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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: 9.25 General, 1 Diversity/Inclusion PR, 1 MH/SA PR, 1 Other PR
  • Product ID: P9004-19U
  • Formats:
    • e-learn

62nd Annual Estate Planning Short Course Category: Estate Planning & Probate, Trusts, Programs

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!

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  • Credits: 4.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: BundleEP2018-2019
  • Formats:
    • e-learn

Attendees' Choice: Estate Planning 2018 Bundle Category: Estate Planning & Probate, Trusts, Online Content

This Attendees’ Choice bundle is specially curated for all estate planning practitioners. We've taken the most highly rated sessions from the 2018 Estate Planning Short Course and Estate Planning Boot Camp and combined them into one bundle for one affordable price. Don't miss out on our attendees' favorite topics and speakers.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-04
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

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

Understand when should you use a (d)(4)(A) first party special needs trust versus using a third party SNT or a pooled first party SNT or an ABLE Account. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.5 Other PR
  • Product ID: P1901-19E-01
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic Overview of Special Needs Planning and Best Practices for Connecting with Special Needs Clients Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn about topics such as spenddown and the ABLE Act, also learn about the unique challenges of representing special needs clients and their families. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-03
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

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

Learn everything you need to know about drafting third party special needs trusts. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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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-07
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Charitable Deductions: Basic and Complex Issues Category: Estate Planning & Probate, Trusts, Online Content

Begin with some basic concepts of charitable giving and then discuss the structure and income, estate and gift tax consequences of charitable gifts of securities, closely held business interests, retirement plans, artwork, bitcoin, stock options, deferred compensation, life insurance, real estate, intellectual property, and cars, boats and planes. 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 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9004-18E-17
  • Original Program Date: 5/24/2018
  • Formats:
    • e-learn

Estate Planning As a Team Sport: Attorneys, Accountants and Other Advisors Working Together - Are Your Communications Privileged? Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Online Content

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.

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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: P9004-18E-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, Guardianships

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: 1.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-02
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Intro to Government Benefits and Waiver Programs Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn about the basics of SSI, SSDI, Medicare, Medicaid, and waiver programs, and how to best protect your clients’ benefits. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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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, Ethics & Professional Responsibility, Trusts, Alternative Dispute Resolution, 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: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-05
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Nuts & Bolts of Substitute Decision-Making: Powers of Attorney and Guardianships Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability , Guardianships

Under what circumstances is a guardianship advisable? Can a power of attorney be used as an alternative? Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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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: P9004-18E-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: P9004-18E-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: 5.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.25 Other PR
  • Product ID: P1901-19U
  • Original Program Date: 2/12/2019
  • Formats:
    • Audio Download
    • DVD
    • e-learn

Special Needs Law Boot Camp Category: Estate Planning & Probate, Trusts, Programs, Special Needs & Disability , Guardianships

Designed for newer special needs law attorneys, this program provides a thorough overview and is chock-full of practice tips and sample forms! Client communication, drafting special needs trusts, maximizing government benefits, utilizing waiver programs, powers of attorney, guardianships, and MORE will be discussed.

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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: 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 , Guardianships

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

The New ACTEC Engagement Letters: What You Need to Know Now Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Online Content

Learn how using these letters can enhance your practice and your bottom line while keeping you on the right side of the ethics issues. 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: Trusts, Online Content, Special Needs & Disability

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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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-07
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

What the Special Needs Law Attorney Needs to Know about Criminal Law Category: Criminal, Trusts, Online Content, Programs, Special Needs & Disability

Help your special needs clients when they come into contact with law enforcement. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.5 Other PR
  • Product ID: P1901-19E-08
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

What the Special Needs Law Attorney Needs to Know about Family Law Category: Family, Trusts, Online Content, Programs, Special Needs & Disability

Understand the impact of the new Illinois Marriage and Dissolution of Marriage Act when representing special needs clients where divorce impacts the family. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-06
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

What the Special Needs Law Attorney Needs to Know about Special Education Law Category: Trusts, Online Content, Programs, Education & School Law, Special Needs & Disability

What are IEPs and when are they available? Learn how to help your clients navigate the educational system. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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