Products tagged with 'estate tax'

This popular annual program for Illinois estate planners offers more than 15 hours of advanced estate and trust planning education.

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.

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.

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.

Learn more about how the Tax Cuts & Jobs Act affects estate planning practice. Topics discussed include: estate planning with the increased federal exemption (and possible sunset); changes to make to planning and documents (formulas, basis, use of federal, state and GST exemptions); building in flexibility to maximize basis step up; using powers of appointment to cause inclusion; and gifting.

Learn best practices for planning for the transition of a business through sale or transfer to the next generation, including how to effectively deal with family members both in and out of the business. Includes discussion of the impact of buy-sell agreements, valuation issues, and estate tax planning on succession planning.

Understand recent (2019) developments in income tax matters and the impact on estate planning and administration.