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Council Documents

Document Name Date Added
..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
11 November.Speaker Outline.Best Planning Ideas and Income Tax Ideas Outline....Stacy Eastland.11121 2014-11-21
10/14/09 SOME OF THE BEST ESTATE PLANNING IDEAS WE SEE OUT THEREĀ© (That Also Have the Merit of Playi 2018-03-26
09 September 2017.Do Trusts Really Create Trust Fund Babies?.Abendroth.September 2017 2017-10-16
....0. Choice of Entity in Light of 2017 Tax Law Changes.Supporting Materials.092518.Steve Gorin 2018-09-25
FATCA Webinar.UFTI Outline.Scott Bowman.102914 2014-11-11
.Trustee's Role in Directed Trusts.Flubacher.Trust & Estates 2016-01-19
.10 October 2017 Handout.Changing Views of Philanthropy......October 2017.Hoopingarner.Whitlock.Donn 2017-10-16
...1. Choice of Entity in Light of 2017 Tax Law Changes.092518.Steve Gorin 2018-09-24
IICLE Short Course April 2012.Discount Registratio 2012-01-23
.Non-Judicial Settlement Agreement Wrapper.Flubacher.Trust & Estates 2016-01-19
2013-2014 CEPC Program Schedule 2013-10-21
2018 Advertising/Sponsor Opportunities 2017-08-25
.........2018-2019 Luncheon Program Schedule 2018-10-02
10 October.Speaker Outline.Jones 2014-10-16
06/01/11 Who Wants to be a Fiduciary? Ethical and Other Issues Faced by Fiduciaries and Their Adviso 2018-03-26
.06 June Program.Speakers Handout 2017-06-07
.060718 Luncheon Program Slides 2018-06-06
10 October.Speaker Outline.James Raaf 2014-10-16
..............2019-2020 CEPC Luncheon Programs Schedule 2019-08-29
.Directed Trust Handout.Todd Flubacher.January 2016 2016-01-19
.060718 Inbound Wealth Planning for the Global Family.White Paer 2018-06-06
.0 Beyond Fundamentals.Intro to Trust Modification and Common Estate Planning Techniques.Quigley 2019-05-22
2015 - 2016 Programs and Events Schedule 2016-08-26
CEPC Website Job Posting 2010-12-16
CEPC Basics Course Information/Registration Material 2013-10-07
.04 April Program.Speaker Handout.Andrew Keyt 2017-04-19
May 2018 Speaker Handout.Life Insurance As a Funding Vehicle 2018-05-15
.0 State Law Pitfalls.Gerry Beyer.May 2019 2019-05-16
.03 March Program Speakers' Outline 2017-08-16
2014 - 2015 CEPC Monthly Program Schedule 2014-09-25
.ABC and E(thics) of LGBTQ 2019-04-18
.2016-2017 CEPC Programs and Workshops Schedule 2017-01-05
.Changing Residency from IL for Business Owners, Executives and Retires.Hallerson.Martire.031319 2019-03-12
2012-2013 Luncheon Program Schedule 2012-08-20
CEPC 2015-2016 Advertising and Sponsorship Opportunities 2015-07-02
Power of Appointment - Written Materials 2018-11-07
Akers Outline3.Turner Summary 2011-10-06
.02 February Written Materials.2017 Recent Developments.Ryan Walsh 2018-02-21
...Powers of Appointment Act Webinar 2018-11-07
May 2013 Speaker Outline - Wendy Goffe 2013-06-02
Akers Outline2.Carryover Basis...... 2011-10-06
March 19th Program Registration Form 2014-02-26
.2018 Luncheon Program/Workshops Schedule 2018-02-08
.......Luncheon Registration Form.November 2018 2018-10-23
CEPC Webinar Powerpoint: Administering Estates of 2010-11-04
2021 Emerging Member Program Application 2020-07-23
May 16 Program Registration Form 2013-06-02
....Charitable Giving for Entrepreneurs After TCJA 2018-10-17
03 March.Basis Issues.Paul Lee Slides.032316 2016-08-26
2011-2012 CEPC Luncheon Program Schedule 2011-09-27
.2018-2019 Advertising and Sponsorship Opportunities 2018-10-07
CEPC 2020-21 Sponsor Opportunities 2020-07-08
Estate Planning With Portability.Holland Knight.042313 2014-02-04
.Job Posting.Kelleher & Buckley, LLC 2018-10-07
01 Free or Reduced Fees - Legal Services for Estat 2012-02-23
Reduced Fee and Free Legal Services 2011-06-30
...2020-2021 CEPC Virtual Lunch Program Schedule 2020-09-02

..01 Speaker Outline for review

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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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CEPC FORMS

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Charitable Planning

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Domestic Relationships and Divorce

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Elder Law/ Guardianships

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Ethics/Professional Development

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Frequently Asked Questions

Document Name Date Added
June 2020 FAQs with 2020 Digital Assets 2020-06-11
ACTEC Family Estate Planning Guide Video Series 2020-06-05
What you need to know to be an educated consumer.... 2020-03-10
What is probate? 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

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Recent Development

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Recent Developments by Bob Hamilton

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Retirement Benefits

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Webinars

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