Fifth Third Bank

2022 Virtual Fundamentals Course

Date: Wednesday, February 16, 2022
Time: 10:30am - 12:00pm
Location: Zoom
Speaker: See Below

Continuing Education Credit is pending approval for these courses.  

Part 4 – February 9, 2022 – 8:30 am – 1:00 pm

Drafting Estate Planning Documents

Presented by: Mel Justak, Reed Smith, LLP; Lucy Bickford, Schiff Hardin, LLP

This session will focus on the basics of drafting estate planning instruments, including the anatomy of a standard A/B estate plan, elements of basic estate planning documents (Wills, Revocable Living Trusts, and Powers of Attorney), tips for selection of fiduciaries, discussion of discretionary standards, as well as an overview of trustee powers, tax planning and other drafting considerations.

This session provides a detailed review of core estate planning documents and their provisions, designed to help new estate planning professionals understand the property and tax law basis for each provision.  The panelists will offer tips for understanding the structure and workings of an estate plan, including simple and more complex considerations in tailoring estate plans to suit client tax and family goals.


Part 5 – February 16, 2021 – 8:30 am – Noon

Putting It All Together

Presented by: Karin Prangley, Brown Brothers Harriman & Co.; Rachel Smith, Plante Moran

Now that you have learned about essential concepts in transfer taxation (including estate, gift and GST-taxes), drafting estate planning documents, fiduciary income tax, and the statutory framework for trust law, learn how you can apply in your everyday practice.

This course ties together the prior four sessions and will walk attendees through case studies illustrating the practical application and integration of concepts introduced in the first four sessions.  In particular, hypotheticals will focus on integrating planning, considering reporting for wealth transfer, and applying fiduciary income tax concepts.



Register by January 3rd to receive a $150 discount off the Complete Course registration fee.

                                                                                                            Member         Non-Member

Complete Course (all five sessions)                                              $700                     $950

Individual Course Fees:

Part 1 – January 19, 2022 – 8:30 am – 12:30 pm                           $160                      $235

Introduction to Estate Planning


Part 2 – January 26, 2022 – 8:30 am – 12:30 pm                           $160                      $235

Overview of Estate, Gift and

Generation-Skipping Transfer Tax


Part 3 – February 2, 2022 – 8:30 am – 1:00 pm                              $160                      $235

Income Tax Considerations for Trusts and Estates

Illinois Trust Code Workshop


Part 4 – February 9, 2022 – 8:30 am – 1:00 pm                             $160                      $235

Drafting Estate Planning Documents


Part 5 – February 16, 2022 – 8:30 am – Noon                               $160                      $235

Putting It All Together

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