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600 W. Roosevelt Road, Wheaton, IL 60187
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TEPLG Past Events

Below is a list of previous TEPLG events.

2017

February 8, 6:30 – 8:00 pm
Indian Prairie School District 204 Transition Fair
Location:      Waubonsie Valley High School
2590 Ogden Avenue
Aurora, IL  60504

February 22, 6:00- 8:30pm
ELSA/SASED Transition Fair
Location:      Elmhurst College
Cureton Hall, 190 S. Prospect Avenue
Elmhurst, IL  60126

March 16, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
“Word on the Street”
Topic: Planning for Blended Families: Joint RLT
Location: The Estate Planning Law Group Offices in Wheaton

April 25, 6:00- 8:30pm
District 211 Transition Fair
Location:      Township High School District 211
1111 North Rohlwing Road
Palatine, IL  60074

2016

Jan. 28, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic:  Looking Forward from Orlando
Location:  The Estate Planning Law Group Offices in Wheaton

Feb. 18, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic:  Federal & State Issues in Planning for Firearms
Location:  The Estate Planning Law Group Offices in Wheaton

February 24, 6 -8:30 pm
ELSA Transition Fair
Elmhurst College Campus
Frick Center
190 S. Prospect
Elmhurst, IL

March 10, 7-8:30 pm
District 200 Transition Fair
Location:      Hubble Middle School
3S600 Herrick Road
Warrenville, IL

March 17, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic:  The Trustee’s Duty of Care Under the UPIA
Location:  The Estate Planning Law Group Offices in Wheaton

April 28, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic:  Practical Basis, Adjustment Strategies
Location:  The Estate Planning Law Group Offices in Wheaton

May 19, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic:  Estate Planning Concerns
Location:  The Estate Planning Law Group Offices in Wheaton

July 21, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic:  Introduction to International Estate Planning
Location:  The Estate Planning Law Group Offices in Wheaton

August 18, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic:  Income Taxes Using a Non-Grantor Trust
Location:  The Estate Planning Law Group Offices in Wheaton

September 22, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic:  Importance of Disclaimer Planning
Location:  The Estate Planning Law Group Offices in Wheaton

October 8, 10am – 2pm
Indian Prairie District 204 Transition Fair
Location: Nequa Valley Birkett Freshman Center
3220 Cedar Glade Road
Naperville, IL 60564

October 18, 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

Oct. 18, 6:30pm – 8:30pm
Options Fair
Location:   Oak Park and River Forest High School
201 N. Scolville Avenue
Oak Park, IL  60302

October 25, 12 noon
Advanced Special Needs Workshop for Professionals Only
Location:  The Estate Planning Law Group Offices in Wheaton

December 15, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
“Word on the Street”
Topic: Election Results Recap
Location: The Estate Planning Law Group Offices in Wheaton

2015

Feb. 4, 6:30 – 8:00pm
Indian Prairie District 204 Transition Fair
Location:  Waubonsie Valley High School
2590 Ogden Avenue
Aurora, IL

Feb. 18, 12noon
Special Needs Workshop for Professionals Only
Location:  The Estate Planning Law Group Offices in Wheaton

Feb. 19, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic: Incapacity Planning
Location: The Estate Planning Law Group Offices in Wheaton

Feb. 25, 6:00 – 8:00pm
ELSA (Elmhurst Learning & Success Academy)
Location:  Elmhurst College Campus
Frick Center
190 S. Prospect Avenue
Elmhurst, IL

March 4, 12noon
Medicaid Workshop for Professionals Only
Location:  The Estate Planning Law Group Offices in Wheaton

March 5, 6:00 – 8:15pm
District 200 Transition Fair
Location:  Hubble Middle School
3S600 Herrick Road
Warrenville, IL

Sept. 17, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic: Word on the Street: The Power and Functionality of the Lifetime QTIP
Location: The Estate Planning Law Group Offices in Wheaton

Sept. 24, 12 noon
Advanced Special Needs Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

Oct. 29, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic:  Word on the Street:  Year End Tax Planning and Looking Ahead to 2016
Location: The Estate Planning Law Group Offices in Wheaton

Nov. 19, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic: Word on the Street: Planning for Basis Management
Location: The Estate Planning Law Group Offices in Wheaton

