Thank you

Our live webcast has ended. If you were not able to attend on the day of the webcast, or if you purchased the e-learn product, you may watch the video to earn full CLE credit. Once you have completed the video of Day 1 and either Track A or B of Day 2, please complete the program CLE Affidavit to obtain your certificate. Then once you complete the other Track of Day 2, please complete the Breakout Session Affidavit to obtain your certificate for additional CLE.

Expires: 5/1/2023

DAY ONE
Moderated By:   Pamela Lucina, Northern Trust, Chicago

Recent Developments in Federal Estate, Gift and Generation-Skipping Taxes
Karen Van Meter, McDermott Will & Emery LLP, Chicago

Federal Income Taxation for Estate Planning & Administration
Robert A. Romanoff, Levenfeld Pearlstein LLC, Chicago 
Adam Garber, Levenfeld Pearlstein LLC, Chicago 

Illinois Law: Case Decisions & Trends
Ryan A. Walsh, Hamilton Thies & Lorch LLP, Chicago 

FEATURED PRESENTATION: Estate Planning and Trust Administration Under the Illinois Trust Code: Top 10 Changes to How We Administer Trusts and/or Practice Law
Now that we have been living with the Illinois Trust Code for over a year, hear from a practitioner and a trustee about lessons learned, pitfalls to avoid and suggestions to smooth the road ahead.
Natalie M. Perry, Harrison & Held, LLP, Chicago 
Stacy E. Singer, Northern Trust, Chicago 

Managing Your Estate Planning Practice in a Virtual World
(1.0 Professional Responsibility credit)
Connecting with clients and other professionals by phone or video conference has become the norm for most practitioners. A virtual estate planning practice presents new ethical concerns, security risks, and an increased likelihood of electronic wills. Learn how to effectively manage these new challenges.  
Lorraine Cavataio, Sandberg Phoenix, O’Fallon 
Steven L. Kriz , Levenfeld Pearlstein, LLC, Chicago                             
Ray Prather, Prather Ebner LLP, Chicago

What Does Red-Lining Have to Do with Trusts and Estates?
(1.0 Diversity & Inclusion Professional Responsibility credit)
Few diverse lawyers are members of the trusts and estates bar and the pipeline is not particularly encouraging.  Learn more about the diversity challenges facing the trusts and estates bar and the unique impact of such challenges.  Also, get tips for increasing diversity in your practice (regardless of size) as well as in the trusts and estates bar more generally.  This engaging session will help you feel empowered to make a difference and leave a legacy.
Lindsey D. G. Dates, Barnes & Thornburg LLP, Chicago

Adjourn Day 1

Description

Monday, May 24 and Tuesday, May 25, 2021
Virtual Conference via Live Webcast

DAY ONE
Moderated By:   Pamela Lucina, Northern Trust, Chicago

8:00 — Log into the webcast via your account at www.iicle.com
8:50 — Opening Announcements

9:00 – 10:00 — Recent Developments in Federal Estate, Gift and Generation-Skipping Taxes
Karen Van Meter, McDermott Will & Emery LLP, Chicago

10:00 - 10:15 — BREAK 

10:15 – 11:15 — Federal Income Taxation for Estate Planning & Administration
Robert A. Romanoff, Levenfeld Pearlstein LLC, Chicago 
Adam Garber, Levenfeld Pearlstein LLC, Chicago 

11:15 – 12:15 — Illinois Law: Case Decisions & Trends
Ryan A. Walsh, Hamilton Thies & Lorch LLP, Chicago 

12:15 – 1:00 — LUNCH BREAK

1:00 – 2:15 — FEATURED PRESENTATION: Estate Planning and Trust Administration Under the Illinois Trust Code: Top 10 Changes to How We Administer Trusts and/or Practice Law
Now that we have been living with the Illinois Trust Code for over a year, hear from a practitioner and a trustee about lessons learned, pitfalls to avoid and suggestions to smooth the road ahead.
Natalie M. Perry, Harrison & Held, LLP, Chicago 
Stacy E. Singer, Northern Trust, Chicago 

2:15 - 2:30 — BREAK 

2:30 – 3:30 — Managing Your Estate Planning Practice in a Virtual World
(1.0 Professional Responsibility credit)
Connecting with clients and other professionals by phone or video conference has become the norm for most practitioners. A virtual estate planning practice presents new ethical concerns, security risks, and an increased likelihood of electronic wills. Learn how to effectively manage these new challenges.  
Lorraine Cavataio, Sandberg Phoenix, O’Fallon 
Steven L. Kriz , Levenfeld Pearlstein, LLC, Chicago                             
Ray Prather, Prather Ebner LLP, Chicago

3:30 – 4:30 — What Does Red-Lining Have to Do with Trusts and Estates?
(1.0 Diversity & Inclusion Professional Responsibility credit)
Few diverse lawyers are members of the trusts and estates bar and the pipeline is not particularly encouraging.  Learn more about the diversity challenges facing the trusts and estates bar and the unique impact of such challenges.  Also, get tips for increasing diversity in your practice (regardless of size) as well as in the trusts and estates bar more generally.  This engaging session will help you feel empowered to make a difference and leave a legacy.
Lindsey D. G. Dates, Barnes & Thornburg LLP, Chicago

4:30 — Adjourn Day 1