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Categories

Council Documents

Document Name Date Added
06/01/11 Who Wants to be a Fiduciary? Ethical and Other Issues Faced by Fiduciaries and Their Adviso
Harmon.December 2011.ppt (91K)
 2018-03-26
Reduced Fee and Free Legal Services
Reduced Fee Legal Services.pdf (203K)
 2011-06-30
Estate Planning With Portability.Holland Knight.042313
Estate Planning with Portability.Holland Knight.042313.docx (14K)
 2014-02-04
.10 October 2017 Handout.Changing Views of Philanthropy......October 2017.Hoopingarner.Whitlock.Donn
Speaker Handout.Changing Views of Philanthropy......October 2017.pdf (2053K)
 2017-10-16
.........2018-2019 Luncheon Program Schedule
2018-2019 Luncheon Program Schedule.Final (4).docx (14K)
 2018-10-02
01 Free or Reduced Fees - Legal Services for Estat
Free or Reduced Fee Legal Services for Estate Planningv2 (2).docx (16K)
 2012-02-23
.Trustee's Role in Directed Trusts.Flubacher.Trust & Estates
The Trustee's Role in Directed Trusts.T&E.Flubacher.pdf (160K)
 2016-01-19
2018 Advertising/Sponsor Opportunities
2018 Sponsor Opportunities.docx (13K)
 2017-08-25
.060718 Luncheon Program Slides
Shier and Stone International Planning Deck (003).pdf (709K)
 2018-06-06
11 November.Speaker Outline.Best Planning Ideas and Income Tax Ideas Outline....Stacy Eastland.11121
...Best Planning Strategies....that reduce both income taxes and estate taxes.Stacy Eastland Outline.111214.SSE01WA Final+Schedules.pdf (8026K)
 2014-11-21
.0 Beyond Fundamentals.Intro to Trust Modification and Common Estate Planning Techniques.Quigley
CEPC BEYOND THE BASICS.Christine Quigley.052319.pdf (543K)
 2019-05-22
.Non-Judicial Settlement Agreement Wrapper.Flubacher.Trust & Estates
Non-Judicial Settlement Agreement Wrapper.T&E.Flubacher.pdf (327K)
 2016-01-19
.06 June Program.Speakers Handout
06 June Privilege-Differences for Attorneys and Accountants.pdf (481K)
 2017-06-07
.060718 Inbound Wealth Planning for the Global Family.White Paer
06 June 2018.Inbound Wealth Planning for the Global Family.White Paper.pdf (260K)
 2018-06-06
FATCA Webinar.UFTI Outline.Scott Bowman.102914
The Foreign Account Tax Compliance Act - UFTI Outline (2).docx (51K)
 2014-11-11
.0 State Law Pitfalls.Gerry Beyer.May 2019
State Law Pitfalls Outline.Gerry Beyer.May 2019.pdf (1570K)
 2019-05-16
May 2018 Speaker Handout.Life Insurance As a Funding Vehicle
Life Insurance as a Funding Vehicle...........pdf (547K)
 2018-05-15
IICLE Short Course April 2012.Discount Registratio
IICLE Information and Registration Form.pdf (917K)
 2012-01-23
.ABC and E(thics) of LGBTQ
CEPC Outline- Advising LGBTQIA Clients.pdf (387K)
 2019-04-18
.Directed Trust Handout.Todd Flubacher.January 2016
Directed Trusts Presentation For Chicago Estate Planning Council MNAT Formatted.pptx (3242K)
 2016-01-19
2013-2014 CEPC Program Schedule
Program Schedule 2014.Final (4).doc (45K)
 2013-10-21
.04 April Program.Speaker Handout.Andrew Keyt
04 April.Powerpoint.Andrew Keyt.pptx (11904K)
 2017-04-19
10 October.Speaker Outline.Jones
Speaker Outline.Jones.docx (37K)
 2014-10-16
.Changing Residency from IL for Business Owners, Executives and Retires.Hallerson.Martire.031319
Changing Residency from Illinois for Business Owners,Executive and Retires.Halleron and Martire.031319.pdf (9093K)
 2019-03-12
2015 - 2016 Programs and Events Schedule
CEPC Program Schedule.Final (1).docx (16K)
 2016-08-26
.03 March Program Speakers' Outline
03 March.Speakers' Outline.2017.pdf (408K)
 2017-08-16
10 October.Speaker Outline.James Raaf
