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Estate Planning & Probate On-Demand
Estate planning is critical for Illinois lawyers. These on-demand CLE programs cover essential topics such as drafting wills and trusts, tax planning strategies, fiduciary duties, and retirement account considerations. Each session delivers practical guidance backed by real-world examples to help you navigate complex issues with confidence.
Whether you’re building foundational skills or advancing techniques like GRATs and discretionary distributions, these courses let you learn at your own pace. Stream programs anytime, access comprehensive materials, and earn MCLE credit while strengthening your ability to provide exceptional service to your clients.
GRATS, CRATS, CRUTS - The Alphabet Soup of Estate Planning
P9004-25R-08A
Dive into the world of acronym trusts and their role in advanced estate planning. This session provides an overview of Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Annuity Trusts (CRATs), Charitable Remainder Unitrusts (CRUTs) and other acronym trusts, highlighting their unique features and strategic applications. Additionally, explore the reciprocal trust doctrine, its implications in estate planning, and how to structure trusts to avoid triggering unintended tax consequences. Originally presented as part of Estate Planning Short Course 2025.
$65.00
Discretionary Distributions: Balancing Trustee Authority and Beneficiary Needs
P9004-25R-07B
Discretionary distributions are a powerful estate planning tool, offering trustees the flexibility to address beneficiaries' unique circumstances. This session delves into the nuances of drafting and administering discretionary distribution provisions. Explore best practices for balancing trustee discretion with fiduciary obligations, mitigating conflicts among beneficiaries, and ensuring compliance with legal and tax considerations. Learn how to craft clear guidelines that align with the grantor's intent while providing trustees with the tools they need to make sound, equitable decisions. Originally presented as part of Estate Planning Short Course 2025.
$65.00
Basis Planning: Maximizing Tax Efficiency for Estates and Transfers
P9004-25R-06B
Basis planning is a critical tool for minimizing tax liabilities and maximizing asset value during estate planning and transfers. This session will explore strategies to optimize basis adjustments, including step-up and step-down considerations, and their impact on capital gains and estate taxes. Gain insights into common scenarios, such as gifting versus inheriting assets, and learn how to structure transactions to achieve favorable tax outcomes for your clients. Whether planning for lifetime gifts or post-mortem transfers, this session equips attorneys with the knowledge to enhance the financial benefits of their clients' estate plans. Originally presented as part of Estate Planning Short Course 2025.
$65.00
Estate Planning for Retirement Heavy Estates
P9004-25R-05B
Retirement accounts often form a significant portion of an estate, requiring specialized planning to maximize tax efficiency and ensure smooth transitions. This session covers strategies for managing estates heavily weighted with retirement assets, including planning during the client’s lifetime and post-death administration. Explore key topics such as required minimum distributions (RMDs), beneficiary designations, the SECURE Act's impact, and tax-efficient payout strategies. Originally presented as part of Estate Planning Short Course 2025.
$65.00