Estate, Gift & Trust Conference

Agenda

Pdf Summary

The Estate, Gift & Trust Conference will be held on May 20, 2026, in Chicago and virtually, offering 8 CPE and 6 CLE credits (pending). Designed for CPAs, accountants, financial advisors, and other wealth-transfer professionals, the conference focuses on estate planning, tax strategy, fiduciary administration, and current economic and regulatory trends.<br /><br />The agenda begins with a review of major 2025 estate planning developments, including new legislation, IRS guidance, and court decisions. Two sessions then cover community property trusts and asset basis adjustment, highlighting both benefits and planning risks, especially as income tax planning becomes more important. Other sessions address the U.S. economic outlook amid changing global commerce, special needs trusts and their tax implications, and practical issues in finalizing estate administration, such as funding formulas and documentation.<br /><br />The program also includes a session on Illinois estate tax, explaining how it works, how it differs from federal estate tax rules, and what planning opportunities may help reduce exposure through gifts and domicile planning. The event concludes with a networking reception.<br /><br />Overall, the conference aims to provide practical, timely guidance for professionals advising clients on estate, trust, and tax matters in a changing environment.

Keywords

Estate Planning

Gift and Trust Conference

Chicago

CPE Credits

CLE Credits

Fiduciary Administration

Tax Strategy

Illinois Estate Tax

Special Needs Trusts

IRS Guidance