Estate Planning & Probate

When introducing clients to the estate planning process, it is important to recognize that it can be an overwhelming, scary and potentially painful process for them to consider. This course discusses how to establish a structured process and build client relationships in a practice area that deals with sensitive issues.

It is more vital than ever for attorneys to be cognizant of the role technology will play in estate planning, the types of threats that must be guarded against, and what steps should be taken in the unfortunate event that client information is the subject of a cybersecurity breach.

Originally presented as part of the Estate Planning Short Course 2024

IICLE's Estate Planning Short Course 2025 is an extensive program focused on navigating the complexities of estate planning law. Don’t miss this opportunity to connect with seasoned attorneys who will deliver detailed analysis of the latest regulations, tax implications, strategies, and best practices in estate planning.

Tailored for newer estate planning attorneys, this program offers a comprehensive overview packed with practical tips and sample forms. Essential topics like client intake and communication, wills, trusts, life insurance, and retirement benefits, while also addressing common mistakes to avoid will be covered.

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Take your asset protection planning to the next level by exploring sophisticated topics such as fraudulent conveyances, offshore strategies, and trusts including self-settled spendthrift, beneficiary income accumulation, grantor retained annuity, and domestic asset protection trusts. Purchase individual sessions here.

Address estate planning for retirement benefits in light of the SECURE Act, proposed regulations, SECURE 2.0 and other IRS guidance. After a brief refresher of the foundational definitions and concepts, the focus will be on planning for the natural objects of one’s bounty: surviving spouses, children and other relatives.

Originally presented as part of the Estate Planning Short Course 2024

The federal government has developed yet another tool to help crack down on money laundering and bad actors—this time by documenting who owns and controls closely held companies. Private companies that are accustomed to the privacy that state law has afforded them will now have to provide key information to the federal government about who actually owns and controls the companies, resulting in a first of its kind centralized repository in the United States for information about private entities. This new tool is the Corporate Transparency Act. Join us as we provide an overview of the Corporate Transparency Act and discuss best practices in addressing its requirements with estate planning clients.
Originally presented as part of the Estate Planning Short Course 2024

• • Premarital and Postmarital Agreements
• • Trust Scrutiny in Dissolution of Marriage Proceedings
• • Uniform Cohabitants’ Economic Remedies Act

Originally presented as part of the Estate Planning Short Course 2024

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.

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.

Enhance your skills, broaden your knowledge base and network with peers and experienced faculty at the annual Elder Law Short Course! This comprehensive program is designed for Illinois attorneys specializing in elder law and provides a focused exploration of the most current and critical issues affecting older adults and their families. Topics covered include estate planning, Medicaid, long-term care planning and updates on recent legal developments.

Online On-Demand, includes all breakout sessions.

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