Two Great ISBA Member Benefits Sponsored by
A Value of $1,344, Included with Membership

CLE - Estate Administrative Issues: Are You Prepared to Handle Some of the Difficult Issues Facing Your Client?


Don’t miss this full-day seminar in Chicago or via live webcast on June 9, 2017 that offers valuable information on how to handle an assortment of complex issues facing certain families during the administration of an estate, including drafting appropriate estate planning documents, enforcing settlement agreements, repairing documents that do not work, understanding administrative provisions of trust instruments, administering qualified retirement assets, and preparing fiduciary tax returns. Attendees with intermediate or advanced experience in estate planning, probate, tax planning, trust construction, tax preparation, trust and estate administration, chancery, or charitable planning representing fiduciaries who attend this seminar will better understand: the role of the trust protector; statutory and common law techniques available to fiduciaries and beneficiaries; trust construction, modification, and decanting; charitable trust reformation and how to assure grantor’s intent is met; use of apportionment provisions in planning documents; inherited IRAs; typical issues faced in tax return preparation; and much more!

The program is presented by the ISBA Trusts & Estates Section and qualifies for 6.25 hours MCLE credit.

Click here for more information and to register.

Posted on May 23, 2017 by Sara Anderson | Comments (0)
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