Document Library
CategoriesCouncil Documents
| Document Name | Date Added |
|---|---|
| 2018 Advertising/Sponsor Opportunities | 2017-08-25 |
| 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
Harmon.December 2011.ppt (91K)
|
2018-03-26 |
| CEPC Bylaws as of 12-3-2020 | 2021-09-13 |
| .060718 Luncheon Program Slides | 2018-06-06 |
| .Directed Trust Handout.Todd Flubacher.January 2016 | 2016-01-19 |
|
CEPC Website Job Posting
Job Posting Form.doc (22K)
|
2010-12-16 |
| .0 Beyond Fundamentals.Intro to Trust Modification and Common Estate Planning Techniques.Quigley | 2019-05-23 |
| May 2018 Speaker Handout.Life Insurance As a Funding Vehicle | 2018-05-15 |
| 2021-2022 CEPC Sponsorship Opportunities | 2021-07-16 |
| 2014 - 2015 CEPC Monthly Program Schedule | 2014-09-25 |
| .ABC and E(thics) of LGBTQ | 2019-04-18 |
| .03 March Program Speakers' Outline | 2017-08-16 |
| CEPC Sponsorship Prospectus | 2022-07-29 |
| 2012-2013 Luncheon Program Schedule | 2012-08-20 |
|
Sponsor Form
Sponsor Form.pdf (382K)
|
2022-06-03 |
| ...Powers of Appointment Act Webinar | 2018-11-07 |
| .2018 Luncheon Program/Workshops Schedule | 2018-02-08 |
| Emerging Member Application (0-2 years experience in estate planning) | 2022-06-03 |
| May 16 Program Registration Form | 2013-06-03 |
| Akers Outline2.Carryover Basis...... | 2011-10-06 |
| ....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 |
| 01 Free or Reduced Fees - Legal Services for Estat | 2012-02-23 |
| .Job Posting.Kelleher & Buckley, LLC | 2018-10-07 |
| Estate Planning With Portability.Holland Knight.042313 | 2014-02-04 |
| ..754 Does Not Mean 7 Minutes to 8.Elliott Friedman.November 2017 | 2017-11-07 |
| 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 THERE© (That Also Have the Merit of Playi | 2018-03-26 |
| ....0. Choice of Entity in Light of 2017 Tax Law Changes.Supporting Materials.092518.Steve Gorin | 2018-09-25 |
| .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 |
| 2021-2022 Virtual Monthly Programs Schedule | 2021-09-13 |
| .........2018-2019 Luncheon Program Schedule | 2018-10-02 |
| 2013-2014 CEPC Program Schedule | 2013-10-21 |
| 10 October.Speaker Outline.James Raaf | 2014-10-16 |
| ..............2019-2020 CEPC Luncheon Programs Schedule | 2019-08-29 |
| .06 June Program.Speakers Handout | 2017-06-07 |
| .060718 Inbound Wealth Planning for the Global Family.White Paer | 2018-06-06 |
| 2015 - 2016 Programs and Events Schedule | 2016-08-26 |
| CEPC Basics Course Information/Registration Material | 2013-10-08 |
| .0 State Law Pitfalls.Gerry Beyer.May 2019 | 2019-05-16 |
|
.04 April Program.Speaker Handout.Andrew Keyt
04 April.Powerpoint.Andrew Keyt.pptx (11904K)
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2017-04-19 |
| ..CEPC 2022-2023 Monthly Luncheon Program Schedule | 2022-08-12 |
| 2020-2021 Program Schedule | 2021-06-10 |
| .Changing Residency from IL for Business Owners, Executives and Retires.Hallerson.Martire.031319 | 2019-03-12 |
| .2016-2017 CEPC Programs and Workshops Schedule | 2017-01-05 |
| CEPC 2015-2016 Advertising and Sponsorship Opportunities | 2015-07-02 |
| 2022-2024 Emerging Leaders Program | 2022-06-03 |
| Power of Appointment - Written Materials | 2018-11-07 |
| .02 February Written Materials.2017 Recent Developments.Ryan Walsh | 2018-02-21 |
|
Membership Application
Membership Application.pdf (346K)
|
2022-06-03 |
| May 2013 Speaker Outline - Wendy Goffe | 2013-06-03 |
| Akers Outline3.Turner Summary | 2011-10-06 |
|
CEPC Webinar Powerpoint: Administering Estates of
Webinar dec.pptx (105K)
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2010-11-04 |
| .......Luncheon Registration Form.November 2018 | 2018-10-23 |
| March 19th Program Registration Form | 2014-02-26 |
| Emerging Leaders Program Application 2023 | 2022-06-03 |
| .2018-2019 Advertising and Sponsorship Opportunities | 2018-10-07 |
| Reduced Fee and Free Legal Services | 2011-06-30 |
| .2017-2018 Luncheon Programs, Webinars and Workshop Schedule | 2018-10-07 |
| 09 September 2017.Do Trusts Really Create Trust Fund Babies?.Abendroth.September 2017 | 2017-10-16 |
| FATCA Webinar.UFTI Outline.Scott Bowman.102914 | 2014-11-11 |
| IICLE Short Course April 2012.Discount Registratio | 2012-01-23 |
| Calendar - CEPC and Allied Industry Events | 2021-09-13 |
| ...1. Choice of Entity in Light of 2017 Tax Law Changes.092518.Steve Gorin | 2018-09-24 |
| .Non-Judicial Settlement Agreement Wrapper.Flubacher.Trust & Estates | 2016-01-19 |
..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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2017 - 2018 Monthly Program Speaker Handouts
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2018 - 2019 Monthly Program Speaker Handouts
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2019 - 2020 Monthly Program Speaker Handouts
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2020 - 2021 Monthly Program Speaker Handouts
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2021 - 2022 Monthly Program Speaker Handouts
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Advanced Wealth Planning and Transfer Strategies
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Annual Outing
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Asset Protection
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Basics - Estate Planning and Adminstration
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Business Planning
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Career Opportunities - Job Postings
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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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Federal Estate, Gift and GST Tax and Related Legislation
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Frequently Asked Questions
| Document Name | Date Added |
|---|---|
| What you need to know to be an educated consumer.... | 2020-03-10 |
|
What is probate?
probate.pdf (785K)
|
2017-06-06 |
| 2020 November FAQs with Digital Assets | 2020-11-17 |
| ACTEC Family Estate Planning Guide Video Series | 2020-06-05 |
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 Developments
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Recent Developments by Bob Hamilton
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Retirement Benefits
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Webinars
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