The 63rd Annual Estate Planning Short Course offers more than 18 hours of advanced instruction on Illinois estate planning law through carefully crafted sessions led by experienced estate planning attorneys.
This annual program is the pinnacle of estate planning education for Illinois attorneys. Offering more than 18 hours of in-depth education on issues of relevance and importance to attorneys across the state, this is the one program Illinois estate planners have deemed a "can't miss" for 64 years! Join us in 2021 for this always informative program. Recording includes additional breakout sessions as well.
Learn how the Illinois estate tax is really calculated and how prior gifts impact the calculation. You’ll also learn what is and is not deemed to be personal property in the estate of a non-resident decedent, and many other non-intuitive nuances regarding Illinois estate tax law.
What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.
This valuable guide assists attorneys in choosing the most effective means for protecting a client’s marital, family, and business assets while navigating tricky areas such as offshore trusts to avoid improper transfers.
Securities law is interwoven in planning for clients across the estate planning spectrum, including public company executives, entrepreneurs, fund managers, and family offices. Explore various compliance requirements and planning alternatives from the perspectives of a corporate attorney, an estate planner, and a corporate fiduciary. Learn about practical application of the securities laws, emphasizing situations that repeatedly arise in the context of estate planning and trust administration, including: accredited investors and qualified purchasers; special provisions applicable to trusts and closely held entities; information disclosure requirements and anti-fraud provisions; and registration requirements and relevant exemptions.
The Illinois Trust Code codifies the rules as to creditor’s rights to attach beneficial interests of settlors and beneficiaries. Learn these rules and pick up some drafting tips to protect beneficiaries.