CLE on Basic Estate Planning

The Illinois State Bar Association Trusts & Estates Section is offering a 6.25 MCLE Hour, including 1.75 hours PMCLE credit, CLE entitled, Basic Estate Planning Bootcamp, on Thursday, April 25, 2013 from 8:50 – 4:45 pm. Below is a description and highlights of the event as provided by the Illinois State Bar Association: 

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.