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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 on estate planning, probate, business, and real estate. She is a member of the American and Illinois State Bar Associations. She was the 2017 recipient of IICLE®’s Addis Hull Award. Ms. Hoke received her master’s degree in accounting from Southern Illinois University and her J.D. 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 Services for The Northern Trust Company in Chicago. She is a Fellow of the American College of Trust and Estate Counsel, a board member for IICLE®, Past President of the Chicago Estate Planning Council, and a frequent speaker for the Heckerling Institute on Estate Planning, the Notre Dame Tax & Estate Planning Institute, the Chicago Estate Planning Council, IICLE®, and ACTEC. 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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