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Table of Contents

List of Forms by Chapter

Chapter 1 — Initial Steps in Advising the Family

Chapter 2 — Opening the Probate Estate and Alternatives to Probate

Chapter 3 — Counseling the Personal Representative, Marshaling Assets, and Inventory

Chapter 4 — Considerations in Advising the Fiduciary After Death

Chapter 5 — Claims Against the Estate

Chapter 6 — Managing Decedent’s Personal and Real Property

Chapter 7 — Handling Charitable Bequests and Charitable Trusts

Chapter 8 — Planning for Death Benefits from Life Insurance and Retirement Arrangements

Chapter 9 — Account, Report, and Distribution

Chapter 10 — Ancillary Administration

Chapter 11 — The Effective Use of Disclaimers in Estate Administration

Chapter 12 — Attorneys’ and Representatives’ Fees

Authors

Sarah M. Barnes
Sarah M. Barnes
Sarah M. Barnes is an associate at Lesser Lutrey Pasquesi & Howe, LLP, in Lake Forest, and concentrates her practice in trust and estate litigation, estate administration and estate planning, and commercial litigation. Ms. Barnes is a Member of the Lake County, Illinois, and Chicago Bar Associations. She earned her J.D. from Chicago-Kent College of Law, where she was the recipient of a CALI Award for Legal Writing IV: Civil Litigation, and her B.A. from Michigan State University.
Jessica L. Berger
Jessica L. Berger
Jessica L. Berger is Of Counsel at Harrison & Held, LLP, in Chicago, and focuses her practice on private wealth services. Ms. Berger is an adjunct professor at The John Marshall Law School for the Estate and Tax LLM Program (2015 – present). She also has been selected as a Rising Star in trust and estate litigation by Super Lawyers (2017 – present) and an Emerging Lawyer by Leading Lawyers in trust, will, and estate planning (2015 – present). Ms. Berger received her J.D. from Indiana University Maurer School of Law and her B.A. from the University of Maryland.
Richard A. Campbell
Richard A. Campbell
Richard A. Campbell is a Partner at Mayer Brown LLP in Chicago, where he concentrates his practice in private clients and trusts and estates. He is a Fellow of the American College of Trust and Estate Counsel and has been selected as one of the top 100 Super Lawyers in Illinois and as one of the top 5 percent of Illinois lawyers in estate planning by the Leading Lawyers of America Network. Mr. Campbell received his B.S. summa cum laude from the University of Illinois and his J.D. from the University of Illinois College of Law, where he was Editor of the University of Illinois Law Review.
Lorraine K. Cavataio
Lorraine K. Cavataio
Lorraine K. Cavataio is a Shareholder at Sandberg Phoenix & von Gontard P.C., in its O’Fallon office, where she focuses her practice on estate planning, trust and estate administration and litigation, and corporate work. Ms. Cavataio is a Fellow of the American College of Trust and Estate Counsel and Past Chair of the Illinois Institute for Continuing Legal Education, where she received the Insitute’s Addis Hull Award in 2018. She received her B.S. from the University of Kansas and her J.D. from Washington University in St. Louis.
Mary C. Downie
Mary C. Downie
Mary C. Downie is Executive Vice President and Senior Legal Counsel at The Northern Trust Company, in Chicago, where she concentrates in fiduciary law and trust and estate administration. She is a Fellow of The American College of Trust and Estate Counsel and a member of the American Bankers Association. She was also a member of the planning committee for several of IICLE^®’s Estate Planning Short Courses. Ms. Downie received her B.A. summa cum laude from Albion College, where she was a Fellow, and her J.D. magna cum laude from The John Marshall Law School, where she was a member of The John Marshall Law Review.
Elizabeth Garlovsky
Elizabeth Garlovsky
Elizabeth Garlovsky is a Partner at Lesser Lutrey Pasquesi & Howe, LLP, in Lake Forest, and focuses her practice on estate planning, probate, and trust administration. Ms. Garlovsky is a Fellow at the American College of Trust and Estate Counsel. She is also a Member of the Illinois State Bar Association Trusts and Estates Section, where she serves as a Mentor for new attorneys, and the Chicago Bar Association, where she serves on the Probate Forms Committee. She received her J.D. from Loyola University Chicago School of Law and her B.A. from the University of Illinois.
Thomas G. Hamill
Thomas G. Hamill
Thomas G. Hamill is a Partner at Harrison & Held, LLP, in Springfield, where he focuses his practice on estate planning, probate and trust administration, gifting strategies, and business succession planning. Mr. Hamill is a Member of the Illinois State Bar Association and the Sangamon Valley Estate Planning Council. He is a graduate of the University of Illinois College of Law, J.D. cum laude, and of the University of Illinois at Urbana-Champaign, B.A., where he was a member of Phi Beta Kappa.
Thomas F. Hartzell
Thomas F. Hartzell
Thomas F. Hartzell is a Partner at Tucker, Hartzell & Bryant, in Carthage, and concentrates his practice on estate planning, administration, taxation, real estate, banking, and agriculture law. Mr. Hartzell is a member of the Agricultural Law Section Council of the Illinois State Bar Association and has written articles for the Agricultural Law and General Practice Section Councils. He earned his J.D. from Southern Illinois University School of Law and his B.S. from Illinois Wesleyan University.
Patricia A. Hoke
Patricia A. Hoke
Patricia A. Hoke is a Partner in the firm of Barrett, Twomey, Broom, Hughes & Hoke, LLP, in Carbondale, where she focuses on general civil practice with an emphasis on estate planning and administration. She is an adjunct professor at Southern Illinois University. Ms. Hoke is a past member and Past Chair of the IICLE® Board of Directors, as well as a recipient of the IICLE Addis Hull Award. She is a member of the Jackson County, Illinois State, and American Bar Associations Ms. Hoke earned her B.S. and M.Acc. from Southern Illinois University and her J.D. magna cum laude from Southern Illinois University School of Law.