November 19, 6:30 – 8:00 pm
Indian Prairie District 204 Transition Fair
Location:  Peterson Elementary School
4008 Chinaberry Lane
Naperville, IL

Dec. 9, 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic: Word on the Street: Year End Recap – Trusts and Estates and Business Planning
Location: The Estate Planning Law Group Offices in Wheaton

2014
Jan. 21 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Income Planning
Location: The Estate Planning Law Group Offices in Wheaton

Jan. 28 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: TBA
Location: The Estate Planning Law Group Offices in Wheaton

Feb. 11 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: Expertise for the Experts – CPAs
Current Strategies in Social Security Planning
Location: The Estate Planning Law Group Offices in Wheaton

Feb. 18 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Retirement Planning
Location: The Estate Planning Law Group Offices in Wheaton

March 5 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

March 18 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Insurance Planning
Location: The Estate Planning Law Group Offices in Wheaton

March 27 5-8pm
Glenbard High School District 87 Transition Fair
Location: Glenbard East High School
1014 S. Main Street
Lombard, IL

April 5 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic: Expertise for the Experts – Financial Advisors
Insurance Planning
Location: The Estate Planning Law Group Offices in Wheaton

April 23 12 noon
Advanced Special Needs Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

April 29 5-8pm
District 200 Transition Fair
Location: Hubble Middle School
3S600 Herrick Road
Warrenville, IL

May 22 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic: Word on the Street: Planning with Portability
Location: The Estate Planning Law Group Offices in Wheaton

June 19 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic: Word on the Street: Planning for Basis Management
Location: The Estate Planning Law Group Offices in Wheaton

July 10 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic: Word on the Street: Clark v. Rameker and SRT Planning
Location: The Estate Planning Law Group Offices in Wheaton

Aug 21 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic: Word on the Street: Asset Protection Planning: Survey of Strategies
Location: The Estate Planning Law Group Offices in Wheaton

Sept 17 12 noon
Advanced Special Needs Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

Oct 16 12 noon
WealthCounsel Lunch & Learn for Professionals Only
Topic: Word on the Street: Trust Income Tax Strategies for Year-End
Location: The Estate Planning Law Group Offices in Wheaton

Oct 22 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

Nov 18 6:30pm
Successor Trustee Workshop
Location: The Estate Planning Law Group Offices in Wheaton

2013

Jan. 15 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Collaborating to Make the Modern Estate Plan Work
Location: The Estate Planning Law Group Offices in Wheaton

Jan. 22 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: Estate and Income Tax Law Update
Location: The Estate Planning Law Group Offices in Wheaton

Jan. 30 7 pm
Special Needs Presentation in conjunction with Protected Tomorrows
Location: Hubble Middle School in Wheaton

Feb. 6 7 pm
Waubonsie Valley High School Transition Fair
Location: Waubonsie Valley High School in Naperville

Feb. 12 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Using Trusts to Asset Protect Inherited IRAs
Location: The Estate Planning Law Group Offices in Wheaton

Feb. 13 6:30 pm
Special Needs Presentation to Parents Group of District 181
Location: TBD

Feb. 19 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: Grantor Retained Annuity Trusts
Location: The Estate Planning Law Group Offices in Wheaton

Feb. 20 12 noon
Special Needs Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

March 12 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

March 19 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Alaska Community Property Trusts
Location: The Estate Planning Law Group Offices in Wheaton

May 15 12 noon
Advanced Special Needs Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

May 21 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Life Expectancy and Health Care Planning
Location: The Estate Planning Law Group Offices in Wheaton

May 21 6:30 pm
Successor Trustee Workshop
Location: The Estate Planning Law Group Offices in Wheaton

May 23 12 noon
Successor Trustee Workshop
Location: The Estate Planning Law Group Offices in Wheaton

May 28 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: Income Shifting Trusts
Location: The Estate Planning Law Group Offices in Wheaton

June 18 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: 2013 Investment Strategies: Liability Relative Optimization
Location: The Estate Planning Law Group Offices in Wheaton

June 25 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: Business Succession & Buy-Sell Agreements
Location: The Estate Planning Law Group Offices in Wheaton

