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, you will be directed to the next item to obtain your certificate.

Expires: 3/1/2023

Moderator: Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

Anatomy of an Estate Plan
Walk through the forms involved in estate planning, their purposes, and why you need to understand them.
Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

Client Intake & Communication
(0.75 Professional Responsibility CLE Credits)
Explore the art of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter.
Alison Pfeifle, Schiff Hardin LLP, Chicago 

Wills Overview
Review the essential provisions and important aspects of wills. 
Sarah J. Robinson, McDermott Will & Emery LLP, Chicago

Trusts Overview
Examine the basics of revocable trusts and then delve into various revocable trust structures and provisions that attorneys should consider for their clients. 
Grant Hendricks, Horwood Marcus & Berk Chartered, Chicago

Everyday Mistakes in Estate Planning
Ensure thoroughness in each stage of the planning process with a step-by-step checklist to help you avoid malpractice claims - from pre-engagement to document drafting to termination of representation.
Adam Garber, Levenfeld Perlstein, LLC, Chicago 
Steven Kriz , Levenfeld Perlstein, LLC, Chicago 

Assets that Pass Outside Wills and Trusts
Understand the various types of assets that pass outside of a will or trust, the mechanism of conveyance, and applicable law.
Jennifer Y. Tolsky, Gould + Ratner, Chicago 

Estate Administration: What Happens After Someone Dies & Why That is Important
The death of a client is the true test of how all the estate planning plays out. Understanding the nuts and bolts of the estate administration process can help you anticipate potential problems in your drafting. We will cover how the attorney can help with the estate settlement responsibilities, tasks that will need to be completed and considerations for post-mortem tax planning.
Adam Novak, Northern Trust, Chicago

Adjourn

 = IICLE® Publications Author

Wednesday, March 24, 2021
Interactive Live Webcast

Moderator: Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

8:30 – 8:50  Log on to the webcast through your account at www.iicle.com 
8:50 - 9:00  Welcoming Announcements

9:00 – 10:15  Anatomy of an Estate Plan
Walk through the forms involved in estate planning, their purposes, and why you need to understand them.
Carrie A. Harrington, Levenfeld Pearlstein, LLC, Chicago

10:15 – 10:30  Break

10:30 – 11:18  Client Intake & Communication
(0.75 Professional Responsibility CLE Credits)
Explore the art of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter.
Alison Pfeifle, Schiff Hardin LLP, Chicago 

11:18 – 12:06  Wills Overview
Review the essential provisions and important aspects of wills. 
Sarah J. Robinson, McDermott Will & Emery LLP, Chicago

12:06 – 12:45  Lunch

12:45 – 1:32  Trusts Overview
Examine the basics of revocable trusts and then delve into various revocable trust structures and provisions that attorneys should consider for their clients. 
Grant Hendricks, Horwood Marcus & Berk Chartered, Chicago

1:32 – 2:17  Everyday Mistakes in Estate Planning
Ensure thoroughness in each stage of the planning process with a step-by-step checklist to help you avoid malpractice claims - from pre-engagement to document drafting to termination of representation.
Adam Garber, Levenfeld Perlstein, LLC, Chicago 
Steven Kriz , Levenfeld Perlstein, LLC, Chicago 

2:17 – 2:30  Break

2:30 – 3:33  Assets that Pass Outside Wills and Trusts
Understand the various types of assets that pass outside of a will or trust, the mechanism of conveyance, and applicable law.
Jennifer Y. Tolsky, Gould + Ratner, Chicago 

3:33 – 4:20  Estate Administration: What Happens After Someone Dies & Why That is Important
The death of a client is the true test of how all the estate planning plays out. Understanding the nuts and bolts of the estate administration process can help you anticipate potential problems in your drafting. We will cover how the attorney can help with the estate settlement responsibilities, tasks that will need to be completed and considerations for post-mortem tax planning.
Adam Novak, Northern Trust, Chicago

4:20  Adjourn

 = IICLE® Publications Author