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Estate Planning Short Course 2024

Whether you're a seasoned estate planner or just beginning your journey, IICLE’s Estate Planning Short Course 2024 is a comprehensive program dedicated to unraveling the legal intricacies of estate planning. Don’t miss this opportunity to engage with experienced attorneys who will provide in-depth analysis of current regulations, tax implications, strategies, and best practices in estate planning.
Credits: 10.25 General, 1 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR

Thursday, May 16 and Friday, May 17, 2024
Convene at 333 North Green, Chicago
A block of overnight rooms are available at Homewood Suites by Hilton Chicago Downtown/West Loop 
for attendees until 4/15/24 by calling (800) 455-8667 and asking for the IICLE rate


Thursday, June 6 and Friday, June 7, 2024
iHotel and Conference Center, Champaign and Live Webcast
A block of overnight rooms are available at iHotel for attendees until 4/22/24 by clicking here or calling (217) 819-5000.
Use room block code SHORTC24, password 6nT^e when making your reservations.


DAY ONE

Moderated By: Chicago - Ashley C. Coppola, Chuhak & Tecson, P.C., Chicago
Champaign - Beth K. Flowers, Mathis, Marifian & Richter, LTD., Edwardsville

 

8:00                                     Registration or Log in to the webcast via your account at www.iicle.com

8:55                                     Opening Announcements

9:00 – 11:00                      Panel of Current Developments: New Law, New Regulations and How They Are Practically Applied
Panel Moderator: Stacy E. Singer, Northern Trust, Chicago&
Adam Garber, Levenfeld Pearlstein LLC, Chicago &
Karen Van Meter, McDermott Will & Emery LLP, Chicago
Ryan A. Walsh, Croke Fairchild Morgan & Beres LLC, Chicago &             

11:00 - 11:20                     BREAK 

11:20 – 12:20                    Divorce and Estate Planning

  •         Premarital and Postmarital Agreements
  •         Trust Scrutiny in Dissolution of Marriage Precedings
  •         Uniform Cohabitants' Economic Remedies Act

Chicago – Adam M. Ansari, Clark Hill PLC, Chicago&
                  Morgan L. Stogsdill, Beermann LLP, Chicago
Champaign - Lorraine Cavataio, Sandberg Phoenix, O’Fallon&
                      T. Ryan Connor, Sandberg Phoenix, Edwardsville 

12:20 – 1:20                      LUNCH BREAK

1:20 – 2:35                        FEATURED PRESENTATION: The Good, the Bad and the Unknown: Exploring the Corporate Transperancy Act
The federal government has developed yet another tool to help crack down on money laundering and bad actors—this time by documenting who owns and controls closely held companies. Private companies that are accustomed to the privacy that state law has afforded them will now have to provide key information to the federal government about who actually owns and controls the companies, resulting in a first of its kind centralized repository in the United States for information about private entities. This new tool is the Corporate Transparency Act.  Join us as we provide an overview of the Corporate Transparency Act and discuss best practices in addressing its requirements with estate planning clients.”
Christopher Floss, ArentFox Schiff, LLP., Lake Forest
Caitlin A. Kelly, Katten Muchin Rosenman LLP, Chicago

2:35 - 2:55                         BREAK 

2:55 – 3:55                        SECURE Act Retirement Update
This presentation will address estate planning for retirement benefits in light of the SECURE Act, proposed regulations, SECURE 2.0 and other IRS guidance.  After a brief refresher of the foundational definitions and concepts, the focus will be on planning for the natural objects of one’s bounty: surviving spouses, children and other relatives.  If the final regulations are issued prior to the presentation, the speaker will incorporate them into the presentation.
Svetlana V. Bekman, Northern Trust, Chicago&

3:55 – 4:55                 Cybersecurity Best Practices: Protecting Client Information, Minimizing Risks and What To Do If You Are Compromised
(1 professional responsibility pending approval)
Colin C. Clark, Sandberg Phoenix, Edwardsville

