Estate Planning for the 99% Boot Camp
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
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
| Program Date | 3/24/2021 |
| Program Date | 3/24/2021 |
Anatomy of an Estate Plan
Client Intake & Communication in Estate Planning
Trusts Overview
