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DTSTART:20250205T143000Z
DTEND:20250205T183000Z
LOCATION:Zoom Virtual Fundamentals Course
UID:2689920250205T143000ZCEPC 2025 Fundamentals Course
DTSTAMP:20260617T220032Z
DESCRIPTION:\nTo review Fundamentals Courses Information and Registration, please click on the following link:\n \nhttps://drive.google.com/file/d/1bBz6V1CBLPmqDbS-cKyVJspyiIyR0pLB/view?usp=sharing\n \n \n \n2025 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 experienced practitioners seeking a “basics” refresher course in one or more areas of estate planning.\n \n \n \nThe Fundamentals Course is open to all estate planning professionals in the adjacent Midwest/Great-Lakes region, through virtual programming!\n \n \n \nDates:\n \nJanuary 21 - Introduction to Estate Planning\n \nJanuary 29 - Overview of Estate, Gift and Generation-Skipping Transfer Tax\n \nFebruary 5 - Income Tax Considerations for Trusts and Estates; and Illinois Trust Code\n \nFebruary 12 - Drafting Estate Planning Documents\n \nFebruary 18 - 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 \nMaribeth Berlin, Levenfeld Pearlstein\n Jessica Birnbaum, ArentFox Schiff\n Bridget Byrne, Andersen\n Tiffany Carmona, JP Morgan Private Bank\n Jessica Coutre, Thompson Coburn LLP\n Valli Gupta, BMO Financial Group\n Luke Harriman, ArentFox Schiff\n Mel Justak, Reed Smith\n Steven Kriz, Levenfeld Pearlstein LLC\n Katherine McCue, Andersen\n Oliver Merrill, ArentFox Schiff\n Julie Olenn, BMO\n Allison Pfeifle, ArentFox Schiff\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 2025 Fundamentals Course - Chicago Estate Planning Council 
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