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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: P1801-18E-03
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Anatomy of an Estate Plan Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Do a basic walk-through of the forms involved in estate planning, their purposes, and why you need to understand them. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 4.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: BundleEP2018-2019
  • Formats:
    • e-learn

Attendees' Choice: Estate Planning 2018 Bundle Category: Estate Planning & Probate, Trusts, Online Content

This Attendees’ Choice bundle is specially curated for all estate planning practitioners. We've taken the most highly rated sessions from the 2018 Estate Planning Short Course and Estate Planning Boot Camp and combined them into one bundle for one affordable price. Don't miss out on our attendees' favorite topics and speakers.

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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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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1801-18E-02
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Client Intake & Communication in Estate Planning Category: Estate Planning & Probate, Ethics & Professional Responsibility, Practice Basics, Online Content, Programs, Estates & Trusts

Deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1816-18E-08
  • Original Program Date: 11/14/2018
  • Formats:
    • e-learn

Closing the Estate Category: Estate Planning & Probate, Online Content, Programs

Review the steps to take when preparing to close the estate. Understand procedures which apply to supervised and independent administration. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 1 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-06
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Compassion Fatigue: Sustaining the Professional Self Category: Estate Planning & Probate, Trusts, Online Content, Mental Health and Substance Abuse

Learn methods to enhance or deplete professionals from a systemic viewpoint as well as coping strategies to minimize compassion fatigue and increase your health and well being. 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 General, 0.5 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1816-18E-10
  • Original Program Date: 11/14/2018
  • Formats:
    • e-learn

Cultural Sensitivity for Estate Planners Category: Estate Planning & Probate, Online Content, Programs, Diversity and Inclusion

Learn to become culturally sensitive and build an understanding or awareness as to how our actions impact others. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: H8029-18E
  • Original Program Date: 2/13/2018
  • Formats:
    • e-learn

Dealing with Behavioral Disorders Exhibited by Clients and Beneficiaries (Presented by the DuPage County Bar Association) Category: Estate Planning & Probate, Ethics & Professional Responsibility, DuPage County Bar Association

Review certain disorders addressed in the DSM-V that attorneys commonly confront in Estate Planning & Probate - speakers will offer tips to protect clients and attorney from the effects disorders can have on representation. Originally presented by the DuPage County Bar Association.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1816-18E-07
  • Original Program Date: 11/14/2018
  • Formats:
    • e-learn

Distributions in Estate Planning Category: Estate Planning & Probate, Online Content, Programs

Learn how to make proper distributions during the estate administration process. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.

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  • Credits: 0 General, 1 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-05
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Doing Diversity Right in the 21st Century Category: Estate Planning & Probate, Trusts, Online Content, Diversity and Inclusion

Learn about such unsuccessful practices, as well as how firms can rectify such practices in the name of fairness and social justice. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-09
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Drafting, Understanding and Enforcing Trustee Compensation Category: Estate Planning & Probate, Trusts, Online Content

Explore the scope of a trustee’s role and compensation, including the foundational legal standards governing trustee compensation. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 4.25 General, 0.5 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1816-18U
  • Original Program Date: 11/14/2018
  • Formats:
    • Audio Download
    • e-learn
    • DVD

Effective Estate Administration Category: Estate Planning & Probate, Programs

Handle every step of the estate administration process with ease, regardless of the size of the estate. Is probate required? What tax returns, if any, must be filed? Starting with the initial client interview, our experienced faculty will answer basic questions and also discuss more challenging situations that might arise through the closing of the estate. You will also get checklists, forms, sample letters and other documents to help you serve your clients better.

