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List of Forms

Table of Contents

List of Forms by Chapter

Chapter 1 — Creation of the Trust

Chapter 2 — Role of the Trustee

Chapter 3 — Liability of the Trustee

Chapter 4 — Administration of the Trust: Record Keeping and Allocation of Principal and Income

Chapter 5 — Discretionary Distributions

Chapter 6 — Investments

Chapter 7 — Income Taxation of Trusts

Chapter 8 — Termination of the Trust

Chapter 9 — Obtaining Assistance from the Court

Chapter 10 — Administration of Charitable Trusts

Chapter 11 — Trust Contests

Authors

David A. Berek
David A. Berek
David A. Berek is a Partner at Mayer Brown LLP in Chicago, where he focuses his practice on private clients, trusts, and estates. He is a certified public accountant, as well as a certified financial planner. Berek is also a member of the American College of Trust and Estate Counsel (ACTEC). He received his B.S. from DePaul University, his J.D. and an LL.M. from University of Illinois at Chicago, and another LL.M. from New York University.
David C. Blickenstaff
David C. Blickenstaff
David C. Blickenstaff is a Partner at ArentFox Schiff LLP in Chicago, where he focuses on trust and estate disputes. He is a Fellow of the American College of Trust and Estate Counsel and a member of the Chicago Estate Planning Council. He is rated Illinois “Band 1” in Chambers High Net Worth Guide. Mr. Blickenstaff received his A.B. from Princeton University and his J.D. from the Northwestern University Pritzker School of Law.
John T. Brooks
John T. Brooks
John T. Brooks is a Partner at Foley & Lardner LLP in Chicago, where he focuses his practice on estate, trust, and fiduciary litigation. He has been elected by his peers for inclusion in The Best Lawyers in America since 2007 in the field of trusts and estates; was named the Chicago Litigation — Trusts and Estates Lawyer of the Year by Best Lawyers in America in 2015, 2019, and 2022; and was selected for inclusion in the 2005 – 2018 Illinois Super Lawyers and 2003 – 2022 Leading Lawyers lists. He is a member of the Chicago Bar Association and the American College of Trust and Estate Counsel. Brooks earned both his B.S. and J.D. (magna cum laude) from the University of Illinois.
James A. Casey
James A. Casey
James A. Casey is a Partner at Mayer Brown LLP in Chicago, where he focuses his practice on trusts, estates, and charitable foundations. He is a member of the Bar in Illinois and Michigan and is a certified public accountant. Casey received his undergraduate degree from Western Michigan University and his J.D. from The John Marshall Law School.
Katy Crafton Fluet
Katy Crafton Fluet
Katy Crafton Fluet is a Partner at McDermott Will & Emery LLP in the Chicago and Silicon Valley, California, offices, where she focuses her practice on private clients, trusts, and estates. Fluet has been ranked for California (Northern): Private Wealth Law in Chambers High Net Worth 2020, 2021, 2022. She received her B.S. from the University of Illinois and her J.D. magna cum laude from the University of Illinois College of Law.
William R. Franzen
William R. Franzen
William R. Franzen is Counsel to ArentFox Schiff LLP in Chicago, and focuses his practice on private clients, trusts, and estates. Franzen and his coauthors were awarded PROBATE & PROPERTY's Excellence in Writing Award, Best Overall Article Probate & Trust (1999). He is a certified public accountant. Franzen received his B.A. from the University of Illinois and his J.D. magna cum laude from Syracuse University College of Law, where he was Associate Editor of the Syracuse Law Review.
Eric Huang
Eric Huang
Eric Huang is an associate at Kozusko Harris Duncan LLP in Chicago, where he concentrates his practice in domestic and international tax and estate planning. He is a member of the Chicago Bar Association, and he is a volunteer attorney for both the Chicago Volunteer Legal Services’ Probate Court Assistance Program and the Chinese American Service League’s Chinatown Pro Bono Legal Clinic. Huang received his B.S. cum laude from Georgetown University’s Edmund A. Walsh School of Foreign Service and his J.D. cum laude from Northwestern University Pritzker School of Law.
