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Estate Planning Short Course 2026 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)
Dealing with Minors and Incapacitated Beneficiaries Under the Illinois Trust Code and the Illinois Probate Act (1.50 credit hours)
Track A - Administering Non-Probate Assets (1.25 credit hours)
Track B - Pre- and Post-Death Planning with Disclaimers (1.25 credit hours)
Track A - Unique Issues and Underused Tools in Illinois Probate (1.25 credit hours)
Track B - Trust Administration and Income Tax Reporting (1.25 credit hours)
3.
Please check all sessions attended during Day 2 of this program:
Track A - Law Practice Management Fundamentals for Estate Planning Attorneys
Track A -Introduction to Special Needs Trust Planning and Administration
Track A - Planning for Retirement Benefits with Trusts in 2026 and Beyond
Track A - Selling Discounted Assets to an Intentionally Defective Grantor Trust
Track A - Stress-Testing Estate Planning Documents
Track B - Conflicts of Interest and the Fiduciary Exception – Ethics in Estate Planning
Track B - Fiduciary Income Tax Issues in Trusts and Estates
Track B - Recent Trust and Estate Litigation – Lessons Learned
Track B - How To Use Financial Modeling To Help Your Clients and Yourself
Track B - Estate Planning for Blended and Non-Traditional Families
Closing Plenary - AI and Estate Planning: Adding Value in an Era of Easy Access (1.25 credit hour)
