Document Library
| File Name | Date Added |
|---|---|
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FAQs
FAQ.101014.docx (44K)
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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 |
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CEPC Website Job Posting
Job Posting Form.doc (22K)
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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 THERE© (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
Sponsor Form.lp17.pdf (365K)
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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 |
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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)
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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 |
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Sponsor Form
SPONSOR FORM.pdf (363K)
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02/08/2017 |
| Akers Outline3.Turner Summary | 10/06/2011 |
| .06 June Program.Speakers Handout | 06/07/2017 |
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CEPC Webinar Powerpoint: Administering Estates of
Webinar dec.pptx (105K)
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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 |
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.04 April Program.Speaker Handout.Andrew Keyt
04 April.Powerpoint.Andrew Keyt.pptx (11904K)
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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 |
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Guardianship Administration - Madsen H. Wayne - 11-04-2009
Speaker Handout(1).pdf (18576K)
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01/14/2019 |
| Disabled Persons: Planning For and Implementation of Special Needs Trust and Guardianship - Koenig, | 11/14/2018 |
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Planning For The Super Elderly - Abendroth W. Thomas - 12-17-2008
Speaker Handout - December.pdf (1312K)
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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 |
|---|---|
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What is probate?
probate.pdf (785K)
|
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 |
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Handling Your First Estate - Singer E. Stacy & Weber B. Frederick - 01-17-2010
Presentation Handout.January10.pdf (16282K)
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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 |
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What Executors and Trustees Wish You Knew About Estate Settlement - Singer E. Stacy - 11-19-2009
Speaker Handout.pdf (121K)
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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 |
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Federal Estate & Income Tax Legislative Development Affecting Wealthy Clients - Belcher, Dennis - 03
Speaker Outline.Belcher.ppt (1454K)
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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 |
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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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01/07/2019 |
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2007 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe
handout.hamilton.2.DOC (259K)
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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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