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Basis Planning: Maximizing Tax Efficiency for Estates and Transfers
P9004-25R-06B
Basis planning is a critical tool for minimizing tax liabilities and maximizing asset value during estate planning and transfers. This session will explore strategies to optimize basis adjustments, including step-up and step-down considerations, and their impact on capital gains and estate taxes. Gain insights into common scenarios, such as gifting versus inheriting assets, and learn how to structure transactions to achieve favorable tax outcomes for your clients. Whether planning for lifetime gifts or post-mortem transfers, this session equips attorneys with the knowledge to enhance the financial benefits of their clients' estate plans.
Originally presented as part of Estate Planning Short Course 2025.
$65.00
Introduction to Illinois Estate Tax
P9004-25R-06A
This introductory guide explains the fundamentals of the Illinois Estate Tax, including who is subject to the tax, exemption thresholds, and filing requirements.
Originally presented as part of Estate Planning Short Course 2025.
$65.00
Estate Planning for Retirement Heavy Estates
P9004-25R-05B
Retirement accounts often form a significant portion of an estate, requiring specialized planning to maximize tax efficiency and ensure smooth transitions. This session covers strategies for managing estates heavily weighted with retirement assets, including planning during the client’s lifetime and post-death administration. Explore key topics such as required minimum distributions (RMDs), beneficiary designations, the SECURE Act's impact, and tax-efficient payout strategies.
Originally presented as part of Estate Planning Short Course 2025.
$65.00
Introduction to Illinois Trust Code
P9004-25R-05A
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.
$65.00
Post-Mortem Planning: Navigating Unimplemented Estate Plans After Death
P9004-25R-04B
Even the most meticulously crafted estate plan is ineffective if left unimplemented by the client prior to their passing. This session provides a practical guide for attorneys on managing unexecuted estate plans post-mortem. Explore the legal and procedural steps to address gaps, mitigate potential conflicts, and honor the client's intent. Topics include probate strategies, tax considerations, and working with heirs to achieve equitable outcomes. Learn how to turn challenges into opportunities for resolution and ensure a smooth estate administration process.
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
Primer on Discovery Issues for Estate Planners
P9004-25R-03B
Learn how to navigate discovery in trust and estate matters while upholding ethical duties, protecting client confidentiality, and managing privilege—especially when clients are deceased or incapacitated.
Originally presented as part of Estate Planning Short Course 2025.
$65.00
Artificial Intelligence and its Impact on Trusts and Estates Practice
P9004-25R-03A
Artificial Intelligence is here to stay. While AI may not replace humans just yet, those who know how to use AI effectively and efficiently could one day be replaced with those who do not. This presentation will explore the use of AI in estate planning and the practice of law, including the ethical considerations every attorney must know before entering into this new frontier. Originally presented as part of Estate Planning Short Course 2025.
$65.00
Planning for the Effective Administration of Charitable Estates and Trusts
P9004-25R-02B
This presentation will address charitable estate planning techniques and strategies with an emphasis on the effective implementation of those techniques and strategies, post-death. It will cover legal and practical considerations for ensuring that charitable intentions are honored while complying with relevant laws and regulations. Key topics include structuring charitable gifts and bequests, tax implications, fiduciary responsibilities, and potential challenges associated with the post-death administration of charitable estates and trusts. The session aims to equip participants with the knowledge to plan for and administer charitable estates and trusts in a manner designed to ensure that the client's wishes are properly carried out and that the interests of the charitable and non-charitable beneficiaries are effectively protected.
Originally presented as part of Estate Planning Short Course 2025.
$65.00
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
Case Law and Legislative Update: Trust and Estate Fiduciaries
P9004-25R-01B
This session covers key rulings on testamentary capacity, fiduciary duties, and standing, along with updates to the Probate Act, Trust Code, and Power of Attorney Act.
Originally presented as part of Estate Planning Short Course 2025.
$65.00
Grantor Trusts in General
P9004-25R-01A
Grantor trusts can play a pivotal role in your estate planning strategy. This session will cover the legal framework, tax implications, and strategic uses of grantor trusts, equipping attorneys with the knowledge to advise clients on wealth management and asset transfer while preserving control.
Originally presented as part of Estate Planning Short Course 2025.
$65.00
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