Search

Products tagged with 'estate'

View as Grid List
Sort by
Display per page

16th Annual Elder Law Short Course (2020)

P9007-20U
Register now! The IICLE® 16th Annual Elder Law Short Course (virtual edition) will bring you up to speed on the latest in elder law ... from a safe social distance! New this Year: All registrants will have FREE access to the entire program online on-demand, with the opportunity to earn credit for breakout sessions missed at no additional charge.
From $600.00

Advising Elderly Clients and Their Families 2020 Edition

20ADVISELDRLY-U
This handbook is the go-to resource for elder law attorneys, providing practical advice and tips on advocating for the needs and interests of elderly clients.
From $175.00

Choice of Business Entity

P2052-20U
Learn about the various types of business entities and how to select the appropriate entity. Understand the management, organizational structure, and tax advantages/disadvantages of the S Corporation. In addition, review the fiduciary duties of business owners and shareholders for different types of business entities.
From $80.00

Client Communication for Next Generation Planning

P9004-20E-13
Members of Generation Z are already in the work force. Learn how to effectively navigate planning for your next generation clients before the next great transfer of wealth.
$80.00

I'm Middle-Class; Why Do I Need to Worry About Estate Taxes?

P1904-19E-05
Learn how to plan for the risk that the Illinois estate tax might be assessed, even when the risk is a possibility rather than a probability. Consider several applicable estate planning techniques which will help reduce or eliminate the imposition of the Illinois estate tax for couples who have accumulated over $4.0 million of combined assets (including house, retirement benefits, life insurance, etc.). Understand portability under the federal estate tax.
$80.00

Overview of Special Needs Planning Basics

P9016-20E-01
Special needs planning is not just a third-party or a first-party special needs trust. It is not just estate planning. In this session, learn basics of drafting and get suggestions for helpful additional provisions to include in special needs trusts. Understand how to effectively prepare for and conduct the initial consultation. We will also discuss topics you should cover, in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs.
$60.00

Prudent Investor Rule and Irrevocable Life Insurance Trusts Under the Illinois Trust Code

P1916-19E-08
Explore modernizing updates to the familiar Prudent Investor Rule, including consideration of environmental, social and corporate governance factors in prudent investment. Also learn more about modifications to the duties of trustees in the administration of life insurance trusts.
$30.00

Successful Custodial Claims: The Power of Preparation

P9007-19E-16
Many clients receive care from family members who may one day want to file a custodial claim against the estate for the work they did and the sacrifices they made. Learn the rules and timelines related to custodial claims, and the kind of input and documentation necessary for a clinical professional to develop a detailed and accurate valuation of the care provided.
$80.00
Filters
Sort
display