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DTSTART:20220216T163000Z
DTEND:20220216T180000Z
LOCATION:Zoom
UID:2203520220216T163000Z2022 Virtual Fundamentals Course
DTSTAMP:20260519T103533Z
DESCRIPTION:\n[](https://www.cepcweb.org/events/register/22035)\n \nContinuing Education Credit is pending approval for these courses.  \n \nPart 4 – February 9, 2022 – 8:30 am – 1:00 pm\n \nDrafting Estate Planning Documents\n \nPresented by: Mel Justak, Reed Smith, LLP; Lucy Bickford, Schiff Hardin, LLP\n \nThis session will focus on the basics of drafting estate planning instruments, including the anatomy of a standard A/B estate plan, elements of basic estate planning documents (Wills, Revocable Living Trusts, and Powers of Attorney), tips for selection of fiduciaries, discussion of discretionary standards, as well as an overview of trustee powers, tax planning and other drafting considerations.\n \nThis session provides a detailed review of core estate planning documents and their provisions, designed to help new estate planning professionals understand the property and tax law basis for each provision.  The panelists will offer tips for understanding the structure and workings of an estate plan, including simple and more complex considerations in tailoring estate plans to suit client tax and family goals.\n \n \n \nPart 5 – February 16, 2021 – 8:30 am – Noon\n \nPutting It All Together\n \nPresented by: Karin Prangley, Brown Brothers Harriman & Co.; Rachel Smith, Plante Moran\n \nNow that you have learned about essential concepts in transfer taxation (including estate, gift and GST-taxes), drafting estate planning documents, fiduciary income tax, and the statutory framework for trust law, learn how you can apply in your everyday practice.\n \nThis course ties together the prior four sessions and will walk attendees through case studies illustrating the practical application and integration of concepts introduced in the first four sessions.  In particular, hypotheticals will focus on integrating planning, considering reporting for wealth transfer, and applying fiduciary income tax concepts.\n \n \n \nREGISTRATION FEES\n \nRegister by January 3rd to receive a $150 discount off the Complete Course registration fee.\n \n                                                                                                            Member         Non-Member\n \nComplete Course (all five sessions)                                              $700                     $950\n \nIndividual Course Fees:\n \nPart 1 – January 19, 2022 – 8:30 am – 12:30 pm                           $160                      $235\n \nIntroduction to Estate Planning\n \n \n \nPart 2 – January 26, 2022 – 8:30 am – 12:30 pm                           $160                      $235\n \nOverview of Estate, Gift and\n \nGeneration-Skipping Transfer Tax\n \n \n \nPart 3 – February 2, 2022 – 8:30 am – 1:00 pm                              $160                      $235\n \nIncome Tax Considerations for Trusts and Estates\n \nIllinois Trust Code Workshop\n \n \n \nPart 4 – February 9, 2022 – 8:30 am – 1:00 pm                             $160                      $235\n \nDrafting Estate Planning Documents\n \n \n \nPart 5 – February 16, 2022 – 8:30 am – Noon                               $160                      $235\n \nPutting It All Together\n
SUMMARY:2022 Virtual Fundamentals Course - Chicago Estate Planning Council 
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