Document Library

File Name Date Added
01 Free or Reduced Fees - Legal Services for Estat 02/23/2012
11 November.Speaker Powerpoint.Best Estate Planning ideas and income Tax Plan Ideas Powerpoint.Stacy 11/21/2014
.Non-Judicial Settlement Agreement Wrapper.Flubacher.Trust & Estates 01/19/2016
Reduced Fee and Free Legal Services 06/30/2011
Estate Planning With Portability.Holland Knight.042313 02/04/2014
.11 November 2016 CEPC Luncheon Program Speaker Handout 11/07/2016
11 November.Speaker Outline.Best Planning Ideas and Income Tax Ideas Outline....Stacy Eastland.11121 11/21/2014
.Directed Trust Article.Flubacher.Trust & Estates 01/19/2016
Planning for Families of Modest Wealth/Non-taxable Estates.Jason Ornduff.012214 01/21/2014
.10 October Disabled Persons.Handout.101816 10/18/2016
FATCA Webinar.UFTI Outline.Scott Bowman.102914 11/11/2014
.Directed Trust Handout.Todd Flubacher.January 2016 01/19/2016
Life Insurance Traps for the Unwary.Larry Herman.121713 12/18/2013
IICLE Short Course April 2012.Discount Registratio 01/23/2012
FATCA for Private Clients Webinar Powerpoint.Scott Bowman.102914 11/11/2014
2015 - 2016 Programs and Events Schedule 08/26/2016
New Uniform Premarital and Marital Agreements Act.111313.McCaffrey 11/12/2013
10 October.Speaker Outline.Jones 10/16/2014
..754 Does Not Mean 7 Minutes to 8.Elliott Friedman.November 2017 11/07/2017
Guns and Marijuana.Speaker Handout.Prof Gerry Beyer.November 2015 01/19/2016
2013-2014 CEPC Program Schedule 10/21/2013
10 October.Speaker Outline.James Raaf 10/16/2014
Sponsor Form 10/24/2017
10 October.Speaker Outlines.Chan Gans 10/16/2014
..2017-2018 CEPC Program Schedule 10/23/2017
IL Parentage Act Webinar.Powerpoint 01/19/2016
CEPC Website Job Posting 12/16/2010
CEPC Basics Course Information/Registration Material 10/07/2013
09 September 2017.Do Trusts Really Create Trust Fund Babies?.Abendroth.September 2017 10/16/2017
Speaker Handout.Preserving Wealth and Family Values.David Handler.September 2015 01/19/2016
November 2011 Powerpoint 11/15/2011
.10 October 2017 Handout.Changing Views of Philanthropy......October 2017.Hoopingarner.Whitlock.Donn 10/16/2017
CEPC 2015-2016 Advertising and Sponsorship Opportunities 07/02/2015
Webinar: Income and Estate Tax Considerations....handout 08/14/2013
.How Different Members of a Client's Planning Team Use Financial Information.Speakers Handout.May 20 05/17/2016
November 2011 Outline 11/15/2011
2014 - 2015 CEPC Monthly Program Schedule 09/25/2014
2018 Advertising/Sponsor Opportunities 08/25/2017
00 Speaker Handout.Representing Clients with Diminished Capacity.Robert Fleming.061115 06/09/2015
Ethical Considerations.Speaker Handout.Charles Fox IV.April 2016 05/02/2016
.06 June Program.Speakers Handout 06/07/2017
2012-2013 Luncheon Program Schedule 08/20/2012
01 Representing Clients with Diminished Capacity.Robert Fleming.June 2015 06/04/2015
Sponsor Form 02/08/2017
Community Property for Those Just Who Practice Common Law.Mark Shiller.061114 06/10/2014
Social Security Strategies.Tricks of the Trade.Deborah Tedford.April 2015 04/24/2015
03 March.Basis Issues.Paul Lee Slides.032316 08/26/2016
Dynasty vs. Non-Dynasty Trusts - Speakers' Handout 05/21/2014
.04 April Program.Speaker Handout.Andrew Keyt 04/19/2017
03 What Every Planner Needs to Know About Bankruptcy.Lauren Detzel Handout.031815 03/17/2015
May 2013 Speaker Outline - Wendy Goffe 06/02/2013
03 March.Basis Issues.Paul Lee Handout.032316 08/26/2016
Akers Outline3.Turner Summary 10/06/2011
Surviving the Ethical Challenges Posed by Transfers Among Family Members.Charles D. Fox IV.handout 04/23/2014
01 January 2015.Speakers' Outline.Panel 01/21/2015
CEPC Webinar Powerpoint: Administering Estates of 11/04/2010
May 16 Program Registration Form 06/02/2013
.March 1 Webinar: New Reporting Requirements to the IRS and Beneficiaries.Gregg Simon.Slides 03/01/2016
Akers Outline2.Carryover Basis...... 10/06/2011
March 19th Program Registration Form 02/26/2014
.03 March Program Speakers' Outline 08/16/2017
12 December 2014.Speaker Outline.Richard L Dees 12/09/2014
.March 1 Webinar: New Reporting Requirements to the IRS and Beneficiaries.Gregg Simon.Speaker handou 03/01/2016
CEPC Membership Application 10/24/2017
FAQs 12/04/2014
.Trustee's Role in Directed Trusts.Flubacher.Trust & Estates 01/19/2016
2011-2012 CEPC Luncheon Program Schedule 09/27/2011
.2016-2017 CEPC Programs and Workshops Schedule 01/05/2017

.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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Basics - Estate Planning and Adminstration

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Business Succession Planning

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Charitable Planning

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Domestic Relationships and Divorce

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Elder Law

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Federal Estate, Gift and GST Tax and Related Legislation

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Frequently Asked Questions

File Name Date Added
What is probate? 06/06/2017

General Financial and Retirement Planning

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Illinois Estate Planning

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International Estate Planning

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Life Insurance Planning

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Practice Management and Ethics

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Recent Developments by Bob Hamilton

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SPEAKER HANDOUTS - 2007 - 2008

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SPEAKER HANDOUTS - 2008-2009

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Webinars

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