Springfield Cannon: 2026 Estate Planning Series: Valuation and Gross Estate Inclusion Issues - 7/21

2026 Estate Planning Series
2026 Estate Planning Series: Valuation and Gross Estate Inclusion Issues
 
Tuesday, July 21, 2026
12:00 PM – 1:30 PM
 
Location:
PNC Bank
3201 W. White Oaks Dr., Suite 100B
Springfield, IL 62704
 

Description:
The IRS and the judiciary continue to generate considerable traffic in evaluating and ruling on matters of interest to estate planners and professionals who administer estates and trusts. Particularly active areas of developing law over the past few years have been the valuation of property potentially subject to gift or estate tax and determining what assets are properly includable in a decedent’s gross estate. This webinar will explore a number of cases and rulings addressing the following:

  • Continuing expanded reach of Internal Revenue Code Section 2036(a)

  • “Tax-Affecting” in valuation of pass-through entity equity

  • The specter of “double inclusion” in the gross estate

  • Misapplication of willing buyer-willing seller standard, lack of marketability discount and net asset method of valuation

 

Lunch: A box lunch will be provided. When sending an email to RSVP, please include your choice of sandwich from the following options from Café Moxo (all sandwiches served with chips & a cookie),

  1. Ken's Club - multigrain, turkey, bacon, aged white cheddar, chopped romaine, tomato, tarragon mayo

  2. Shawnee- toasted garlic cheese bread, ham, pepperoni, genoa salami, chopped romaine, tomato bruschetta, Moxo italian dressing

  3. Mac Attack - toasted sourdough, bbq sauce, pork carnitas, yellow cheddar, mac & cheese, panko

  4. Momma Said - wheat wrap, crushed avocado, spring mix, cucumber, red onion, tomato, shredded carrots, roasted red peppers, dill crema

  5. Meet Me @ Moxo - toasted pretzel, roast beef, bacon, aged white cheddar, garlic herbed cheese, au jus

 

Register for the teleconference by sending an email to ashley.l.green@pnc.com no later than NOON Monday, July 20th.
 
Ashley Green
Market Coordinator
Central Illinois
 
PNC Private Bank
202 E Washington St (D2-Y721-01-1)
Bloomington, IL 61745 | CST
309.655.5109 | ashley.l.green@pnc.com

Sarah Croft