Understand All the Wealth Planning Options Available to Your Clients
Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today!
- Weigh all the pros and cons to select the best trust options for specific client situations.
- Anticipate tax consequences of various trusts.
- Use sample trust language our faculty provide to save drafting time and avoid mistakes.
- Clarify the powers and duties of trustees in different trusts.
- Compare living and testamentary trusts for straightforward estate planning.
- Distinguish between accounting and taxable income and learn how trust income tax is reported.
- Understand how ATRA has changed the practice of marital trusts and learn when they are still useful.
- Review common ethical missteps that can cost you your license - and how to avoid them.
Who Should Attend
This basic level seminar is designed for the professionals involved in creating and administering trusts:
- Accountants and CPAs
- Trust Officers
- Enrolled Agents
- Tax Managers
- Wealth Managers
- What are Trusts? Main Trust Principles
- Simple Testamentary Trusts and Revocable Living Trusts
- Tax Reduction with Trusts
- Grantor Trusts
- Marital Trusts in a Nutshell
- Special Needs Trusts (SNTs)
- Other Trust Structures and Issues
- Legal Ethics
Continuing Education Credit
Continuing Legal Education
Credit Hrs State
CLE 6.50 -
CLE 6.75 -
Financial Planners – Financial Planners: 8.00
International Association for Continuing Education Training – IACET: 0.70
National Association of State Boards of Accountancy – CPE for Accountants: 8.00 *
Professional Achievement in Continuing Education – PACE: 8.00 *
* denotes specialty credits
June 26 - Springfield
KAYE DESELMS DENT is an attorney with Frisse & Brewster Law Offices, where she provides an array of estate planning services, focusing on nursing home planning and special needs planning. As a member of WealthCounsel and IL NAELA, Ms. Dent has an array of resources available for her clients' planning needs. She is a member of her local bar associations and serves the Board of Directors for Heartland Human Services in Effingham, Illinois. She attended the University of Illinois and Hofstra University School of Law.
DAVID M. FRISSE is the principal owner and founder of Frisse & Brewster Law Offices. His firm focuses primarily on estate planning; administration; elder law; and farm and business exit, succession and other planning. Mr. Frisse's firm uses a unique combination of teaching and listening to help families and businesses protect whatever is important to them. He is a member of the National Network of Estate Planning Attorneys, WealthCounsel, Illinois State and Indiana State bar associations, and a founder of the Estate Planning Council of Central Illinois, Inc. He is a contributing author of two books, Love, Money and Control: Reinventing Estate Planning and The Complete Guide to Estate & Financial Planning in Turbulent Times. Mr. Frisse is on the Board of Directors of the Lake Land College Foundation, the Paris Community Hospital Foundation, and he is a trustee of the Paris YMCA Endowment Trust. His affiliations, activities, continuing education and leadership roles both in his profession and within his community are considerable. Mr. Frisse is a graduate of Notre Dame University and the St. Louis University School of Law.
THOMAS G. HAMILL is an attorney with Harrison & Held, LLP. He counsels clients on estate planning, probate and trust administration, gifting strategies, and business succession planning. Mr. Hamill's practice focuses on the implementation of estate plans to address family needs and minimize estate taxes; the administration of wills and trusts, including the preparation of federal and state estate tax returns; and the succession of family-owned businesses. He is admitted to practice in the Illinois Supreme Court, and is a member of the Illinois State Bar Association and the Sangamon Valley Estate Planning Council. He earned his B.A. degree from the University of Illinois at Urbana-Champaign and his J.D. degree, cum laude, from the University of Illinois College of Law.
KEVIN LINDER is the owner of Linder Law Office, PC, in Springfield, Illinois. He practices in the areas of family law, bankruptcy and Social Security (both ERISA and private disability, and Social Security law). Mr. Linder is a chartered financial consultant and a certified financial planner. He has lectured to various organizations on his areas of expertise. Mr. Linder is a member of the Illinois State, American and Sangamon County bar associations; the National Association of Consumer Bankruptcy Attorneys; and the National Organization of Social Security Claimants and Representatives. He earned his B.A. degree from the University of Illinois at Springfield and his J.D. degree from the University of Missouri at Columbia.June 29 - Rockford
MARIA N. BERGER started her own practice in 2002, with a focus on real estate, estate planning/probate, business law, and family law. She is active in the Illinois State Bar Association, and is serving as the associate editor for the Illinois Bar Journal. Ms. Berger is a member of the Ogle and DuPage County bar associations. She is a trained mediator, approved by the Ogle County Courts for child custody and visitation mediations. Ms. Berger mediates other family, business, personal injury and civil lawsuits as well. During law school, she worked for Sidley Austin, LLP, in Chicago. Ms. Berger gained experience in corporate litigation, intellectual property, and other areas of law. She earned her J.D. degree from the University of Illinois College of Law, where she ranked third in her class, and was a member of the Law Review. Ms. Berger graduated Order of the Coif and summa cum laude.
MICHAEL H. ERDE is the principal in the North Side Chicago law firm of Michael H. Erde, P.C., where he focuses his practice on estate planning, elder law, probate and corporate law. He is certified as an elder law attorney by the National Elder Law Foundation. Mr. Erde is a member of the Greater North Shore Estate Planning and Financial Planners Council and the National Academy of Elder Law Attorneys. He has been an instructor/lecturer and given seminars for many years on estates, trusts, elder law, asset protection, Medicaid and special needs. Mr. Erde was an adjunct professor at The John Marshall Law School, where he taught classes on elder law. He has written numerous articles on wills, trusts, and elder law issues. Mr. Erde earned his B.S.B.A. degree from Washington University, his J.D. degree from the University of Illinois, and has graduate credits in taxation from The John Marshall Law School. He founded the Asset Protection Committee of the Chicago Bar Association, and is a member of the Probate Committee of the local bar.
NYKOEL D. KAHN is an attorney with the Froum Law Group, LLC. She works with clients to develop and implement estate plans that address their tax and business needs, as well as meeting their personal and family goals. Ms. Kahn also works on all aspects of probate litigation and estate administration. She earned her B.A. degree from Tulane University, and her J.D. degree from Syracuse University School of Law. Ms. Kahn is a member of the Chicago Bar Association and the Illinois State Bar Association.
KENNETH KUGELBERG is an attorney with Generation Law, LTD, where he focuses his practice on estate planning and administration, GALs, guardianships, Medicaid applications, and wills and trusts. He has more than 20 years of public service, both inside and outside the courtroom. Mr. Kugelberg formerly worked for the DuPage County State's Attorney's Office. He earned his B.B.A. degree, summa cum laude, from American InterContinental University; and his J.D. degree from The John Marshall Law School.
ROBERT C. TORBERT is an attorney with Howard & Hardyman, LLP, where he practices in the areas of estate planning, corporate transactions, tax issues, commercial and residential real estate and litigation. He uses his background in tax to develop and implement both simple and complex estate plans and corporate structures with up-to-date tax and succession planning. Mr. Torbert is a member of the Illinois State Bar Association and the State Bar of Wisconsin. He earned his B.A. degree, cum laude, from Augustana College; his J.D. degree from the University of Illinois College of Law; and his Masters of Science degree in taxation from Northern Illinois University.