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Attendees' Choice: Estate Planning 2018 Bundle

This Attendees’ Choice bundle is specially curated for all estate planning practitioners. We've taken the most highly rated sessions from the 2018 Estate Planning Short Course and Estate Planning Boot Camp and combined them into one bundle for one affordable price. Don't miss out on our attendees' favorite topics and speakers.
  • Credits: 4.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: BundleEP2018-2019
  • Formats:
    • e-learn

Description

The "Attendees' Choice" Estate Planning 2018 Bundle contains the following highly-rated sessions from the 2018 Estate Planning Short Course and Estate Planning Boot Camp programs:

Federal Income Taxation for Estate Planning & Administration
Understand recent developments in income tax matters and the impact on estate planning and administration.
Robert A. Romanoff, Levenfeld Pearlstein LLC, Chicago
Adam Garber, Levenfeld Pearlstein LLC, Chicago 

Charitable Deductions: Basic and Complex Issues
This session will begin with some basic concepts of charitable giving and then proceed to discuss the structure and income, estate and gift tax consequences of charitable gifts of securities, closely held business interests (C corporations, S corporations, partnerships), retirement plans, artwork, bitcoin, stock options, deferred compensation, life insurance, real estate, intellectual property, and cars, boats and planes.  In addition, compliance issues and substantiation rules will be reviewed as well as the unique rules that apply to the income tax charitable deduction available to estates and trusts under Section 642(c) of the Internal Revenue Code.
Jeremiah W. Doyle IV, BNY Mellon Wealth Management, Boston 

No Estate Tax? No Problem.  Advising your clients on updating their LLC Operating Agreements in light of significant changes to the Act
The purposes of this presentation are to highlight the various changes that have recently been made to the Illinois LLC Act, consider the ramifications of such changes, and evaluate what changes should be made to current and future LLC operating agreements.  For example, can or should you have an oral operating agreement?  What changes should be made regarding fiduciary duties?
Stephen A. Frost, Huck Bouma P.C., Wheaton
Natalie M. Perry, Barnes & Thornburg LLP, Chicago 

Essential Estate Tax Traps to Avoid
This session will focus on common estate planning mistakes that we should all avoid and will cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption. 
Robert T. Napier, Harrison & Held, LLP, Chicago and Naples, FL 

Client Intake & Communication
(0.75 Professional Responsibility)
This session will deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter.
Theodore E. Froum, Froum Law Group, LLC, Evanston 

Anatomy of an Estate Plan
This session will do a basic walk-through of the forms involved in estate planning, their purposes, and why you need to understand them.
Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

Content was originally presented as part of the 2018 Estate Planning Short Course and Estate Planning Boot Camp programs. MCLE Rules prohibit rewatching content for additional CLE credit.

Materials

This product does not contain any materials.

e-learn
$300.00 or 5.25 credits

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-03
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Anatomy of an Estate Plan Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Do a basic walk-through of the forms involved in estate planning, their purposes, and why you need to understand them. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1801-18E-02
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Client Intake & Communication in Estate Planning Category: Estate Planning & Probate, Ethics & Professional Responsibility, Practice Basics, Online Content, Programs, Estates & Trusts

Deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

View
  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-08
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Essential Estate Tax Traps to Avoid Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Focus on common estate planning mistakes that we should all avoid and cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

View

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