Search

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

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.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P1904-19E-05
$80.00 or 1.00 credits
decrease increase
Share

Faculty:


Lorraine Cavataio, Sandberg Phoenix & von Gontard P.C., O’Fallon &
Stephen A. Frost, Huck Bouma P.C., Wheaton

Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

Faculty:


Lorraine Cavataio, Sandberg Phoenix & von Gontard P.C., O’Fallon &
Stephen A. Frost, Huck Bouma P.C., Wheaton

Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

Products specifications
Program Date12/9/2019
Products specifications
Program Date12/9/2019
Customers who bought this item also bought

Anticipating Conflict in Estate Administration: Plan for Tomorrow – Today

P1904-19E-06
What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.
$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

Estate Planning Documents Refresher

P1904-19E-01
A walk through each of the foundational estate planning documents, what they do, and what happens if a client does not have them. This session also includes a brief overview of the fiduciary qualifications and roles for each and the execution requirements for each document.
$80.00
Filters
Sort
display