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66th Annual Estate Planning Short Course

P9004-23U
The 66th Annual Estate Planning Short Course continues a rich tradition of providing premier CLE offerings for Illinois estate planning attorneys. Learn about disclaimers, charitable giving with non-charitable irrevocable trusts, estate planning issues surrounding divorce litigation, complex probate and trust assets, special needs estate planning, fiduciary issues surrounding digital assets and much more!
From $575.00

Illinois Estate Tax-Relationship to Federal Estate, Gift and GST Taxes, as well as The Relationship Between Forms 709, 706 and 1041

P2209-22E-06
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.
$60.00

Form 8971: Federal Tax Basis Reporting

P2209-22E-04
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.
$30.00

Form 706: Federal Estate Tax Return

P2209-22E-03
Proceed 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 completed forms are provided and discussed.
$60.00

Form 709: Federal Gift Tax Return-Includes An Introduction to the Topic and the Hypothetical

P2209-22E-02
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 completed forms will be provided and discussed.
$60.00

Trust Administration 2023 Edition

23TRSTADMIN-U
Complete guide covering all you need to know and providing numerous forms for your trust administration practice.
From $180.00

Revocable Grantor Trusts 2023 Edition

23REVGT-U
Essential handbook providing the guidance needed to use revocable grantor trusts in clients’ estate plans.
From $175.00

Estate Administration Fundamentals 2023 Edition

23EAFUND-U
A comprehensive guide to the estate administration process.
From $150.00

Representing Clients with Diminished Capacity-Litigating Disputed Estates and Trusts

P2208-22E-08
Avoid the traps of discipline or becoming a named defendant in litigation as we discuss your ethical obligations when representing clients with diminished capacity.
$60.00

Construing and Modifying Wills & Irrevocable Trusts-Litigating Disputed Estates and Trusts

P2208-22E-06
Fiduciaries, beneficiaries, and other interested parties often encounter circumstances necessitating a petition to a court of equity to modify or construe a testamentary instrument. This session discusses options under Illinois law to construe or modify irrevocable trusts and wills.
$30.00

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