Date: May 21, 2025
Time:
8:25 AM - 4:45 PM
Location:
Chicago & Virtual
Address: 550 W. Jackson Blvd., Suite 900, Chicago, IL
In-Person & Virtual Code: C67693

Credits: 8 CPE, 6.75 CLE (pending)

REGISTER EARLY AND SAVE! 
Cost:
$395 Member | $495 Non-Member 
Cost after April 30: $425 Member | $525 Non-Member 

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

8:30 AM – 9:40 AM | Charting the Current Legislative Landscape
9:50 AM – 10:50 AM | IRA Update: The Sea of Change
11:00 AM – 11:50 AM | Buy/Sell Agreements: Implications of the Connelly Case
12:20 PM – 1:00 PM | Economic Outlook: The Track That Lies Ahead
1:10 PM – 2:20 PM | Planning for Sunset Without Bankrupting Your Client
2:30 PM – 3:30 PM | Trust Accounting Income
3:40 PM – 4:45 PM | A Great Place to Live, But Not to Die: The Illinois Estate Tax
4:45 PM – 5:30 PM | Networking Reception and Raffle Giveaway

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Special Thanks to the Estate, Gift & Trust Conference Content Advisory Group:  
 
Lee Arbus, CPA, JD, LLM | Levun, Goodman & Cohen, LLP  
Jeff Conrad, CPA, JD | FGMK, LLC  
Michael A. Deering, CPA/PFS, MST | Mowery & Schoenfeld, LLC  
Gary S. Hart, CPA, MBA | Mowery & Schoenfeld, LLC  
Eunice Sullivan, CPA, MST | S&P Tax Solutions, LTD. 


All program information is subject to change. I acknowledge that my in-person attendance is voluntary, and I waive and release ICPAS from any liability arising from the contraction of communicable diseases.