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Seminars

This schedule is current as of July 2, 2010, but is subject to change as we add new programs. Please visit this website regularly for new information, or click here to receive e-mail updates.

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ATG Trust Educational Program Calendar Click "All Attendees" for details and to purchase
We have completed our 2009 calendar of live programs. We are developing our 2010 calendar. Please submit your suggestions to help us meet your CLE needs.
*LIVE OnSITE* AND CONNECT SEMINARS**
Date	Program Description/CLE	Details/ Buy Now
We are developing our Fall-Winter 2010 seminars calendar. Please submit your suggestions to help us meet your CLE needs.
*PRE-RECORDED OnDEMAND* SEMINARS — now with immediate access – no pre-approval, no waiting!**
ESTATE PLANNING/TRUST ADMINISTRATION
Program Description/CLE		Details/ Buy Now
Administration of Supplemental Needs Trusts \| Learn when to use and how to administer these specialized trusts. Topics include trustee discretionary distribution powers, income tax considerations, and expenses reimbursement. 1.50 MCLE in IL only.		Members: FREE All Others: $50 All Attendees
Asset Protection \| In today's financial climate, it is especially important to mitigate threats to the personal wealth and assets of your clients. This introductory program expores contemporary wealth protection planning methods, including entities, trusts, and more. 1.50 MCLE in IL only.		Members: FREE All Others: $50 All Attendees
Building Client Wealth through Land Trusts \| Learn how you can provide land trust services through ATG Trust to clients wishing to grow and protect their real estate assets for themselves and their heirs. 1.00 MCLE in IL; 1.00 CLE in WI.		Members: FREE All Others: $50 All Attendees
Investing as a Fiduciary: An Introduction \| Review the investment process as it relates to fiduciary accounts. Topics include balancing the needs of current and future beneficiaries, allocating assets, documenting the investment policy and review process, and navigating through critical events. 1.50 MCLE in IL only.		Members: FREE All Others: $50 All Attendees
Investing as a Fiduciary: ATG Trust Company’s Investment Strategy and Process \| Learn procedures for monitoring, implementing, and managing investment strategies for your clients and become the trusted adviser they need and turn to today and into the future. 1.50 MCLE in IL only.		Members: FREE All Others: $50 All Attendees
New Capital Gain Strategies: Section 1031 and Structured Sale Options \| Learn structured sales techniques that can save your business and real estate clients significant tax dollars. 1.50 MCLE in IL only.		Members: FREE All Others: $50 All Attendees
Succession Planning for Business Owners \| Gain the skills necessary to help your business clients preserve the assets they have created and smooth the transition into future operations. 1.00 MCLE in IL; 1.00 CLE in WI.		Members: FREE All Others: $50 All Attendees
NEW! Structured and Qualified Settlements: More Than Annuities and Personal Injury \| Did you know contingent attorney fees can be structured similar to a personal uncapped 401(k) plan using equity-based financial products? Learn about this and more in this information-packed program. 1.50 MCLE in IL and 1.50 CLE in WI applied for.		Members: FREE All Others: $50 All Attendees
Trust Administration and Trustee Selection \| This real-world, practical overview of the issues involved in selecting trustees and administering trusts discusses the duties and responsibilities of a trustee as well as what to consider when selecting a trustee. 1.50 MCLE in IL only.		Members: FREE All Others: $50 All Attendees
ETHICS/PROFESSIONAL RESPONSIBILITY
Program Description/CLE		Details/ Buy Now
Ethical Issues for Estate Planning Lawyers \| This program discusses common situations that pose ethical dilemmas for estate planning practitioners and the relevant Illinois Rules of Professional Conduct. 2.00 Professional Responsibility in IL only.		Members: FREE All Others: $50 All Attendees
REAL ESTATE/TITLE INSURANCE
Program Description/CLE		Details/ Buy Now
How to Complete a 1031 Exchange: A Step-by-Step Tutorial \| This step-by-step guide to completing a § 1031 "Starker" Exchange explores the fundamental qualifying requirements, the basic rules for completing an exchange, and more. Makes an excellent refresher course. 1.50 MCLE in IL only.		Members: FREE All Others: $50 All Attendees