CEPC 2024 Fundamentals Course

Date: Tuesday, February 20, 2024
Time: 8:30am - 12:30pm
Location: Zoom Virtual Fundamentals Course - Putting It All Together

2024 Estate Planning Fundamentals Course Overview


Each year, the Chicago Estate Planning Council (CEPC) presents a five-part Fundamentals Course designed to provide a deep introduction to the essential components of trust and estate planning and administration.

This course can benefit:

Junior estate planning professionals (0-5 years experience), Experienced practitioners new to the trusts and estates field, and

Experienced practitioners seeking a “basics” refresher course in one or more areas of estate planning.


The CEPC is now opening up the Fundamentals Course to all estate planning professionals in the adjacent Midwest/Great-Lakes region, through virtual programming!



January 30 - Introduction to Estate Planning

February 6 -  Overview of Estate, Gift and Generation-Skipping Transfer Tax

February 13 - Income Tax Considerations for Trusts and Estates; and Illinois Trust Code

February 20 - Drafting Estate Planning Documents

February 27 - Putting It All Together


Fundamentals Course Faculty

Each part in the series is taught by skilled and highly-regarded members of Chicago’s estate planning community

Jessica Birnbaum, ArentFox Schiff

Bridget Byrne, Andersen

Tiffany Carmona, JP Morgan Private Bank

Jessica Coutre, Thompson Coburn LLP

Jodie Distler, BMO Financial Group

Valli Gupta, BMO Financial Group

Luke Harriman, ArentFox Schiff

Mel Justak, Reed Smith

Steven Kriz, Levenfeld Pearlstein LLC

Katherine McCue, Andersen

Oliver Merrill, ArentFox Schiff

Allison Pfeifle, ArentFox Schiff

Suzanne Shier, Levenfeld Pearlstein LLC


Registration fees include instruction and electronic course materials. Colleagues of CEPC Members, Members of other estate planning councils that are a part of the National Association of Estate Planners and Councils (NAEPC) and members of other affiliated organizations may attend at the member rate.

See Upcoming Event Calendar