CLE: Basic Estate Planning Bootcamp
Join us in Chicago on April 25th for an in-depth look at the basic estate planning tools you need to effectively assist your estate planning clients! Learn the essentials of the initial client meeting, the appropriate use of advanced directives and the ethical considerations in the estate planning process. Don’t miss this opportunity to update your basic knowledge of wills, trusts, and formulating your client’s estate plan. Trusts and estate professionals, new attorneys, small and closely-held business counsel, financial planners and accountants with beginning to intermediate experience who attend this seminar will: learn how to obtain relevant information during the initial client meeting; be better prepared to draft dispositive provisions in a will; understand how to personalize a client’s will; learn to recognize potential gift and estate tax issues; understand the importance of funding trusts; learn to recognize potential gift and estate tax issues; be able to avoid the various pitfalls that may arise throughout the estate planning process; and better understand the ethical considerations in estate planning, including engagement letters, identifying conflicts, and complying with the Illinois Rules of Professional Conduct.
The program is presented by the ISBA Trusts & Estate Section Council and qualifies for 6.25 hours MCLE credit, including 1.75 hours Professional Responsibility MCLE credit (subject to approval).