Illinois Civil Unions: What Advisors Should Know

Chicago Estate Planning Council Webinar

May 25, 2011

10:00 AM – 11:15 AM

Kim Kamin, now Chief Wealth Strategist at Gresham Partners, LLC, was the moderator for the Chicago Estate Planning Council (CEPC) Webinar, “Illinois Civil Unions: What Advisors Should Know” on Wednesday, May 25, 2011, at 10:00 a.m. Continuing education credits for MCLE, CFP and CPA.

The panel discussed the Illinois law that enables and recognizes civil unions starting June 1, 2011, answering such questions as:

• What rights and obligations will parties of a civil union have?
• How is will a civil union be created and terminated?
• How can tax efficient estate plans be designed for civil unions?
• What gift tax issues arise for lifetime transfers between civil union parties?