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  • Credits: 10.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.75 Other PR
  • Product ID: P9004-17U
  • Formats:
    • DVD
    • e-learn
    • Audio Download

60th Annual Estate Planning Short Course (2017) Category: Estate Planning & Probate, Trusts

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

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  • Credits: 10.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 2 Other PR
  • Product ID: P9004-18U
  • Formats:
    • DVD
    • e-learn
    • Audio Download

61st Annual Estate Planning Short Course Category: Estate Planning & Probate, Trusts

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-09
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Can You Keep a Secret? Should You? – Drafting and Administering Silent Trusts Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-12
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Estate Planning Aspects of Divorce and Second Marriages Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-05
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Estate Planning for the 99%: “Ordinary” Planning for Married Couples Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-17E-02
  • Original Program Date: 5/24/2017
  • Formats:
    • e-learn

Federal Income Taxation for Estate Planning & Administration 2017 Category: Estate Planning & Probate, Trusts, Online Content, Tax

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-02
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Federal Income Taxation for Estate Planning & Administration 2018 Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-04
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

First Person Special Needs Trusts Drafting Tips Category: Estate Planning & Probate, Family, Trusts, Online Content, Special Needs & Disability

Walk through the decision to draft a (d)(4)(A) first party special needs trust versus using a pooled first party special needs trust or an ABLE Account. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-15
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Fleeing Illinois: State Income and Estate Tax Overview for Individuals and Fiduciaries Category: Estate Planning & Probate, Trusts, Online Content

An update on how individuals should document and preserve records in connection with a change of domicile for Illinois income tax and estate tax purposes. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-10
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Guardianship Estate Planning: Wills, Trusts, Beneficiary Designations and Tax Planning for Adjudicated Disabled Persons and Minors Category: Estate Planning & Probate, Trusts, Online Content

Learn what planning options are available for Minors and Disabled Persons, pursuant to the Probate Act and the discretion provided the Courts. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-03
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Illinois Law: Case Decisions & Trends 2018 Category: Estate Planning & Probate, Trusts, Online Content

Get up-to-date on new cases and Illinois legislation specifically applicable to estate planning, estate taxation, trusts, and more. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-17E-07
  • Original Program Date: 5/25/2017
  • Formats:
    • e-learn

Key Developments in Guardianships Category: Estate Planning & Probate, Trusts, Online Content, Elder Law

Learn the latest on guardianships, including recent issues relating to estate planning and divorce. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9004-18E-06
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Momma Always Liked You Best: Mediation as an Alternative for Estate and Trust Disputes Category: Estate Planning & Probate, Trusts, Online Content

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-16
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

No Estate Tax? No Problem. Advising your clients on updating their LLC Operating Agreements in light of significant changes to the Act Category: Estate Planning & Probate, Trusts, Online Content

An update on how individuals should document and preserve records in connection with a change of domicile for Illinois income tax and estate tax purposes. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-14
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Please, Don’t Put It There: Navigating the Prohibited Transaction and Minimum Distribution Rules in IRAs Category: Estate Planning & Probate, Trusts, Online Content

Focus on the most critical rules involving IRAs and planning to avoid bad investment and distributions decisions. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-17E-05
  • Original Program Date: 5/24/2017
  • Formats:
    • e-learn

Post-Mortem Tax Planning Category: Estate Planning & Probate, Trusts, Online Content, Tax

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.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-13
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Power of Appointment – Property Law Issues Category: Estate Planning & Probate, Trusts, Online Content

Come along for a grand tour of the core property law concepts governing powers of appointment, including exercising and disclaiming powers, creditor access, conflict of law issues, as well as the rule against perpetuities. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-08
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Preventing Post-Death Administrative and Probate Nightmares Category: Estate Planning & Probate, Trusts, Online Content

This presentation highlights actions that can be taken to allow for the smooth administration of trusts and estates after death. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-17E-16
  • Original Program Date: 5/25/2017
  • Formats:
    • e-learn

