Estate Planning Boot Camp – Online On-Demand Sessions

This session will focus on common estate planning mistakes that we should all avoid and will cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption.

Originally presented as part of the Estate Planning Boot Camp.

This session will summarize the key tax and estate planning benefits that can be achieved by carefully incorporating a life insurance policy in a client’s estate plan. In addition, it will address the differences between term and permanent life insurance, determining who should be the owner and beneficiary of the life insurance policy, how best to fund a trust-owned life insurance policy, and avoiding the troublesome “transfer-for-value” rule.

Originally presented as part of the Estate Planning Boot Camp.

This session will cover several important decision points concerning IRAs that most IRA owners will encounter so you can answer their questions. These will include beneficiary designations, IRA owner’s disability, investment of IRA assets in nonmarketable assets, and administering IRAs after the owner’s death.

Originally presented as part of the Estate Planning Boot Camp.

This session will walk you through a checklist to ensure thoroughness in each stage of the planning process, from pre-engagement to document drafting to termination of representation, to help you avoid malpractice claims. Additionally, a Q&A session will address specific issues that arise in everyday practice.

Originally presented as part of the Estate Planning Boot Camp.