Unlock the Potential of Your Practice with Estate Planning for Smaller Estates!
Are you passionate about providing impeccable estate planning services tailored for clients with smaller, less complex assets? This program is designed exclusively for Illinois attorneys like you, who are committed to mastering the nuances of estate planning for modest estates.
Step into a world where current tax laws don't complicate your clients' wishes. With our program, you'll delve into the unique issues and opportunities that smaller estates present, ensuring that you're equipped with the knowledge to offer strategic, personalized guidance.
Purchase Individual Sessions HereCredits: 5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
Recorded: December 8, 2023
Estate Planning Basic Documents
Walk through the forms involved in estate planning, their purposes, and why you need to understand them.
Paul F. O’Keefe, O’Keefe Law Office, Chicago
Estate Tax Planning for the Beginner
Learn the basics of the Federal and Illinois estate tax and the basic strategies you can incorporate into your planning for the middle class. Understand basic planning principles for families that have accumulated, or have the potential to accumulate, over $4 million in wealth.
Shawn M. McCullough, Harrison, LLP, Chicago
Disability Planning
L. Kaye DeSelms Dent, Dent Law Offices, Ltd., Effingham
Retirement Planning for the 99%
Chuck LeFebvre, Klaus LeFebvre & Wince LLP, Champaign & Villa Grove
Post-Death Administration: An Overview of the Process and Best Practices for Efficiently Settling an Estate and Trust
As estate planners, we focus on how our client’s assets will be preserved, managed, and distributed after their death. But what happens when the client dies, and you are contacted by the fiduciary or heir to handle settling their estate? This presentation will provide a general overview of a “typical” non-contentious post-death administration with a focus on common tasks, deadlines, and best practices for keeping organized throughout the process.
Sarah Barnes, Harrison, LLP, Chicago &
Stick It to the Man! How to Start and Grow Your Own Successful Estate Planning Practice
(1 Professional Responsibility)
Theodore E. Froum, Froum Law Group, LLC, Evanston & Chicago&
Adjourn
