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Thursday, January 8, 2026

IL ABLE: What Attorneys, Financial Advisors & CPAs Need to Know

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Lake County Estate Planning Council

LAKE COUNTY ESTATE PLANNING COUNCIL

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Leadership

President

Nimisha Patel, CPA, CAA, AEP®
Pinnacle Worldwide
847-680-3829
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Vice President

Michael L. Ralph Jr, Jr.
Ralph, Schwab & Schiever, Chtd.
847-367-9699
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1st Vice President/Membership

David Stachowiak, CPFA, CFF®
Simply Sophisticated Wealth Planning
773-742-1959
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Secretary

Carrie Zuniga
Lesser Lutrey Pasquesi & Howe LLP
8472958800
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Treasurer

Kate Krallitsch
Care Navigators
847-268-4415
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Immediate Past President

Jeffrey O'Kelley
Lesser Lutrey Pasquesi & Howe, LLP
847-295-8800
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Chair - Media, Relations & Sponsorship

Delante Greer, ChFEBC
Opulentia LLC
7085059719
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Chair - Young Professional Committee

Jordan Fraser
Longwall Family Office
2146836381
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UPCOMING EVENTS

January 8, 2026

IL ABLE: What Attorneys, Financial Advisors & CPAs Need to Know

Stephanie Kanter

See Event Details

March 5, 2026

Create Lifetime Income for Yourself and Help Others - CRT-Outright with Agricultural Beyond

Janita Pickett-Gordon and Michael Rorman of City of Hope

See Event Details

May 7, 2026

Navigating Elder Law in an Aging America: State and Federal Frameworks for the Next Decade

Lindsey Paige Markus, JD MA & Mallory A.MORENO

See Event Details

See Full Calendar

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