DuPage Estate Planning Council upcoming events

Taxman: The Illinois Estate Tax (November 04, 2026)

Wed, 04 Nov 2026 13:15:00 GMT

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.

Member Appreciation Event - Trivia Night (November 18, 2026)

Wed, 18 Nov 2026 22:30:00 GMT

Economic Update (December 02, 2026)

Wed, 02 Dec 2026 13:15:00 GMT

Economic Update

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.

Generation-Skipping Transfer Tax (February 03, 2027)

Wed, 03 Feb 2027 13:15:00 GMT

Generation-Skipping Transfer Tax

Online Only Event

Ashley Case

Tiffany & Bosco, PA

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.

Wills and Trust Disputes (April 07, 2027)

Wed, 07 Apr 2027 12:15:00 GMT

Wills and Trust Disputes

1.0 CLE general credit pending | 1.0 CFP CE approval pending | CPA CPE certificates provided

7:15 a.m. full breakfast buffet
7:45 a.m. announcements, estate planning update, sponsor message
8:00 - 9:00 a.m. program

Please note: all registrations must be paid in advance. Cancellation with refund is available until 10:00 a.m. four business days in advance.