CHICAGO ESTATE PLANNING COUNCIL

11:30 a.m. – 12:00 p.m. – Networking Session

12:00 p.m. – 12:30 p.m. – Lunch/Remarks

12:30 – 1:30 p.m. - Presentation

Menu Options:

• Chicken Breast Medallions with Ginger and Star Anise (R)
• Wild Mushroom Ravioli (NF)
  • Portobello, Sundried Tomato, Shaved Parmesan, Madeira
     

Sponsored by:

Creative non-grantor trusts are playing for increasingly important role in income tax planning for high-net-worth clients. This program examines advanced planning techniques involving INGs, BDOTs, QSBS stacking, and related strategies, with particular emphasis on liquidity events and concentrated income or gain. We'll analyze the tax mechanics, structural requirements, and practical considerations necessary to preserve non-granto treatment, evaluate state income tax benefits, and maximize planning opportunities to mitigate income tax.

To receive CE credit/certificate, please fill out the survey at the end of the program.

Photo/Video/Audio Release:

Photographs and videos of attendees are taken at CEPC programs. By registering for a CEPC program, you are giving CEPC permission to take your photograph or video/audio and use it with or without your knowledge and permission on CEPC promotional material including but not limited to our social media, publications, and our website.