Speaking Engagements - Presentations

» Basics of Estate Planning Every Attorney Should Know, Continuing Legal Education/CLE Seminar

  • Laurie & Brennan, LLP (November, 2012)
  • Bollinger Connolly Krause, LLC (January, 2013)
  • Brown, Udell, Pomerantz & Delrahim, LLC (January, 2013)
  • Sperling & Slater (June, 2013)
  • Clifford Law Offices (August, 2013)
  • Novack and Macey, LLP (December, 2013)
  • BatesCarey, LLP (May, 2014)
  • Lock Lorde, LLP (scheduled June, 2014)
  • Segal McCambridge Singer & Mahoney, Ltd. (scheduled September, 2014)
  • Lock Lorde, LLP (June, 2014)
  • Motorola Solutions, Inc. (June, 2014)
  • Motorola Mobility, Inc. (September, 2014)
  • Segal McCambridge Singer & Mahoney, Ltd. - IL, TX, MD, MI, NJ, NY, and PA (September, 2014)
  • Cremer Spina (November, 2014)

» Basics of Estate Planning Every Family Law Attorney Should Know, Continuing Legal Education/CLE Seminar

  • Kamerlink, Stark, McCormack & Powers, L.L.C. (December, 2012)
  • Davis Friedman, LLP (January, 2013)
  • Berger Schatz (February, 2013)
  • Schiller DuCanto & Fleck, LLP (April, 2013)
  • Katz & Stefani (September, 2014)

» Death and Taxes I: Wills and Trusts for CPAs, Continuing Professional Education / CPE

  • Shepard Schwartz & Harris LLP (January, 2014)
  • PBG Financial Services, Ltd. (January, 2014)
  • CJBS (June, 2014)
  • Miller Cooper & Co., Ltd. (July, 2014)
  • Ostrow Reisin Berk & Abrams Ltd. (“ORBA”) (July, 2014)
  • Plante Moran (February, 2015)

» Death and Taxes II: Advanced Estate Planning Tools for CPAs, Continuing Professional Education / CPE

  • Miller Cooper & Co., Ltd. (July, 2014)
  • Shepard Schwartz & Harris (October, 2014)
  • Plante Moran (February, 2015)

» Women and Wealth, the Power of a Plan – presented with the Cutilletta Group of Morgan Stanley Smith Barney to various women in business throughout Chicago. (May, 2013); (February, 2014); (April, 2014); (October, 2014); (March, 2015)

» Estate Planning Considerations for the LGBT Community – presented by the CBA (Chicago Bar Association) (March, 2015)

» Estate Planning 101: The Basics of Estate Planning Every Advisor Should Know – presented to The PrivateBank (March, 2015)

» LGBT Estate & Financial Planning – presented to United Airlines – EQUAL Affiliate Group (February, 2015)

» Pre- & Post-Nuptial Agreements – presented by IICLE (Illinois Institute for Continuing Legal Education) (December, 2014)

» Advanced Estate Planning Tools for CPAs – presented by William Blair & Co. to CPAs throughout Chicagoland (October, 2014)

» The Basics of Estate Planning Every Banker Should Know – presented to Citigold Team at Citibank, N.A. (October, 2014)

» The Basics of Estate Planning Every Insurance Broker Should Know – presented to Pure Insurance (September, 2104)

» Succession Planning – panelist on succession planning presented by American Chartered Bank to various business owners (May, 2014)

» Estate Planning and Planned Giving Fundamentals – presented to young lawyers division of Jewish United Fund of Metropolitan Chicago. (April, 2014)

» LGBT Family Building – Estate Planning Considerations – presented by the CBA Adoption Law Committee at the Chicago Bar Association (March, 2014)

» Money Matters – Preparing Your Family Financially for Your Baby and Beyond – Estate Planning Basics – presented by BCBU and Bump Club and Beyond to new and expecting parents (March, 2014)

» LGBT Family Building – Estate Planning Considerations – presented by the CBA Adoption Law Committee at the Chicago Bar Association (March, 2014)

» Money Matters – Preparing Your Family Financially for Your Baby and Beyond – Estate Planning Basics – presented by BCBU and Bump Club and Beyond to new and expecting parents (March, 2014)

» Estate Planning Fundamentals – Providing Relevant Guidance to help ANY Client – presented to wealth advisors, bankers, and trust officers at U.S. Bank (February, 2014)

» Wills and Trusts for CPAs – presented to CPAs through CPE University at William Bair. (November, 2013)

» Income Tax Planning Issues in the Context of Living Trusts - presented to the Chicago Bar Association Young Lawyers Section – Estate Planning. (October, 2013)

» Estate Planning 101: Everything You Need to Know about Death & Taxes - presented to the Tax Department at Hyatt, Corporation. (September, 2013)

» Advanced Estate Planning Tools for CPAs - presented by Illinois CPA Society with John Welch of William Blair & Co. available for purchase through the Illinois CPA Society. (May, 2013)

