Legacy Planning

  • Wednesday, April 17, 2019
  • 7:00 AM - 9:00 AM
  • Hilton Hotel, Lisle/Naperville

Registration

  • TWO VOUCHERS PER MEMBER PER YEAR. REGISTRATION CODE REQUIRED.
    Please note that guests may attend one meeting per lifetime with a voucher, after which they may attend at non-member rate or choose to join.

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Speaker: Raymond C. Odom, Director of Wealth Transfer Services 

Topic: Legacy Planning

Description:

Positive Psychology and Neurological advances offer estate planners a new paradigm to view family gifts as originating from same “will to good” as charitable gifts.  This slight change in thinking  creates an exponentially greater opportunity for planned charitable gifts.  However, there is a formidable barrier.  The traditional habits and patterns that made clients wealthy, and planners profitable for the past 75 years will ineffective for future legacy planning.  This talk will demonstrate why estate planning as ‘defined benefit planning’ is the best way to assure  legacy success.

About Our Speaker:

“I work closely with regional offices, teams, and wealth strategists across the country to help affluent clients quantify wealth consumption, minimize wealth confiscation and optimize wealth contribution."

EXPERIENCE

Ray began his career at Northern Trust in 1980 in the role of tax counsel and has spent time as an estate planning attorney and trust administrator.

EDUCATION

He has a B.A. from Valparaiso University and a J.D. from The Ohio State Mortiz College of Law.

CREDENTIALS

Ray is a senior vice president, elected to be an ACTEC Fellow (American College of Trust and Estate Counsel). He is also a Certified Financial Planner, and taught as an adjunct professor in the MBA program of Benedictine University. He is an attorney certified to practice law in Illinois and before the U.S. Tax Court.

INTERESTS

Ray and his wife married in 1980 and have seven children and nine grandchildren. He has enjoyed leading lunchtime Bible studies and coaching middle school and high school football.

EXPERTISE

He serves as a national subject manner expert in all aspects of wealth transfer planning with specific emphasis in outcome measured gifting.

COMMUNITY INVOLVEMENT

Ray is a past chairman of the DuPage, IL Housing Authority. He has also served as a deacon, elder and ordained youth pastor at churches within his community.



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