4:55                                     Adjourn Day 1

DAY TWO

Track A Moderator:

Chicago - Hallie Ritzu, Olive Avenue LLC, Chicago
Champagn – James M. Lestikow, Harrison LLP, Springfield&


Track B Moderator:
 Chicago – Melissa Johnson, Generation Law, Ltd, Elmhurst
Champaign -
L. Kaye DeSelms Dent, Dent Coulson Elder Law, LLC., Effingham



Breakout Session 
8:45 AM – 9:45 AM

Track A

Introduction to Estate Planning Practice

Maribeth G. Berlin, Levenfeld Pearlstein, LLC, Chicago
Carrie A. Harrington, Levenfeld Pearlstein LLC, Chicago

 

Track B

Post-Death Estate Fixes

  • Disclaimers
  • QTIP elections
  • Beneficiary Designations
  • Irrevocable Trusts

Chicago - Jeanette Suarez Hunter, McDermott Will & Emery LLP, Chicago&
Champaign - Soffia Kuehner Gray, McDermott Will & Emery LLP, Chicago

Transition
9:45 AM – 9:55 AM

Breakout Session 2
9:55 AM – 10:55 AM

Track A

I
ntroduction to Drafting
Victoria L. Cejka, Harrison, LLP, Chicago
Thomas G. Hamill,
Harrison, LLP, Springfield &


Track B

Move It, Move It: Considerations for Estate Plan Clients Relocating to or from Illinois
This session will cover a review of matters relevant to clients moving out of Illinois, including estate taxes, trust law and POA matters, as well as issues that new Illinois residents should consider in those same areas when they enter our borders. 
Katherine L. Opel, Opel Bash Group, Edwardsville

Networking Break
10:55 AM – 11:15 AM

Breakout Session 3
11:15 AM – 12:15 PM

Track A


Introduction to IRAs
This session will help estate planners understand and advise on a variety of topics impacting nearly all clients with individual retirement accounts. Issues include tax deferral during the owner’s lifetime, required minimum distributions, qualified charitable distributions, beneficiary selection and beneficiary designations, spousal rollovers, and inherited IRAs.
Joseph N. Blumberg, Northern Trust, Chicago &


Track B

The Sun That Rises Also Sets - Tax Planning in Anticipation of Tax Cuts and Jobs Act 2025 Sunset
The December 31, 2025, sunset of many of the provisions of the 2017 Tax Cuts and Jobs Act which impacts private clients is quickly approaching. Who will the sunset affect and how will it affect them? What can we do to navigate the uncertainty of the 2024 election year and the 2024 Corporate Transparency Act developments, followed by the anticipated 2025 year-end reversion to lower gift, estate, and generation-skipping transfer tax exclusions and shifts in tax rates and deductions for individuals and businesses? We will provide practical insights and strategies in advising our clients and managing our practices in the upcoming season of transition.
Stephen I. Pratt, Levenfeld Pearlstein, LLC, Chicago
Suzanne L. Shier, Levenfeld Pearlstein, LLC, Chicago &

Lunch Break
12:15 PM – 1:30 PM

Breakout Session 4
1:30 PM – 2:30 PM

Track A

Introduction to Illinois Estate and Trust Administration
This session will provide an overview of the estate and trust administration process in Illinois, from client intake to closing the estate or trust. The information provided will be tailored to attorney’s who have been licensed for 0-5 years, with more focus on the simpler estate and trust administration scenarios. 
Lorraine Cavataio, Sandberg Phoenix, O’Fallon &
Nathan Levy, Sandberg Phoenix, St. Louis

Track B

Who’s the Trustee?

