Focusing on “Ideas for the Practitioner” in 2018 including discussions about income shares, maximizing the use of an expert, the Uniform Interstate Deposition and Discovery Act, practice management tips and attorneys’ fees. In addition to our traditional judges’ panel, we are bringing back the Case Law Update and Annual Tax Update.

A comprehensive review of valuation discount planning under present law and the impact of proposed legislation and regulations. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.

An overview of recent developments in income tax matters and the impact on estate planning and administration. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.

Learn everything you need to know about expertly completing federal gift and estate tax forms 709 and 706. Forms 8971 and 1041, as well as post mortem tax planning and Illinois estate tax laws, will also be covered. Get your pencils ready: a hypothetical is utilized throughout the program, so that you can complete forms and calculations yourself in real-time to ensure understanding of these intricate tax forms.

Understand all of those tricky tax considerations, such as Grantor Trusts, Qualified Disability Trusts, FEIN issues, and more. Originally recorded as part of the 3rd Annual Special Needs Institute, available in its entirety as P9016-18u.

Discuss what portability is, how it is obtained, how it can be used and how it can be lost. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.

Get general advice on post-death tax planning, including information to help you with formal elections and estate administration decisions. Originally presented as part of Gift & Estate Tax Workshop: Forms 709, 706 & 8971, available in its entirety as P1042-17u.

The income and estate planning elections available post death to minimize or eliminate income, estate and gift taxes. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.

This updated resource for both the experienced real estate tax attorney and unfamiliar practitioner provides comprehensive guidance about the Illinois Property Tax Code and associated statutes and practical assistance in maneuvering the complex web spun by the intricacies of the Code.

An overview of the new law affecting this area in the last year. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.