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DTSTART:20270122T143000Z
DTEND:20270122T230000Z
LOCATION:Hacienda Del Sol Guest Ranch Resort, 5501 N. Hacienda del Sol Rd. Tucson, AZ., 85718
UID:2979420270122T143000ZEstate Planner’s Day 2027
DTSTAMP:20261107T155535Z
DESCRIPTION:\nJane Gorham Ditelberg, Chief Tax Strategist Northern Trust\nEmil J. Ali, Partner McCabe & Ali, LLP\n\n \n\nNoteworthy Planning: Wealth Transfer Planning With Promissory Notes - Jane Gorham Ditelberg\nProgram\nTax Planning for Concentrated Positions in Highly Appreciated Securities - Jane Gorham Ditelberg\nProgram\n\n\nAbout Jane Gorham Ditelberg\nJane 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.\n\nPrior 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.\n\nAbout Emil J. Ali\nEmil 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. \n\nEmil 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.\n\nEmil 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.\n\n \n\nSAEPC Member - $295\n\nNon-Member - $395\n\n \n\n \n\nThank you to our Estate Planners Day Sponsors\n\n           \n\n\n\n \n\n \n\n \n\n \n\nIf you are unable to view the reservation form please [Click here](https://form.jotform.com/form#) to be redirected\n\n \n\nCancellation policy\n\nCancellation by 1/2/27 â€” Refund minus $100 \n    through 1/2/27, a registration may be transferred to another person for $60 plus any applicable difference in fees.\n\nAfter 1/15/27, no refunds or transfers\n\n.\n\n \n
SUMMARY:Estate Planner’s Day 2027 - Southern Arizona Estate Planning Council 
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