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: | Moderator: |
Fire Cannot Kill A Dragon: Hot Topics In Privilege And Ethics Issues | Client Communication for Next Generation Planning |
Protecting Humpty Dumpty, the Retirement Nest Egg: Recent Developments in Estate Planning for Retirement Assets | 25 Common Drafting Issues - From Abatement to Validity (and Nearly Everything in Between) |
Special Needs Trusts | Estate Planning Without a Crystal Ball: Designing and Drafting Trusts to Avoid Future Catastrophes |
Do As I Say, Not As I Write: Perspectives on Drafting, Administration and Beyond | How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts Under Illinois Law |
Divorce & Spendthrift Trusts | Nuts & Bolts of Decanting a Trust |
What To Do (Really!) About Digital Assets: Practical Planning and Administration Pointers Benjamin P. Brunette, Selinger and Brunette, Madison, WI | The Relevance of Probate in a Revocable Trust World |
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
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: | Moderator: |
Fire Cannot Kill A Dragon: Hot Topics In Privilege And Ethics Issues | Client Communication for Next Generation Planning |
Protecting Humpty Dumpty, the Retirement Nest Egg: Recent Developments in Estate Planning for Retirement Assets | 25 Common Drafting Issues - From Abatement to Validity (and Nearly Everything in Between) |
Special Needs Trusts | Estate Planning Without a Crystal Ball: Designing and Drafting Trusts to Avoid Future Catastrophes |
Do As I Say, Not As I Write: Perspectives on Drafting, Administration and Beyond | How Irrevocable is Irrevocable? Ways to Modify Irrevocable Trusts Under Illinois Law |
Divorce & Spendthrift Trusts | Nuts & Bolts of Decanting a Trust |
What To Do (Really!) About Digital Assets: Practical Planning and Administration Pointers Benjamin P. Brunette, Selinger and Brunette, Madison, WI | The Relevance of Probate in a Revocable Trust World |
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
Program Date | 5/4/2020 |
Category | Trusts |
Program Date | 5/4/2020 |
Category | Trusts |