Nov

    The Most Important Elements, Clauses and Ideas for Trust Design

    12 PM GMT

    During this program our panel of experts from the banking, legal and academic worlds will lead a discussion regarding:
    • Design and structure of trusts;
    • Key provisions for every trust agreement; and
    • Building flexibility into trusts to adjust and evolve over time.
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    Event Details

    Format

    Web

    Date

    Nov 03, 2015

    2015-11-03T12:00:00 2015-11-03T13:30:00 The Most Important Elements, Clauses and Ideas for Trust Design
    During this program our panel of experts from the banking, legal and academic worlds will lead a discussion regarding:
    • Design and structure of trusts;
    • Key provisions for every trust agreement; and
    • Building flexibility into trusts to adjust and evolve over time.

    Speakers

    Benetta Jenson

    JP Morgan Private Bank

    A Chicago-based wealth advisor at J.P. Morgan Private Bank, Benetta assists clients with the development of comprehensive, generational wealth transfer planning strategies. She was previously a partner in the Private Client Department of the law firm of McDermott Will & Emery in Chicago.

    Benetta is a Fellow of the American College of Trust and Estate Counsel (ACTEC) and was invited to join the College as part of its inaugural class of Fellows in the category of Fiduciary Counsel. Benetta frequently speaks and writes nationally on trust and estate planning topics. She is a member of the Estate and Gift Tax, International Tax Planning (former Vice-Chair), Continuing Legal Education (Vice-Chair), and Community Outreach Committees of the Real Property, Trust & Estate Law Section of the American Bar Association. She is also a member of the Illinois State Bar Association, the Federal Taxation and Trust Law (former Chair) Committees of the Chicago Bar Association, and the Chicago Estate Planning Council (Board of Directors). In addition, Benetta is a founding officer and former Chair of the Chicago branch of the international organization, Society of Trust and Estate Practitioners (known as STEP), and formerly served as an officer of the Executive Board of STEP USA. She also is a member of committees working on proposed Illinois trust legislation.

    She also serves as faculty for various courses at the Illinois Institute for Continuing Legal Education (IICLE) and is an Adjunct Professor at Northwestern University’s law school L.L.M. tax program, co-teaching “International Estate Planning.” She has served as faculty for the national estate planning conference, the Heckerling Institute on Estate Planning. Benetta has been quoted in trade and news periodicals, including CNBC and Morningstar.

    Benetta currently is a Governing Member of the Chicago Symphony Orchestra. She also serves on the Professional Advisory Council of the Chicago Community Trust and is also active with family private foundations.

    Benetta earned her J.D. from Loyola University Chicago School of Law and her Bachelor of Business Administration degree from the University of Wisconsin at Madison.

    Benetta resides in Chicago, Illinois with her husband.

    David Handler

    Kirkland & Ellis LLP
    David A. Handler, Kirkland & Ellis LLP, Chicago, IL

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