  •        how to correctly draft trustee succession provisions (considering unintended vacancy of office of co-trustees)
  •        how to change trustee succession of irrevocable trusts (NJSAs, decanting)
  •        Incapacity of trustees

Shawn M. McCullough, Harrison, LLP, Chicago

Transition
2:30 PM – 2:40 PM

Breakout Session 5
2:40 PM – 3:40 PM

Track A

Foundations and Frontiers in Illinois Estate Planning, Administration, and Litigation
This presentation will provide an introduction and discussion of variety of topics needed to navigate the complexities of estate planning, administration, and litigation within Illinois. We will delve into both the foundational principles and the nuances of guardianships, probate and trust litigation, special needs trusts, certain intricacies of the Illinois Trust Code, and issues related to Illinois estate tax issues. 
Elizabeth A. McKillip, Levin Schreder & Carey, Ltd., Lisle and Chicago&
Heather McPherson, McPherson Law Offices, Freeport

Track B

Drafting Tips to Avoid Litigation

  •         Personal property provision
  •         limiting disclosure of the full trust under 813.1
  •         use of trust protector

Robin D. Maher, Levin Schreder & Carey Ltd., Chicago&
Julie S. Pleshivoy, Taft Stettinius & Hollister LLP, Chicago&

 

Transition
3:40 PM – 3:50 PM

Plenary Session
3:50 PM – 4:50 PM

Understanding the Role Religious Diversity Plays in Your Clientele and in Your Practice
(1 diversity and inclusion professional credit pending approval)
Chicago - Moderator:
Ben A. Neiburger, 
Generation Law Ltd., Elmhurst &
Champaign – Moderatror: Katherine L. Opel, Opel Bash Group, Edwardsville

 

4:50 Adjourn

 

& = IICLE® Publications Author                       

 

 

 

 



Seminar
Live in-person in CHICAGO The live program registration automatically includes the online on-demand registration for free. You will see both in your cart at check-out.
SKU: P9004-24F-CHI
$700.00
decrease increase
Seminar
Live in-person in CHAMPAIGN The live program registration automatically includes the online on-demand registration for free. You will see both in your cart at check-out.
SKU: P9004-24F-CHA
$700.00
decrease increase
Live Webcast
Live webcast June 6-7, 2024 The live program registration automatically includes the online on-demand registration for free. You will see both in your cart at check-out.
SKU: P9004-24L
$650.00
decrease increase
Online On-Demand
Now available for pre-order. Product will be added to your account shortly following the program on 06/07/2024.
Online On-Demand, includes all breakout sessions
SKU: P9004-24R
$650.00 or 12.25 credits
decrease increase

Thursday, May 16 and Friday, May 17, 2024
Convene at 333 North Green, Chicago
A block of overnight rooms are available at Homewood Suites by Hilton Chicago Downtown/West Loop 
for attendees until 4/15/24 by calling (800) 455-8667 and asking for the IICLE rate


Thursday, June 6 and Friday, June 7, 2024
iHotel and Conference Center, Champaign and Live Webcast
A block of overnight rooms are available at iHotel for attendees until 4/22/24 by clicking here or calling (217) 819-5000.
Use room block code SHORTC24, password 6nT^e when making your reservations.


DAY ONE

Moderated By: Chicago - Ashley C. Coppola, Chuhak & Tecson, P.C., Chicago
Champaign - Beth K. Flowers, Mathis, Marifian & Richter, LTD., Edwardsville

 

8:00                                     Registration or Log in to the webcast via your account at www.iicle.com

8:55                                     Opening Announcements

9:00 – 11:00                      Panel of Current Developments: New Law, New Regulations and How They Are Practically Applied
Panel Moderator: Stacy E. Singer, Northern Trust, Chicago&
Adam Garber, Levenfeld Pearlstein LLC, Chicago &
Karen Van Meter, McDermott Will & Emery LLP, Chicago
Ryan A. Walsh, Croke Fairchild Morgan & Beres LLC, Chicago &             

11:00 - 11:20                     BREAK 

11:20 – 12:20                    Divorce and Estate Planning

  •         Premarital and Postmarital Agreements
  •         Trust Scrutiny in Dissolution of Marriage Precedings
  •         Uniform Cohabitants' Economic Remedies Act