Jeanette Suarez Hunter
Jeanette Suarez Hunter
Jeanette Suarez Hunter is a Partner at McDermott Will & Emery LLP in Chicago, where she is a member of the firm’s Private Client Practice Group. She was named to the 2015, 2016, and 2017 lists of Emerging Lawyers Under 40 in the area of trust, will, and estate planning law by Leading Lawyers and the Best Lawyers in America lists for trusts and estates in 2018 – 2023. She is also a member of the Chicago Estate Planning Council. Ms. Hunter received her B.B.A. magna cum laude, with honors from the University of Georgia and her J.D. cum laude from the Northwestern University Pritzker School of Law.
Neil T. Kawashima
Neil T. Kawashima
Neil T. Kawashima is a Partner at McDermott Will & Emery LLP in Chicago, where he is a member of the firm’s Private Client Practice Group. He is a member of the American Bar Association and is a Fellow of the American College of Trust and Estate Counsel. Mr. Kawashima received his A.B. from the University of Chicago and his J.D. from Cornell Law School.
Agnieszka Kawecki
Agnieszka Kawecki
Agnieszka Kawecki is a Partner at McDermott Will & Emery LLP in Chicago, where she focuses on estate planning. She is a member of the Chicago Bar Association and volunteers for Wills for Heroes. Ms. Kawecki received her B.A. summa cum laude from Saint Xavier University and her J.D. cum laude from the Northwestern University Pritzker School of Law.
Laurence J. Kline
Laurence J. Kline
Laurence J. Kline is a Partner at Hoogendoorn & Talbot LLP in Chicago, where he concentrates his practice in estate planning and estate and trust administration. Mr. Kline is Past Chair of the Trust Law Committee of the Chicago Bar Association, a member of the Chicago Estate Planning Council, and the author of DISINHERITING UNCLE SAM — AN ESTATE PLANNING GUIDE FOR ILLINOIS RESIDENTS (1999). Mr. Kline received his B.S.B.A. from Northwestern University and his J.D. from the University of Michigan Law School.
Jena L. Levin
Jena L. Levin
Jena L. Levin is Senior Counsel to Foley & Lardner LLP in Chicago, where she focuses her practice on estate and trust litigation. She has been recognized as a Super Lawyers Rising Star — Estate and Trust Litigation (2019 – 2022) and as a Leading Lawyers Emerging Lawyer Trust & Estate Law (2015 – 2022). Levin received her B.A. with highest distinction from the University of North Carolina at Chapel Hill and her J.D. from Duke University School of Law.
John C. Luchristt
John C. Luchristt
John C. Luchristt is an associate at Chapman and Cutler LLP in Chicago, where he focuses his practice on trusts and estates. He is a member of the ABA’s Real Property, Trust, and Estate Law Section. He received his B.A. from Rutgers University, his M.B.A. from American University Kogol School of Business, and his J.D. cum laude from American University Washington College of Law.
Elise J. McGee
Elise J. McGee
Elise J. McGee is a Partner at McDermott Will & Emery LLP in Chicago, where her practice focuses on private client and wealth management, closely held businesses, and family office and private trust companies, as well as financial technology and blockchain. She is a Fellow of the American College of Trust and Estate Counsel, is a member of the Chicago Bar Association’s Executive Committee of the Trust Law Committee, and has been ranked in Chambers High Net Worth 2022, Illinois: Private Wealth, Up and Coming. McGee received her B.A. with honors from the University of Chicago and her J.D. from the University of Michigan Law School, where she was the Executive Editor of the Michigan Journal of Race and Law.
Jonathan W. Michael
Jonathan W. Michael
Jonathan W. Michael is a Partner at The Michael Law Group, P.C., in Chicago, where his practice focuses on estate planning and wealth transfer planning. Jonathan is a Fellow of the American College of Trust and Estate Counsel and a member of the Greater North Shore Estate and Financial Planning Council. He received his B.S. from Miami University, his J.D. cum laude from the University of Miami, and his LL.M. from New York University.
