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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 Harrison & Held, LLP, in Chicago, where she concentrates her practice in trust and estate administration, probate, and estate planning. She is a member of the Illinois State and Chicago Bar Associations and a volunteer attorney for the CVLS Probate Court Assistance Program. Ms. Barnes received her B.A. in political science from Michigan State University and her J.D. from the Chicago-Kent College of Law.
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. She focuses her practice on business law, estate planning, estate and trust administration, litigation, and real estate. She is a Certified Public Accountant and a Fellow of the American College of Trust and Estate Counsel. She has been chosen as a Super Lawyer (2015 – 2022) and is listed as part of the Estate Planning and Probate Division for Illinois. Ms. Cavataio received her B.S. from the University of Kansas and her J.D. from the Washington University School of Law.
Mary C. Downie
Mary C. Downie
Mary C. Downie is Senior Vice President and Assistant General Counsel at The Northern Trust Company in Chicago, where she focuses on trust law. She is a Fellow of the American College of Trust and Estate Counsel and a Member of the American Bankers Association. 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 University of Illinois Chicago School of Law, where she was a member of The John Marshall Law Review.
Elizabeth A. Garlovsky
Elizabeth A. Garlovsky
Elizabeth A. Garlovsky is a Partner at Harrison & Held, LLP, in Chicago, where she focuses her practice on estate planning, probate, and trust administration. She is a Fellow of the American College of Trust and Estate Counsel. She is also a member of the Illinois State Bar Association Trusts and Estates Section, the Chicago Bar Association (where she serves on the Probate Forms Committee), and the Chicago Estate Planning Council. Ms. Garlovsky received her B.A. from the University of Illinois Urbana-Champaign and her J.D. from the Loyola University Chicago School of Law.
Thomas G. Hamill
Thomas G. Hamill
Thomas G. Hamill is a Partner at Harrison & Held, LLP, in Springfield, where he focuses on estate planning, probate and trust administration, gifting strategies, and business succession planning. He is a member of the Illinois State Bar Association and the Sangamon Valley Estate Planning Council. Mr. Hamill received his B.A. from the University of Illinois at Urbana-Champaign, where he was a member of Phi Beta Kappa, and his J.D. cum laude from the University of Illinois College of Law.
Thomas F. Hartzell
Thomas F. Hartzell
Thomas F. Hartzell is a Partner at Tucker, Hartzell & Bryant in Carthage and concentrates his practice in estate planning and probate, taxation, real estate, business law, and agriculture law. He is a member of the American Bar Association, the Hancock County Bar Association, and the Agricultural Law Section Council of the Illinois State Bar Association. He has written articles for the Agricultural Law and General Practice, Solo & Small Firm Section Councils. Mr. Hartzell received his B.S. from Illinois Wesleyan University and his J.D. from the Southern Illinois University School of Law.
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.
Nicholas R. Houska
Nicholas R. Houska
Nicholas R. Houska is a Partner at Wood, DeVary & Armstrong, P.C., in Bloomington, where he focuses on trusts and estates. Mr. Houska received his B.A. from the University of Illinois and his J.D. cum laude from the University of Illinois College of Law.
Joshua B. Hutkins
Joshua B. Hutkins
Joshua B. Hutkins is a Shareholder at Sandberg Phoenix & von Gontard P.C., in O’Fallon, where he is the Chair of the firm’s Wealth Planning Team. He focuses his practice on estate planning and trust and estate administration. Mr. Hutkins received his B.A. from Lindenwood University and his J.D. from the University of Missouri — Kansas City School of Law.
Jennifer A. Johnson
Jennifer A. Johnson
Jennifer A. Johnson is Senior Director at Huck Bouma PC in Wheaton, where she focuses on estate planning, estate administration, guardianship, and closely held business planning. She is a member of the Illinois Bar Association, the National Academy of Elder Law Lawyers, and the Real Property, Probate, and Trust Law Section of the American Bar Association. Ms. Johnson received her B.A. from Northern Illinois University, her M.A. from the University of Illinois, and her J.D. from Harvard Law School.
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, where he focuses on trust and estate planning administration and litigation. He is a Fellow of the American College of Trust and Estate Counsel and a Past Chair of Legislation Committee of the Illinois State Bar Association’s Trusts and Estates Committee. He has been named a Super Lawyer since 2014. Mr. Lutrey received his B.S. from the University of Illinois, his M.B.A. from the DePaul University Kellstadt Graduate School of Management, and his J.D. from the DePaul University College of Law.
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 Wealth Strategist at Cresset Capital in Chicago, where she helps clients with tax and estate planning. She is a member of the Chicago Estate Planning Council and Lyric Opera’s Planned Giving Advisory Council. 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
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.
Casey L. Twomey
Casey L. Twomey
Casey L. Twomey is an associate at Barrett, Twomey, Broom, Hughes & Hoke, LLP, in Carbondale, where she focuses on probate, estate planning, real estate, business, and eminent domain. She has been selected as a Leading Lawyers’ Emerging Lawyer (2017, 2018). She is a member of the Illinois State Bar Association and the President of the Jackson County Bar Association. Ms. Twomey received her B.A. cum laude from Southern Illinois University and her J.D. from the Southern Illinois University School of Law.

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Estate Administration Fundamentals (ARCHIVED 2019 EDITION)

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Sarah M. Barnes

Jessica L. Berger

Richard A. Campbell

Lorraine K. Cavataio

Mary C. Downie

Elizabeth A. 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 (ARCHIVED 2019 EDITION)