Document Library

Categories

Council Documents

Document Name Date Added
.Changing Residency from IL for Business Owners, Executives and Retires.Hallerson.Martire.031319
Changing Residency from Illinois for Business Owners,Executive and Retires.Halleron and Martire.031319.pdf (9093K)
 2019-03-12
2015 - 2016 Programs and Events Schedule
CEPC Program Schedule.Final (1).docx (16K)
 2016-08-26
.03 March Program Speakers' Outline
03 March.Speakers' Outline.2017.pdf (408K)
 2017-08-16
10 October.Speaker Outline.James Raaf
Raaf James (Portrait) Read-Only.pdf (49K)
 2014-10-16
CEPC Website Job Posting
Job Posting Form.doc (22K)
 2010-12-16
CEPC Basics Course Information/Registration Material
Basics Course Information and Registration Draft.docx (71K)
 2013-10-07
CEPC Membership Application
CEPC Membership Application.0217.pdf (351K)
 2018-10-13
Power of Appointment - Written Materials
UNIFORM POWERS OF APPOINTMENT ACT - HANDOUT.pdf (304K)
 2018-11-07
.2016-2017 CEPC Programs and Workshops Schedule
CEPC 2016-2017 Programs and Workshops.December.docx (13K)
 2017-01-05
...Powers of Appointment Act Webinar
Uniform Power of Appointment Act (Slides).pptx (235K)
 2018-11-07
2014 - 2015 CEPC Monthly Program Schedule
2014 - 2015 Program Schedule.Final.doc (41K)
 2014-09-25
.02 February Written Materials.2017 Recent Developments.Ryan Walsh
2017 Recent Developments.Ryan Walsh.February 21 2018.pdf (491K)
 2018-02-21
.......Luncheon Registration Form.November 2018
Registration Form (1).doc (46K)
 2018-10-23
CEPC 2015-2016 Advertising and Sponsorship Opportunities
Sponsorship Opportunities.docx (18K)
 2015-07-02
.2018 Luncheon Program/Workshops Schedule
2018 Luncheon Program Schedule.docx (13K)
 2018-02-08
2012-2013 Luncheon Program Schedule
Program Schedule 2013.Final.doc (40K)
 2012-08-20
....Charitable Giving for Entrepreneurs After TCJA
.....10 October 2018.Charitable Giving for Entrepreneurs after TCJA.Brian Whitlock.pdf (4330K)
 2018-10-17
.2018-2019 Advertising and Sponsorship Opportunities
CEPC 2018 - 2019 Advetising and Sponsorship Opportunities (1).docx (14K)
 2018-10-07
May 2013 Speaker Outline - Wendy Goffe
Goffe Outline.May 2013 Program.pdf (1280K)
 2013-06-02
Sponsor Form
SPONSOR FORM.pdf (363K)
 2017-02-08
Akers Outline3.Turner Summary
Akers Outline3.Turner Summary FINAL_md 09 12 11.pdf (159K)
 2011-10-06
.Job Posting.Kelleher & Buckley, LLC
Estate Planning Attorney.10.2018.docx (12K)
 2018-10-07
CEPC Webinar Powerpoint: Administering Estates of
Webinar dec.pptx (105K)
 2010-11-04
May 16 Program Registration Form
Registration Form.May 2013 (1).doc (51K)
 2013-06-02
03 March.Basis Issues.Paul Lee Slides.032316
Running the Basis Slides 3-21-16 (2).pdf (1215K)
 2016-08-26
10/14/09 SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT THERE© (That Also Have the Merit of Playi
Speaker Outline.Website Posting.pdf (1696K)
 2018-03-26
Akers Outline2.Carryover Basis......
Akers Outline2.Carryover Basis Guidance Notice Updated for Notice 2011_76 09 14 11.pdf (243K)
 2011-10-06
March 19th Program Registration Form
Registration Form.March 2014.doc (48K)
 2014-02-26
..754 Does Not Mean 7 Minutes to 8.Elliott Friedman.November 2017
754 Does Not Mean 6 Minutes to 8.Elliott Friedman.November 2017.pdf (179K)
 2017-11-07
.2017-2018 Luncheon Programs, Webinars and Workshop Schedule
2017 - 2018 Programs Schedule.Final (2).docx (15K)
 2018-10-07
Sponsor Form
Sponsor Form.lp17.pdf (365K)
 2018-10-13
....0. Choice of Entity in Light of 2017 Tax Law Changes.Supporting Materials.092518.Steve Gorin
Gorin - Choice of Entity in Light of 2017 Tax Law Changes.pdf (4887K)
