IICLE® will be closed Monday, January 18th in observance of Martin Luther King, Jr. Day. Normal business hours will resume on Tuesday, January 19 at 8:30 a.m.

Search

Products tagged with 'Illinois estate tax'

View as Grid List
Sort by
Display per page

Estate Planning for the 99%

P1904-19U
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.
From $300.00

Estate Planning with the Increased Federal Exemption and Building in Flexibility to Maximize Basis Step Up

P9004-19E-10
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.
$80.00

Family Business Succession Planning

P9004-19E-14
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.
$80.00

Federal Income Taxation for Estate Planning & Administration (2019)

P9004-19E-02
Understand recent (2019) developments in income tax matters and the impact on estate planning and administration.
$80.00

How Do I Give Thee? Let Me Count the Ways - Strategies for Charitable Giving

P9004-19E-17
Understand the countless strategies that advisors can recommend to their clients to effectuate charitable giving. In addition to the traditional entities like public charities and private foundations, a number of new charitable vehicles that have gained popularity over the last decade will be discussed, including : 501(c)(4) Organizations; L3Cs; Benefit Corporations; B-Corps; and Charitable LLCs
$80.00

I'm Middle-Class; Why Do I Need to Worry About Estate Taxes?

P1904-19E-05
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.
$80.00

Planning for the Transition of Family Owned Businesses & Farms

P1904-19E-03
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.
$60.00
Filters
Sort
display