Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| Tax and Estate Planning Considerations for Foreign Persons Owning US Assets and Vice Versa. Shier & | 2023-08-15 |
| Changing Residency from Illinois for Business Owners, Executives and Retires.Halleron and Martire.03 | 2022-05-06 |
| Interest Rate Sensitive Planning-Understanding the Value of Time.Berek & Lee.06-12-2012 | 2023-08-29 |
| Best Practices and Ethical Issues For Estate Planners.Redd.03-18-2010 | 2023-08-29 |
| Estate Tax Repeal of 2010- The Federal Estate, Gift and Generations Skipping Taxes.03-10-2010.pptx | 2023-09-07 |
| Divided Trusteeship.Flubacher.01/21/2016 | 2023-09-06 |
| The Affluent Meeting Reality In These Uncertain Times.Hirshman.04-19-2012 | 2023-08-29 |
| 2009 Recent Developments.Hamilton.02-17-2010 | 2023-08-29 |
| What Part of No Don't You Understand-Disclaiming Assets, Interests, Powers.Burns.04-28-2011 | 2023-08-29 |
| Tricks and Traps of Trust Loans to Beneficiaries. Walven, Harrington. 12-09-2015.pdf | 2023-09-06 |
| American Taxpayer Relief Act of 2012.Shier.01-31-2013 | 2023-08-30 |
| 10/17/17 Changing Views of Philanthropy | 2018-03-27 |
| December 2011 Speaker Powerpoint | 2014-01-26 |
| Estate Planning for Persons With Less Than $5 Million. Blattmachr . 11/14/2007 | 2023-08-15 |
| Qualified Opportunity Zones-What Estate Planners Need to Know.12122019 | 2022-04-24 |
| Preserving Wealth and Family Values: Reality Collides With Conventional Wisdom. Handler. 09-09-2015 | 2023-09-06 |
| Best Practice in Philanthropic Planning - Gans C. Denise & Jones L. Norah & Raaf J. James - 10-16-20 | 2019-01-14 |
| 05/24/12 IRS Alternative Dispute Resolution Techniques | 2018-03-26 |
| Estate Planner's Guide to Divorce.Harmon.12-15-2011 | 2023-08-29 |
| Back to Basics.Ornduff.05/20/2010 | 2023-08-17 |
| Estate Planning With Portability.Holland Knight.042313 | 2014-02-04 |
| 03/22/17 Posts Mortem Administration & Planning ppt | 2018-03-26 |
|
Handling Your First Estate - Singer E. Stacy & Weber B. Frederick - 01-17-2010
Presentation Handout.January10.pdf (16282K)
|
2019-01-07 |
| Powers of Attorney: Protections, Pitfalls, and Practical Applications.Ornduff.10-18-2011 | 2023-08-29 |
| Some of the Best Estate Planning Ideas We See Out There.Eastland.10-14-2009 | 2023-08-28 |
| Divided Trusteeship.Flubacher.01/21/2016 | 2023-08-15 |
| Anatomy of a Will Contest.Dadakis,05-17-2017 | 2023-08-16 |
| 2021-2022 CEPC Sponsorship Opportunities | 2021-07-16 |
| How To Handle Estates of Decedents Who Die in 2010 (Webinar).Harrison, Such, Weber.11-05-2010 | 2023-08-29 |
|
Recent (Non) Developments: Selected Federal and Il
Handout.Hamilton.doc (348K)
|
2014-01-26 |
| Estate Planning Under the 2010 Tax Relief Act.Akers.10-07-2011 | 2023-08-29 |
| Navigating Conflicts in Multi-Generational Planning.Porter.05-13-2009 | 2023-08-28 |
| Changing Residency from IL for Business Owners, Executives and Retires.Hallerson.Martire.03/13/2019 | 2023-08-15 |
| CEPC Sponsorship Prospectus | 2022-07-29 |
| 2021 Annual Outing Registration Form | 2021-05-20 |
| The Use of Defined Value & Formula Allocation Clauses.Porter.12-18-2012 | 2023-08-30 |
| Decanting: Refining a Vintage Trust.Bart.09-11-2013 | 2023-09-06 |
| Estate Planning Under the 2010 Tax Relief Act.Akers.10-07-2011 | 2023-08-29 |
| Educating Family on Investment/Values/Money.Clemons.01-17-2008 | 2023-08-28 |
| Estate Planning For Intellectual Property.Chae.12-03-2020 | 2023-09-07 |
| llinois Descent & Distribution - Timeless Principles or Time of a Change. Rhodes. 09-21-2016.pdf | 2023-09-06 |
| Planning for Privacy in a Public World.Bergner.04-19-2018.pdf | 2023-09-06 |
| Planning for the 0.2% as if They Were Part of the 99.8%.Easland.11-12-2014 | 2023-09-06 |
| Delaware Trusts and Decanting Trusts.Pulsifer.05-20-2010 | 2023-08-29 |
| Planning in Light of Biology and Assisted Conception.Goffe.05-16-2013 | 2023-08-30 |