 2018-09-25
FAQs
FAQ.101014.docx (44K)
 2014-12-04
2011-2012 CEPC Luncheon Program Schedule
2011-2012 Luncheon Program Schedule.DOC (41K)
 2011-09-27
09 September 2017.Do Trusts Really Create Trust Fund Babies?.Abendroth.September 2017
Speaker Outline.Do Trusts Really Create Trust Fund Babies (2017).DOC (196K)
 2017-10-16
...1. Choice of Entity in Light of 2017 Tax Law Changes.092518.Steve Gorin
Choice of Entity In Light of 2017 Tax Law Changes 9_14_2018.Steve Gorin.pptx (187K)
 2018-09-24
..............2019-2020 CEPC Luncheon Programs Schedule
2019-2020 Luncheon Program Schedule.Final (5).pdf (121K)
 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)
 2018-03-26
Reduced Fee and Free Legal Services
Reduced Fee Legal Services.pdf (203K)
 2011-06-30
Estate Planning With Portability.Holland Knight.042313
Estate Planning with Portability.Holland Knight.042313.docx (14K)
 2014-02-04
.10 October 2017 Handout.Changing Views of Philanthropy......October 2017.Hoopingarner.Whitlock.Donn
Speaker Handout.Changing Views of Philanthropy......October 2017.pdf (2053K)
 2017-10-16
.........2018-2019 Luncheon Program Schedule
2018-2019 Luncheon Program Schedule.Final (4).docx (14K)
 2018-10-02
01 Free or Reduced Fees - Legal Services for Estat
Free or Reduced Fee Legal Services for Estate Planningv2 (2).docx (16K)
 2012-02-23
.Trustee's Role in Directed Trusts.Flubacher.Trust & Estates
The Trustee's Role in Directed Trusts.T&E.Flubacher.pdf (160K)
 2016-01-19
2018 Advertising/Sponsor Opportunities
2018 Sponsor Opportunities.docx (13K)
 2017-08-25
.060718 Luncheon Program Slides
Shier and Stone International Planning Deck (003).pdf (709K)
 2018-06-06
11 November.Speaker Outline.Best Planning Ideas and Income Tax Ideas Outline....Stacy Eastland.11121
...Best Planning Strategies....that reduce both income taxes and estate taxes.Stacy Eastland Outline.111214.SSE01WA Final+Schedules.pdf (8026K)
 2014-11-21
.0 Beyond Fundamentals.Intro to Trust Modification and Common Estate Planning Techniques.Quigley
CEPC BEYOND THE BASICS.Christine Quigley.052319.pdf (543K)
 2019-05-22
.Non-Judicial Settlement Agreement Wrapper.Flubacher.Trust & Estates
Non-Judicial Settlement Agreement Wrapper.T&E.Flubacher.pdf (327K)
 2016-01-19
.06 June Program.Speakers Handout
06 June Privilege-Differences for Attorneys and Accountants.pdf (481K)
 2017-06-07
.060718 Inbound Wealth Planning for the Global Family.White Paer
06 June 2018.Inbound Wealth Planning for the Global Family.White Paper.pdf (260K)
 2018-06-06
FATCA Webinar.UFTI Outline.Scott Bowman.102914
The Foreign Account Tax Compliance Act - UFTI Outline (2).docx (51K)
 2014-11-11
.0 State Law Pitfalls.Gerry Beyer.May 2019
State Law Pitfalls Outline.Gerry Beyer.May 2019.pdf (1570K)
 2019-05-16
May 2018 Speaker Handout.Life Insurance As a Funding Vehicle
Life Insurance as a Funding Vehicle...........pdf (547K)
 2018-05-15
IICLE Short Course April 2012.Discount Registratio
IICLE Information and Registration Form.pdf (917K)
 2012-01-23
.ABC and E(thics) of LGBTQ
CEPC Outline- Advising LGBTQIA Clients.pdf (387K)
 2019-04-18
.Directed Trust Handout.Todd Flubacher.January 2016
Directed Trusts Presentation For Chicago Estate Planning Council MNAT Formatted.pptx (3242K)
 2016-01-19
2013-2014 CEPC Program Schedule
Program Schedule 2014.Final (4).doc (45K)
 2013-10-21
.04 April Program.Speaker Handout.Andrew Keyt
04 April.Powerpoint.Andrew Keyt.pptx (11904K)
 2017-04-19
10 October.Speaker Outline.Jones
Speaker Outline.Jones.docx (37K)
 2014-10-16

..01 Speaker Outline for review

Login to view documents in this category.

