Estate Planning & Probate

PRE-ORDER Designed for busy practitioners, this resource equips Illinois attorneys with clear insight, practical strategies, and ready‑to‑use tools for navigating incapacity planning with precision and confidence.

The presentation will include a general overview of ethics, a discussion of the Rules of Professional Conduct as they relate to the practice areas of estate planning and elder law, the presentation and analyses of hypotheticals the lawyer may encounter in their estate planning and elder law practice and finally, tips to avoid an ARDC complaint.

What are the effects of Forms 706 and 709 on Form 1041? This session will look at a sample completed Form 1041 and pinpoint areas of interest.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.

Learn about the areas of overlap and differences between federal and Illinois estate tax law. Learn about challenges you might face if you have no federal estate tax but have an Illinois estate tax. The discussion will also include issues with establishing or changing domicile, structuring an estate plan to minimize Illinois estate tax, and questions you should ask your clients to avoid future Illinois estate tax problems.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.

This session will give you some general advice on post-death tax planning, including information to help you with formal elections and estate administration decisions. Materials will include a checklist of elections and decisions to aid you in this process. Finally, there will be a discussion on using disclaimers.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.

Basis consistency (IRC §1014(f)) and new reporting requirements with regard to property the value of which is included in a decedent’s gross estate for federal estate tax purposes to be reported to the IRS on Form 8971 and provided to the recipients of the property on Schedules A (IRC §6035) were enacted July 31, 2015. This presentation will overview these new Code sections, the pending Proposed Regulations (and final regulations if issued prior to the presentation), and the new Form 8971 and Schedule A.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.

This presentation will include a timeline for the estate tax return preparation process, a list of information to gather from the client, tips on preparing schedules for different types of assets, valuation issues, and a typical computation for the marital deduction. A sample estate tax return will also be presented based on the day’s hypothetical, including common elements in the estate of a second-to-die spouse.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.

We will walk step-by-step through the basics of federal gift tax preparation, including calculation of tax due, gift tax splits, and filing procedure and deadlines. Sample forms will be discussed.
Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971 2025.

This program discusses the handling of real estate in a decedent’s estate. After introducing the unique issues real estate can introduce into estate settlement, the program goes on to address topics and best practices helpful in resolving situations that can arise in this area.

This title is the estate attorney's hands-on guide through all aspects of the independent administration of decedents’ estates through the Illinois probate process.

MCLE Complete is your complete solution to fulfilling MCLE requirements. We've taken 30+ pre-selected hours of the best IICLE® programs in your practice area and combined them in one bundle for one affordable price.

Not included in IICLE® Online All-Access subscription.

MCLE Complete is your complete solution to fulfilling MCLE requirements. We've taken 30+ pre-selected hours of the best IICLE® programs in your practice area and combined them in one bundle for one affordable price.

Not included in IICLE® Online All-Access subscription.