Introduction to Illinois Estate Tax

This session will focus on common estate planning mistakes that we should all avoid and will cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption.

Originally presented as part of the Estate Planning Boot Camp.

This session will provide attorneys with practical strategies for understanding the Illinois estate tax. Learn how recent developments impact estate planning in Illinois and explore techniques to help clients minimize tax liability while preserving wealth. The discussion will include calculation of the tax, considerations for residents and non-residents with Illinois property, and a brief discussion of the “Nowhere Man”: the Illinois generation-skipping transfer tax. Originally presented as part of Estate Planning Short Course 2025

This session offers attorneys an overview of the Illinois Trust Code (ITC), highlighting its core provisions and practical implications for trust administration and estate planning. Gain insights into trustee duties, beneficiary rights, and recent changes that impact both new and existing trusts. Originally presented as part of Estate Planning Short Course 2025.