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
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
