2020 Fundamentals Course Series - 0-5 year experience in Estate Planning
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
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.
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.
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.
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
12:30 – 3:30 p.m.
Karin Prangley, Brown Brothers Harriman
Rebecca Solomon, Plante Moran