65th Annual Estate Planning Short Course

Overview


This annual program combines two full days of advanced estate and trust planning education from the top legal minds in the state with an unprecedented opportunity for professional networking.

Get up-to-date on federal estate, income, gift and generation-skipping taxes and federal income taxation for estate planning and administration.

Topics covered this year include electronic wills and the Illinois Notary Public Act, the Illinois Trust Code, estate planning with permanent uncertainty, spousal lifetime access trusts, power of attorney misconduct, family business succession planning, and much more.

Elise McGee and James Cundiff will be speaking on Planning with Cryptocurrency, addressing fiduciary administration and estate planning considerations related to cryptocurrency including: planning ideas, practical tips and an overview of recent cryptocurrency developments.

Karen Van Meter will lead a panel discussing Recent Developments in Federal Estate, Gift and Generation-Skipping Taxes.

For more information, and to register, please click here.

Dig Deeper

Virtual Event / Speaking Engagements / October 17, 2022

Wealth Counsel Virtual Summit

IoD Building, London / Thought Leaders 4 Private Client / July 5, 2022

The Modern Trust: Contentious Trusts in a Changed Social Landscape

Webinar / Speaking Engagements / June 23, 2022

Andersen's 2022 Virtual Family Office Roundtable

Guernsey / Mourant / May 26, 2022

Mourant Guernsey Trusts Forum

Jersey / Mourant / May 24, 2022

Mourant Jersey Trusts Forum

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