| Tax and Estate Planning Considerations for Foreign Persons Owning US Assets and Vice Versa. Shier & | 2023-08-15 |
| Demystifying Divorce for Estate Planning and Probate Professionals.Garlovsky and Harrington.03-22-20 | 2023-09-06 |
| Protecting Your Identity.Anderson, Kuehl, Hill.04-21-2010 | 2023-08-29 |
| Fiduciary Litigation and Malpractice Issues.Zaluda.06-01-2011 | 2023-08-29 |
| IRS Alternative Dispute Resolution Techniques.McDe | 2012-05-24 |
| Portability: Temporary Relief From a Loss of Exclusion .Abendroth.02-21-2012 | 2023-08-29 |
| Civil Unions (Webinar).Prather,Bart,Wilson.05-25-2011 | 2023-08-29 |
| Beyond the Fundamentals-Introduction to Trust Modification and Common Estate Tax Planning Techniques | 2023-08-04 |
| Planning for Unusual Assets: Yachts, Planes, Marijuana, Guns. Beyer. 11-10-2015 | 2023-09-06 |
| FATCA Webinar.UFTI Outline.Scott Bowman.102914 | 2014-11-11 |
| Power of Appointment - Written Materials | 2018-11-07 |
| Do Trusts Really Create Trust Fund Babies.Abendroth.09-20-2017 | 2023-08-16 |
| The Techniques and Troubles of Giving Away The Family Home.Handler.03-17-2011 | 2023-08-29 |
| 2009 Illinois Planning.Bart.03-20-2008 | 2023-08-26 |
| Uniform Powers of Appointment Act.Snyder, Buchnar.11/7/2018 | 2023-08-04 |
| Drafting for the New Decade.Damerow & Ditelberg.10-27-2020 | 2022-04-24 |
| American Taxpayer Relief Act of 2012.Shier.01-31-2013 | 2023-08-30 |
| Family Governance: Best Practices of Successful Families. Keyt. 04-20-2017 | 2023-09-06 |
|
12/2007 Insurance Today
handout.goldstein12.pdf (1325K)
|
2018-03-26 |
| International Estate Planning-It's a Small World After All.Schultz.01-19-2012 | 2023-08-29 |
| Understanding Alternative Investments: Fact, Fiction, And Fantasy.Weinstein.10/17/2007 | 2023-08-15 |
| Estate Planning for IRA's & Qualified Plans.Keebler.06/09/16 | 2023-09-07 |
| Revenue Ruling Confirms that IRS Will Recognize Same-Sex Marriages but Not Civil Unions or Registere | 2014-02-04 |
| 03/19/14 Beneficiaries' Rights to Information | 2018-03-26 |
| What Executors and Trustees Wish You Knew About Estate Settlement.Singer.11-19-2009 | 2023-08-28 |
| Pivot Planning-Drafting to Maximize Flexibility.Quigley Pfeifle Morrison.01-20-2022.pdf | 2023-09-07 |
| Back to Basics.Ornduff.05-20-2010 | 2023-08-17 |
| Social Security Benefits and All Its Permutations.Tedford. 04-23-2015 | 2023-09-06 |
| CEPC Basics Course Information/Registration Material | 2013-10-08 |
| Civil Unions (Webinar).Prather.10-07-2011 | 2023-08-29 |
| What Life (Insurance) Is Really All About.Levin.09-16-2009 | 2023-08-28 |
| Tax and Estate Planning for Crypto Assets.Hinkes.12-13-2018.pdf | 2023-09-06 |
| 2021 Annual Outing Informational Brochure | 2021-05-20 |
| The Use of Defined Value & Formula Allocation Clauses.Porter.12-18-2012 | 2023-08-30 |
| How to Handle Estates of Decedents Who Die in 2010.Harrison, Such, Weber.11-05-2010 | 2023-08-29 |
| CEPC Webinar Recording - The Federal Estate, Gift | 2014-01-26 |
| Estate Planning Under the 2010 Tax Relief Act.Akers.10-07-2011 | 2023-08-29 |
| Estate Planning For The Unmarried Couple.Goffe.04-23-2009 | 2023-08-28 |
| Healthcare Reform-An Overview of the Basics.Fenninger.09-28-2010 | 2023-08-29 |
| Estate Planning Under the 2010 Tax Relief Act.Akers.10-07-2011 | 2023-08-29 |
| Hot Topics.Belcher.03-18-2009 | 2023-08-28 |
| Managing Fiduciaries in Challenging Times.Sarafa Clark and Valbuena.11-17-2020 | 2023-09-07 |
| State Law Pitfalls - Don’t Step In It When Your Client Steps Across State Lines.Beyer.05/16/2019 | 2022-05-06 |
| Demystifying the Estate Planning Process.Pleshivoy & Cagan. 10-09-2014.pdf | 2023-09-06 |
| Planning for the 0.2% as if They Were Part of the 99.8%.Easland.11-12-2014 | 2023-09-06 |
| Rational Planning Strategies for an Irrational Populace.Harrison.09/14/2012 | 2023-08-29 |
| Delaware Trusts and Decanting Trusts.Pulsifer.05-20-2010 | 2023-08-29 |
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