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Estate Planning for the 99% Boot Camp

Estate Planning for the 99% Boot Camp is designed for newer estate planning attorneys and those with clients with smaller estates. Our distinguished faculty have incorporated lessons learned from years of practical experience to provide you with a refreshed overview of foundational estate planning documents and insight into specific issues for the typical, everyday family. This program delivers the comprehensive Illinois-specific guidance that you need for your estate planning clients—register today!
Credits: 5.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR

Expires: March 1, 2023

Moderator: Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

Anatomy of an Estate Plan
Walk through the forms involved in estate planning, their purposes, and why you need to understand them.
Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

Client Intake & Communication
Explore the art 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.
Alison Pfeifle, Schiff Hardin LLP, Chicago 

Wills Overview
Review the essential provisions and important aspects of wills. 
Sarah J. Robinson, McDermott Will & Emery LLP, Chicago

Trusts Overview
Examine the basics of revocable trusts and then delve into various revocable trust structures and provisions that attorneys should consider for their clients. 
Grant Hendricks, Horwood Marcus & Berk Chartered, Chicago

Everyday Mistakes in Estate Planning
Ensure thoroughness in each stage of the planning process with a step-by-step checklist to help you avoid malpractice claims - from pre-engagement to document drafting to termination of representation.
Adam Garber, Levenfeld Pearlstein, LLC, Chicago
Steven Kriz
, Levenfeld Pearlstein, LLC, Chicago

Assets that Pass Outside Wills and Trusts
Understand the various types of assets that pass outside of a will or trust, the mechanism of conveyance, and applicable law.
Jennifer Y. Tolsky, Gould + Ratner, Chicago 

Estate Administration: What Happens After Someone Dies & Why That is Important
The death of a client is the true test of how all the estate planning plays out. Understanding the nuts and bolts of the estate administration process can help you anticipate potential problems in your drafting. We will cover how the attorney can help with the estate settlement responsibilities, tasks that will need to be completed and considerations for post-mortem tax planning.
Adam Novak, Northern Trust, Chicago

Adjourn

= IICLE® Publications Author

e-learn
SKU: P1904-21E
$275.00 or 6.00 credits
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USB Drive
SKU: P1904-21USB
Free shipping
$275.00
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Audio Download
Picture of Estate Planning for the 99% Boot Camp
SKU: P1904-21A
$275.00
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Expires: March 1, 2023

Moderator: Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

Anatomy of an Estate Plan
Walk through the forms involved in estate planning, their purposes, and why you need to understand them.
Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

Client Intake & Communication
Explore the art 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.
Alison Pfeifle, Schiff Hardin LLP, Chicago 

Wills Overview
Review the essential provisions and important aspects of wills. 
Sarah J. Robinson, McDermott Will & Emery LLP, Chicago

Trusts Overview
Examine the basics of revocable trusts and then delve into various revocable trust structures and provisions that attorneys should consider for their clients. 
Grant Hendricks, Horwood Marcus & Berk Chartered, Chicago

Everyday Mistakes in Estate Planning
Ensure thoroughness in each stage of the planning process with a step-by-step checklist to help you avoid malpractice claims - from pre-engagement to document drafting to termination of representation.
Adam Garber, Levenfeld Pearlstein, LLC, Chicago
Steven Kriz
, Levenfeld Pearlstein, LLC, Chicago

Assets that Pass Outside Wills and Trusts
Understand the various types of assets that pass outside of a will or trust, the mechanism of conveyance, and applicable law.
Jennifer Y. Tolsky, Gould + Ratner, Chicago 

Estate Administration: What Happens After Someone Dies & Why That is Important
The death of a client is the true test of how all the estate planning plays out. Understanding the nuts and bolts of the estate administration process can help you anticipate potential problems in your drafting. We will cover how the attorney can help with the estate settlement responsibilities, tasks that will need to be completed and considerations for post-mortem tax planning.
Adam Novak, Northern Trust, Chicago

Adjourn

= IICLE® Publications Author

Products specifications
Program Date3/24/2021
Products specifications
Program Date3/24/2021
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