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List of Forms by Chapter - Chapter 1 — Estate Planning
- I. [1.1] Introduction
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II. [1.2] Definitions - III. [1.8] Client Information
- IV. Planning Treatments for Different Sizes of Estates
- V. [1.15] Categories of Assets and Forms of Ownership
- VI. Wills
- [1.24] Purpose
- [1.25] Specific Provisions
- [1.26] Revocation of Prior Wills and Introduction of Family Particulars
- [1.27] Payment of Debts
- [1.28] Specific Bequests
- [1.29] Residuary Distribution
- [1.30] Provisions for Children
- [1.31] Simple Direction
- [1.32] Children’s Trust
- [1.33] Guardianship of Minors
- [1.34] Rule Against Perpetuities; Qualified Perpetual Trust
- [1.35] Executor Designation
- [1.36] Executor Powers
- [1.37] Formalities of Execution
- VII. [1.38] Estate Tax Considerations
- VIII. [1.41] Trusts
- [1.42] Testamentary Trust
- [1.43] Revocable Trust
- [1.44] Marital Gift
- [1.45] Spouse’s Renunciation of Will
- [1.46] Marital Trust
- [1.47] Qualified Terminable Interest Property (QTIP) Trust
- [1.48] Credit Shelter Trust
- [1.49] Generation-Skipping Trust
- [1.50] Trustee Designation
- [1.51] Trustee Powers
- [1.52] Irrevocable Trust
- [1.53] Minor’s Trust
- [1.54] Section 2503(c) Trust
- [1.55] Illinois Uniform Transfers to Minors Act
- [1.56] Life Insurance Trust
- IX. [1.57] Gifts
- X. [1.67] Related Lifetime Disability Planning
- XI. [1.76] Premarital Agreements
- XII. [1.79] Postmortem Estate Planning and Disclaimers
- XIII. [1.80] Conclusion
- XIV. Appendix — Sample Forms and Power of Attorney Act Amendments
- Chapter 2 — Probate Administration
- I. [2.1] Introduction
- II. Initial Steps in Administering a Decedent’s Estate
- III. Opening a Probate Estate
- Forms of Probate
- [2.10] Summary Administration
- [2.11] Supervised Administration
- [2.12] Independent Administration
- [2.13] Venue
- [2.14] Opening the Probate Estate
- [2.15] Documents To Open the Estate — Testate
- [2.16] Documents To Open the Estate — Intestate
- [2.17] Opening the Court File
- [2.18] Hearing on the Petition
- Common Problems That May Arise
- [2.19] Invalid Attestation Clause in Will
- [2.20] Minor and Disabled Heirs and Legatees
- [2.21] Lost Will
- [2.22] Following the Hearing —Notices
- IV. [2.23] Contested Matters in Estates
- V. [2.29] Ancillary Probate
- VI. [2.30] Inventory and Accountings
- VII. Distribution of the Estate Assets
- Partial Distributions
- [2.34] After the Claims Period
- [2.35] Before the Claims Period
- [2.36] Final Distributions
- [2.37] Real Estate
- [2.38] Distributions to Minors/Disabled Persons
- [2.39] Distributions to Trusts
- [2.40] Distributions to Deceased Beneficiaries
- [2.41] Insufficient Estate Assets — Creditors
- [2.42] Insufficient Estate Assets — Legatees
- VIII. [2.43] Closing the Estate
- IX. [2.46] Obligations of the Personal Representative
- X. Appraisals and Awards
- XI. Marshaling of Assets
- XII. Management of Decedent’s Assets
- XIII. Management of Decedent’s Business
- XIV. [2.66] Renunciation and Disclaimer
- XV. Taxes
- XVI. Appendix
- Patricia A. Hoke
Patricia A. Hoke
Patricia A. Hoke is a Partner at Barrett, Twomey, Broom, Hughes & Hoke, LLP, in Carbondale, where she focuses her practice on estate planning and administration. Hoke has been an author and speaker for many IICLE® publications and programs regarding estate planning and administration, and she previously served on IICLE’s Board of Directors. She is a member of the American Bar Association, the Illinois State Bar Association, and the Jackson County Bar Association. She received her B.S. and M.A. from Southern Illinois University, and she received her J.D. magna cum laude from the Southern Illinois University School of Law.
- Stacy E. Singer
Stacy E. Singer
Stacy E. Singer is the National Practice Leader for Trust & Wealth Advisory for the Northern Trust Company in Chicago. She is a Fellow and Illinois State Chair of the American College of Trust and Estate Counsel, a Past President of the Chicago Estate Planning Council, and the Secretary for IICLE® Board of Directors. Ms. Singer received her B.A. from the University of Michigan and her J.D. from the University of Michigan Law School.
Elements of Illinois Law: Estate Planning and Probate Administration (ARCHIVED 2015 EDITION)
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