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DTSTART:20200129T143000Z
DTEND:20200129T183000Z
LOCATION:The Northern Trust Company, 50 S. LaSalle Street, Global Conference Center
UID:1897820200129T143000Z2020 Fundamentals Course Series - 0-5 year experience in Estate Planning
DTSTAMP:20260519T103419Z
DESCRIPTION:\nGive your Junior Colleagues the opportunity to hone their basic drafting skills and learn tips to prepare and review estate, gift and trust tax returns.\n \nThe Chicago Estate Planning Council’s (CEPC) Fundamentals Course Series is scheduled for January 2020. This Series is geared towards individuals with less than 5-years of experience in estate planning; and individuals with more than five\n years of experience who would benefit from an estate planning refresher.\n \nBuilding Blocks of Estate Planning - Fundamentals Course Series\nJanuary 8, 2020\nIntroduction to Estate Planning\n Objectives of Estate Planning\n Review of Basic Estate Planning Documents\n Estate Planning Intake Considerations\n Issue – Spotting Strategies\n \n8:30 a.m. - Noon\n Presented by:\n Gregg Simon, Much Shelist, PC\n Janet Rae Montgomery, Nisen & Elliott LLC\n LUNCH - 12:30 p.m.\n\nOverview of Estate, Gift and\n Generation-Skipping Transfer Tax\n \n1:00 p.m. – 4:30 p.m.\n Presented by:\n Christine R.W. Quigley, Schiff Hardin LLP\n Julie J. Olenn, Jenner and Block, LLP\n  \n \nJanuary 23, 2020\nDrafting Estate Planning Documents\n Wills, Revocable Trusts and Powers of Attorney\n Discretionary Standards, Trustee Selection and Powers,\n Tax Planning, and Other Drafting Considerations\n \n8:30 a.m. – 12:30 p.m.\n Presented by:\n Svetlana V. Bekman, Northern Trust\n Mel M. Justak, Reed Smith, LLP\n Lucy D. Bickford, Schiff Hardin LLP\n \n\nJanuary 29, 2020\nIncome Tax Considerations for Trusts and Estates;\n And Understanding the Basics of the\n Illinois Trust Code\n \n8:30 – 11:30 a.m.\n Presented by:\n Paige Goepfert, Andersen\n Susan Bart, Schiff Hardin LLP\n \nLunch - 11:40 a.m. - 12:25 p.m.\n \nPutting It All Together\n Case Studies on Integrating Estate Planning\n and Reporting\n \n12:30 – 3:30 p.m.\n Presented by:\n Karin Prangley, Brown Brothers Harriman\n Rebecca Solomon, Plante Moran\n  \n
SUMMARY:2020 Fundamentals Course Series - 0-5 year experience in Estate Planning - Chicago Estate Planning Council 
PRIORITY:3
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DESCRIPTION:Reminder
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