jonathan Ackerman, LLC

University Club of Chicago
76 East Monroe Street, Chicago, Illinois

Check-in and Reception 11:30 a.m. to 12:00 p.m.
Luncheon program 12:00 p.m. to 2:00 p.m.

Cost: $30 per attendee

Continuing education credit applications submitted for attorney, CPA,
CFP, and CTFA designations

Philanthropists' Perspective
Lester Crown, Chairman, Henry Crown and Company, and James Farrell, former Chairman and Chief Executive Officer, Illinois Tool Works, will present their perspectives on personal and family philanthropy and the role that professional advisors play for them regarding charitable planning and decision making in this arena. John Buttita, Partner, Jenner & Block, will moderate this discussion and a question and answer period. This portion of the luncheon will last approximately 20 to 30 minutes.

Technical Presentation
Studies have shown that entrepreneurs are six times as generous with their wealth as inheritors who have the same net worth. As advisors have a unique view of their clients' individual preferences and the opportunities created by their business success, they play a vital role in assisting the owners of family businesses in meeting their personal and financial goals, as well as incorporating philanthropy into the planning equation. When entrepreneurs and investors turn to their advisors for advice on protecting and distributing assets, what customized planned giving techniques are available? This fast-paced, interactive session will address this topic through a discussion of technical planning elements and case studies that highlight practical and creative solutions. This presentation will last approximately 90 minutes.

Technical Speaker
Jonathan Ackerman, Esquire, has a private practice in Owings Mills, Maryland. Jonathan represents donors and tax-exempt organizations on a national basis. His advice is often sought by charitable and other tax-exempt organizations in their creation and operation, especially with respect to contributions and other funding opportunities for charities, as well as by families who desire to integrate philanthropy into their financial and estate planning. Jonathan also represents these clients regarding legislative and regulatory tax matters at all levels of government.

For the past 23 years, Jonathan has developed considerable experience in the areas of charitable gift planning, tax-exempt organizations, charitable solicitations laws, federal corporate and partnership taxation, estate planning and probate, IRS practice and procedure, real estate and business formations and transactions. He is a frequent speaker on the topics of charitable gift planning and tax-exempt organizations and has published articles in The Journal of Gift Planning, the Planned Giving Design Center, Planned Giving Today, Charitable Gift Planning News, the American Bankers Association Journal, the Southeast Regional Wealth Management Magazine, and the Maryland State Bar Journal.

Jonathan was the 2002 President of the National Committee on Planned Giving (NCPG - now known as the Partnership for Philanthropic Planning) and is a member of the Board of Directors. He was Chair of the 2000 NCPG Conference Committee and served on NCPG's Government Relations Committee. He is a past President and director of the Chesapeake Planned Giving Council, and he also served on the Ad Hoc Committee on Ethics and Accountability in the Nonprofit Sector for the Maryland Association of Nonprofit Organizations. He has worked extensively on a pro bono basis with various charities and is currently involved as a volunteer with several local non-profit organizations. Jonathan is also a member of the American Bar Association and Maryland State Bar Association, Taxation and Real Property, Probate and Trust sections, and he attended the University of Maryland, the University of Baltimore School of Law, and then obtained his Master of Laws in Taxation at Georgetown University Law Center.