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Description
8:30 – 8:50 Registration or Log on to the webcast
through your account at www.iicle.com
8:50 - 9:00 Welcoming
Announcements
9:00 – 10:00 Estate Planning Basic Documents
Walk through
the forms involved in estate planning, their purposes, and why you need to
understand them.
Paul F. O’Keefe, O’Keefe Law Office, Chicago
10:00 –
10:15 Break
10:15 – 11:15 Estate Tax Planning for
the Beginner
Learn the basics of
the Federal and Illinois estate tax and the basic strategies you can
incorporate into your planning for
the middle class. Understand basic planning principles for families that have accumulated, or
have the potential to accumulate, over $4 million in wealth.
Shawn M. McCullough, Harrison, LLP, Chicago
11:15 –
12:15 Disability Planning
L. Kaye
DeSelms Dent, Dent Law Offices, Ltd., Effingham
12:15 – 1:15 Lunch
(on your own)
1:15 – 2:15 Retirement
Planning for the 99%
Chuck LeFebvre,
Klaus LeFebvre & Wince LLP, Champaign & Villa Grove
2:15 – 3:15 Post-Death Administration:An Overview of the Process and Best Practices
for Efficiently
Settling an Estate and Trust
As estate planners, we focus on how
our client’s assets will be preserved, managed, and distributed after their death. But what happens when the client dies, and
you are contacted by the fiduciary or heir to handle settling their estate?This presentation will provide a general
overview of a “typical” non- contentious post-death administration
with a focus on common tasks, deadlines, and best practices for keeping organized throughout the
process.
Sarah
Barnes, Harrison, LLP, Chicago &
3:15 – 3:30 Break
3:30 – 4:30 Stick It to the Man! How to Start and Grow Your Own
Successful Estate Planning Practice (1
Professional Responsibility)
Theodore E. Froum, Froum Law Group, LLC, Evanston
& Chicago&
4:30 Adjourn