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

Effectively Employing the Tools Provided by a Decedent: Ever-Expanding No Contest Clauses and the Growing Use of Arbitration Clauses Category: Estate Planning & Probate, Trusts, Online Content

Learn why a greater frequency of estate plans are including mandatory arbitration provisions that require fiduciaries and beneficiaries to submit all disputes to arbitration, as well as how to best handle those provisions. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-08
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Essential Estate Tax Traps to Avoid Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Focus on common estate planning mistakes that we should all avoid and cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: H8044-18E-04
  • Original Program Date: 12/8/2017
  • Formats:
    • e-learn

Estate Planning & Probate 101: Help Your Clients Leave a Legacy, Not a Burden (Presented by the DuPage County Bar Association) Category: Estate Planning & Probate, Ethics & Professional Responsibility, Practice Basics, Online Content, DuPage County Bar Association

Learn how to help clients and prospective clients efficiently identify their goals, objectives, concerns and anxieties that validate the need for estate planning. Originally presented by the DuPage County Bar Association.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9004-18E-17
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Estate Planning As a Team Sport: Attorneys, Accountants and Other Advisors Working Together - Are Your Communications Privileged? Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-12
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Estate Planning Aspects of Divorce and Second Marriages Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 4.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.5 Other PR
  • Product ID: P1801-18U
  • Original Program Date: 2/16/2018
  • Formats:
    • DVD
    • Audio Download
    • e-learn

Estate Planning Boot Camp Category: Estate Planning & Probate

Designed for newer estate planning attorneys, this program provides a thorough overview and is chock-full of practice tips and sample forms! Client intake and communication, wills, trusts, life insurance, retirement benefits, as well as mistakes to avoid, are discussed.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-05
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Estate Planning for the 99%: “Ordinary” Planning for Married Couples Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: H8050-19E
  • Original Program Date: 12/6/2018
  • Formats:
    • e-learn

Estate Planning for Undocumented Families (Presented by the DuPage County Bar Association) Category: Estate Planning & Probate, Immigration, Online Content, DuPage County Bar Association

Learn simple estate planning tools which can be used to protect undocumented immigrants' assets and their minor children. Originally presented by the DuPage County Bar Association.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-10
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Estate Planning with the Increased Federal Exemption (Formulas; Basis; and Use of Federal, State and GST Exemptions) and Building in Flexibility to Maximize Basis Step Up Category: Estate Planning & Probate, Trusts, Online Content

Learn more about how the Tax Cuts & Jobs Act will affect your estate planning practice. 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 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9007-18E-06
  • Original Program Date: 10/8/2018
  • Formats:
    • e-learn

Ethical Obligations When Representing Fiduciaries Category: Elder Law, Estate Planning & Probate, Ethics & Professional Responsibility, Online Content

Hear scenarios in which guardians have found themselves in trouble, and get equipped with guidelines toward coaching guardians away from making mistakes and putting themselves at risk. Originally presented as part of the 14th Annual Elder Law Short Course, available in its entirety as P9007-18U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1801-18E-01
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Everyday Mistakes in Estate Planning Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Walk through a checklist to ensure thoroughness in each stage of the planning process, from pre-engagement to document drafting to termination of representation, to help you avoid malpractice claims. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-14
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Family Business Succession Planning Category: Estate Planning & Probate, Trusts, Online Content

Learn more about buy-sell agreements, valuation issues, and estate tax planning as they affect succession planning. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-02
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Federal Income Taxation for Estate Planning & Administration 2018 Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-02
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Federal Income Taxation for Estate Planning & Administration 2019 Category: Estate Planning & Probate, Trusts, Online Content

Understand recent developments in income tax matters and the impact on estate planning and administration. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-15
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Fleeing Illinois: State Income and Estate Tax Overview for Individuals and Fiduciaries Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1042-17E-02
  • Original Program Date: 12/12/2017
  • Formats:
    • e-learn

Form 706: Federal Estate Tax Return Category: Elder Law, Estate Planning & Probate, Online Content, Estates & Trusts

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. Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971, available in its entirety as P1042-17u.

