Trusts • Estates • Special Needs • Medicaid • Veterans • Elder Law Counselors

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

Meet The Team

Practice Areas

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

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"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 the Chicagoland Area

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.

Welcome

The Estate Planning Law Group

Wheaton, IL


The Estate Planning Law Group is dedicated to creating customized plans that meet the individual needs of clients.  The firm’s consultative planning process integrates other trusted advisors to create a comprehensive plan that will enable each client to meet their specific goals.  Each client is treated with the respect and confidentiality they expect and deserve.

We welcome the opportunity to meet with you and any of your trusted advisors to help you make your vision a reality.

We hope you find the site informative.  Please click below to learn more about specific practice areas or about our team.

Estate Planning

The Estate Planning Law Group

Estate Planning

Special Needs

Special Needs Planning

Special Needs

Asset Protection

Asset Protection for peace of mind

Asset Protection

Cash for Veterans

Veterans Benefits

Cash for Veterans

Guardianship

Guardianship services

Guardianship

Business Succession

Chicagoland business succession services

Business Succession

Probate-Trust Admin

Probate Trust Admin

Probate-Trust Admin

Medicaid Nursing Home

Medicaid Nursing Services

Medicaid Nursing Home