2020 Fundamentals Course Series - 0-5 year experience in Estate Planning

Date: Wednesday, January 29, 2020
Time: 8:30am - 12:30pm
Location: The Northern Trust Company, 50 S. LaSalle Street, Global Conference Center
Speaker: See Below

Give your Junior Colleagues the opportunity to hone their basic drafting skills and learn tips to prepare and review estate, gift and trust tax returns.

The Chicago Estate Planning Council’s (CEPC) Fundamentals Course Series is scheduled for January 2020. This Series is geared towards individuals with less than 5-years of experience in estate planning; and individuals with more than five
years of experience who would benefit from an estate planning refresher.

Building Blocks of Estate Planning - Fundamentals Course Series
January 8, 2020
Introduction to Estate Planning
Objectives of Estate Planning
Review of Basic Estate Planning Documents
Estate Planning Intake Considerations
Issue – Spotting Strategies

8:30 a.m. - Noon
Presented by:
Gregg Simon, Much Shelist, PC
Janet Rae Montgomery, Nisen & Elliott LLC
LUNCH - 12:30 p.m.

Overview of Estate, Gift and
Generation-Skipping Transfer Tax

1:00 p.m. – 4:30 p.m.
Presented by:
Christine R.W. Quigley, Schiff Hardin LLP
Julie J. Olenn, Jenner and Block, LLP

January 23, 2020
Drafting Estate Planning Documents
Wills, Revocable Trusts and Powers of Attorney
Discretionary Standards, Trustee Selection and Powers,
Tax Planning, and Other Drafting Considerations

8:30 a.m. – 12:30 p.m.
Presented by:
Svetlana V. Bekman, Northern Trust
Mel M. Justak, Reed Smith, LLP
Lucy D. Bickford, Schiff Hardin LLP

January 29, 2020
Income Tax Considerations for Trusts and Estates;
And Understanding the Basics of the
Illinois Trust Code

8:30 – 11:30 a.m.
Presented by:
Paige Goepfert, Andersen
Susan Bart, Schiff Hardin LLP

Lunch - 11:40 a.m. - 12:25 p.m.

Putting It All Together
Case Studies on Integrating Estate Planning
and Reporting

12:30 – 3:30 p.m.
Presented by:
Karin Prangley, Brown Brothers Harriman
Rebecca Solomon, Plante Moran

See Upcoming Event Calendar