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  • Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1042-17E-01
  • Original Program Date: 12/12/2017
  • Formats:
    • e-learn

Form 709: Federal Gift Tax Return Category: Elder Law, Estate Planning & Probate, Online Content, Estates & Trusts

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. Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971, available in its entirety as P1042-17u.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1042-17E-03
  • Original Program Date: 12/12/2017
  • Formats:
    • e-learn

Form 8971: Federal Tax Basis Reporting Category: Elder Law, Estate Planning & Probate, Online Content, Estates & Trusts

Overview the new Code sections, the pending Proposed Regulations, and the new Form 8971 and Schedule A. Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971, available in its entirety as P1042-17u.

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  • Credits: 6 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1042-17U
  • Original Program Date: 12/12/2017
  • Formats:
    • e-learn
    • Audio Download
    • DVD

Gift & Estate Tax Workshop: Forms 709, 706 & 8971 Category: Elder Law, Estate Planning & Probate, Tax, Programs, Webcasts, Estates & Trusts

Learn everything you need to know about expertly completing federal gift and estate tax forms 709 and 706. Forms 8971 and 1041, as well as post mortem tax planning and Illinois estate tax laws, will also be covered. Get your pencils ready: a hypothetical is utilized throughout the program, so that you can complete forms and calculations yourself in real-time to ensure understanding of these intricate tax forms.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-10
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Guardianship Estate Planning: Wills, Trusts, Beneficiary Designations and Tax Planning for Adjudicated Disabled Persons and Minors Category: Estate Planning & Probate, Trusts, Online Content, Guardianships

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: H8033-18E
  • Original Program Date: 3/15/2018
  • Formats:
    • e-learn

Guardianship: An Agent… or Guardian Angel? (Presented by the DuPage County Bar Association) Category: Estate Planning & Probate, DuPage County Bar Association, Guardianships

Learn what factors to consider with deciding if guardianship is the best choice for your child and their loved ones. Originally presented by the DuPage County Bar Association.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-17
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

How Do I Give Thee? Let Me Count the Ways: Public Charities, Donor Advised Funds, Community Foundations, Private Foundations, 501(c)(4) Organizations, L3Cs, Benefit Corporations, B-Corps and Charitable LLCs Category: Estate Planning & Probate, Trusts, Online Content

Understand the countless strategies that advisors can recommend to their clients to effectuate charitable giving. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1042-17E-05
  • Original Program Date: 12/12/2017
  • Formats:
    • e-learn

Illinois Estate Tax – Relationship to Federal Estate, Gift and GST Taxes Category: Elder Law, Estate Planning & Probate, Online Content, Estates & Trusts

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. Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971, available in its entirety as P1042-17u.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-03
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Illinois Law: Case Decisions & Trends 2018 Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-03
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Illinois Law: Estate Planning Case Decisions & Trends 2019 Category: Estate Planning & Probate, Trusts, Online Content

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 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P1816-18E-01
  • Original Program Date: 11/14/2018
  • Formats:
    • e-learn

Initial Steps in Advising the Family - Estate Administration Category: Estate Planning & Probate, Ethics & Professional Responsibility, Online Content, Programs

Get a practical overview of the estate administration process with a checklist approach. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.

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  • Credits: 1.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-02
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Intro to Government Benefits and Waiver Programs Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn about the basics of SSI, SSDI, Medicare, Medicaid, and waiver programs, and how to best protect your clients’ benefits. 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 Other PR
  • Product ID: P1816-18E-02
  • Original Program Date: 11/14/2018
  • Formats:
    • e-learn

Inventory & Accountings - Estate Administration Category: Estate Planning & Probate, Online Content, Programs

Learn how to keep interested persons properly informed, the process of marshaling the assets and preparing the inventory, the process for valuation of the property and investment of estate funds, the mechanics of distributions and sales during the course of administration, how to handle claims of the estate, and how to conduct a proper accounting. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.

