Multi-State Estate Planning

Estate planning becomes more complex when clients have assets that span multiple states. This session explores the intricacies of multi-state estate planning, including Illinois tax considerations, administrative requirements, and strategies for clients contemplating relocation. Learn how to adapt estate plans to align with the rules of multiple jurisdictions and create flexible and effective plans that anticipate your clients’ evolving needs and ensure smooth administration across state lines. Originally presented as part of Estate Planning Short Course 2025.

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

SKU: P9004-25R-08B

$65.00 or 1.00 credits

Qty: decrease increase

Expires 05/01/2027

Estate planning becomes more complex when clients have assets that span multiple states. This session explores the intricacies of multi-state estate planning, including Illinois tax considerations, administrative requirements, and strategies for clients contemplating relocation. Learn how to adapt estate plans to align with the rules of multiple jurisdictions and create flexible and effective plans that anticipate your clients’ evolving needs and ensure smooth administration across state lines.
Julie S. Pleshivoy, Taft Stettinius & Hollister LLP, Chicago

Overview
Specifications

Expires 05/01/2027

Estate planning becomes more complex when clients have assets that span multiple states. This session explores the intricacies of multi-state estate planning, including Illinois tax considerations, administrative requirements, and strategies for clients contemplating relocation. Learn how to adapt estate plans to align with the rules of multiple jurisdictions and create flexible and effective plans that anticipate your clients’ evolving needs and ensure smooth administration across state lines.
Julie S. Pleshivoy, Taft Stettinius & Hollister LLP, Chicago

Products specifications

Category	Estate Planning & Probate
Program Date	05/06/2025

Products specifications

Category	Estate Planning & Probate
Program Date	05/06/2025

Customers who bought this item also bought

Estate Planning and Probate Issues Faced by Immigrants (x)

DCBA2310-R1X

This course addresses special issues in estate planning and probate cases faced by immigrants in Illinois and potential solutions to those issues.

$45.00

Leveraging Trusts as Collateral for Loans in Estate Planning

P9004-25R-02A

Explore strategies for using trusts as collateral to secure loans within the framework of estate planning. This guide covers lending from trusts to other trusts, or to beneficiaries or entities; how a trust can be used as collateral for a beneficiary's loan, and the role of trust distributions and the trust purpose. Learn how to draft trusts for use in lending transactions and to advise beneficiaries and trustees on the structure of loans. Originally presented as part of Estate Planning Short Course 2025.

$65.00

IRA Basics

P9004-25R-04A

Individual Retirement Accounts (IRAs) are foundational tools for retirement planning, but their rules can be complex. This session provides a comprehensive overview of IRA fundamentals, including contribution limits, tax advantages, required minimum distributions (RMDs), and beneficiary designations. Learn the differences between Traditional and Roth IRAs, strategies for rollovers, and how to avoid common tax pitfalls. Originally presented as part of Estate Planning Short Course 2025.

$65.00