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63rd Annual Estate Planning Short Course (May 2020)

The 63rd Annual Estate Planning Short Course offers more than 18 hours of advanced instruction on Illinois estate planning law through carefully crafted sessions led by experienced estate planning attorneys.
Credits: 16.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 2 Other PR


Part I: 
Moderated By:
Beth K. Flowers, Mathis, Marifian & Richter, LTD., Edwardsville


Recent Developments in Federal Estate, Gift and Generation-Skipping Taxes

Learn about new law affecting this area in the last year.
Karen Van Meter, McDermott Will & Emery LLP, Chicago

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

Illinois Law: Case Decisions & Trends
Get up-to-date on new cases and Illinois legislation specifically applicable to estate planning, estate taxation, trusts, and more.
Ryan A. Walsh, Hamilton Thies & Lorch LLP, Chicago

FEATURED PRESENTATION: A Deep Dive On the Illinois Estate Tax 
Learn how the Illinois Estate Tax is really calculated! Understand how prior gifts impact the calculation, what is counted in the estate of a non-resident decedent vs. what types of property are deemed to be personal property, and many other nonintuitive nuances regarding Illinois Estate Tax law.
Christine R.W. Quigley, Schiff Hardin LLP, Chicago

Learning to Love the NEW Illinois Trust Code
Get an overview of important changes made by the new Illinois Trust Code.  Obtain tips and tools for learning and working with the ITC.
Susan T. Bart, Schiff Hardin LLP, Chicago
Adam M. Damerow, Katten Muchin Rosenman LLP, Chicago

Practical Implications of the NEW Illinois Trust Code
Understand how the Illinois Trust Code is actually being implemented, and get drafting tips and other pointers to update your documents into compliance with the new law to ensure you are properly representing your clients.
Carrie A. Harrington, Levenfeld Pearlstein LLC, Chicago
Pamela Lucina, Northern Trust, Chicago

Adjourn Day One 

Part II


TRACK A

TRACK B

Moderator:
May 5: Linda M. Strohschein, Strohschein Law Group, LLC, St. Charles & Wheaton
May 19: William A. Peithmann, The Peithmann Law Office, Mahomet

Moderator:
May 5: William A. Ensing, Ensing Law Firm, Ltd., Lake Forest
May 19: Katherine L. Opel, Weinheimer Opel Law Firm, PC, Edwardsville

Fire Cannot Kill A Dragon: Hot Topics In Privilege And Ethics Issues 
(1.0 Professional Responsibility)
Technology raises new challenges and ethical traps are lurking at every turn.  Understand recent cases and hot topics with respect to protecting privilege and avoiding unforeseen ethics issues.
David C. Blickenstaff, Schiff Hardin LLP, Chicago
Lorraine Cavataio, Sandberg Phoenix & von Gontard P.C., O’Fallon
Lauren J. Wolven, Levenfeld Pearlstein LLC, Chicago

Client Communication for Next Generation Planning
(1.0 Professional Responsibility)
Members of Generation Z are already in the work force.  Learn how to effectively navigate planning for your next generation clients before the great transfer of wealth.
Steven L. Kriz, Levenfeld Pearlstein LLC, Chicago

Protecting Humpty Dumpty, the Retirement Nest Egg: Recent Developments in Estate Planning for Retirement Assets
Prior to 2010, one could argue that, due to the relative estate/gift tax rates and exemptions then applicable and the number of clients to which the estate/gift tax applied, the majority of our planning time was necessarily focused on estate and gift tax planning techniques.  Learn why the case can be legitimately made that planners today should spend a disproportionate amount of planning time handling clients’ retirement benefits.
Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, MO

25 Common Drafting Issues - From Abatement to Validity (and Nearly Everything in Between)
Learn how to address a variety of common drafting issues encountered by practitioners on a daily basis, and receive drafting tips to achieve clients’ desired results.
Jonathan W. Michael, Dykema Gossett PLLC, Chicago
Adam Novak, Northern Trust, Chicago

Special Needs Trusts
Get up to date about what is new and exciting in the world of Special Needs Trusts, and learn how to draft trusts that will not create malpractice claims.
Ben A. Neiburger, Generation Law Ltd., Elmhurst

