Products tagged with 'estate tax'

Whether you have just entered practice and need some assistance or are experienced and could use a refresher the Will Drafting Workshop has something for everyone! This hands-on, practical and example-filled seminar will cover the basics and go in-depth on various family / estate scenarios to aid you in feeling confident even in the face of challenging family dynamics.

The 17th Annual Elder Law Short Course is designed for the Illinois elder law attorney who is dedicated to client service and eager to stay on the cutting-edge of legal issues affecting elderly clients and their families. This year’s program offers plenary sessions on eliminating barriers to legal access, navigating guardianship and power of attorney disputes, and legislative updates. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), judicial perspectives on guardianships, Illinois Trust Code update, and much more!

Registration includes post-event access to the online on-demand recording and all additional breakout CLE.

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.

COVID-19 is impacting business valuations and the market in general with depressed company values and extremely low interest rates. Learn about estate and gift planning strategies that may be advantageous during this volatile situation, including planning opportunities with Intentionally Defective Grantor Trusts, Grantor Retained Annuity Trusts, and Spousal Lifetime Access Trusts.

Learn how to plan for the risk that the Illinois estate tax might be assessed, even when the risk is a possibility rather than a probability. Consider several applicable estate planning techniques which will help reduce or eliminate the imposition of the Illinois estate tax for couples who have accumulated over $4.0 million of combined assets (including house, retirement benefits, life insurance, etc.). Understand portability under the federal estate tax.

Understand the estate planning techniques and tools that can be used to transition a family owned business or farm to a spouse, children and more remote generations.

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.

Do most of your clients have estates worth less than $4M? If so, this program is for you. It covers issues that are more common for those estates unaffected by current tax laws.