.01 Internship Resumes

Login to view documents in this category.

2009-2010 CEPC PROGRAM SCHEDULE

Login to view documents in this category.

2011-2012 Speaker Outlines

Login to view documents in this category.

2014-2015 Speaker Outlines

Login to view documents in this category.

Advanced Wealth Planning and Transfer Strategies

Login to view documents in this category.

Asset Protectionn

Login to view documents in this category.

Basics - Estate Planning and Adminstration

Login to view documents in this category.

Business Planning

Login to view documents in this category.

Charitable Planning

Login to view documents in this category.

Domestic Relationships and Divorce

Login to view documents in this category.

Elder Law/ Guardianships

Document Name Date Added
Disabled Persons: Planning For and Implementation of Special Needs Trust and Guardianship - Koenig,
10 October.Disabled Persons Outline.Koenig and Weaver.docx (42K)
 2018-11-14
Representing Clients with Diminished Capacity - Fleming, Robert - 06-09-2015
Speaker Handout.Representing Clients with Diminished Capacity.Robert B Fleming.061115.pdf (512K)
 2018-11-14
Elder Financial Abuse - Fitzsimons G. Dana - 03-2012
Fitzsimons Outline.Elder Financial Abuse.March2012.pdf (372K)
 2019-01-02
Guardianship Administration - Madsen H. Wayne - 11-04-2009
Speaker Handout(1).pdf (18576K)
 2019-01-14
Planning For The Super Elderly - Abendroth W. Thomas - 12-17-2008
Speaker Handout - December.pdf (1312K)
 2019-01-14

Ethics/Professional Development

Login to view documents in this category.

Login to view documents in this category.

Frequently Asked Questions

Document Name Date Added
What is probate?
probate.pdf (785K)
 2017-06-06

General Estate Planning

Login to view documents in this category.

Illinois Estate Planning

Login to view documents in this category.

Income Taxation

Login to view documents in this category.

Life Insurance Planning

Login to view documents in this category.

Practice Management and Ethics

Login to view documents in this category.

Probate and Trust Administration

Document Name Date Added
Post Mortem Administration & Planning- Brooks, John & Webber, Fred- 03-22-2017
03 March Presentation Summary.pdf (17K)
 2018-11-14
Administering Estates of 2010 - Harrison, Louis & Such, Domingo & Weber B. Frederick - 11-05-2010
Webinar.Administering Estates of 2010 Decedents.....pdf (7064K)
 2019-01-14
What Executors and Trustees Wish You Knew About Estate Settlement - Singer E. Stacy - 11-19-2009
Speaker Handout.pdf (121K)
 2019-01-14
Handling Your First Estate - Singer E. Stacy & Weber B. Frederick - 01-17-2010
Presentation Handout.January10.pdf (16282K)
 2019-01-07
Anatomy of a Will Contest- Dadakis, John- 05-17-2017
05 May 2017.Anatomy of a Will.Speaker Handout.pdf (6460K)
 2018-10-14

Recent Development

Document Name Date Added
Recent Developments 2009: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe
Handout.Hamilton(1).doc (348K)
 2019-01-07
Recent Developments 2016: Selected Federal and Illinois Cases, Rulings And Statues- Hamilton E. Robe
CEPC 2016 Developments.February 23 2017.Speaker Handout.pdf (629K)
 2018-10-14
2007 Recent Developments: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe
handout.hamilton.2.DOC (259K)
 2019-01-14
Recent Developments 2013: Selected Federal And Illinois Cases, Rulings and Statues - Hamilton, Rober
2013 Recent Developments.Robert Hamilton.February 20.2014.Speaker Handout.pdf (504K)
 2018-10-14
Federal Estate & Income Tax Legislative Development Affecting Wealthy Clients - Belcher, Dennis - 03
Speaker Outline.Belcher.ppt (1454K)
 2019-01-14
Recent Developments 2011: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Robe
Speaker Outline.Recent Developments February 2012.pdf (237K)
 2019-01-02
Recent Develoipments 2008: Selected Federal and Illinois Cases, Rulings and Statutes - Hamilton, Rob
Speaker Handout - CEPC 2009 (2008 Cases).doc (415K)
 2019-01-14

Recent Developments by Bob Hamilton

Login to view documents in this category.

Retirement Benefits

Login to view documents in this category.

Webinars

Login to view documents in this category.