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  • Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-04
  • Original Program Date: 5/15/2019
  • Formats:
    • e-learn

Just Passing Through: The 20 Percent Deduction for Qualified Business Income Category: Estate Planning & Probate, Trusts, Online Content

With federal estate tax estimated to affect only 1-in-1,500 families under current law, income tax planning has taken on greater importance. Section 199A is a relatively new provision of the Internal Revenue Code that allows owners of pass-through entities to deduct up to 20 percent of their qualified business income (QBI) … but the statute and proposed regulations are fraught with peril. 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: P1909-19Z
  • Original Program Date: 7/30/2019
  • Formats:
    • e-learn

Long Term Care in Estate Planning Category: Elder Law, Estate Planning & Probate, Online Content

Rethink traditional estate planning and why long-term care planning should be part of your estate planning practice.

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  • Credits: 25 General, 1.5 Diversity/Inclusion PR, 1 MH/SA PR, 5.5 Other PR
  • Product ID: MCLEEST1920
  • Formats:
    • e-learn

MCLE Complete - Estate Planning 2019-2020 Category: Estate Planning & Probate, MCLE Complete

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.

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  • Credits: 17 General, 1.5 Diversity/Inclusion PR, 1 MH/SA PR, 11.75 Other PR
  • Product ID: MCLEGEN1920
  • Formats:
    • e-learn

MCLE Complete - General Practice 2019-2020 Category: Criminal, Estate Planning & Probate, Family, Real Estate, Workers' Compensation, MCLE Complete

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.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9004-18E-06
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Momma Always Liked You Best: Mediation as an Alternative for Estate and Trust Disputes Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Alternative Dispute Resolution, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-11
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

New and Used Family Limited Partnerships - Where Are We At and What Should We Be Doing? Category: Estate Planning & Probate, Trusts, Online Content

Review key cases, analyze developments in the last 5 to 10 years, and understand (going forward) the creation, operation, and dissolution of family limited partnerships. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-16
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

No Estate Tax? No Problem. Advising your clients on updating their LLC Operating Agreements in light of significant changes to the Act Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-05
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Nuts & Bolts of Substitute Decision-Making: Powers of Attorney and Guardianships Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability , Guardianships

Under what circumstances is a guardianship advisable? Can a power of attorney be used as an alternative? 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: P1816-18E-05
  • Original Program Date: 11/14/2018
  • Formats:
    • e-learn

Overview of Taxes & Returns in Estate Planning Category: Estate Planning & Probate, Online Content, Programs

Go through the process of preparing the final tax return of the decedent. Originally presented as part of Effective Estate Administration, available in its entirety as P1816-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-14
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Please, Don’t Put It There: Navigating the Prohibited Transaction and Minimum Distribution Rules in IRAs Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1042-17E-04
  • Original Program Date: 12/12/2017
  • Formats:
    • e-learn

Post Mortem Tax Planning Category: Elder Law, Estate Planning & Probate, Tax, Online Content, Estates & Trusts

Get general advice on post-death tax planning, including information to help you with formal elections and estate administration decisions. Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971, available in its entirety as P1042-17u.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-13
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Power of Appointment – Property Law Issues Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1819-18Z
  • Formats:
    • e-learn

Powerful Branding for Success in Estate Planning Category: Estate Planning & Probate, Online Content

Explore the meaning of “brand”, the crafting of a “brand message”, translating that message into a “brand narrative” and finally, extending that narrative beyond marketing and sales. Learn how to weave your brand story through all aspects of your practice.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-18E-05
  • Original Program Date: 10/8/2018
  • Formats:
    • e-learn

Powers of Attorney: Breadth, Limitations & Modern Day Disputes Category: Elder Law, Estate Planning & Probate, Online Content

Understand the two types of attacks on Powers of Attorney: lack of capacity at execution and/or undue influence exerted upon the principal. Originally presented as part of the 14th Annual Elder Law Short Course, available in its entirety as P9007-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-08
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Preventing Post-Death Administrative and Probate Nightmares Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-01
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Recent Developments in Federal Estate, Gift and Generation-Skipping Taxes 2018 Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-01
  • Original Program Date: 5/15/2019
  • Formats:
    • e-learn