Estate Planning Without a Crystal Ball:  Designing and Drafting Trusts to Avoid Future Catastrophes
Featuring best practice tips for overall trust design, this session also provides an overview of important trust provisions and the pitfalls you may encounter in drafting them.  
Jane G. Ditelberg, Northern Trust, Chicago
David A. Handler, Kirkland & Ellis LLP, Chicago 
Benetta Y. Park, J.P. Morgan, Chicago

Do As I Say, Not As I Write: Perspectives on Drafting, Administration and Beyond
A trustee faces an array of demanding duties.  It is a difficult path to navigate, but well-prepared trustees navigate it successfully everyday.  Review common situations that give rise to liability and understand the steps that trustees can take to protect themselves and avoid missteps.
Ray J. Koenig III, Clark Hill PLC, Chicago
Stacy E. Singer, Northern Trust, Chicago

How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts Under Illinois Law
What happens when an old trust no longer serves your client’s needs? Learn strategies to modify an irrevocable trust and the pros and cons of each strategy.  Understand invoking trust protector’s powers, decanting, as well as both judicial and non-judicial reformations.
Amanda C. Andrews, Kozusko Harris Duncan, Chicago
Elizabeth A. Garlovsky, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest 
Natalie M. Perry, Rathje Woodward LLC, Wheaton

Divorce & Spendthrift Trusts
If you’ve ever advised a client or been told that creating a trust will protect those assets in the event of a beneficiary’s divorce, then you need to attend this presentation.  Learn first hand from a family and matrimonial law litigator how judges view trusts, and from an experienced trust and estate planner and litigator some best practices in drafting and in the administration of trusts when there is a divorce. 
Rebecca Wallenfelsz, Chapman and Cutler LLP, Chicago
Anna P. Krolikowska, K & R Family Legal Services L.L.P., Northbrook

Nuts & Bolts of Decanting a Trust
Compare the various scenarios in which a trust can be decanted under the new Illinois Trust Code.  Discuss the step-by-step processes needed for a valid decanting in each scenario.
Jessica Birnbaum, Schiff Hardin LLP, Chicago 
Joel A. Schoenmeyer, BMO Private Bank, Chicago

What To Do (Really!) About Digital Assets: Practical Planning and Administration Pointers
Illinois has a law regarding how fiduciaries can access digital assets, but it is still tricky for estate planning professionals to navigate a client’s digital assets.  Learn practical and timely pointers on how to address a client’s digital assets in the estate planning and administration process, including how a corporate fiduciary should address digital assets.

Benjamin P. Brunette, Selinger and Brunette, Madison, WI
Karin C. Prangley, Brown Brothers Harriman, Chicago

The Relevance of Probate in a Revocable Trust World
Learn details about the probate process, and why “probate avoidance” has become such a driving force in estate planning. Understand the impact of a formal probate proceeding on the fiduciaries, the beneficiaries and other key stakeholders, as well as ways the formal probate process can be an effective tool for the protection of all interested parties, even if not required by statute.
Fredrick B. Weber, Northern Trust, Chicago
Jena L. Levin, Foley & Lardner LLP, Chicago


Adjourn Program

The Business of Running an Estate Planning Practice (Also Known as “Oh, the Things They 

Never Taught Us In Law School!”)
(1.0 Professional Responsibility)
Whether you are a solo practitioner or an attorney in a large firm, there are many issues to handle when building and running a successful estate planning legal practice: conflict checks, form libraries, the use of paralegals, knowing when and how to bill the client, and more. Hear attorneys from small, medium and large firms discuss relevant issues and reveal their strategies for making an estate planning practice successful.  
Lorraine Cavataio, Sandberg Phoenix & von Gontard P.C., O’Fallon
Brett M. Dale, Huck Bouma P.C., Wheaton
Theodore E. Froum, Froum Law Group, LLC, Evanston & Chicago
Jane H. Pratt, Beal, Pratt & Pratt, Monmouth

e-learn
SKU: P9004-20E
$770.00 or 18.25 credits
decrease increase
DVD
SKU: P9004-20D
$770.00
decrease increase
Products specifications
Program Date5/4/2020
CategoryTrusts


