Estate Planner’s Day 2027
Jane Gorham Ditelberg, Chief Tax Strategist Northern Trust
Emil J. Ali, Partner McCabe & Ali, LLP
Noteworthy Planning: Wealth Transfer Planning With Promissory Notes - Jane Gorham Ditelberg
Program
Tax Planning for Concentrated Positions in Highly Appreciated Securities - Jane Gorham Ditelberg
Program
About Jane Gorham Ditelberg
Jane is a Senior Vice President and Chief Tax Strategist for Northern Trust. She is responsible for developing Northern Trust’s perspective and insights on tax issues, including individual and entity income taxation, employee benefits and executive compensation, estate, GST and gift taxation, and fiduciary income taxation. She publishes Northern Trust’s weekly newsletter, Tax News You Can Use.
Prior to joining Northern Trust, Jane spent a combined 17 years in the private practice of law with Foley & Larder and then Sidley LLP in Chicago, where her practice was limited to trusts, estates, and related areas of taxation. Jane received her Bachelor of Arts degree with distinction in all subjects from Cornell University in 1988 and her J.D. degree magna cum laude from the University of Michigan Law School. Jane is a fellow of the American College of Trust and Estate Counsel. She is a frequent author and lecturer on a wide range of trust, estate and tax topics for national audiences of trust and estate professionals.
About Emil J. Ali
Emil J. Ali is a partner at McCabe & Ali, LLP, where his practice focuses on representing investment advisers and lawyers in regulatory matters. He defends licensed professionals in regulatory and professional conduct investigations, enforcement actions, arbitrations, and court cases.
Emil previously worked at the U.S. Department of Labor’s Employee Benefits Security Administration, where he focused on ERISA. That experience helps him guide clients through ERISA’s complex provisions, including fiduciary obligations. He also served as a Special Assistant United States Attorney in the District of Columbia.
Emil also represents attorneys and law firms. He handles state bar ethics defense in California, Oregon, and the District of Columbia, and advises law firms and in-house counsel on conflicts, privilege, sanctions motions, lateral transitions, partner departures, and trust account rules. He is routinely retained as an expert on disqualification, conflicts, privilege, and confidentiality, and teaches legal ethics as an adjunct professor at Lewis and Clark Law School.
SAEPC Member - $295
Non-Member - $395
Thank you to our Estate Planners Day Sponsors
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Cancellation policy
Cancellation by 1/2/27 — Refund minus $100
through 1/2/27, a registration may be transferred to another person for $60 plus any applicable difference in fees.
After 1/15/27, no refunds or transfers
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