This premier program for Illinois estate planners features two days of advanced estate and trust planning education from the top legal minds in the state.

This popular annual program for Illinois estate planners combines two full days of advanced estate and trust planning education from the top legal minds in the state with an unprecedented opportunity for professional networking. Topics covered this year include the new Section 199A qualified business interests deduction, the new Illinois Uniform Power of Appointment Act, estate planning with the increased federal exemption under the Tax Cuts & Jobs Act, the generation-skipping transfer exemption, trustee compensation, family business succession planning, and much more!

This session covers the common law duty to inform beneficiaries about their trust interests and how to draft and administer trusts when the settlor wants to keep the beneficiaries’ interests secret. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Examine privilege in the estate planning context, distinguish the work product doctrine, and particularly focus on communications involving accountants, wealth management advisors, and other members of the estate planning team. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Topics will include prenuptial and postnuptial agreements, income tax consequences of divorce, addressing obligations from prior marriages, QTIP and gift trusts, portability elections and gift planning. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

This collection includes 10 essential automated and fully editable IICLE® forms that make drafting for estate planners more streamlined and accurate.

A fresh look at non-traditional perspectives and opportunities in designing and implementing “ordinary” marital estate planning, being responsive to newer laws and transitionary or uncertain circumstances, and trickle down effects to the spouses’ intended beneficiaries. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Understand recent developments in income tax matters and the impact on estate planning and administration. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

An update on how individuals should document and preserve records in connection with a change of domicile for Illinois income tax and estate tax purposes. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Learn what planning options are available for Minors and Disabled Persons, pursuant to the Probate Act and the discretion provided the Courts. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Get up-to-date on new cases and Illinois legislation specifically applicable to estate planning, estate taxation, trusts, and more. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

A fresh look at non-traditional perspectives and opportunities in designing and implementing “ordinary” marital estate planning, being responsive to newer laws and transitionary or uncertain circumstances, and trickle down effects to the spouses’ intended beneficiaries. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

An update on how individuals should document and preserve records in connection with a change of domicile for Illinois income tax and estate tax purposes. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Focus on the most critical rules involving IRAs and planning to avoid bad investment and distributions decisions. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Come along for a grand tour of the core property law concepts governing powers of appointment, including exercising and disclaiming powers, creditor access, conflict of law issues, as well as the rule against perpetuities. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

This presentation highlights actions that can be taken to allow for the smooth administration of trusts and estates after death. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

An overview of the new law affecting this area in the last year. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Insight about the do’s and don’ts of distribution standards. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Review fundamentals of Fiduciary Accounting and Tax Accounting using real world examples as well as tax traps and the income tax consequences of funding bequests. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Learn how using these letters can enhance your practice and your bottom line while keeping you on the right side of the ethics issues. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.