Kent Law School
Chicago, Illinois

Program sponsored by
ABA Section of Real Property, Trust and Estate Law and Kent Law School Chicago

ABA Section of Real Property, Trust and Estate Law

Skills Training for Estate Planners

This program will present a consolidated take on the ideal estate planning CLE program for both new and experienced lawyers. Young and transitioning lawyers new to the practice will receive an educational experience focused on the “how to” of estate planning. The outstanding faculty includes experts in all aspects of estate planning and will cover a wide range of topics.

Brochure Cover

What you will learn at the Skills Training for Estate Planners?

Basics of Estate Planning
Estate and Gift Tax

Estate and Gift Tax, Part I

Estate and Gift Tax, Part II

Leader's Lunch
Planning for Probate Contests
Protective Proceedings and Representing Persons with Diminished Capacity
Basics of Estate and Trust Administration
Individual and Fiduciary Income Tax
Common Planning Techniques (e.g. ILITs, Grantor Trusts and gift/sales, GRATs, QPRTs)
Young Leader's Lunch
Tax Considerations in Drafting Trusts
Testamentary Estate Planning: Marital and Credit Shelter Formulas
Ethics for Estate Planners

SKILLS TRAINING

Sponsored by the American Bar Association Section of Real Property, Trust & Estate Law

TESTIMONIALS

“Outstanding resource for all who may want to learn or refresh their knowledge on estate planning. Knowledgeable and engaging presenters make this enjoyable and practical.”
– 2020 Participant

Brian M. Balduzzi, Esq

Tax LL.M., MBA, CFP®, Wilmington Trust, Philadelphia, Pennsylvania

CLE Credit

The ABA will seek 10.5 hours of CLE credit in 60-minute states, and 12.6 hours of CLE credit for this program in 50-minute states*. Including 1 hour of CLE specialty ethics credit in 60-minute states and 1.2 hours of CLE specialty ethics credit in 50-minute states as needed. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.

*Florida Bar regulators have stated that attorneys will not receive Florida credit for any ABA program, even if they self-apply.

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