Chicago – Adam M. Ansari, Clark Hill PLC, Chicago&
                  Morgan L. Stogsdill, Beermann LLP, Chicago
Champaign - Lorraine Cavataio, Sandberg Phoenix, O’Fallon&
                      T. Ryan Connor, Sandberg Phoenix, Edwardsville 

12:20 – 1:20                      LUNCH BREAK

1:20 – 2:35                        FEATURED PRESENTATION: The Good, the Bad and the Unknown: Exploring the Corporate Transperancy Act
The federal government has developed yet another tool to help crack down on money laundering and bad actors—this time by documenting who owns and controls closely held companies. Private companies that are accustomed to the privacy that state law has afforded them will now have to provide key information to the federal government about who actually owns and controls the companies, resulting in a first of its kind centralized repository in the United States for information about private entities. This new tool is the Corporate Transparency Act.  Join us as we provide an overview of the Corporate Transparency Act and discuss best practices in addressing its requirements with estate planning clients.”
Christopher Floss, ArentFox Schiff, LLP., Lake Forest
Caitlin A. Kelly, Katten Muchin Rosenman LLP, Chicago

2:35 - 2:55                         BREAK 

2:55 – 3:55                        SECURE Act Retirement Update
This presentation will address estate planning for retirement benefits in light of the SECURE Act, proposed regulations, SECURE 2.0 and other IRS guidance.  After a brief refresher of the foundational definitions and concepts, the focus will be on planning for the natural objects of one’s bounty: surviving spouses, children and other relatives.  If the final regulations are issued prior to the presentation, the speaker will incorporate them into the presentation.
Svetlana V. Bekman, Northern Trust, Chicago&

3:55 – 4:55                 Cybersecurity Best Practices: Protecting Client Information, Minimizing Risks and What To Do If You Are Compromised
(1 professional responsibility pending approval)
Colin C. Clark, Sandberg Phoenix, Edwardsville

4:55                                     Adjourn Day 1

DAY TWO

Track A Moderator:

Chicago - Hallie Ritzu, Olive Avenue LLC, Chicago
Champagn – James M. Lestikow, Harrison LLP, Springfield&


Track B Moderator:
 Chicago – Melissa Johnson, Generation Law, Ltd, Elmhurst
Champaign -
L. Kaye DeSelms Dent, Dent Coulson Elder Law, LLC., Effingham



Breakout Session 
8:45 AM – 9:45 AM

Track A

Introduction to Estate Planning Practice

Maribeth G. Berlin, Levenfeld Pearlstein, LLC, Chicago
Carrie A. Harrington, Levenfeld Pearlstein LLC, Chicago

 

Track B

Post-Death Estate Fixes

  • Disclaimers
  • QTIP elections
  • Beneficiary Designations
  • Irrevocable Trusts

Chicago - Jeanette Suarez Hunter, McDermott Will & Emery LLP, Chicago&
Champaign - Soffia Kuehner Gray, McDermott Will & Emery LLP, Chicago

Transition
9:45 AM – 9:55 AM

Breakout Session 2
9:55 AM – 10:55 AM

Track A

I
ntroduction to Drafting
Victoria L. Cejka, Harrison, LLP, Chicago
Thomas G. Hamill,
Harrison, LLP, Springfield &


Track B

Move It, Move It: Considerations for Estate Plan Clients Relocating to or from Illinois
This session will cover a review of matters relevant to clients moving out of Illinois, including estate taxes, trust law and POA matters, as well as issues that new Illinois residents should consider in those same areas when they enter our borders. 
Katherine L. Opel, Opel Bash Group, Edwardsville

Networking Break
10:55 AM – 11:15 AM

Breakout Session 3
11:15 AM – 12:15 PM

Track A


Introduction to IRAs
This session will help estate planners understand and advise on a variety of topics impacting nearly all clients with individual retirement accounts. Issues include tax deferral during the owner’s lifetime, required minimum distributions, qualified charitable distributions, beneficiary selection and beneficiary designations, spousal rollovers, and inherited IRAs.
Joseph N. Blumberg, Northern Trust, Chicago &


