As a benefit to CEPC members, the Chicago Estate Planning Council (CEPC) is presenting an exciting training program geared for individuals with 0-5 years of experience in the estate planning field. This program is for both members, and non-members who are associated with CEPC members. This Basics Course will be taught at an introductory level. Give your junior colleagues an opportunity to learn what they weren’t taught in school, to hone their basic drafting skills, and to review estate, gift, and trust tax return preparation.
Please see attached information/registration material. Located at The Northern Trust Company, 50 S. LaSalle St., Chicago (Global Conference Center)
Part 4 on January 30, 2019 is presented by Natalie M. Perry “Drafting Estate Planning Documents” Wills, Revocable Living Trusts, and Powers of Attorney; Selection of Fiduciaries; Discretionary Standards; Trustee Powers; Tax Planning; and Other Drafting Considerations.