Part I: 
Moderated By:
Beth K. Flowers, Mathis, Marifian & Richter, LTD., Edwardsville


Recent Developments in Federal Estate, Gift and Generation-Skipping Taxes

Learn about new law affecting this area in the last year.
Karen Van Meter, McDermott Will & Emery LLP, Chicago

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

Illinois Law: Case Decisions & Trends
Get up-to-date on new cases and Illinois legislation specifically applicable to estate planning, estate taxation, trusts, and more.
Ryan A. Walsh, Hamilton Thies & Lorch LLP, Chicago

FEATURED PRESENTATION: A Deep Dive On the Illinois Estate Tax 
Learn how the Illinois Estate Tax is really calculated! Understand how prior gifts impact the calculation, what is counted in the estate of a non-resident decedent vs. what types of property are deemed to be personal property, and many other nonintuitive nuances regarding Illinois Estate Tax law.
Christine R.W. Quigley, Schiff Hardin LLP, Chicago

Learning to Love the NEW Illinois Trust Code
Get an overview of important changes made by the new Illinois Trust Code.  Obtain tips and tools for learning and working with the ITC.
Susan T. Bart, Schiff Hardin LLP, Chicago
Adam M. Damerow, Katten Muchin Rosenman LLP, Chicago

Practical Implications of the NEW Illinois Trust Code
Understand how the Illinois Trust Code is actually being implemented, and get drafting tips and other pointers to update your documents into compliance with the new law to ensure you are properly representing your clients.
Carrie A. Harrington, Levenfeld Pearlstein LLC, Chicago
Pamela Lucina, Northern Trust, Chicago

Adjourn Day One 

Part II


TRACK A

TRACK B

Moderator:
May 5: Linda M. Strohschein, Strohschein Law Group, LLC, St. Charles & Wheaton
May 19: William A. Peithmann, The Peithmann Law Office, Mahomet

Moderator:
May 5: William A. Ensing, Ensing Law Firm, Ltd., Lake Forest
May 19: Katherine L. Opel, Weinheimer Opel Law Firm, PC, Edwardsville

Fire Cannot Kill A Dragon: Hot Topics In Privilege And Ethics Issues 
(1.0 Professional Responsibility)
Technology raises new challenges and ethical traps are lurking at every turn.  Understand recent cases and hot topics with respect to protecting privilege and avoiding unforeseen ethics issues.
David C. Blickenstaff, Schiff Hardin LLP, Chicago
Lorraine Cavataio, Sandberg Phoenix & von Gontard P.C., O’Fallon
Lauren J. Wolven, Levenfeld Pearlstein LLC, Chicago

Client Communication for Next Generation Planning
(1.0 Professional Responsibility)
Members of Generation Z are already in the work force.  Learn how to effectively navigate planning for your next generation clients before the great transfer of wealth.
Steven L. Kriz, Levenfeld Pearlstein LLC, Chicago

Protecting Humpty Dumpty, the Retirement Nest Egg: Recent Developments in Estate Planning for Retirement Assets
Prior to 2010, one could argue that, due to the relative estate/gift tax rates and exemptions then applicable and the number of clients to which the estate/gift tax applied, the majority of our planning time was necessarily focused on estate and gift tax planning techniques.  Learn why the case can be legitimately made that planners today should spend a disproportionate amount of planning time handling clients’ retirement benefits.
Robert K. Kirkland, Kirkland Woods & Martinsen LLP, Liberty, MO

25 Common Drafting Issues - From Abatement to Validity (and Nearly Everything in Between)
Learn how to address a variety of common drafting issues encountered by practitioners on a daily basis, and receive drafting tips to achieve clients’ desired results.
Jonathan W. Michael, Dykema Gossett PLLC, Chicago
Adam Novak, Northern Trust, Chicago

Special Needs Trusts
Get up to date about what is new and exciting in the world of Special Needs Trusts, and learn how to draft trusts that will not create malpractice claims.
Ben A. Neiburger, Generation Law Ltd., Elmhurst