Track B

The Sun That Rises Also Sets - Tax Planning in Anticipation of Tax Cuts and Jobs Act 2025 Sunset
The December 31, 2025, sunset of many of the provisions of the 2017 Tax Cuts and Jobs Act which impacts private clients is quickly approaching. Who will the sunset affect and how will it affect them? What can we do to navigate the uncertainty of the 2024 election year and the 2024 Corporate Transparency Act developments, followed by the anticipated 2025 year-end reversion to lower gift, estate, and generation-skipping transfer tax exclusions and shifts in tax rates and deductions for individuals and businesses? We will provide practical insights and strategies in advising our clients and managing our practices in the upcoming season of transition.
Stephen I. Pratt, Levenfeld Pearlstein, LLC, Chicago
Suzanne L. Shier, Levenfeld Pearlstein, LLC, Chicago &

Lunch Break
12:15 PM – 1:30 PM

Breakout Session 4
1:30 PM – 2:30 PM

Track A

Introduction to Illinois Estate and Trust Administration
This session will provide an overview of the estate and trust administration process in Illinois, from client intake to closing the estate or trust. The information provided will be tailored to attorney’s who have been licensed for 0-5 years, with more focus on the simpler estate and trust administration scenarios. 
Lorraine Cavataio, Sandberg Phoenix, O’Fallon &
Nathan Levy, Sandberg Phoenix, St. Louis

Track B

Who’s the Trustee?

  •        how to correctly draft trustee succession provisions (considering unintended vacancy of office of co-trustees)
  •        how to change trustee succession of irrevocable trusts (NJSAs, decanting)
  •        Incapacity of trustees

Shawn M. McCullough, Harrison, LLP, Chicago

Transition
2:30 PM – 2:40 PM

Breakout Session 5
2:40 PM – 3:40 PM

Track A

Foundations and Frontiers in Illinois Estate Planning, Administration, and Litigation
This presentation will provide an introduction and discussion of variety of topics needed to navigate the complexities of estate planning, administration, and litigation within Illinois. We will delve into both the foundational principles and the nuances of guardianships, probate and trust litigation, special needs trusts, certain intricacies of the Illinois Trust Code, and issues related to Illinois estate tax issues. 
Elizabeth A. McKillip, Levin Schreder & Carey, Ltd., Lisle and Chicago&
Heather McPherson, McPherson Law Offices, Freeport

Track B

Drafting Tips to Avoid Litigation

  •         Personal property provision
  •         limiting disclosure of the full trust under 813.1
  •         use of trust protector

Robin D. Maher, Levin Schreder & Carey Ltd., Chicago&
Julie S. Pleshivoy, Taft Stettinius & Hollister LLP, Chicago&

 

Transition
3:40 PM – 3:50 PM

Plenary Session
3:50 PM – 4:50 PM

Understanding the Role Religious Diversity Plays in Your Clientele and in Your Practice
(1 diversity and inclusion professional credit pending approval)
Chicago - Moderator:
Ben A. Neiburger, 
Generation Law Ltd., Elmhurst &
Champaign – Moderatror: Katherine L. Opel, Opel Bash Group, Edwardsville

 

4:50 Adjourn

 

& = IICLE® Publications Author                       

 

 

 

 



Products specifications
Program Date5/16 - 5/17/2024
CategoryEstate Planning & Probate

Hotel Rooms in Chicago - Please Note that the Chicago Program is Not at the Hotel Location This Year

A block of overnight rooms are available at Homewood Suites by Hilton Chicago Downtown/West Loop 
for attendees until 4/15/24 by calling (800) 455-8667 and asking for the IICLE rate.


Hotel Rooms in Champaign at the iHotel

A block of overnight rooms are available at the iHotel for attendees until 4/22/24 by clicking here or calling (217) 819-5000.
Use room block code SHORTC24 when making your reservations.

Products specifications
Program Date5/16 - 5/17/2024
CategoryEstate Planning & Probate
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