CHICAGO ESTATE PLANNING COUNCIL

Part 1 - January 10, 2018*
Basics of Drafting Estate Planning Instruments
Anatomy of a Standard A/B Estate Plan
Basic Estate Planning Documents (Wills, Revocable Living Trusts, and
Powers of Attorney); Selection of Fiduciaries; Discretionary Standards;
Trustee Powers; Tax Planning; and Other Drafting Considerations
Presented by:
Eileen Trost, Freeborn & Peters LLP;
Erica E. Lord and Reetu Pepoff, The Northern Trust Company

Part 2 - January 17, 2018*
Basics of Estate, Gift and Generation Skipping Transfer Tax
Presented by:
Steve Bonneau, The Northern Trust Company
Christine Quigley, Schiff Hardin LLP

Part 3 - January 31, 2018**
Fiduciary Responsibility and Trust Taxation
Overview of the Illinois Trust and Trustees Act
Fiduciary Income Tax and Accounting for Trusts and Estates
Presented by:
Susan Bart, Schiff Hardin LLP
Michelle Huhnke, Sugar Felsenthal Grais & Hammer LLP
Tina D. Milligan, CTC MYCFO

Part 4 - February 7, 2018*
Putting it All Together:
Case Studies on Integrating the Planning and the Reporting for Clients and
Their Gifts, Their Estates, and the Fiduciary Income Tax Return
Presented by:
Michael Calahan, Plante Moran
Jeffrey Bergman, Charles Schwab Bank
Janet Rae Montgomery, Daluga, Boland & Montgomery, LLC

Locations:

* The Northern Trust Company, 50 S. LaSalle St., Chicago, IL
**Andersen Tax LLC, 222 W. Adams Street, Chicago, IL