CEPC 2026 Fundamentals Course
To review Fundamentals Courses Information and Registration, please click on the following link:
2026 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 Fundamentals Course is open to all estate planning professionals in the adjacent Midwest/Great-Lakes region, through virtual programming!
Dates:
January 20 - Introduction to Estate Planning
January 27 - Overview of Estate, Gift and Generation-Skipping Transfer Tax
February 4 - Income Tax Considerations for Trusts and Estates; and Illinois Trust Code
February 10 - Drafting Estate Planning Documents
February 24 - Putting It All Together
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.
This webinar is for educational purposes only and is the intellectual property of the presenters and their respective firms. Recording, rebroadcasting, or distributing any portion of this session without prior written consent is strictly prohibited and may violate applicable copyright and privacy laws.
