Presented by the ISBA Trusts & Estates Section
Live Webcast
Tuesday, February 11, 2025
2:00 – 3:05 p.m.
1.0 hour MCLE credit
The Tax Cuts and Jobs Act is set to expire at the end of 2025 …. will your clients be ready? And, more importantly, are you equipped with the information you need to advise them? Don’t miss this informative presentation that reviews the history of the federal estate and gift tax exemption, explores the different planning strategies and opportunities available to your clients, and shows you how to assess your clients’ circumstances when deciding whether the client is a good fit for a particular recommendation. Elder law attorneys, federal tax lawyers, and trusts and estate practitioners with intermediate practice experience who attend this online program will also learn:
- Who should consider changing their estate planning strategies in advance of the sunset;
- How to implement these planning strategies with your client’s team, including their wealth management advisor, accounting, and valuation expert;
- What you need to know about annual gifting options and irrevocable life insurance trusts;
- How spousal lifetime access trusts and the reciprocal trust doctrine may help your clients; and
- Grantor retained annuity trust and qualified personal residence trust.
Colleen L. Sahlas , The Law Offices of Hoy & Sahlas, LLC, Oak Brook
Program Chat Moderator:
Melissa Johnson , Generation Law, Elmhurst
Program Speakers:
Angela M. Iaria , Aronberg Goldgehn, Wheaton
Jennifer F. Kuzminski , Aronberg Goldgehn, Chicago
For best practices, before attending the program using ISBA's Zoom platform, please visit our Technical Support page.
Program InformationFees:ISBA Member - $35ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).Non-Member - $70New Attorney Member (within the first five years of practice) - $25Law Student Members - FreeSpecial pricing is available for Legal Service Attorneys.If you cannot attend the live web event, a full refund is available, if you cancel your registration up to the start of the live web event on the program page in your “My CLE Account”. Please Note: MCLE credit is available to registrants only on the day of this live event – and you must attend the entire program to earn MCLE credit. All registrants will receive access to a recording of the event a few days after the program, but credit is NOT available for the recording.
Original source can be found here.