Estate Planning Without a Crystal Ball:  Designing and Drafting Trusts to Avoid Future Catastrophes
Featuring best practice tips for overall trust design, this session also provides an overview of important trust provisions and the pitfalls you may encounter in drafting them.  
Jane G. Ditelberg, Northern Trust, Chicago
David A. Handler, Kirkland & Ellis LLP, Chicago 
Benetta Y. Park, J.P. Morgan, Chicago

Do As I Say, Not As I Write: Perspectives on Drafting, Administration and Beyond
A trustee faces an array of demanding duties.  It is a difficult path to navigate, but well-prepared trustees navigate it successfully everyday.  Review common situations that give rise to liability and understand the steps that trustees can take to protect themselves and avoid missteps.
Ray J. Koenig III, Clark Hill PLC, Chicago
Stacy E. Singer, Northern Trust, Chicago

How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts Under Illinois Law
What happens when an old trust no longer serves your client’s needs? Learn strategies to modify an irrevocable trust and the pros and cons of each strategy.  Understand invoking trust protector’s powers, decanting, as well as both judicial and non-judicial reformations.
Amanda C. Andrews, Kozusko Harris Duncan, Chicago
Elizabeth A. Garlovsky, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest 
Natalie M. Perry, Rathje Woodward LLC, Wheaton

Divorce & Spendthrift Trusts
If you’ve ever advised a client or been told that creating a trust will protect those assets in the event of a beneficiary’s divorce, then you need to attend this presentation.  Learn first hand from a family and matrimonial law litigator how judges view trusts, and from an experienced trust and estate planner and litigator some best practices in drafting and in the administration of trusts when there is a divorce. 
Rebecca Wallenfelsz, Chapman and Cutler LLP, Chicago
Anna P. Krolikowska, K & R Family Legal Services L.L.P., Northbrook

Nuts & Bolts of Decanting a Trust
Compare the various scenarios in which a trust can be decanted under the new Illinois Trust Code.  Discuss the step-by-step processes needed for a valid decanting in each scenario.
Jessica Birnbaum, Schiff Hardin LLP, Chicago 
Joel A. Schoenmeyer, BMO Private Bank, Chicago

What To Do (Really!) About Digital Assets: Practical Planning and Administration Pointers
Illinois has a law regarding how fiduciaries can access digital assets, but it is still tricky for estate planning professionals to navigate a client’s digital assets.  Learn practical and timely pointers on how to address a client’s digital assets in the estate planning and administration process, including how a corporate fiduciary should address digital assets.

Benjamin P. Brunette, Selinger and Brunette, Madison, WI
Karin C. Prangley, Brown Brothers Harriman, Chicago

The Relevance of Probate in a Revocable Trust World
Learn details about the probate process, and why “probate avoidance” has become such a driving force in estate planning. Understand the impact of a formal probate proceeding on the fiduciaries, the beneficiaries and other key stakeholders, as well as ways the formal probate process can be an effective tool for the protection of all interested parties, even if not required by statute.
Fredrick B. Weber, Northern Trust, Chicago
Jena L. Levin, Foley & Lardner LLP, Chicago


Adjourn Program

The Business of Running an Estate Planning Practice (Also Known as “Oh, the Things They 

Never Taught Us In Law School!”)
(1.0 Professional Responsibility)
Whether you are a solo practitioner or an attorney in a large firm, there are many issues to handle when building and running a successful estate planning legal practice: conflict checks, form libraries, the use of paralegals, knowing when and how to bill the client, and more. Hear attorneys from small, medium and large firms discuss relevant issues and reveal their strategies for making an estate planning practice successful.  
Lorraine Cavataio, Sandberg Phoenix & von Gontard P.C., O’Fallon
Brett M. Dale, Huck Bouma P.C., Wheaton
Theodore E. Froum, Froum Law Group, LLC, Evanston & Chicago
Jane H. Pratt, Beal, Pratt & Pratt, Monmouth

Products specifications
Program Date5/4/2020
CategoryTrusts
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