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  • Credits: 10.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 2 Other PR
  • Product ID: P9004-18U
  • Formats:
    • DVD
    • e-learn
    • Audio Download

61st Annual Estate Planning Short Course Category: Estate Planning & Probate, Trusts

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.

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  • Credits: 14.25 General, 1 Diversity/Inclusion PR, 1 MH/SA PR, 2 Other PR
  • Product ID: P9004-19U
  • Formats:
    • DVD
    • e-learn
    • Audio Download

62nd Annual Estate Planning Short Course Category: Estate Planning & Probate, Trusts, Programs

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!

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9004-19E-18
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Alexa: Prepare My Will! Understanding a Potpourri of Technological Frontiers Affecting the Estate Planning Practice: Unusual Assets (Cryptocurrency & Bitcoin), Electronic Wills and Other Advancements Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Online Content

Learn about the latest developments involving unusual assets such as cryptocurrency: how clients can own, titling issues, transfer issues for gifting and at death, and cybersecurity concerns. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1816-18E-03
  • Original Program Date: 11/14/2018
  • Formats:
    • e-learn

Allowance & Elections Against the Will Category: Estate Planning & Probate, Online Content, Programs

Learn how allowance and elections against the will are handled in the course of estate administration. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-04
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic First Person Special Needs Trusts Drafting Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Understand when should you use a (d)(4)(A) first party special needs trust versus using a third party SNT or a pooled first party SNT or an ABLE Account. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.5 Other PR
  • Product ID: P1901-19E-01
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic Overview of Special Needs Planning and Best Practices for Connecting with Special Needs Clients Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn about topics such as spenddown and the ABLE Act, also learn about the unique challenges of representing special needs clients and their families. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-03
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic Third Person Special Needs Trusts Drafting Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn everything you need to know about drafting third party special needs trusts. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-09
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Can You Keep a Secret? Should You? – Drafting and Administering Silent Trusts Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-07
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Charitable Deductions: Basic and Complex Issues Category: Estate Planning & Probate, Trusts, Online Content

Begin with some basic concepts of charitable giving and then discuss the structure and income, estate and gift tax consequences of charitable gifts of securities, closely held business interests, retirement plans, artwork, bitcoin, stock options, deferred compensation, life insurance, real estate, intellectual property, and cars, boats and planes. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1816-18E-04
  • Original Program Date: 11/14/2018
  • Formats:
    • e-learn

Claims Against the Estate Category: Estate Planning & Probate, Online Content, Programs

Get familiar with the process outlined in the Probate Code, including claims notice, filing claims, processing claims, late claims, contested claims, personal representative’s claims, and more. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.

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