» 2013 Legislative Tax Update and Its Effect on Charitable Giving - presented by Advocate Christ Hospital to the Christ Medical Center's Campaign Cabinet Committee, comprised of professionals in a variety of industries, including banking and construction, and several development officers. (March, 2013)

» Basics of Estate Planning Every Collaborative Law Fellow Should Know - presented by Collaborative Law Institute of Illinois
Waukegan Practice Group (November, 2013)
Loop Practice Group (March, 2013)
North Shore Practice Group (June, 2013)

» Advanced Estate Planning Tools for CPAs - presented by Rothschild Investment Corporation to over 30 CPAs throughout the Chicago land area. (February, 2013)

» Not for Profit Board Training: What Board Members Need to Know - Panelist - co-sponsored by the law firm of Chuhak & Tecson, P.C. and the accounting firm Ostrow Reisin Berk & Abrams, LTD. (January, 2013)

» Key concepts of Financial and Estate Planning - presented with the Cutilletta Group of Morgan Stanley Smith Barney to various community members and business owners in the Northwest suburbs of Chicago. (October, 2012)

» Careers in Tax - panelist at Loyola University School of Law (October, 2012)

» Estate Planning 101 for CPAs - presented by Rothschild Investment Corporation to CPAs throughout the Chicago land area. (July, 2012)

» Death and Divorce – Estate Planning Considerations– presented by National Business Institute Seminar on Advanced Family Law Issues to Family Law Attorneys throughout the Chicago land area. (June, 2012)

» What Every MBA Should Know About Estate Planning - presented to Northwestern University MBA Class – Income Taxation I. (June, 2012)

» Succession Planning for Women Business Owners - presented with Itasca Bank & Trust Co., to women business owners. (May, 2012)

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» Taking Charge of Your Financial Future - presented with the Cutilletta Group of Morgan Stanley Smith Barney to various community members and business owners in the Chicago land area and the North Shore of Chicago. (March, 2012; May, 2012)

» Law Day Live Webinar, Chicago Bar Association - Hosted by Chuhak & Tecson attorney Harvey Shifrin with guest Lindsey Markus. Titled "Law Day Live," the webcast series is a unique way for Chicago attorneys to share their knowledge and expertise with the general public. Markus, who will appear as a guest on Shifrin's webcast, assists business owners and families in planning their estates, protecting assets, transferring wealth and minimizing taxation. She frequently speaks and publishes articles focused on estate planning and asset protection. (May, 2012)

» The Basics Every Attorney Should Know About Estate Planning - presented to Chuhak & Tecson, P.C., to over fifty attorneys and paralegals. (April, 2012)

» Preparing for Change in 2012 - presented with the Cutilletta Group of Morgan Stanley Smith Barney to various Chicago professionals. (February, 2012)

» The Business of Medicine – How to Keep What You Sow! - presented by OPM Education’s 2011 Business of Medicine and Practice Symposium at Moorehouse School of Medicine, Atlanta, Georgia. (November, 2011)

» What Every MBA Should Know About Estate Planning – presented at Northwestern University MBA Class – Income Taxation II. (August, 2011)

» Law Day Live Webinar, Chicago Bar Association - Hosted by Chuhak & Tecson attorney Harvey Shifrin with guest Lindsey Markus. Titled "Law Day Live," the webcast series is a unique way for Chicago attorneys to share their knowledge and expertise with the general public. Markus, who will appear as a guest on Shifrin's webcast, assists business owners and families in planning their estates, protecting assets, transferring wealth and minimizing taxation. She frequently speaks and publishes articles focused on estate planning and asset protection. (April, 2011)

» The Keys to Personal Finance & Wealth Management - What Every Resident & Physician Should Know About Estate Planning and Asset Protection - presented by OPM Education’s annual Fall Business of Medicine Consortium at Northwestern’s Kellogg School of Management. (October, 2010)

» Not All Charging Orders Are Created Equal, presented to Chicago Bar Association - Asset Protection Committee. (May, 2010)

» Personal Wealth Management Strategy - Investing with 2020 Vision: Creating Your Personal Wealth Management Strategy for the Next Decade and Beyond, presented to 85 Boards - 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)

» 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)

» 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)

» 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)

» More 401K Kung Fu: Investment Strategies and Retirement Planning Concepts for Your Firm's Retirement Plan, presented to Chicago Bar Association, Chicago, IL. (July, 2009)

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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)

» The Basics of Estate Planning and Asset Protection that Every Periodontist Should Know, presented at University of Illinois - School of Dentistry. (March, 2009)

» Legal Aspects of Doing Business in Illinois, presented to The State of Illinois Office of Trade and Investment and the World Trade Center Illinois - Rui'an Delegation. (September, 2008)

» Representation Issues for China Companies in the U.S. and American Companies in China - Panel Mediator, US-China Forum. (June, 2007)

» Estate Planning and Asset Protection, presented to Chicago Society of Plastic Surgeons. (September, 2007)