to the Greater North Shore Estate & Financial Planning Council. The GNSE&FPC is a not-for-profit
organization comprised of attorneys, certified public accountants, trust officers, financial planners, insurance agents, investment
advisors and charitable giving professionals that focus the majority of their practice on estate and financial planning. The organization
held its first membership meeting in February of 1990 with David Gordon as its initial president. Current Membership is 173.
Learn More
Bi-Monthly Membership Meetings at
Highland Park Country Club, 1201 Park Avenue,
Highland Park (847) 433-4000
Doors open at 7:30 A.M. for a buffet breakfast and networking.
Presentation Begins at 8:00 A.M., and adjournment will be by 9:15 A.M
March 18, 2009 - Scott Bieber, Schiff Hardin LLP, “Heckerling Update”
May 20, 2009 - Stuart Kohn, Levenfeld Pearlstein LLC and other panelists, Ethics Seminar
July 15, 2009 - Kathleen Kuehl and Kristine Merta, Lowry Hill Minneapolis
“Trust Documents: Executing to Execution—A View from the Trustee”
September 16, 2009 - Mike Shelist and Mark Rittmanic, ForteCEO
“Your Client Is Ready to Sell His Business—How Can You Help?”
November 18, 2009 - Mark Newcomb, Merrill Lynch
“Estate Planning with Retirement Assets – Recent Trends & How Trusteed IRAs Can Help”
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