Thomas A. Olson
Thomas A. Olson
Thomas A. Olson is a Partner at McDermott Will & Emery LLP in Chicago, where his practice is focused on estate planning. He received his B.A. from the University of Illinois at Urbana-Champaign and his J.D. magna cum laude from University of Illinois College of Law.
Victoria Pambianco Ose
Victoria Pambianco Ose
Victoria Pambianco Ose is a Partner at McDermott Will & Emery LLP in Chicago, where she focuses her practice on private clients, trusts, and estates. She is Chair of the American Bar Association’s Charitable Planning and Organizations Group’s Charitable Planning Committee (2022 – 2023). She received her B.A. magna cum laude from the University of Notre Dame and her J.D. magna cum laude from the University of Illinois College of Law.
Melisa Seyhun
Melisa Seyhun
Melisa Seyhun is an associate at ArentFox Schiff LLP in Chicago, where she focuses her practice on private clients, trusts, and estates. She is a Young Leader in ACTEC’s Dennis I. Belcher Young Leaders Program (Class of 2021 – 2023) and a Fellow of the ABA’s Real Property, Trust, and Estate Law Section (Class of 2019 – 2021). Seyhun is also coauthor of Probate & Property magazine’s Best Overall Article in the Trust and Estate category in the 2020 Excellence in Writing Awards for the article, Life Insurance: What Attorneys and Trustees Should Know. She received her B.A. from George Washington University, her J.D. from George Washington University Law School, and her LL.M. from Loyola Marymount University, Loyola Law School. Seyhun is also a member of the Illinois Bar.
Meika B. Slotsema
Meika B. Slotsema
Meika B. Slotsema is a senior associate at Hoogendoorn & Talbot LLP in Chicago, where she focuses her practice on estate planning. She is a member of the Chicago Estate Planning Council, and she is also the board secretary of the Unity Christian Academy. Slotsema is a past volunteer COO of Pivot Consulting (a volunteer consulting organization that assists small nonprofit organizations making a social impact), among many other past and present nonprofit board and volunteer positions. She received her B.A. from Trinity Christian College and her J.D. from Chicago Kent College of Law.
Rebecca Wallenfelsz
Rebecca Wallenfelsz
Rebecca Wallenfelsz is a Partner at Chapman and Cutler LLP, in Chicago, and concentrates her practice on trusts and estates. Wallenfelsz is a Fellow of the American College of Trust and Estate Counsel (2012 – present); is Past Cochair of the Probate and Fiduciary Litigation Committee of the American Bar Association — Section of Real Property, Trust and Estate Law; and has been listed by the Law Bulletin Publishing Company as one of the “40 Illinois Attorneys Under Forty to Watch.” She received her B.A. cum laude from the University of Notre Dame and her J.D. cum laude from Loyola University Chicago School of Law, where she was Lead Articles Editor for the Loyola Law Journal and Articles Editor for the Administrative Law Judges Journal.
Sophia M. Yanuzzi
Sophia M. Yanuzzi
Sophia M. Yanuzzi is an associate at Mayer Brown LLP in Chicago, where she focuses her practice on estate planning, estate and trust administration, federal and state transfer tax planning, and charitable giving. She is a member of the Illinois Bar. Yanuzzi received her undergraduate degree from Northern Illinois University and her J.D. from DePaul University College of Law.

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Trust Administration 2023 Edition

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David A. Berek

David C. Blickenstaff

John T. Brooks

James A. Casey

Katy Crafton Fluet

William R. Franzen

Eric Huang

Jeanette Suarez Hunter

Neil T. Kawashima

Agnieszka Kawecki

Laurence J. Kline

Jena L. Levin

John C. Luchristt

Elise J. McGee

Jonathan W. Michael

Thomas A. Olson

Victoria Pambianco Ose

Melisa Seyhun

Meika B. Slotsema

Rebecca Wallenfelsz

Sophia M. Yanuzzi

Trust Administration 2023 Edition