Raaf James (Portrait) Read-Only.pdf (49K)
 2014-10-16
CEPC Website Job Posting
Job Posting Form.doc (22K)
 2010-12-16
CEPC Basics Course Information/Registration Material
Basics Course Information and Registration Draft.docx (71K)
 2013-10-07
CEPC Membership Application
CEPC Membership Application.0217.pdf (351K)
 2018-10-13
Power of Appointment - Written Materials
UNIFORM POWERS OF APPOINTMENT ACT - HANDOUT.pdf (304K)
 2018-11-07
.2016-2017 CEPC Programs and Workshops Schedule
CEPC 2016-2017 Programs and Workshops.December.docx (13K)
 2017-01-05
...Powers of Appointment Act Webinar
Uniform Power of Appointment Act (Slides).pptx (235K)
 2018-11-07
2014 - 2015 CEPC Monthly Program Schedule
2014 - 2015 Program Schedule.Final.doc (41K)
 2014-09-25
.02 February Written Materials.2017 Recent Developments.Ryan Walsh
2017 Recent Developments.Ryan Walsh.February 21 2018.pdf (491K)
 2018-02-21
CEPC 2015-2016 Advertising and Sponsorship Opportunities
Sponsorship Opportunities.docx (18K)
 2015-07-02
.2018 Luncheon Program/Workshops Schedule
2018 Luncheon Program Schedule.docx (13K)
 2018-02-08
.......Luncheon Registration Form.November 2018
Registration Form (1).doc (46K)
 2018-10-23
....Charitable Giving for Entrepreneurs After TCJA
.....10 October 2018.Charitable Giving for Entrepreneurs after TCJA.Brian Whitlock.pdf (4330K)
 2018-10-17
2012-2013 Luncheon Program Schedule
Program Schedule 2013.Final.doc (40K)
 2012-08-20
.2018-2019 Advertising and Sponsorship Opportunities
CEPC 2018 - 2019 Advetising and Sponsorship Opportunities (1).docx (14K)
 2018-10-07
May 2013 Speaker Outline - Wendy Goffe
Goffe Outline.May 2013 Program.pdf (1280K)
 2013-06-02
Sponsor Form
SPONSOR FORM.pdf (363K)
 2017-02-08
Akers Outline3.Turner Summary
Akers Outline3.Turner Summary FINAL_md 09 12 11.pdf (159K)
 2011-10-06
.Job Posting.Kelleher & Buckley, LLC
Estate Planning Attorney.10.2018.docx (12K)
 2018-10-07
CEPC Webinar Powerpoint: Administering Estates of
Webinar dec.pptx (105K)
 2010-11-04
May 16 Program Registration Form
Registration Form.May 2013 (1).doc (51K)
 2013-06-02
03 March.Basis Issues.Paul Lee Slides.032316
Running the Basis Slides 3-21-16 (2).pdf (1215K)
 2016-08-26
10/14/09 SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT THERE© (That Also Have the Merit of Playi
Speaker Outline.Website Posting.pdf (1696K)
 2018-03-26
Akers Outline2.Carryover Basis......
Akers Outline2.Carryover Basis Guidance Notice Updated for Notice 2011_76 09 14 11.pdf (243K)
 2011-10-06
March 19th Program Registration Form
Registration Form.March 2014.doc (48K)
 2014-02-26
..754 Does Not Mean 7 Minutes to 8.Elliott Friedman.November 2017
754 Does Not Mean 6 Minutes to 8.Elliott Friedman.November 2017.pdf (179K)
 2017-11-07
.2017-2018 Luncheon Programs, Webinars and Workshop Schedule
2017 - 2018 Programs Schedule.Final (2).docx (15K)
 2018-10-07
Sponsor Form
Sponsor Form.lp17.pdf (365K)
 2018-10-13
....0. Choice of Entity in Light of 2017 Tax Law Changes.Supporting Materials.092518.Steve Gorin
Gorin - Choice of Entity in Light of 2017 Tax Law Changes.pdf (4887K)
 2018-09-25
2011-2012 CEPC Luncheon Program Schedule
2011-2012 Luncheon Program Schedule.DOC (41K)
 2011-09-27
09 September 2017.Do Trusts Really Create Trust Fund Babies?.Abendroth.September 2017
Speaker Outline.Do Trusts Really Create Trust Fund Babies (2017).DOC (196K)
 2017-10-16
...1. Choice of Entity in Light of 2017 Tax Law Changes.092518.Steve Gorin
Choice of Entity In Light of 2017 Tax Law Changes 9_14_2018.Steve Gorin.pptx (187K)
 2018-09-24
FAQs
FAQ.101014.docx (44K)
 2014-12-04