Recent Developments in Federal Estate, Gift and Generation-Skipping Taxes 2019 Category: Estate Planning & Probate, Trusts, Online Content

Learn about new law affecting this area in the last year. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1042-17E-06
  • Original Program Date: 12/12/2017
  • Formats:
    • e-learn

Relationship Between Forms 709, 706 and 1041 Category: Elder Law, Estate Planning & Probate, Online Content, Estates & Trusts

Learn the effects of Forms 706 and 709 on Form 1041. Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971, available in its entirety as P1042-17u.

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  • Credits: 5.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.25 Other PR
  • Product ID: P1901-19U
  • Original Program Date: 2/12/2019
  • Formats:
    • Audio Download
    • DVD
    • e-learn

Special Needs Law Boot Camp Category: Estate Planning & Probate, Trusts, Programs, Special Needs & Disability , Guardianships

Designed for newer special needs law attorneys, this program provides a thorough overview and is chock-full of practice tips and sample forms! Client communication, drafting special needs trusts, maximizing government benefits, utilizing waiver programs, powers of attorney, guardianships, and MORE will be discussed.

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  • Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-04
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Standards? We Don’t Need No Stinkin’ Standards! Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-16
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

That’s Not What Mom or Dad Wanted: The Changing Role of Settlor Intent in Estate Planning Category: Estate Planning & Probate, Trusts, Online Content

Better understand this changing area of the law and the different viewpoints representing traditional, modern and fiduciary considerations and obtain practical drafting and administration suggestions to address and effectuate the trust creator’s goals. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-08
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

The Exemption from the Generation-Skipping Transfer Tax (“GST Exemption”): The Basics and Beyond Category: Estate Planning & Probate, Trusts, Online Content

Learn about some basics and practical tips, as well as some common misconceptions, that advisers should know about in the allocation of GST exemption. 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 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9004-19E-12
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

The Good, the Bad, and the Ugly, but Mostly the Bad and Ugly: Difficult Trust & Estates Clients and How to Deal With Them Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Online Content

A lively panel will discuss how to deal with the difficult legal, ethical, and practical issues that face those of us who work in the field of death and taxes. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-11
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

The Intersection between Fiduciary Accounting and Tax Accounting Category: Estate Planning & Probate, Trusts, Online Content

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.

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

The New ACTEC Engagement Letters: What You Need to Know Now Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-07
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

The New Illinois Uniform Power of Appointment Act Category: Estate Planning & Probate, Trusts, Online Content

Learn what has changed, what has not changed and what is now addressed by the new statute. Drafting tips under the Illinois UPAA will also be provided. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-13
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

The Perils and Pitfalls of Promissory Notes Category: Estate Planning & Probate, Trusts, Online Content

Learn how to handle issues presented by intra-family promissory notes. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-05
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Trusts Overview Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Start with a review of the basics of revocable trusts and then delve into various revocable trust structures and provisions that attorneys should consider for their clients. Sample forms are provided. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1801-18E-06
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Understanding Retirement Benefits Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Cover several important decision points concerning IRAs that most IRA owners will encounter so you can answer their questions. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1816-18E-06
  • Original Program Date: Use Custom Value
  • Formats:
    • e-learn

Unique & Special Assets in Probate Category: Estate Planning & Probate, Online Content, Programs

Learn about how to handle unique and special assets in probate estates, for both real estate and personal property. 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: P1801-18E-04
  • Original Program Date: 2/16/2018
  • Formats:
    • e-learn

Wills Overview Category: Estate Planning & Probate, Practice Basics, Online Content, Programs, Estates & Trusts

Review the essential provisions and important aspects of wills. Drafting considerations will also be discussed. Sample forms are provided. Originally presented as part of Estate Planning Boot Camp, available in its entirety as P1801-18U.

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