CEPC Estate Planning Fundamentals Program

Date: Wednesday, January 9, 2019
Time: 8:30am - 12:30pm
Location: The Northern Trust Company, 50 S. LaSalle Street (Global Conference Center) Chicago, IL
Speaker: Eileen Trost, Freeborn & Peters; Janet Rae Montgomery, Daluga Boland & Montgomery

Part 1 - November 15, 2018
Introduction to Estate Planning
This session is a precursor to Parts 2-5 and will introduce attendees to Estate Planning Concepts
The discussion will include: Objectives of Estate Planning; Information Needed to Prepare an
Estate Plan; Issue-Spotting Strategies; Review of Basic Estate Planning Documents                                                Presented by: Eileen Trost, Freeborn & Peters; Janet Rae Montgomery, Daluga Boland & Montgomery

Part 2 - January 9, 2019
Overview of Estate, Gift and Generation-Skipping Transfer Tax
Presented by: Christine Quigley, Schiff Hardin LLP; Steve Bonneau, The Northern Trust Company

Part 3 - January 23, 2019
Fiduciary Responsibility and Income Tax Matters
Overview of the Illinois Trust and Trustees Act
Presented by:
Susan Bart, Schiff Hardin LLP
Fiduciary Income Tax and Accounting for
Trusts and Estates – Presented by: Michelle Huhnke, SFG&H and Paige Goepfert, Andersen Tax LLC

Part 4 - January 30, 2019
Drafting Estate Planning Documents
Wills, Revocable Living Trusts, and Powers of Attorney; Selection of Fiduciaries;Discretionary Standards; Trustee
Powers; Tax Planning; and Other Drafting Considerations
Presented by: Erica E. Lord and Reetu Pepoff,  The Northern Trust Company; Natalie Perry, Rathje Woodward LLC

Part 5 - February 6, 2019
Putting it All Together:
Case Studies on Integrating Estate Planning and Reporting
Presented by: Jeffrey Bergman, Charles Schwab Bank; Rebecca Solomon, Plante Moran

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