June 26 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

July 16 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: Mid-Year Tax Planning Update
Location: The Estate Planning Law Group Offices in Wheaton

August 14 12 noon
Special Needs Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

August 20 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Wills vs. Trusts: The Basics
Location: The Estate Planning Law Group Offices in Wheaton

August 27 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: Income Tax Deductions on CLTs and CRTs
Location: The Estate Planning Law Group Offices in Wheaton

Sept 10 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

Sept 17 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: The Rebirth of CRT
Location: The Estate Planning Law Group Offices in Wheaton

Sept 24 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: Wills vs. Trusts: Basics for CPAs
Location: The Estate Planning Law Group Offices in Wheaton

October 15 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Beneficiary Defective Inheritor’s Trusts (BDITs)
Location: The Estate Planning Law Group Offices in Wheaton

November 19 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Affordable Care Act for Small Businesses
Location: The Estate Planning Law Group Offices in Wheaton

November 20 6:30pm
Successor Trustee Workshop
Location: The Estate Planning Law Group Offices in Wheaton

December 4 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

December 10 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: 2013 Year in Review
Location: The Estate Planning Law Group Offices in Wheaton

December 17 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Rebirth of the CRT
Location: The Estate Planning Law Group Offices in Wheaton

2012

January 27 12 noon
“Eat with the Experts” A Special Needs Seminar Series with guest
speaker Dr. Kathy Borchardt
Location: The Estate Planning Law Group Offices in Wheaton

January 31
12 noon WealthCounsel Financial Advisors Lunch & Learn for Professionals Only
“Paying for College-including what to do with overfunded UGMA/UTMA accounts”
Location: The Estate Planning Law Group Offices in Wheaton

February 6 7:30pm
Future Care Planning for Children with Special Needs
In collaboration with Protected Tomorrows
Location: St. Petronille Catholic Church, 425 Prospect Avenue, Glen Ellyn, IL 60137

February 14 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
“Understanding the Adequate Disclosure Rules for Gift Tax Returns”
Location: The Estate Planning Law Group Offices in Wheaton

February 21 7:30pm
Future Care Planning for Children with Special Needs
In collaboration with Protected Tomorrows
Location: St. Petronille Catholic Church, 425 Prospect Avenue, Glen Ellyn, IL 60137

February 22 8am
Changes in Medicaid Eligibility Rules for Residents of Nursing Homes
presented to Nursing Home Facility Directors and Staff Only
Location: Elmhurst Memorial Hospital, 155 E. Brush Hill Road, Elmhust, IL 60126

February 23 12 noon
Special Needs Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

February 23 7pm
Adult Service Provider Resource Fair
Location: Waubonsie Valley High School. 2590 Ogden Avenue, Aurora, IL 60504

February 28 12 noon
WealthCounsel Financial Advisors Lunch & Learn for Professionals Only
“What is Estate Planning: Wills vs. Trusts”
Location: The Estate Planning Law Group Offices in Wheaton

March 8 6:30-8:30pm
Resource Fair for Students and Their Families
Location: Glenbard South High School, 23W200 Butterfield Road, Glen Ellyn, IL 60137

March 13 6:30pm
Quarterly Speaker for Clients – “Long Term Care and Veterans Benefits”
Location: The Estate Planning Law Group Offices in Wheaton

March 14 12 noon
Quarterly Speaker for Clients – “Long Term Care and Veterans Benefits”
Location: The Estate Planning Law Group Offices in Wheaton

March 15 4-7pm
1st Annual Transition Fair sponsored by Streamwood Behavioral Healthcare and
Northwest Academy Therapeutic Day Schools
Location: 1400 East Irving Park Road, Streamwood, IL 60107

March 22 5:30-8pm
Transition Fair in West Chicago District 94
Location: Community High School, 326 Joliet Street, West Chicado, IL 60185

April 10 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
“Understanding Practice/Business Transition Planning for Financial Advisors”
Location: The Estate Planning Law Group Offices in Wheaton

April 19 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

April 21 9am-12 noon
Giant Step Autism Resource Fair
Location: 2500 Cabot Drive, Lisle, IL

May 3 6:30pm
Palatine Township District 211 Transition Fair
Location: Palatine High School, 1111 N. Rohlwing Road
Palatine, IL

