Taxman: The Illinois Estate Tax
1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA/CPE certificates provided
Presented by Allison Pfeifle
7:15 a.m. Full breakfast buffet
7:45 a.m. Announcements, Estate planning update, Sponsor message
8:00 - 9:00 a.m. Program
This presentation provides a comprehensive, practitioner-oriented guide to the Illinois estate tax, using The Beatles as tool for understanding. The session covers the statutory foundations and historical evolution of the tax, and tricks for understanding the mechanics of the two-part calculation. The presentation also examines the impact of lifetime taxable gifts on the calculation, residency and domicile considerations, the Illinois generation-skipping transfer tax, and the Illinois-only QTIP election. A summary of some of the current legislative proposals will conclude the morning.
Allison is a strategic tax and estate planning attorney with a diverse professional background. She takes pride in translating her clients’ complex planning issues into more digestible concepts. When counseling clients, Allison draws on her experience within the legal and financial services industries, including private practice, work for a family office, and managing complex fiduciary relationships for an established trust company.
Allison advises clients on wills and revocable trusts, lifetime gifting vehicles, estate and trust administration, and tax matters. Her clients include affluent individuals and families, family business owners, executives, trustees and executors, and private foundations.
Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.