..01 Speaker Outline for review

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.01 Internship Resumes

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2009-2010 CEPC PROGRAM SCHEDULE

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2011-2012 Speaker Outlines

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2014-2015 Speaker Outlines

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Advanced Wealth Planning and Transfer Strategies

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Asset Protectionn

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Basics - Estate Planning and Adminstration

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Business Planning

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Charitable Planning

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Domestic Relationships and Divorce

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Elder Law/ Guardianships

Document Name Date Added
Guardianship Administration - Madsen H. Wayne - 11-04-2009
Speaker Handout(1).pdf (18576K)
 2019-01-14
Planning For The Super Elderly - Abendroth W. Thomas - 12-17-2008
Speaker Handout - December.pdf (1312K)
 2019-01-14
Disabled Persons: Planning For and Implementation of Special Needs Trust and Guardianship - Koenig,
10 October.Disabled Persons Outline.Koenig and Weaver.docx (42K)
 2018-11-14
Representing Clients with Diminished Capacity - Fleming, Robert - 06-09-2015
Speaker Handout.Representing Clients with Diminished Capacity.Robert B Fleming.061115.pdf (512K)
 2018-11-14
Elder Financial Abuse - Fitzsimons G. Dana - 03-2012
Fitzsimons Outline.Elder Financial Abuse.March2012.pdf (372K)
 2019-01-02

Ethics/Professional Development

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Frequently Asked Questions

Document Name Date Added
What is probate?
probate.pdf (785K)
 2017-06-06

General Estate Planning

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Illinois Estate Planning

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Income Taxation

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Life Insurance Planning

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Practice Management and Ethics

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Probate and Trust Administration

Document Name Date Added
Handling Your First Estate - Singer E. Stacy & Weber B. Frederick - 01-17-2010
Presentation Handout.January10.pdf (16282K)
 2019-01-07
Anatomy of a Will Contest- Dadakis, John- 05-17-2017
05 May 2017.Anatomy of a Will.Speaker Handout.pdf (6460K)
 2018-10-14
Post Mortem Administration & Planning- Brooks, John & Webber, Fred- 03-22-2017
03 March Presentation Summary.pdf (17K)
 2018-11-14
Administering Estates of 2010 - Harrison, Louis & Such, Domingo & Weber B. Frederick - 11-05-2010
Webinar.Administering Estates of 2010 Decedents.....pdf (7064K)
 2019-01-14
What Executors and Trustees Wish You Knew About Estate Settlement - Singer E. Stacy - 11-19-2009
Speaker Handout.pdf (121K)
 2019-01-14

Recent Development

Document Name Date Added
Federal Estate & Income Tax Legislative Development Affecting Wealthy Clients - Belcher, Dennis - 03
Speaker Outline.Belcher.ppt (1454K)
 2019-01-14
Recent Developments 2011: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe
Speaker Outline.Recent Developments February 2012.pdf (237K)
 2019-01-02
Recent Develoipments 2008: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Rob
Speaker Handout - CEPC 2009 (2008 Cases).doc (415K)
 2019-01-14
Recent Developments 2016: Selected Federal and Illinois Cases, Rulings And Statues- Hamilton E. Robe
CEPC 2016 Developments.February 23 2017.Speaker Handout.pdf (629K)
 2018-10-14
Recent Developments 2009: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe
Handout.Hamilton(1).doc (348K)
 2019-01-07
2007 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe
handout.hamilton.2.DOC (259K)
 2019-01-14
Recent Developments 2013: Selected Federal And Illinois Cases, Rulings and Statues - Hamilton, Rober
2013 Recent Developments.Robert Hamilton.February 20.2014.Speaker Handout.pdf (504K)
 2018-10-14

Recent Developments by Bob Hamilton

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Retirement Benefits

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Webinars

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