Nicholas R. Houska
Nicholas R. Houska
Nicholas R. Houska is an associate at Hartweg, Turner, Wood & DeVary, P.C., in Bloomington, and concentrates his practice on estate planning and administration and federal and state estate and gift taxation. Mr. Houska received his J.D. cum laude from the University of Illinois College of Law and his B.A. from the University of Illinois.
Joshua B. Hutkins
Joshua B. Hutkins
Joshua B. Hutkins is a senior associate at Sandberg Phoenix & von Gontard P.C., in O’Fallon, and concentrates his practice on estate planning and probate administration. He received his B.A. from Lindenwood University and his J.D. from the University of Missouri — Kansas City School of Law, where he was held memberships in Delta Theta Phi, the Kansas City Tax Clinic, and Estate Planning and Drafting Clinic, and was a Law School Emissary.
Jennifer A. Johnson
Jennifer A. Johnson
Jennifer A. Johnson is Senior Director at Huck Bouma PC, in Wheaton, where she concentrates her practice on estate planning, estate administration, guardianship, and closely held business planning. Ms. Johnson is a Member of the Illinois Bar Association, the National Academy of Elder Law Lawyers, and the American Bar Association, where she is also in the Real Property, Probate, and Trust Law Section. She received her J.D. from Harvard Law School, her M.A. from the University of Illinois, and her B.A. from Northern Illinois University.
Brian K. Jones
Brian K. Jones
Brian K. Jones is a Partner at Harrison & Held, LLP, in Chicago and Naples, Florida, and concentrates his practice on estate planning and administration. Mr. Jones received the Chicago Bar Foundation’s Maurice Weigle Exceptional Young Lawyer Award (2014) and has been named by Leading Lawyers as an Emerging Lawyer (2014 – 2019) and by Super Lawyers as an Illinois Rising Star (2011 – 2013, 2015 – 2018). He earned his J.D. from The John Marshall Law School and his B.A. from Eastern Illinois University.
Kim Kamin
Kim Kamin
Kim Kamin is the Principal and Chief Wealth Strategist Member at Gresham Partners, LLC, in Chicago. She leads the development and implementation of estate, wealth transfer, philanthropic, educational, and fiduciary planning activities. Ms. Kamin is a Regent of the American College of Trust and Estate Counsel, serves on the Editorial Advisory Board of Trusts and Estates Magazine, is an adjunct professor at the Northwestern University Pritzker School of Law, where she was awarded the William M. Trumbull Lectureship, and is Past President of the Chicago Estate Planning Council. Ms. Kamin received her B.A. with distinction and departmental honors from Stanford University and her J.D. from the University of Chicago Law School.
David M. Lutrey
David M. Lutrey
David M. Lutrey is a Partner at Lesser Lutrey Pasquesi & Howe, LLP, in Lake Forest, and concentrates his practice on trusts, estates, probate, and guardianships. Mr. Lutrey is a Fellow at the American College of Trust and Estate Counsel and a Member of the Litigation Counsel of America and the Illinois State Bar Association Trusts and Estate Section Council. He received his J.D. from DePaul University College of Law, his M.B.A. from DePaul University Kellstadt Graduate School of Management, and his B.S. from the University of Illinois.
Timothy S. Midura
Timothy S. Midura
Timothy S. Midura is an attorney at Huck Bouma PC in Wheaton, where he focuses on estate planning and administration. He is also a certified public accountant. In addition to his J.D., he has an LL.M. in taxation and an undergraduate degree in accountancy and finance.
Michael E. Morden
Michael E. Morden
Michael E. Morden is a Partner at Honigman LLP, in Chicago, and focuses his practice on private clients. Mr. Morden received his B.A. from the University of Michigan, his LL.M. from the New York University School of Law, and his J.D. from the University of Michigan Law School.
Gina E. Oderda
Gina E. Oderda
Gina E. Oderda is a Partner at Mayer Brown LLP in Chicago, where she focuses her practice on private clients and trusts and estates. She has been recognized as an Emerging Lawyer in Trust, Will, & Estate Planning Law. Ms. Oderda received her B.A. magna cum laude from Menlo College and her J.D. cum laude from Duke University School of Law.
Stacy E. Singer
Stacy E. Singer
Stacey E. Singer is the National Practice Leader for Trust Services for the Northern Trust Company in Chicago. She is a Fellow of the American College of Trust and Estate Counsel, 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.
Casey L. Twomey
Casey L. Twomey
Casey L. Twomey is an associate at Barrett, Twomey, Broom, Hughes & Hoke, LLP, in Carbondale, and focuses her practice on probate, estate planning, real estate, business, and eminent domain. Ms. Twomey has been selected as a Leading Lawyers’ Emerging Lawyer (2017, 2018). She is a Member of the Illinois State Bar Association and the Vice President of the Jackson County Bar Association. Ms. Twomey received her J.D. from Southern Illinois University School of Law and her B.A. cum laude from Southern Illinois University.

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Estate Administration Fundamentals 2019 Edition

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Sarah M. Barnes

Jessica L. Berger

Richard A. Campbell

Lorraine K. Cavataio

Mary C. Downie

Elizabeth Garlovsky

Thomas G. Hamill

Thomas F. Hartzell

Patricia A. Hoke

Nicholas R. Houska

Joshua B. Hutkins

Jennifer A. Johnson

Brian K. Jones

Kim Kamin

David M. Lutrey

Timothy S. Midura

Michael E. Morden

Gina E. Oderda

Stacy E. Singer

Casey L. Twomey

Estate Administration Fundamentals 2019 Edition