Date: May 20, 2026
Time: 8:25 a.m. - 4:45 p.m.
Location: Chicago & Virtual
Address: 1st Floor Conference Center | 550 W. Jackson Blvd. | Chicago
In-Person Code: C74513
Virtual Code: C74514

Credits: 8 CPE

REGISTER EARLY AND SAVE! 
Cost for In-Person Conference: $405 Member | $505 Non-Member 
Cost after April 29: $435 Member | $535 Non-Member 

REGISTER FOR IN-PERSON

Cost for Virtual Conference: $430 Member | $530 Non-Member 
Cost after April 29: $460 Member | $560 Non-Member

REGISTER FOR VIRTUAL
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Secure you clients' assets in today's market.

Estate, Gift & Trust Conference Agenda (All times are CST)

8:25 a.m. – 8:30 a.m. | Welcome Remarks
8:30 a.m. – 9:30 a.m. | 2025 Estate Planning Developments: The Year in Review
9:40 a.m. – 10:40 a.m. | Community Property Trusts and Asset Basis Adjustment Part I
10:50 a.m. – 11:50 a.m. | Community Property Trusts and Asset Basis Adjustment Part II
12:20 p.m. – 1:10 p.m. | Global Commerce in Transition: A U.S. Economic Outlook
1:20 p.m. – 2:20 p.m. | Special Needs Trusts and Taxes: What Practitioners Need to Know
2:30 p.m. – 3:30 p.m. | You Can’t Always Get What You Want: Funding Formulas and Other Issues in Finalizing an Estate
3:40 p.m. – 4:40 p.m. | Illinois Estate Tax: Everything You Always Wanted to Know
4:40 p.m. – 5:30 p.m. | Networking Reception and Drawing

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Thank you to our Estate, Gift & Trust Conference Advisory Group:  

Lee Arbus, CPA, JD, LLM | Levun, Goodman & Cohen, LLP  
Kamal Battu, CPA | FGMK, LLC 
Jeff Conrad, CPA, JD | FGMK, LLC  
Michael A. Deering, CPA/PFS, MST | Mowery & Schoenfeld, LLC  
Gary S. Hart, CPA, MBA | Mowery & Schoenfeld, LLC (Retired) 
Eunice Sullivan, CPA, MST | S&P Tax Solutions, Ltd. 
All program information is subject to change.