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DTSTART:20240227T143000Z
DTEND:20240227T183000Z
LOCATION:Zoom Virtual Fundamentals Course - Putting It All Together
UID:2537520240227T143000ZCEPC 2024 Fundamentals Course
DTSTAMP:20260530T191407Z
DESCRIPTION:\n2024 Estate Planning Fundamentals Course Overview\n \n \n \nEach 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.\n \nThis course can benefit:\n \nJunior estate planning professionals (0-5 years experience), Experienced practitioners new to the trusts and estates field, and\n \nExperienced practitioners seeking a “basics” refresher course in one or more areas of estate planning.\n \n \n \nThe CEPC is now opening up the Fundamentals Course to all estate planning professionals in the adjacent Midwest/Great-Lakes region, through virtual programming!\n \n \n \nDates:\n \nJanuary 30 - Introduction to Estate Planning\n \nFebruary 6 -  Overview of Estate, Gift and Generation-Skipping Transfer Tax\n \nFebruary 13 - Income Tax Considerations for Trusts and Estates; and Illinois Trust Code\n \nFebruary 20 - Drafting Estate Planning Documents\n \nFebruary 27 - Putting It All Together\n \n \n \nFundamentals Course Faculty\n \nEach part in the series is taught by skilled and highly-regarded members of Chicago’s estate planning community\n \nJessica Birnbaum, ArentFox Schiff\n \nBridget Byrne, Andersen\n \nTiffany Carmona, JP Morgan Private Bank\n \nJessica Coutre, Thompson Coburn LLP\n \nJodie Distler, BMO Financial Group\n \nValli Gupta, BMO Financial Group\n \nLuke Harriman, ArentFox Schiff\n \nMel Justak, Reed Smith\n \nSteven Kriz, Levenfeld Pearlstein LLC\n \nKatherine McCue, Andersen\n \nOliver Merrill, ArentFox Schiff\n \nAllison Pfeifle, ArentFox Schiff\n \nSuzanne Shier, Levenfeld Pearlstein LLC\n \n \n \nRegistration 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.\n
SUMMARY:CEPC 2024 Fundamentals Course - Chicago Estate Planning Council 
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