The Trusted Adviser |
November 2016 | Volume 9 · Number 10
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IN THE NEWS:
Twelfth Annual Harold I. Levine Real Estate Institute
Enhancing and Protecting Your Real Estate, Trust, and Estate Planning Practices
The 12th annual Harold I. Levine Real Estate Institute took place November 10, 2016, at the Oak Brook Marriott. The new suburban venue proved to be a popular choice among ATG agents—more than 200 of whom attended the program.
Attorneys' Title Guaranty Fund, Inc. (ATG), ATG Trust Company, and IRELA partnered to present a one-day continuing education event to cover topics pertinent to both real estate and estate planning attorneys:
- Due Diligence on Small Commercial Transactions
R. Kymn Harp, Robbins, Salomon & Patt, Ltd., Chicago, Illinois - Government Pitfalls and Solutions in Real Estate Transactions
George J. Arnold, II, Sosin, Arnold & Schoenbeck, Ltd., Orland Park, Illinois - Cyber Security Panel - Protecting Your Client and Yourself
Julio Bermudez, Senior Vice President, Executive Liability, Thompson Flanagan, Chicago, Illinois
Scott Renfroe, Chief of Supreme Court Practice, Attorney Registration and Disciplinary Commission, Chicago, Illinois
Ralph Schumann, Law Offices of Ralph Schumann, Schaumburg, Illinois
Christine Sparks, ATG Vice President and Managing Attorney - Claims and Audit, Chicago, Illinois - What's New for ATG and ATG Trust (including ALTA universal ID registration for title agents)
Jerry T. Gorman, ATG Senior Vice President, Champaign, Illinois
Kathryn Van Eeuwen, President and CEO, ATG Trust Company, Chicago, Illinois - Patrick Owens, DiMonte & Lizak, LLC, Park Ridge, Illinois
- Directed Trusts in Illinois
Ryan M. Holmes, Litigation and Personal Legal Services Practice Groups, Clark Hill, PC, Chicago, Illinois
Kathryn Van Eeuwen, President and CEO, ATG Trust Company, Chicago, Illinois
The event was free for all attendees and included continental breakfast and lunch, followed by a cocktail reception. The program qualified for 5.50 MCLE hours in Illinois, including 1.50 hours of Professional Responsibility. We've applied for 5.50 CLE and 1.50 Ethics hours in Wisconsin. ATG sends its thanks to the panel of speakers and all who attended. Questions or comments about the program, or suggestions for next year? Contact us.
Attorneys Samuel Levine and Gary Benson, longtime ATG member agents. Samuel is the son of Barbara and the late Harold I. Levine and of counsel at Miller Canfield, Chicago. During the program, ATG President Peter Birnbaum recognized Samuel from the podium, which was met with a rousing round of applause. |
Peter Birnbaum, ATG President; Matt Howeth, ATG agent, Wifler Law Group, Hawthorn Woods; Gina Llanas, ATG Underwriting Attorney, Chicago. |
ATG's Jerry Gorman, center, coordinates the annual Harold I. Levine Real Estate Institute each year and serves as moderator. He is a Senior Vice President, the head of ATG's Legal Education division, and an adjunct professor at the University of Illinois College of Law. He is shown here with several of the program speakers, from left:Julio Bermudez, Senior Vice President, Executive Liability, Thompson Flanagan, Chicago; Ralph Schumann, ATG agent, Schaumburg; Gorman; Scott Renfroe, Chief of Supreme Court Practice, Attorney Registration and Disciplinary Commission, Chicago; Christine Sparks, ATG Vice President and Attorney, Chicago. |
More than 200 ATG agents attended the Harold I. Levine Real Estate Institute. |
Scott Renfroe, Chief of Supreme Court Practice, Attorney Registration and Disciplinary Commission, Chicago, part of the Cyber Security panel, with Jerry Gorman, ATG Senior Vice President and moderator of the day's program. |
ATG agent Joel Chupack, Chicago, with Julio Bermudez, Senior Vice President, Executive Liability, Thompson Flanagan, Chicago, following Julio's presentation on Cyber Security - Insurance Coverage. |
R. Kymn Harp, Robbins, Salomon & Patt, Ltd., Chicago, covered Due Diligence on Small Commercial Transactions. He is shown here with program moderator, Jerry Gorman, ATG Senior Vice President. |
Natalie Pesin, ATG agent, Matuszewich & Kelly, LLP, Crystal Lake; Jim Dieker, ATG agent, Champaign. |
Ryan Holmes, Litigation and Personal Legal Services Practice Groups, Clark Hill, PC, Chicago, with Kathryn Van Eeuwen, ATG Trust President, Chicago. Both were speakers during the afternoon session, Directed Trusts in Illinois. |
John Pankau and Lisa Knauf, attorneys from Pankau Law Office, Itasca; Leon Anderson, ATG agent, Oak Park; Gwendolyn Bayless, ATG agent, Oak Park. |
At left is Ralph Schumann, ATG agent and IRELA President, Schaumburg, whose presentation gave many practical tips for cyber security in the law office. With him are Ed Lipsky, ATG agent, Buffalo Grove; Marc Blumenthal, ATG agent, IRELA Vice President, Buffalo Grove; Joel Halper, ATG agent, Chicago; John O'Brien, ATG Vice President, Arlington Heights; Monica Gurgiolo, attorney and current Chair of the NWSBA Estate Planning Committee, Rolling Meadows; Kelly Kawell, ATG Senior Account Manager, Chicago; Millie Palmer, ATG agent, Rolling Meadows. |
Longtime ATG agents and good friends, Terry Kane of Arlington Heights and John Haas of Mt. Prospect. |
Kathryn Van Eeuwen, ATG Trust President, Chicago; Patrick Owens, DiMonte & Lizak, LLC, Park Ridge.Patrick spoke on How to Deal with Real Estate in Estate Planning. |
ATG member agents Gary Benson and Jerry Jakubko, Chicago. |
[Last update: 11-21-16]
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