CEPC Virtual 2023 Fundamentals Course
Date: Wednesday, January 25, 2023
Time: 8:30am - 12:30pm
Location: Zoom Virtual Course
Speaker: Steve Kriz and Suzanne Shier, Levenfeld Pearlstein
Earlybird Fees - Register for the Complete Course by January 3rd to receive $100 Discount
All Courses will run from 8:30 a.m. - 12:30 p.m.
January 25, 2023 - Introduction to Estate Planning
February 1, 2023 - Overview of Estate, Gift and Generation-Skipping Transfer Tax
February 8, 2023 - Income Ta Considerations for Trusts and Estates and IL Trust Code
February 14, 2023 - Drafting Estate Planning Documents
February 22, 2023 - Putting It All Together
