CEPC 2025 Fundamentals Course
2025 Estate Planning Fundamentals Course Overview
Each year, the Chicago Estate Planning Council (CEPC) presents a five-part Fundamentals Course designed to provide a deep introduction to the essential components of trust and estate planning and administration.
This course can benefit:
Junior estate planning professionals (0-5 years experience), Experienced practitioners new to the trusts and estates field, and experienced practitioners seeking a “basics” refresher course in one or more areas of estate planning.
The Fundamentals Course is open to all estate planning professionals in the adjacent Midwest/Great-Lakes region, through virtual programming!
Dates:
January 21 - Introduction to Estate Planning
January 29 - Overview of Estate, Gift and Generation-Skipping Transfer Tax
February 5 - Income Tax Considerations for Trusts and Estates; and Illinois Trust Code
February 12 - Drafting Estate Planning Documents
February 28 - Putting It All Together
Fundamentals Course Faculty
Each part in the series is taught by skilled and highly-regarded members of Chicago’s estate planning community
Maribeth Berlin, Levenfeld Pearlstein
Jessica Birnbaum, ArentFox Schiff
Bridget Byrne, Andersen
Tiffany Carmona, JP Morgan Private Bank
Jessica Coutre, Thompson Coburn LLP
Valli Gupta, BMO Financial Group
Luke Harriman, ArentFox Schiff
Mel Justak, Reed Smith
Steven Kriz, Levenfeld Pearlstein LLC
Katherine McCue, Andersen
Oliver Merrill, ArentFox Schiff
Julie Olenn, BMO
Allison Pfeifle, ArentFox Schiff
Registration fees include instruction and electronic course materials. Colleagues of CEPC Members, Members of other estate planning councils that are a part of the National Association of Estate Planners and Councils (NAEPC) and members of other affiliated organizations may attend at the member rate.
