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DTSTART:20180110T150000Z
DTEND:20180110T183000Z
LOCATION:$400.00
UID:1567420180110T150000Z2018 Basics Courses - Estate Planning Fundamentals Training Program
DTSTAMP:20260519T103344Z
DESCRIPTION:\nPart 1 - January 10, 2018*\n Basics of Drafting Estate Planning Instruments\n Anatomy of a Standard A/B Estate Plan\n Basic Estate Planning Documents (Wills, Revocable Living Trusts, and\n Powers of Attorney); Selection of Fiduciaries; Discretionary Standards;\n Trustee Powers; Tax Planning; and Other Drafting Considerations\n Presented by:\n Eileen Trost, Freeborn & Peters LLP;\n Erica E. Lord and Reetu Pepoff, The Northern Trust Company\n \nPart 2 - January 17, 2018*\n Basics of Estate, Gift and Generation Skipping Transfer Tax\n Presented by:\n Steve Bonneau, The Northern Trust Company\n Christine Quigley, Schiff Hardin LLP\n \nPart 3 - January 31, 2018**\n Fiduciary Responsibility and Trust Taxation\n Overview of the Illinois Trust and Trustees Act\n Fiduciary Income Tax and Accounting for Trusts and Estates\n Presented by:\n Susan Bart, Schiff Hardin LLP\n Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP\n Tina D. Milligan, CTC MYCFO\n \nPart 4 - February 7, 2018*\n Putting it All Together:\n Case Studies on Integrating the Planning and the Reporting for Clients and\n Their Gifts, Their Estates, and the Fiduciary Income Tax Return\n Presented by:\n Michael Calahan, Plante Moran\n Jeffrey Bergman, Charles Schwab Bank\n Janet Rae Montgomery, Daluga, Boland & Montgomery, LLC\n \nLocations:\n \n* The Northern Trust Company, 50 S. LaSalle St., Chicago, IL\n **Andersen Tax LLC, 222 W. Adams Street, Chicago, IL\n \n \n
SUMMARY:2018 Basics Courses - Estate Planning Fundamentals Training Program - Chicago Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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