Document Library
CategoriesCouncil Documents
Document Name | Date Added |
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.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
Job Posting Form.doc (22K)
|
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 |
.......Luncheon Registration Form.November 2018 | 2018-10-23 |
CEPC 2015-2016 Advertising and Sponsorship Opportunities | 2015-07-02 |
.2018 Luncheon Program/Workshops Schedule | 2018-02-08 |
2012-2013 Luncheon Program Schedule | 2012-08-20 |
....Charitable Giving for Entrepreneurs After TCJA | 2018-10-17 |
.2018-2019 Advertising and Sponsorship Opportunities | 2018-10-07 |
May 2013 Speaker Outline - Wendy Goffe | 2013-06-02 |
Sponsor Form
SPONSOR FORM.pdf (363K)
|
2017-02-08 |
Akers Outline3.Turner Summary | 2011-10-06 |
.Job Posting.Kelleher & Buckley, LLC | 2018-10-07 |
CEPC Webinar Powerpoint: Administering Estates of
Webinar dec.pptx (105K)
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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
Sponsor Form.lp17.pdf (365K)
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2018-10-13 |
....0. Choice of Entity in Light of 2017 Tax Law Changes.Supporting Materials.092518.Steve Gorin | 2018-09-25 |
FAQs
FAQ.101014.docx (44K)
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2014-12-04 |
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 |
..............2019-2020 CEPC Luncheon Programs Schedule | 2019-08-29 |
06/01/11 Who Wants to be a Fiduciary? Ethical and Other Issues Faced by Fiduciaries and Their Adviso
Harmon.December 2011.ppt (91K)
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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
04 April.Powerpoint.Andrew Keyt.pptx (11904K)
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2017-04-19 |
10 October.Speaker Outline.Jones | 2014-10-16 |
..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 |
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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 |
Guardianship Administration - Madsen H. Wayne - 11-04-2009
Speaker Handout(1).pdf (18576K)
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2019-01-14 |
Planning For The Super Elderly - Abendroth W. Thomas - 12-17-2008
Speaker Handout - December.pdf (1312K)
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2019-01-14 |
Ethics/Professional Development
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Federal Estate, Gift and GST Tax and Related Legislation
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Frequently Asked Questions
Document Name | Date Added |
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What is probate?
probate.pdf (785K)
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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 |
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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
Speaker Handout.pdf (121K)
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2019-01-14 |
Handling Your First Estate - Singer E. Stacy & Weber B. Frederick - 01-17-2010
Presentation Handout.January10.pdf (16282K)
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2019-01-07 |
Anatomy of a Will Contest- Dadakis, John- 05-17-2017 | 2018-10-14 |
Recent Development
Document Name | Date Added |
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Recent Developments 2009: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe
Handout.Hamilton(1).doc (348K)
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2019-01-07 |
Recent Developments 2016: Selected Federal and Illinois Cases, Rulings And Statues- Hamilton E. Robe | 2018-10-14 |
2007 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe
handout.hamilton.2.DOC (259K)
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2019-01-14 |
Recent Developments 2013: Selected Federal And Illinois Cases, Rulings and Statues - Hamilton, Rober | 2018-10-14 |
Federal Estate & Income Tax Legislative Development Affecting Wealthy Clients - Belcher, Dennis - 03
Speaker Outline.Belcher.ppt (1454K)
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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 by Bob Hamilton
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Retirement Benefits
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Webinars
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