Program Information

• Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
• ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
• Fees:
• ISBA Member Price of $105 is displayed below when you login and program is eligible for Free CLE member benefit.
• Non-Member Price $210
• New Attorney Member (within the first five years of practice) - $25
• Law Students – Free

• How to handle estates with less-than-ideal assets to maximize utilization of estate tax exemptions, including the use of disclaimers;
• How to balance federal planning with Illinois estate tax planning (portability vs. equalization);
• The options for dividing and/or equalizing assets between spouses or spousal trusts for assets that are not divisible or are tax deferred vehicles; and
• The barriers and potential workarounds for taxable estates having mostly challenging assets, such as retirement accounts, profit sharing plans, closely held businesses, or illiquid assets.

• The basics of landlord and tenant law;
• How to use the Partitions Act to help your client divide a parcel of land;
• How to remove a mechanic’s lien from a title (and how to avoid them from attaching to a title in the first place);
• What to do if your client’s post-closing agreement results in litigation;
• And much more.

• The basics of landlord and tenant law;
• How to use the Partitions Act to help your client divide a parcel of land;
• How to remove a mechanic’s lien from a title (and how to avoid them from attaching to a title in the first place);
• What to do if your client’s post-closing agreement results in litigation;
• And much more.

• Who should consider changing their estate planning strategies in advance of the sunset;
• How to implement these planning strategies with your client’s team, including their wealth management advisor, accounting, and valuation expert;
• What you need to know about annual gifting options and irrevocable life insurance trusts;
• How spousal lifetime access trusts and the reciprocal trust doctrine may help your clients; and
• Grantor retained annuity trust and qualified personal residence trust.

1.0 hour MCLE credit, including 1.0 hour Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Tuesday, February 11, 2025
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­February 25, 2027 (You must certify completion and save your certificate before this date to get MCLE credit)


This webinar combines the best tips and tricks from Windows and the entire Microsoft Office suite. Learn about features you never knew existed and the hottest releases for Microsoft 365 subscribers. In this jam-packed power hour, you’re sure to walk away with a trick to put into practice immediately. Ramp up your efficiency by getting your settings right and dictating emails and documents. Prevent embarrassing errors in your documents by ensuring that your Word settings are spell-checking everything you type. Process email faster with rules, quick steps, and other Outlook tips and tricks. Let Excel enter and manipulate data for you and get control over printing from Excel. Learn how to animate bullet points in PowerPoint to keep your audience (a jury, a boardroom, or your client) engaged. Present professionally with presenter view. Use One Drive to securely share files and the Microsoft app suite to schedule meetings efficiently, stay on top of your tasks, manage your matters, improve internal communication, and ramp up your client intake form.


Program Speaker:
Jeffrey Krause, Affinity Consulting, Ohio
About the Speaker: Jeff is part of Affinity’s document management team. He specializes in corporate legal department deployments and workflow design and efficiency. Jeff practiced law for two years after finishing law school in 1996, but decided technology was a better path for him. He began working for a pioneering legal technology consultancy called MicroLaw in 1998. In 2003, Jeff started his own legal technology consultancy, which he ran until 2016, when he joined Affinity. Jeff was recent named as the recipient of the John Lederer Distinguished Service Award from the Wisconsin Bar Association This honor, named in memory of John Lederer, is awarded to those who, like John, have made it their mission to help solo and small-firm lawyers master the skills and technology needed to build successful practices. Jeff’s superpower is patience, and his favorite part of his job is the satisfaction of helping someone solve one of their business problems.



Pricing Information

• Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
• ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
• Fees:
  • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
  • New Attorney Member (within the first five years of practice) - $25
  • Law Students – Free