Search

Essential Estate Tax Traps to Avoid

This session will focus on common estate planning mistakes that we should all avoid and will cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption.

Originally presented as part of the Estate Planning Boot Camp.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P1801-24R-08
$50.00 or 0.75 credits
decrease increase

Expiration Date-12/01/2026

This session will focus on common estate planning mistakes that we should all avoid and will cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption. 

Allison K. Pfeifle, ArentFox Schiff LLP, Chicago

Expiration Date-12/01/2026

This session will focus on common estate planning mistakes that we should all avoid and will cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption. 

Allison K. Pfeifle, ArentFox Schiff LLP, Chicago

Products specifications
CategoryEstate Planning & Probate
Program Date12/03/2024
Products specifications
CategoryEstate Planning & Probate
Program Date12/03/2024
Customers who bought this item also bought

Understanding Life Insurance as Part of an Estate Plan

P1801-24R-07
This session will summarize the key tax and estate planning benefits that can be achieved by carefully incorporating a life insurance policy in a client’s estate plan. In addition, it will address the differences between term and permanent life insurance, determining who should be the owner and beneficiary of the life insurance policy, how best to fund a trust-owned life insurance policy, and avoiding the troublesome “transfer-for-value” rule.

Originally presented as part of the Estate Planning Boot Camp.
$35.00

Everyday Mistakes in Estate Planning

P1801-24R-05
This session will walk you through a checklist to ensure thoroughness in each stage of the planning process, from pre-engagement to document drafting to termination of representation, to help you avoid malpractice claims. Additionally, a Q&A session will address specific issues that arise in everyday practice.

Originally presented as part of the Estate Planning Boot Camp.
$50.00

Basic Provisions of a Will

P2121-25R-02
What are the standard components for a will without a trust or a pour-over will? Learn more about how to name the executor and guardians and what boilerplate to include, along with requirements of a basic testamentary trust under a will and a basic revocable trust agreement. Originally presented as part of Fundamentals of Will Drafting 2025
$65.00
Filters
Sort
display