This comprehensive program provides experienced estate planning practitioners with insights and practical knowledge.

This premier program for Illinois estate planners features two days of advanced estate and trust planning education from the top legal minds in the state.

This popular annual program for Illinois estate planners combines two full days of advanced estate and trust planning education from the top legal minds in the state with an unprecedented opportunity for professional networking. Topics covered this year include the new Section 199A qualified business interests deduction, the new Illinois Uniform Power of Appointment Act, estate planning with the increased federal exemption under the Tax Cuts & Jobs Act, the generation-skipping transfer exemption, trustee compensation, family business succession planning, and much more!

Practical resource for helping practitioners serve the needs of persons no longer able to make decisions for themselves.

This session covers the common law duty to inform beneficiaries about their trust interests and how to draft and administer trusts when the settlor wants to keep the beneficiaries’ interests secret. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Examine privilege in the estate planning context, distinguish the work product doctrine, and particularly focus on communications involving accountants, wealth management advisors, and other members of the estate planning team. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

Topics will include prenuptial and postnuptial agreements, income tax consequences of divorce, addressing obligations from prior marriages, QTIP and gift trusts, portability elections and gift planning. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

A fresh look at non-traditional perspectives and opportunities in designing and implementing “ordinary” marital estate planning, being responsive to newer laws and transitionary or uncertain circumstances, and trickle down effects to the spouses’ intended beneficiaries. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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.

Understand recent developments in income tax matters and the impact on estate planning and administration. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.