eRICA e. lORD

PUBLICATIONS AND SPEAKING ENGAGEMENTS 

  • Speaker, Come and Knock on our Door, We’ve Been Waiting For You: Greeting Unwelcome (or Downright Difficult) Distribution Requests that Appear at the Doorstep, ACTEC Fall Meeting (September 2024). 

  • Speaker, Fiduciary Investment Considerations: Managing Business Interests, Concentrated Stock Positions, Artwork, Real Estate, and Private Equity, Notre Dame Tax and Estate Planning Institute (September 2024). 

  • Speaker, Chief Fiduciary Roundtable, 47th Annual Conference of the National Trust Closely Held Business Association (September 2024). 

  • Speaker, Family Office Best Practices, 2024 STEP Newport Beach Conference (February 2024). 

  • Speaker, Challenges in Administering Commonly-Used Distribution Language, ACTEC Virtual National Meeting (December 2023). 

  • Speaker, Fiduciary Investing: From Legal Lists to Cryptocurrency, Seattle Estate Planning Council (November 2023).  

  • Speaker, New Frontiers in Discretionary Requests, 2023 Delaware Trust Conference (October 2023).  

  • Speaker, Emerging Wealth Management and Fiduciary Topics and Risks, Financial Institution Risk Management Association (August 2023). 

  • Speaker, Discretionary Distributions for HEMS: Deciding and Documenting, ACTEC Annual Meeting, Fiduciary Administration Task Force (March 2023). 

  • Speaker, Gifts of Digital Assets: How to and Should You?  American Council on Gift Annuities (December 2022). 

  • Speaker, Cryptocurrency: What You Need to Know, Greater North Shore Estate and Financial Planning Council (September 2022). 

  • Speaker, Master Class in Estate Administration, ACTEC Summer Meeting Stand Alone Program (June 2022). 

  • Moderator, Adventures in Advanced Drafting, Chicago Estate Planning Council (September 2021). 

  • Moderator, Planning and Administration with Art and Tangibles, Chicago Estate Planning Council (January 2021). 

  • Moderator, Closing the Generation Gap:  Effective Communication Strategies to Bridge Generational Difference, Chicago Estate  Planning Council (September 2020).  

  • Author, Little Red Riding Hood or the Wolf: How Far Can an Agent Reach Into Grandmother’s Pocketbook?  46 ACTEC L. J. 99 (Fall 2020). 

  • Moderator, Practical Aspects of Estate Planning in the Time of COVID-19, Chicago Estate Planning Council (May 2020). 

  • Speaker, Recent Developments in Illinois Law, ACTEC Great Lakes Regional Meeting (December 2019). 

  • Speaker, The Art and Science of Discretionary Standards, ALI-CLE Estate Planning in Depth (June 2019). 

  • Speaker, Drafting, Understanding and Enforcing Trustee Compensation, Illinois Institute of Continuing Legal Education  62nd Annual Estate Planning Short Course (forthcoming May 2019). 

  • Co-author, Prudence of Passivity vs. Prudence of Process:  Can a Default Approach Be Prudent?  44 ACTEC L. J. 301 (Summer 2019). 

  • Speaker, Who’s On First: Agent, Guardian or Trustee?  Northern Trust Wealth Management National Education Seminar (August 2019). 

  • Speaker, Estate Planning Fundamentals Workshops:  Drafting Basic Estate Planning Documents; Chicago Estate Planning Council (January 2015, January 2016, January 2017, January 2018, February 2019). 

  • Co-author, Managing Fiduciary Risk in Representing Executors and Trustees, ACTEC Heart of America Conference (February 2019). 

  • Speaker, Fiduciary Comparisons and Intersections:  Agents, Guardians & Trustees, Chicago Bar Association (December 2018). 

  • Speaker, Drafting, Understanding and Enforcing Reasonable Compensation for Trustees, 44th Annual Notre Dame Tax and Estate Planning Institute (2018). 

  • Speaker, Powers of Attorney, Wills & Trusts:  What Every Elder Law Attorney Should Know, Illinois Bar Association Elder Law Bootcamp (April 2018). 

  • Co-author, Directed Trusts and Other Trust Modifications, ALI-CLE Estate Planning Techniques for Large Estates (April 2018). 

  • Speaker, Financial Powers of Attorney:  Practical Applications and Limitations, American Association of Daily Money Managers (March 2018). 

  • Speaker, Discretionary Distributions: Effectively Drafting and Administering Discretionary Trusts, Fox Valley Estate Planning Council (March 2018). 

  • Speaker, Discretionary Distributions:  Drafting and Administering Along the Fiduciary Continuum, Chicago Estate Planning Council (March 2018). 

  • Co-author, Mistakes Fiduciaries See All the Time – and How to Avoid Them (With Sample Provisions), Estate Planning Course Materials J. at 23 (August 2017). 

  • Speaker, Basics of Drafting Estate Planning Instruments, DuPage County Estate Planning Council (April 2017). 

  • Author, Nuts & Bolts of Illinois Probate Estate Administration, Illinois State Bar Association Elder Law Bootcamp: Basics and Beyond (April 2017).  

  • Co-author, Smith v. Shaughnessy, Slippery Remainder Interests and the Intersection of Gift and Estate Taxes, 42 ACTEC L. J. 53 (Spring 2017). 

  • Speaker, Inheriting Expectations Around Wealth and Values, The Northern Trust Company Family Firm Forum (November 2016). 

  • Faculty Member, American Bankers Association National Trust School, Emory University (2016). 

  • Speaker, Avoiding Litigation, A Practical Guide to Trust Administration, IICLE Continuing Education Program  (October 2013). 

  • Co-author, Estate and Trust Mediation:  A Guide for Advisors and Fiduciaries, ALI-ABA Advanced Course of Study on Representing Estate and Trust Beneficiaries and Fiduciaries (July 2011).  

  • Co-author, Building Profitable Relationships with Centers of Influence, Bank Investment Consultant Magazine (August 2009). 

  • Speaker, Top 10 Estate Planning Techniques and More, Lorman Continuing Legal Education Seminar (May 2008). 

  • Co-author, Using Facilitative Mediation in a Changing Estate Planning Practice, Estate Planning Magazine (December 2005). 

  • Co-author, Using Mediation to Stem the Tide of Litigation in the Ocean of Family Wealth Transfers, Disp. Res. J. (November  2004). 

  • Co-author, Total Return Trusts Give Trustees Flexibility in Ever-changing Markets, Illinois Bar Journal (May 2003).