Probate Judges' Panel - Decedents' Estates and Guardianships Category: Estate Planning & Probate, Trusts, Online Content

An opportunity to help demystify everyday and unique processes and procedures involving both decedents' and guardianship estates. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-01
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Recent Developments in Federal Estate, Gift and Generation-Skipping Taxes 2018 Category: Estate Planning & Probate, Trusts, Online Content

An overview of the new law affecting this area in the last year. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-01
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

Special Needs Planning is NOT just Special Needs Trusts Category: Estate Planning & Probate, Family, Trusts, Online Content

What is special needs planning? What’s included? Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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  • Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-04
  • Original Program Date: 5/23/2018
  • Formats:
    • e-learn

Standards? We Don’t Need No Stinkin’ Standards! Category: Estate Planning & Probate, Trusts, Online Content

Insight about the do’s and don’ts of distribution standards. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-17E-09
  • Original Program Date: 5/25/2017
  • Formats:
    • e-learn

State Income Taxation of Trusts: Update After Linn, McNeil & Kaestner Category: Estate Planning & Probate, Trusts, Online Content, Tax

Recent fiduciary income tax cases have challenged a state’s ability to tax a trust for state residency purposes. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-17E-14
  • Original Program Date: 5/25/2017
  • Formats:
    • e-learn

Structuring Trusts and Administration to Minimize Fiduciary Risk Category: Estate Planning & Probate, Trusts, Online Content

Options for reducing trustee liability. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-06
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

Substitute Decision-Making: From Powers of Attorney to Plenary Guardianship Category: Estate Planning & Probate, Trusts, Online Content, Special Needs & Disability

Attorneys should engage clients in a very specific and detailed analysis of their needs in order to achieve their goal of protecting the child with special needs while allowing them maximum independence in decision making. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-05
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

The ABLE ACT – How Can It Be Used with Trust Planning? Category: Trusts, Online Content, Special Needs & Disability

Everything you want to know about ABLE and how it compares to Special Needs Trusts. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9004-17E-18
  • Original Program Date: 7/25/2017
  • Formats:
    • e-learn

The Ins and Outs of Nonjudicial Settlement Agreements: How Far Can You Go? Category: Estate Planning & Probate, Trusts, Online Content

Explore the uses of NJSAs, identify the parties that need to consent, and discuss the limits on what these agreements can accomplish. Originally presented as part of the 60th Annual Estate Planning Short Course, available in its entirety as P9004-17.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-18E-11
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

The Intersection between Fiduciary Accounting and Tax Accounting Category: Estate Planning & Probate, Trusts, Online Content

Review fundamentals of Fiduciary Accounting and Tax Accounting using real world examples as well as tax traps and the income tax consequences of funding bequests. Originally presented as part of the 61st Annual Estate Planning Short Course, available in its entirety as P9004-18U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-03
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

Third Person Special Needs Trusts Drafting Tips Category: Estate Planning & Probate, Trusts, Online Content, Special Needs & Disability

Covers how these transfers may impact the donor and will identify the various ways that these trusts are created and how money is transferred during the life of the donor or at the donor’s death. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-18E-09
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

Trust Administration Issues Panel - Special Needs Institute Category: Online Content, Special Needs & Disability , Trusts

Trustees will provide practical information about topics of importance to you and your clients, such as: using the True Link card, restricting cards or purchases to avoid reductions in SSI, persuading providers to accept third party payment, handling unreasonable demands from beneficiaries or caretakers, and more. Originally recorded as part of the 3rd Annual Special Needs Institute, available in its entirety as P9016-18u.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-17E-02
  • Original Program Date: 9/26/2017
  • Formats:
    • e-learn

Updates to Government Benefit Programs in Special Needs Planning Category: Estate Planning & Probate, Trusts, Online Content, Special Needs & Disability

Covers: SSI, SSDI, Medicare, Medicaid, and waiver programs. Originally presented as part of the 2nd Annual Special Needs Institute available in its entirety as P9016-17.

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