Wednesday, September 18, 2019, 7:30 am - 9:15 am
Maggiano's Little Italy
4999 Old Orchard Shopping Center
Skokie, IL 60077
The Illinois estate tax is described as a simple, graduated tax but the reality is less straightforward. This tax can be high, surprising clients and professionals alike. Learn rules of thumb for dealing with this tax, spot situations that may inadvertently trigger estate tax, and avoid planning pitfalls.
Andrew W. Holstine is a partner at Schoenberg Finkel Newman & Rosenberg, LLC, working primarily in the areas of estate and business planning. He assists clients in achieving personal and business goals, protecting families, and providing the basis for generational transfers and transitions.
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