Introduction to Estate Planning Practice

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.

Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR

SKU: P9004-24R-06A

$60.00 or 1.00 credits

Qty: decrease increase

Maribeth G. Berlin, Levenfeld Pearlstein, LLC, Chicago

Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

EXPIRES: 7/1/26

Overview
Specifications

Maribeth G. Berlin, Levenfeld Pearlstein, LLC, Chicago

Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

EXPIRES: 7/1/26

Products specifications

Program Date	6/7/24

Products specifications

Program Date	6/7/24

Customers who bought this item also bought

Group of three people having a discussion

Fundamentals of Estate Plan Drafting

P9004-24R-07A

When clients consider their “estate planning”, many readily note the need for a Will. In fact, estate planning encompasses much more, including preparation of various estate planning documents, coordination of beneficiary designations, and much more. This course addresses the basics for crafting the typical estate plan.

$60.00

Close up of two people exchanging a document

Introduction to Illinois Estate and Trust Administration

P9004-24R-09A

This course provides an overview of the estate and trust administration process in Illinois, from client intake to closing the estate or trust. It is tailored to attorney’s who have been licensed for 0-5 years, with more focus on the simpler estate and trust administration scenarios.

$60.00

Stacks of coins with small house models atop them and a cash bag marked Taxes

Taxes and Estate Planning

NAELA2411-R

This course explores estate tax planning considerations when advising clients on how to structure estate plans to maximize tax planning efficiencies. Learn to navigate the maze of estate tax planning at the federal and state level with modified funding formulas, annual gifting and lifetime gifting.

$60.00