Upcoming Events, Courses, and Talks

Estate planning is a critical part of protecting your assets, your family, and your future—but many individuals are unsure where to start or what questions to ask. This workshop provides a practical introduction to estate planning fundamentals, helping participants better understand key concepts and make informed decisions.

This workshop designed to guide participants through the core elements of the estate planning process. The session covers essential topics including wills and trusts, healthcare decision-making, financial powers of attorney, and beneficiary designations. The workshop emphasizes helping participants understand the purpose of each component and how they work together to support long-term planning. Attendees will gain clarity on how to approach conversations with advisors and what considerations are most important when developing a plan.

Who Should Attend

• Individuals looking to begin estate planning
• Business owners planning for asset protection and succession
• Families seeking to organize financial and healthcare decisions
• Professionals who want to better understand estate planning fundamentals
• Anyone unsure what questions to ask when working with advisors

About the Organization

The Chicago Estate Planning Council (CEPC) is a professional organization that has supported education and collaboration in estate planning since 1938. Its membership includes attorneys, financial planners, accountants, trust officers, and other professionals who share knowledge and expertise to advance informed estate planning and uphold high professional and ethical standards.