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PERL Podcast / Estate Planning (July, 2010)
In today’s economy, people often overlook financial and estate planning – but
many will say that there’s no better time than the present to begin a relationship
with a long-term estate planner. Lindsey Markus, an attorney concentrating in
estate planning and asset protection at Chuhak and Tecson, P.C. joins Alex
Margulis, Mortgage Advisor with PERL Mortgage.
Download Podcast (mp3
format) |
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| Not All Charging Orders Are Created
Equal, presented to Chicago Bar Association - Asset Protection
Committee (May, 2010). |
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| Personal Wealth Management Strategy
- Investing with 2020 Vision: Creating your Personal Wealth
Management Strategy for the Next Decade and Beyond, 85
Broads - Chicago Chapter, an exclusive global women's network whose
mission is to generate exceptional professional and social
value for its members consisting of investment bankers, lawyers,
educators, venture capitalists, hedge fund managers, philanthropists,
athletes, scientists, doctors, engineers, artists, and entrepreneurs
(May, 2010). |
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| Estate Tax Planning - What Every
Woman Should Know, presented to women business owners and
executives, Morgan Stanley Smith Barney - Women's Breakfast
Series (February, 2010; April, 2010; June, 2010; July, 2010). |
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| How an Estate Plan Puts You in
Control, presented to associates and managing partners of Blackman
Kallick, a leading Chicago accounting firm which
provides audit, tax, and consulting services to privately
held companies, public companies, and not-for-profit organizations.
(August, 2009) |
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| Cracking the Code: The Science
of Financial Planning and Estate Planning, presented to information
technology and financial services consultants of Accenture,
a global management consulting, technology services and outsourcing
company, whose clients include 96 of the Fortune Global 100.
(August, 2009) |
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| More 401K Kung Fu: Investment
Strategies and Retirement Planning Concepts for Your Firm's
Retirement Plan - Chicago Bar Association, Chicago, IL (July,
2009) see the pdf |
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| The Basics of Estate Planning
and Wealth Protection, presented to employees of a distributor
of office furniture consistently ranked as one of Chicago's
top privately held corporations by Crains Chicago Business,
with annual sales in excess of $35 million, Chicago, IL (June,
2009) |
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| The Basics of Estate Planning
and Asset Protection that Every Periodontist Should Know,
presented at University of Illinois - School of Dentistry.
(March, 2009) |
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Legal Aspects of Doing Business In Illinois, The State of Illinois Office
of Trade and Investment and the World Trade Center Illinois - Rui'an Delegation.
(September, 2008) |
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Representation Issues for China
companies in the U.S. and American companies in China - Panel
Mediator, US-China Forum. (June, 2007) |
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Estate Planning and
Asset Protection, Chicago Society of Plastic Surgeons (September,
2007) |
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