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Estate Planning in Illinois Guardianships 2023 Edition

23EPIIG-U
Essential resource covering the issues that practitioners who represent guardians must consider before embarking on any estate planning on behalf of an adult with a disability or a minor.
From $175.00

Overview of Special Needs Planning Basics

P9016-22E-01x
Special needs planning is not just a third party and/or a first party special needs trust. It is not just estate planning, not just guardianship and alternatives to guardianship. In this session, you will also learn how to effectively prepare for and conduct the initial consultation, including topics you should cover in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs, Letters of Intent, etc.
$30.00

Illinois Estate Tax-Relationship to Federal Estate, Gift and GST Taxes, as well as The Relationship Between Forms 709, 706 and 1041

P2209-22E-06
Learn about the areas of overlap and differences between federal and Illinois estate tax law. Learn about challenges you might face if you have no federal estate tax but have an Illinois estate tax. The discussion will also include issues with establishing or changing domicile, structuring an estate plan to minimize Illinois estate tax, and questions you should ask your clients to avoid future Illinois estate tax problems.
$60.00

Form 8971: Federal Tax Basis Reporting

P2209-22E-04
Basis consistency (IRC §1014(f)) and new reporting requirements with regard to property the value of which is included in a decedent’s gross estate for federal estate tax purposes to be reported to the IRS on Form 8971 and provided to the recipients of the property on Schedules A (IRC §6035) were enacted July 31, 2015. This presentation will overview these new Code sections, the pending Proposed Regulations (and final regulations if issued prior to the presentation), and the new Form 8971 and Schedule A.
$30.00

Form 706: Federal Estate Tax Return

P2209-22E-03
Proceed step-by-step through the basics of federal gift tax preparation, including calculation of tax due, gift tax splits, and filing procedure and deadlines. Sample completed forms are provided and discussed.
$60.00

Form 709: Federal Gift Tax Return-Includes An Introduction to the Topic and the Hypothetical

P2209-22E-02
We will walk step-by-step through the basics of federal gift tax preparation, including calculation of tax due, gift tax splits, and filing procedure and deadlines. Sample completed forms will be provided and discussed.
$60.00

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