CEPC Basics Course

Date: Wednesday, January 28, 2015
Time: 9:00am - 12:00pm

PART I -- January 21, 2015 – Freeborn & Peters, LLP, 311 S. Wacker Drive, Chicago, IL

Basics of Drafting Estate Planning Instruments -   Anatomy of a Standard A/B Estate Plan – Basic 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 Eileen B. Trost, Freeborn & Peters, LLP; Christine Quigley, Holland & Knight;                     Erica E. Lord, The Northern Trust; and Kim Kamin, Gresham Partners, LLC

PART II -- January 28, 2015McGladrey, 1 S. Wacker Drive, the Seminar Room, 6th Floor, Chicago, IL

Basics of Preparing and Understanding Tax Returns Estate, Gift and Generation Skipping Transfer Tax

Presented by Emily Kuo, Harrison & Held LLP and Audrey Young, McGladrey, LLC

Fiduciary Income Tax and Tax Accounting for Trusts and Estates

 Presented by Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP; and Tina D. Milligan, CTC MYCFO

 Overview of the Illinois Trust and Trustees Act

 Presented by David Lutrey, Lesser, Lutrey & McGlynn, LLP

PART III -- February 4, 2015Plante Moran, 10 S. Riverside Plaza, Chicago, IL

Putting it All Together: Case Studies on Integrating the Planning and the Reporting

  An In-Depth Walk Through 1041 Preparation: Simple, Complex, or Something Else?

Presented by Michael Calahan, Plante Moran;  Jeffrey Bergman, Schiff Hardin LLP; and Janet Rae Montgomery, Daluga, Boland & Montgomery, LLC

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