Do most of your clients have estates worth less than $4M? If so, this program is for you. It covers issues that are more common for those estates unaffected by current tax laws.
Credits: 5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
Friday, December 8, 2023
iHotel – Champaign and Live Webcast
8:30 – 8:50 Registration or Log on to the webcast through your account at www.iicle.com
8:50 - 9:00 Welcoming Announcements
9:00 – 10:00 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
10:00 – 10:15 Break
10:15 – 11:15 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
11:15 – 12:15 Disability Planning
L. Kaye DeSelms Dent, Dent Law Offices, Ltd., Effingham
12:15 – 1:15 Lunch (on your own)
1:15 – 2:15 Retirement Planning for the 99%
Chuck LeFebvre, Klaus LeFebvre & Wince LLP, Champaign & Villa Grove
2:15 – 3:15 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 &
3:15 – 3:30 Break
3:30 – 4:30 Stick It to the Man! How to Start and Grow Your Own Successful Estate Planning Practice
(1 Professional Responsibility pending approval)
Theodore E. Froum, Froum Law Group, LLC, Evanston & Chicago&
4:30 Adjourn
