Document Library

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

..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

File Name Date Added
Elder Financial Abuse - Fitzsimons G. Dana - 03-2012 01/02/2019
Guardianship Administration - Madsen H. Wayne - 11-04-2009 01/14/2019
Disabled Persons: Planning For and Implementation of Special Needs Trust and Guardianship - Koenig, 11/14/2018
Planning For The Super Elderly - Abendroth W. Thomas - 12-17-2008 01/14/2019
Representing Clients with Diminished Capacity - Fleming, Robert - 06-09-2015 11/14/2018

Ethics/Professional Development

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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 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

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

Recent Development

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

Recent Developments by Bob Hamilton

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Retirement Benefits

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Webinars

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