May 8 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
“Defective Grantor Trusts”
Location: The Estate Planning Law Group Offices in Wheaton

May 17 12 noon
Special Needs Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

May 22 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: Planning for Advanced Asset Protection
Location: The Estate Planning Law Group Offices in Wheaton

May 24 6:30pm
Successor Trustee Workshop for Clients
Location: The Estate Planning Law Group Offices in Wheaton

June 12 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: “Estate Planning for Business Owners”
Location: The Estate Planning Law Group Offices in Wheaton

June 13 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
“What Financial Advisors Don’t Know About Working with Attorneys”
Location: The Estate Planning Law Group Offices in Wheaton

June 21 6:30 pm
Quarterly Speaker for Clients
Location: The Estate Planning Law Group Offices in Wheaton

June 26 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
“Estate Planning for Disability”
Location: The Estate Planning Law Group Offices in Wheaton

July 19 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

July 24 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
“Family Business Transition Case Study”
Location: The Estate Planning Law Group Offices in Wheaton

August 7 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: TBD
Location: The Estate Planning Law Group Offices in Wheaton

August 16 12 noon
Special Needs Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

August 21 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: How to Talk to Prospective Clients About Estate Planning
Location: The Estate Planning Law Group Offices in Wheaton

Sept. 4 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: Setting Up a Non-Profit Organization and Applying for Tax-Exempt Status with the IRS
Location: The Estate Planning Law Group Offices in Wheaton

Sept. 18 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: TBD
Location: The Estate Planning Law Group Offices in Wheaton

Oct. 6 8 am
Giant Steps, 5K Autism Awareness Walk
The Estate Planning Law Group will have a booth
Location: St. James Farm, Warrenville

Oct. 13 Illinois Special Olympics 2012 Families Conference
Location: Doubletree Hotel & Conference Center
Downers Grove, IL

Oct.18 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

October 23 7:30am-9am
“Planned Giving: What’s New and How to Achieve Your Charitable Objectives” – Presented by Bill Deitch For Professionals Only
Sponsored by the DuPage Community Foundation & the DuPage Convalescent Center
Location: The DuPage Convalescent Center, 400 N. County Farm Road, Wheaton, IL 60187

Oct. 23 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: Year End Tax Planning
Location: The Estate Planning Law Group Offices in Wheaton

Oct. 25 8a-4:30p & Oct. 26 8a-12noon
2012 Statewide Conference Stepping Stones of Transition
Location: Pheasant Run Resort, St. Charles, IL

Oct. 30 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: TBD
Location: The Estate Planning Law Group Offices in Wheaton

Nov. 15 12 noon
Special Needs Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

Nov. 15 6:30p-8:30p
LADSE (LaGrange Department of Special Education) Post Secondary Fair
Location: Holiday Inn Countryside, 6201 W. Joliet Road, Countryside, IL

Nov. 27 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: TBD
Location: The Estate Planning Law Group Offices in Wheaton

Nov. 27
6:30 pm Successor Trustee Workshop
Location: The Estate Planning Law Group Offices in Wheaton

Dec. 4 12 noon
WealthCounsel CPA Lunch & Learn for Professionals Only
Topic: 2012 in Review
Location: The Estate Planning Law Group Offices in Wheaton

Dec. 12 12 noon
Medicaid Workshop for Professionals Only
Location: The Estate Planning Law Group Offices in Wheaton

Dec. 18 12 noon
WealthCounsel FA Lunch & Learn for Professionals Only
Topic: TBD
Location: The Estate Planning Law Group Offices in Wheaton

Contact Us

600 W. Roosevelt Road
Wheaton, IL 60187
(630) 871-8778
info@teplg.com

Testimonials

"As a single mom, I wanted to make sure that I had done everything that I could to take care of my daughter if something happened to me. I didn't even know that I needed more than … Read More

Serving Clients in Wheaton, Naperville, St. Charles, Glen Ellyn, Downers Grove, Elmhurst, Hinsdale, Oakbrook, West Chicago, Geneva, Batavia, Aurora, Plainfield, Bartlett, Lombard, Villa Park, Carol Stream, and the Chicagoland area including DuPage County, Cook County, Will County, and Kane County.