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Estate Planning Short Course 2025 CFP Verification Information
Please complete the following information ONLY if you require CERTIFIED FINANCIAL PLANNER credit.
*
1.
Please complete the following information:
(Required.)
Name
Company Name
Telephone Number
Email
CFP Registrant ID Number
2.
Please check all sessions attended during Day 1 of this program:
Panel of Current Developments: New Laws, New Regulations and How They Are Practically Applied (2 credit hours)
Help Me Get My Feet Back On The Ground: Understanding and Calculating the Illinois Estate Tax (1.5 credit hours)
Track A - Grantor Trusts in General
Track B - Case Law and Legislative Update: Trust and Estate Fiduciaries
Track A - Leveraging Trusts as Collateral for Loans in Estate Planning
Track B - Planning for the Effective Administration of Charitable Estates and Trusts
Track A - Artificial Intelligence and Its Impact on Trusts and Estates Practice
Track B - Primer on Discovery Issues for Estate Planners
3.
Please check all sessions attended during Day 2 of this program:
Track A - IRA Basics
Track A - Introduction to Illinois Trust Code
Track A - Introduction to Illinois Estate Tax
Track A - GST Basics
Track A - GRATS, CRAT, CRUTS - The Alphabet Soup of Estate Planning
Track B - Post-Mortem Planning: Navigating Unimplemented Estate Plans After Death
Track B - Estate Planning for Retirement Heavy Estates
Track B - Basis Planning: Maximizing Tax Efficiency for Estates and Trusts
Track B - Discretionary Distributions: Balancing Trustee Authority and Beneficiary Needs
Track B - Multi-State Estate Planning
