IICLE Estate Planning Short Course

IICLE’s Estate Planning Short Course 2025 is an extensive program focused on navigating the complexities of estate planning law. It aims to provide a detailed analysis of the latest regulations, tax implications, strategies, and best practices in estate planning, delivered by seasoned attorneys. 

On day one, Allison Pfeifle will present “Help me Get My Feet Back On The Ground: Understanding and Calculating the Illinois Estate Tax”. Allison will provide attorneys with practical strategies for understanding the Illinois estate tax. She will share how recent developments impact estate planning in Illinois and explore techniques to help clients minimize tax liability while preserving wealth. The discussion will include calculation of the tax, considerations for residents and non-residents with Illinois property, and a brief discussion of the “Nowhere Man,” the Illinois generation-skipping transfer tax. 

On day one, Fredrick Weber will present “Planning for Effective Administration of Charitable Estates and Trusts.” Fred will address charitable estate planning techniques and strategies with an emphasis on the effective implementation of those techniques and strategies, post-death. He will also cover legal and practical considerations for ensuring that charitable intentions are honored while complying with relevant laws and regulations. 

On day two, Joe Blumberg will co-present with Christin Handa of Northern Trust “Discretionary Distributions: Balancing Trustee Authority and Beneficiary Needs.” This session delves into the nuances of drafting and administering discretionary distribution provisions. They will explore best practices for balancing trustee discretion with fiduciary obligations, mitigating conflicts among beneficiaries, and ensuring compliance with legal and tax considerations. 

For more information, click here.