Harrison LLP

Harrison & Held Attorneys to Present at IICLE’s 66th Annual Estate Planning Short Course

We are thrilled to announce that six Harrison & Held Attorneys will be participating in the Illinois Institute for Continuing Legal Education (IICLE)’s 66th Annual Estate Planning Short Course. This highly anticipated event will take place on Monday, May 22, and Tuesday, May 23, 2023.

Our attorneys have prepared an engaging lineup of presentations that delve into various aspects of estate planning, trust settlement, professional practices, and leveraging the internet for ethical marketing and improved client relationships. Join us as we explore these important topics and gain valuable insights from our knowledgeable experts.

Here’s a preview of what you can expect at the event:

Pitfalls of Pay on Death: Pay Me Now or Pay Me Later – May 23, 2023 – 1:30 PM – 2:30 PM

Presented by Natalie Perry, this session will shed light on the potential challenges and pitfalls associated with pay-on-death arrangements. Discover the intricacies of this estate planning tool and learn how to navigate it effectively.

Best Practices for Fiduciary Communications During Estate (and Trust) Settlement – Striking a Balance Between What’s Required and What Actually Works – 2:40 PM – 3:40 PM

Elizabeth Garlovsky will guide you through the complexities of fiduciary communication during the estate and trust settlement process. Gain valuable insights into the best practices that strike a balance between legal requirements and effective communication strategies.

Hit Refresh: Modifying Irrevocable Trusts – 2:40 PM – 3:40 PM

In this session, Thomas Hamill will provide expert guidance on modifying irrevocable trusts. Learn about drafting techniques that facilitate changes and updates, as well as alternative approaches when drafting options are limited.

How to Leverage the Internet to Ethically Market Your Practice and Improve Client Relationships – 3:50 PM – 4:50 PM

Join Sarah Barnes and Shawn McCullough as they explore the evolving world of technology, social platforms, and communication methods. Discover innovative marketing strategies and identify legal and ethical considerations to deliver superior client services in the digital age.

Planning for the Disposition of Professional Practices – The Ins and Outs of Holding and Selling Professional Practices – May 23, 2023 – 3:50 PM – 4:50 PM

Presented by Thomas Shapira, this session will provide valuable insights into planning the disposition of professional practices. Gain a comprehensive understanding of the complexities involved in holding and selling professional practices.

The 66th Annual Estate Planning Short Course promises to be an enlightening experience for legal professionals, estate planners, and anyone interested in expanding their knowledge of estate planning and related topics. Join us in Chicago on May 22 and 23, 2023, to network with industry experts, engage in insightful discussions, and gain practical knowledge to enhance your practice.

Don’t miss this opportunity to learn from our attorneys at Harrison & Held. Register for the event today at the IICLE website and secure your spot at this highly anticipated estate planning event.