Speaker: Raymond C. Odom, Director of Wealth Transfer Services
Topic: Legacy Planning
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."
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.
He has a B.A. from Valparaiso University and a J.D. from The Ohio State Mortiz College of Law.
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.
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.
He serves as a national subject manner expert in all aspects of wealth transfer planning with specific emphasis in outcome measured gifting.
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.