Document Library

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 2018-03-26
Reduced Fee and Free Legal Services 2011-06-30
Estate Planning With Portability.Holland Knight.042313 2014-02-04
.10 October 2017 Handout.Changing Views of Philanthropy......October 2017.Hoopingarner.Whitlock.Donn 2017-10-16
.........2018-2019 Luncheon Program Schedule 2018-10-02
01 Free or Reduced Fees - Legal Services for Estat 2012-02-23
.Trustee's Role in Directed Trusts.Flubacher.Trust & Estates 2016-01-19
2018 Advertising/Sponsor Opportunities 2017-08-25
.060718 Luncheon Program Slides 2018-06-06
11 November.Speaker Outline.Best Planning Ideas and Income Tax Ideas Outline....Stacy Eastland.11121 2014-11-21
.0 Beyond Fundamentals.Intro to Trust Modification and Common Estate Planning Techniques.Quigley 2019-05-22
.Non-Judicial Settlement Agreement Wrapper.Flubacher.Trust & Estates 2016-01-19
.06 June Program.Speakers Handout 2017-06-07
.060718 Inbound Wealth Planning for the Global Family.White Paer 2018-06-06
FATCA Webinar.UFTI Outline.Scott Bowman.102914 2014-11-11
.0 State Law Pitfalls.Gerry Beyer.May 2019 2019-05-16
May 2018 Speaker Handout.Life Insurance As a Funding Vehicle 2018-05-15
IICLE Short Course April 2012.Discount Registratio 2012-01-23
.ABC and E(thics) of LGBTQ 2019-04-18
.Directed Trust Handout.Todd Flubacher.January 2016 2016-01-19
2013-2014 CEPC Program Schedule 2013-10-21
.04 April Program.Speaker Handout.Andrew Keyt 2017-04-19
10 October.Speaker Outline.Jones 2014-10-16
.Changing Residency from IL for Business Owners, Executives and Retires.Hallerson.Martire.031319 2019-03-12
2015 - 2016 Programs and Events Schedule 2016-08-26
.03 March Program Speakers' Outline 2017-08-16
10 October.Speaker Outline.James Raaf 2014-10-16
CEPC Website Job Posting 2010-12-16
CEPC Basics Course Information/Registration Material 2013-10-07
CEPC Membership Application 2018-10-13
Power of Appointment - Written Materials 2018-11-07
.2016-2017 CEPC Programs and Workshops Schedule 2017-01-05
...Powers of Appointment Act Webinar 2018-11-07
2014 - 2015 CEPC Monthly Program Schedule 2014-09-25
.02 February Written Materials.2017 Recent Developments.Ryan Walsh 2018-02-21
CEPC 2015-2016 Advertising and Sponsorship Opportunities 2015-07-02
.2018 Luncheon Program/Workshops Schedule 2018-02-08
.......Luncheon Registration Form.November 2018 2018-10-23
....Charitable Giving for Entrepreneurs After TCJA 2018-10-17
2012-2013 Luncheon Program Schedule 2012-08-20
.2018-2019 Advertising and Sponsorship Opportunities 2018-10-07
May 2013 Speaker Outline - Wendy Goffe 2013-06-02
Sponsor Form 2017-02-08
Akers Outline3.Turner Summary 2011-10-06
.Job Posting.Kelleher & Buckley, LLC 2018-10-07
CEPC Webinar Powerpoint: Administering Estates of 2010-11-04
May 16 Program Registration Form 2013-06-02
03 March.Basis Issues.Paul Lee Slides.032316 2016-08-26
10/14/09 SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT THEREĀ© (That Also Have the Merit of Playi 2018-03-26
Akers Outline2.Carryover Basis...... 2011-10-06
March 19th Program Registration Form 2014-02-26
..754 Does Not Mean 7 Minutes to 8.Elliott Friedman.November 2017 2017-11-07
.2017-2018 Luncheon Programs, Webinars and Workshop Schedule 2018-10-07
Sponsor Form 2018-10-13
....0. Choice of Entity in Light of 2017 Tax Law Changes.Supporting Materials.092518.Steve Gorin 2018-09-25
2011-2012 CEPC Luncheon Program Schedule 2011-09-27
09 September 2017.Do Trusts Really Create Trust Fund Babies?.Abendroth.September 2017 2017-10-16
...1. Choice of Entity in Light of 2017 Tax Law Changes.092518.Steve Gorin 2018-09-24
FAQs 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 2019-01-14
Planning For The Super Elderly - Abendroth W. Thomas - 12-17-2008 2019-01-14
Disabled Persons: Planning For and Implementation of Special Needs Trust and Guardianship - Koenig, 2018-11-14
Representing Clients with Diminished Capacity - Fleming, Robert - 06-09-2015 2018-11-14
Elder Financial Abuse - Fitzsimons G. Dana - 03-2012 2019-01-02

Ethics/Professional Development

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Frequently Asked Questions

Document Name Date Added
What is probate? 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 2019-01-07
Anatomy of a Will Contest- Dadakis, John- 05-17-2017 2018-10-14
Post Mortem Administration & Planning- Brooks, John & Webber, Fred- 03-22-2017 2018-11-14
Administering Estates of 2010 - Harrison, Louis & Such, Domingo & Weber B. Frederick - 11-05-2010 2019-01-14
What Executors and Trustees Wish You Knew About Estate Settlement - Singer E. Stacy - 11-19-2009 2019-01-14

Recent Development

Document Name Date Added
Federal Estate & Income Tax Legislative Development Affecting Wealthy Clients - Belcher, Dennis - 03 2019-01-14
Recent Developments 2011: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe 2019-01-02
Recent Develoipments 2008: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Rob 2019-01-14
Recent Developments 2016: Selected Federal and Illinois Cases, Rulings And Statues- Hamilton E. Robe 2018-10-14
Recent Developments 2009: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe 2019-01-07
2007 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe 2019-01-14
Recent Developments 2013: Selected Federal And Illinois Cases, Rulings and Statues - Hamilton, Rober 2018-10-14

Recent Developments by Bob Hamilton

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Retirement Benefits

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Webinars

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