Estate Planning school training courses in Chicago, IL (public, in-house or online)

Many individuals-- and their estate planning advisers-- overlook the basic tools used to build a sound estate and financial plan. It is important for estate owners and estate planners to build a sound and coordinated estate plan. This activity entails understanding forms of property ownership; utilizing a will and advance directive; considering gifting and personal trusts; and tools and techniques to mitigate estate taxation.

Estate Planning - An Overview
Various ways that property can be owned and transferred
Distinguish between the various forms of ownership
Importance of documents required for estate planning
Likely ’targets of opportunity’ for malpractice claims
The concept of ’privity’ and to whom is the estate planner liabl
Various steps the planner can take to reduce the risk of malpractice suits
Most common estate planning mistakes and ways to avoid such mistakes

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Investors who are concerned with the eventual disposition of their holdings are typically well heeled. These savvy investors realize that their choices are limited—either seek expensive legal advice or contact a BCE designee.
Practitioners who complete our Board Certified in Estate Planningâ„?program will gain the best of both worlds: estate planning ideas plus asset repositioning implementation. The BCEâ„?program lays a solid foundation and explains core concepts before tackling sophisticated...

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This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the unified transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, mar...

Full archival course description>>

This course focuses on are the proper methods of holding legal title to property during your life, and passing your estate on to your heirs in a manner and timing of your choosing, all with minimum taxes and intervention by the legal system. It begins with a consideration of the estate planning process and the documents of transfer. The course then addresses the transfer tax system and the calculation of an individual’s estate tax liability. Estate planning techniques such as trusts, marital and...

Full archival course description>>