The Kids Are Alright: Planning and Drafting for Minor Beneficiaries

Date: Monday, May 10, 2021
Time: 12:00pm - 1:00pm
Location: Zoom Web Conference - Link to be provided on Friday before the event
Speaker: Jane Ditelberg

Registration Link

May 10, 2021 from 12:00 – 1:00 pm Zoom Meeting Only

The Kids Are Alright: Planning and Drafting for Minor Beneficiaries

Its every estate planner’s marketing point – plan your estate to take care of your children if something happens. But what does it mean to pass your life insurance, your IRA, your house or your closely-held business to a minor child? In this presentation we will discuss how to draft Wills, Trusts and beneficiary designations to thoughtfully pass assets

About the Speaker

Jane G. Ditelberg is Assistant General Counsel and Senior Vice President at The Northern Trust Company in Chicago. As a member of Northern Trust’s Legal Department, Jane provides legal counsel to the bank in its role as executor, trustee, and guardian. She is licensed to practice law in Illinois and admitted to practice before the United States District Court for the Northern District of Illinois. Prior to joining Northern Trust in February, 2008, Jane spent 17 years as an estate planning attorney in private practice in Chicago. She is a Fellow of the American College of Trust and Estate Counsel (Committees on Amicus Briefs (Vice Chair), State Laws, Employee Benefits, and Diversity and Inclusivity). She is a member of the Chicago Bar Association where she served on the Task Force for the Illinois Trust Code and as Chair of the Estate and Gift Tax Subcommittee. She is a frequent author and lecturer on a wide range of estate and tax planning topics for groups including ACTEC, the Illinois Institution of Continuing Legal Education, the Heckerling Estate Planning Institute, and the University of Notre Dame Estate Planning Conference.

Reservation Policy

All attendees are required to register in advance.  Webinar Group - Members $12 and $25 for guests. If you reserve and are unable to attend, please cancel your reservation at least 24 hours in advance of the meeting to receive a refund or a credit for a future meeting.


Continuing Education

EPCSTL has requested approval for continuing education in the following areas: Banking, CLE, CPE, CFP, L&H Insurance   

EPCSTL is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. Complaint resolution policy: please note your problem in the speaker evaluation.

CPE Information for CPAs

CPE Learning Objectives

Understand considerations naming minors as beneficiaries of estates, trusts and non-probate assets such as insurance and benefits Understand pros and cons of guardianships vs. trusts for holding assets for minors Learn types of provisions to include in trusts when a minor will be the beneficiary Learn who can act on a minor beneficiary’s behalf in the administration of an estate or trust

Delivery Method: Live

Earn 1 CPE Credits for this session. 
       Field of Study: Specialized knowledge.
       Program: Intermediate
       Prerequisites: There are no prerequisites or advanced preparation for this session.
       Who should attend: This presentation is aimed at lawyers, accountants, trust officers and other estate planning professionals with a background in estate planning topics and will take a deep dive into the specific question of designing estate planning provisions for minor children as beneficiaries.

A certificate of completion will be available for those CPAs, and CWS designees who feel the program satisfies their continuing education requirements.

CTFA

CTFA 1.25 CE credit 

CFP Learning Objectives

Understand considerations naming minors as beneficiaries of estates, trusts and non-probate assets such as insurance and benefits Understand pros and cons of guardianships vs. trusts for holding assets for minors Learn types of provisions to include in trusts when a minor will be the beneficiary Learn who can act on a minor beneficiary’s behalf in the administration of an estate or trust.


Click HERE for the EPCSTL New Member Application

 

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