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What Illinois Estate Planners and Advisors Should Know About the Big Beautiful Bill and the Illinois Estate Taxes

  • Tuesday, November 18, 2025
  • 5:30 PM - 8:30 PM
  • Francesca's Tavola, 208 S. Arlington Heights Road in Arlington Heights, IL
  • 39

Registration

  • Each NWSEPC Member may bring one guest per year for free.
Register



Rebecca Wallenfelsz | Partner
Chapman and Cutler LLP





Register Today!

Join us on November 18 for an in-depth discussion on the Big Beautiful Bill and Illinois estate taxes. The presentation will cover the important parts of the OBBB that relate to estate planners and their clients, and planning opportunities with trusts.  The presentation will also discuss planning for the Illinois estate tax exemption vs the federal estate tax exemption.

Learning Objectives (intermediate level of complexity)
 After attending this meeting, attendees will be able to do the following:

  • Understand the income tax planning opportunities provided by the OBBB for individuals and trusts.
  • Better evaluate estate tax planning for Illinois residents who fall between the Illinois estate tax exemption and the federal estate tax exemption, including how lifetime gifting impacts the Illinois estate tax calculation.

TARGET AUDIENCE: Estate planning attorneys, financial advisors, and financial planners, with moderate to advanced experience (3+ years).

Program Schedule

    • 5:30 pm – Check-in and Reception
    • 6:00 pm - Welcome/Introductions/Dinner
    • 6:30 pm – Presentation and Q&A 
    • 7:30 pm – Announcements and Adjournment

    CPE, CFP and CLE Credits = 1 hour (pending)

    Location
    This dinner meeting will be held at Francesca's Tavola, 208 S. Arlington Heights Road in Arlington Heights, IL.


    Registration
    Registration closes on Friday, November 14. An email with a link to download the handout will be sent before the meeting.

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