Search

Introduction to Illinois Estate and Trust Administration

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.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-24R-09A
$60.00 or 1.00 credits
decrease increase

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.

Lorraine K. Cavataio, Sandberg Phoenix, O’Fallon
Nathan Levy, Sandberg Phoenix, St. Louis

Expires: 7/1/26

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.

Lorraine K. Cavataio, Sandberg Phoenix, O’Fallon
Nathan Levy, Sandberg Phoenix, St. Louis

Expires: 7/1/26

Products specifications
Program Date6/7/24
Products specifications
Program Date6/7/24
Customers who bought this item also bought

Introduction to IRAs

P9004-24R-08A
This course helps estate planners understand and advise on a variety of topics impacting nearly all clients with Individual Retirement Accounts. Topics addressed include tax deferral during the owner's lifetime, required minimum distributions, qualified charitable distributions, beneficiary selection and designations, spousal rollovers, and inherited IRAs.
$60.00

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

The Sun That Rises Also Sets - Tax Planning in Anticipation of Tax Cuts and Jobs Act 2025 Sunset

P9004-24R-08B
Upcoming sunsetting of provisions of the 2017 Tax Cuts and Jobs Act is quickly approaching. This course can help you identify which clients this will affect and how. It provides insight into how to navigate the complexities of the 2024 election year and various changes in tax treatments.
$60.00
Filters
Sort
display