Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before the start time.

Thursday, December 19, 2024 
8:30 am – 3:25 pm CST

 

Understanding the Grantor’s Goals and Potential Risks
Presented by: Curt Ferguson

  • What would they want if they knew what is possible?
  • Identifying and clarifying financial and personal goals
  • What if? Beneficiaries, primary and contingent
  • Objectives for asset management and control
  • Balancing certainty with flexibility
  • Creation, duration, and termination of trust

Creating Revocable “Living” Trusts
Presented by: Maryanna Callas

  • Purposes of the revocable trust
  • Benefits and drawbacks
  • Funding the trust
  • Administrative issues

Creating Irrevocable “Living” Trusts
Presented by: Jeremy Ramsey

  • Purposes of the irrevocable trust
  • Benefits and drawbacks
  • Funding the trust
  • Administrative issues

Creating Testamentary Trusts
Presented by: Christopher Nudo

  • Purposes of the testamentary trust
  • Benefits and drawbacks
  • Funding the trust
  • Administrative issues

Asset Protection Planning for Seniors and the Disabled
Presented by: Christine Barone

  • Overview of government benefit programs
  • Trust options
  • Planning for spouses, supplemental needs trusts

   

Webinar Instructions

All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.

Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled.

Internet connection: Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants
7.2 CPE Credits

NASBA - National Association of State Boards of Accountancy
7.2 CPE Credits

Attorneys
6.0 CLE Hours

 

Continuing Education Credit Information

This webinar is open to the public and is designed to qualify for up to 7.2 CPE credits for accountants and 6.0 CLE hours for attorneys in Illinois.

This webinar offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of Taxes. Knowledge of trusts and taxation is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted
to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

This webinar has been approved by the MCLE Board of the Supreme Court of Illinois for 6.0 MCLE general credit hours.

Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

On-Demand Credits

The preceding credit information only applies to the live presentation. This course is not approved by any licensing boards in an on-demand format.

Speakers

Christine Barone

Principal withChuhak Tecson, Estate Planning & Asset Protection and Estate & Trust Administration & Litigation Groups

Ms. Barone finds the most rewarding aspect of assisting and representing her clients is alleviating some burden that they feel in extremely stressful and overwhelming situations. She has the knowledge and skills to assist clients step-by-step to try to confront concerns and worries that are life altering. Ms. Barone understands that communication is critical to an attorney-client relationship and will sit down and discuss the various outcomes and scenarios so that her clients can not only make informed decisions, but also feel a sense of relief.

Maryanna Callas

Attorney and Owner of Maryanna Callas Law, LLC

Ms. Callas has a diverse legal background that enriches her estate planning practice. She specializes in estate planning, helping families secure their future through comprehensive trust plans. Before transitioning to estate planning, Ms. Callas was a felony prosecutor, handling cases such as domestic batteries, DUIs, and general felonies. Her passion for advocating for victims and her empathetic approach have been key aspects of her career. Ms. Callas now dedicates her practice to educating families on the importance of having a plan in place to protect their loved ones and assets. Her services include Wills and Trusts: She helps clients draft wills and establish trusts to manage their assets. Power of Attorney: Ms. Callas sets up durable powers of attorney for healthcare and financial decisions. Guardianships: She assists in the appointment of guardians for minors or incapacitated adults. Probate and Estate Administration: Ms. Callas guides families through the probate process and managing estate administration.

Curt Ferguson

Attorney, The Estate Planning Center in Salem, IL

Mr. Ferguson grew up on a farm in rural Iowa that was lost to the farm crisis of the early 80s. He went on to study business and then earned his law degree from the University of Texas. In 1989 Mr. Ferguson founded his law firm, which soon became “The Estate Planning Center” in Salem IL. Since 1996, he has been a leader in the National Network of Estate Planning Attorneys, instrumental in building proactive platforms like the “Three step strategy” process, and as a member of their drafting committee developing cutting edge asset protection and tax planning techniques so ordinary families realize planning benefits that have too-often been reserved for only the wealthy. His niche is helping salt-of-the-earth farm families pass their wisdom along with the rest of their wealth. With a reputation as “the famer’s estate planning attorney” his experiences has been shared with the public in hundreds of articles published in Illinois’ premiere farm magazine, The Prairie Farmer®. Mr. Ferguson and his wife Laura are proud parents of two daughters, each of whom graduated with highest honors from Hillsdale College, one of whom is a gifted writer, while the other earned her PhD in Greek from The University of Oxford.

Christopher Nudo

Attorney, Christopher S. Nudo, Attorneys at Law

Mr. Nudo’s primary areas of practice are wills, trusts, business succession, loan documentation, real estate transactions, and not-for-profit law and church ministry. He is a graduate of Creighton University with a Bachelor of Science in Business Administration concentrating in Finance and Marketing. Mr. Nudo then went on to Thomas M. Cooley Law School, receiving his Juris Doctorate Degree with honors in Sales and negotiable instruments. As an experienced attorney serving individuals and families in Illinois, creating a well-rounded estate plan, helping resolve wills & trust disputes, to providing valuable business resources at any stage of your business venture, He thrives on knowing and serving members of the community who cross his path.

Jeremy Ramsey

Attorney and Owner of The Ramsey Law Firm

Mr. Ramsey is licensed in Wisconsin and Illinois. He has expertise covers estate planning, probate law, business planning, real estate law, contract law, and minor criminal law. Mr. Ramsey’s diverse legal background includes serving as an Assistant State’s Attorney, a Judge Advocate General in the United States Army, and an adjunct professor at various educational institutions. Committed to defending religious freedom, he is an allied attorney with the Alliance Defending Freedom, Pacific Justice Institute, and Liberty Counsel. Mr. Ramsey’s dedication extends beyond legal practice, as he actively supports religious freedom and family values through involvement with ministries and organizations. With a wealth of legal knowledge and a passion for serving his community, he ensures that clients receive tailored estate planning solutions and compassionate guidance throughout the process. At The Ramsey Law Firm, they strive to empower individuals and families to plan confidently, knowing their interests are protected by a trusted legal advisor.