Document Library
| File Name | Date Added |
|---|---|
| Speaker Handout.Preserving Wealth and Family Values.David Handler.September 2015 | 01/19/2016 |
|
November 2011 Powerpoint
Powerpoint.November 2011.pdf (581K)
|
11/15/2011 |
| 09 September 2017.Do Trusts Really Create Trust Fund Babies?.Abendroth.September 2017 | 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 |
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06/01/11 Who Wants to be a Fiduciary? Ethical and Other Issues Faced by Fiduciaries and Their Adviso
Harmon.December 2011.ppt (91K)
|
03/26/2018 |
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November 2011 Outline
Outline.November 2011.pdf (436K)
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11/15/2011 |
| 2014 - 2015 CEPC Monthly Program Schedule | 09/25/2014 |
| .10 October 2017 Handout.Changing Views of Philanthropy......October 2017.Hoopingarner.Whitlock.Donn | 10/16/2017 |
| .060718 Luncheon Program Slides | 06/06/2018 |
| 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 |
| 2018 Advertising/Sponsor Opportunities | 08/25/2017 |
| .060718 Inbound Wealth Planning for the Global Family.White Paer | 06/06/2018 |
| 2012-2013 Luncheon Program Schedule | 08/20/2012 |
| 01 Representing Clients with Diminished Capacity.Robert Fleming.June 2015 | 06/04/2015 |
|
Sponsor Form
SPONSOR FORM.pdf (363K)
|
02/08/2017 |
| Community Property for Those Just Who Practice Common Law.Mark Shiller.061114 | 06/10/2014 |
| .06 June Program.Speakers Handout | 06/07/2017 |
| 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 |
| May 2018 Speaker Handout.Life Insurance As a Funding Vehicle | 05/15/2018 |
| 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 |
|
.04 April Program.Speaker Handout.Andrew Keyt
04 April.Powerpoint.Andrew Keyt.pptx (11904K)
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04/19/2017 |
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01 January 2015.Speakers' Outline.Panel
Speakers' Handout.pdf (853K)
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01/21/2015 |
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CEPC Webinar Powerpoint: Administering Estates of
Webinar dec.pptx (105K)
|
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
FAQ.101014.docx (44K)
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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 |
| 11 November.Speaker Powerpoint.Best Estate Planning ideas and income Tax Plan Ideas Powerpoint.Stacy | 11/21/2014 |
| .02 February Written Materials.2017 Recent Developments.Ryan Walsh | 02/21/2018 |
| .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 |
| 01 Free or Reduced Fees - Legal Services for Estat | 02/23/2012 |
| .2018 Luncheon Program/Workshops Schedule | 02/08/2018 |
| .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 |
| 11 November.Speaker Outline.Best Planning Ideas and Income Tax Ideas Outline....Stacy Eastland.11121 | 11/21/2014 |
| .Directed Trust Handout.Todd Flubacher.January 2016 | 01/19/2016 |
| Life Insurance Traps for the Unwary.Larry Herman.121713 | 12/18/2013 |
| FATCA Webinar.UFTI Outline.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 |
| IICLE Short Course April 2012.Discount Registratio | 01/23/2012 |
| FATCA for Private Clients Webinar Powerpoint.Scott Bowman.102914 | 11/11/2014 |
| 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.Jones | 10/16/2014 |
| ..754 Does Not Mean 7 Minutes to 8.Elliott Friedman.November 2017 | 11/07/2017 |
| 10/14/09 SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT THERE© (That Also Have the Merit of Playi | 03/26/2018 |
| 10 October.Speaker Outline.James Raaf | 10/16/2014 |
|
IL Parentage Act Webinar.Powerpoint
Power PointV3.pdf (640K)
|
01/19/2016 |
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CEPC Website Job Posting
Job Posting Form.doc (22K)
|
12/16/2010 |
| CEPC Basics Course Information/Registration Material | 10/07/2013 |
| 10 October.Speaker Outlines.Chan Gans | 10/16/2014 |
|
Sponsor Form
Sponsor Form.lp17.pdf (365K)
|
10/24/2017 |
..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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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?
probate.pdf (785K)
|
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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