Fredrick Weber

Sr. Vice President - Estate Settlement Services

50 S LaSalle Street, B6
Chicago, IL 60618
United States

fw14@ntrs.com

As an Estate Settlement Services Practice Leader at Northern Trust Company, Fred leads a team that guides families through the death-related administration of estates and trusts when Northern Trust acts as a fiduciary for a client who has died. Fred speaks often on topics related to death-related administration of estates and trusts. He has presented to the Illinois Institute for Continuing Legal Education (IICLE), the American College of Trust and Estate Counsel (ACTEC), the Chicago Bar Association, the Chicago Estate Planning Council, the American Bankers Association, the American Bar Association and the National Association of Charitable Gift Planners. He has also served as an adjunct professor at The John Marshall Law School where he developed and taught a course on post-death administration of estates and trusts. Before he joined Northern Trust in 2011, Fred spent seven years handling post-death administration of estates and trusts for another corporate fiduciary. Prior to becoming a professional fiduciary, Fred spent six years in private law practice as a trust, estate and probate attorney, and he also worked as a planned giving officer for a large public charity in Chicago. Between college and law school, Fred spent three years in Washington, DC working as a legislative aide for the late U.S. Senator Paul D. Wellstone (D-MN). Fred is a member of the Chicago Bar Association where he is a past chair of the Trust Law Committee. He is also a member of the Board of the Chicago Estate Planning Council, the Professional Advisory Committee to the Jewish Federation of Metropolitan Chicago, and the Chicago Council on Planned Giving. Fred is a long-time board member and past president of Shalva: A Response to Domestic Abuse in Jewish Homes. He also served as a trustee and vice president of Anshe Emet Synagogue in Chicago. Outside of his professional and community activities, Fred is a grateful and happy husband, a proud dad of three sons, a die-hard baseball fan, a music lover, a theatre goer, a movie fan and a Minnesota native who loves to bike, hike, read and travel.

CGP Conference Speaker

A Legacy Donor Just Died. Now What?!?!

Your organization has spent years, perhaps decades, cultivating a large estate gift from a generous and reliable donor who has recently died. You attended the funeral, comforted the family and expressed your gratitude along with your condolences. Several weeks have now passed and you have heard nothing from the executor, the trustee or the attorney. Now what? Estate and trust gifts come in all shapes, sizes and degrees of difficulty. Executors, trustees, and the attorneys who represent them come with a wide range of variation in their fiduciary expertise, their work ethic, their level of transparency, their attention to detail, their commitment to the job, and their independence. Charities, while typically very worthy of a deceased donor’s support, are sometimes viewed by the donor’s family with indifference, suspicion and on occasion, outright hostility. Circumstances can be made even more challenging when an indifferent or hostile family member also happens to be the fiduciary responsible for the delivery of a charitable bequest. This presentation will explore some “ripped-from-the-headlines” case studies designed to illustrate some of the obstacles to productive working relationships among charitable beneficiaries and fiduciaries following the death of a donor, and how to avoid those obstacles, work around them, and ultimately, to overcome them.

Case Studies, Administration

Fredrick

Weber

fw14@ntrs.com

I present on these topics as a part of my role at Northern Trust. I therefore do not charge a fee.

Yes

Yes