Estate Planning Short Course 2026 CFP Verification Information

Please complete the following information ONLY if you require CERTIFIED FINANCIAL PLANNER credit.

Name

Company Name

Telephone Number

CFP Registrant ID Number

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)

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)