Actions

List of Forms

You must be a paid subscriber to access the downloads

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 Venable LLP in Chicago, where he focuses on estate planning. He is a member of the American College of Trust and Estate Counsel, the Private Client Tax Committee of the International Bar Association, and the Society of Trust and Estate Practitioners. Berek received his BS from DePaul University, his JD cum laude and his LLM in Employee Benefits with honors from the University of Illinois Chicago Law School, and his LLM in Taxation (International) from the New York University School of Law.
David C. Blickenstaff
David C. Blickenstaff
David C. Blickenstaff is a Partner at ArentFox Schiff LLP in Chicago, where he leads the firm’s national trust and estate controversy practice and coleads its Complex Litigation practice group. He is a Fellow of the American College of Trust and Estate Counsel and a member of its Fiduciary Litigation and Fiduciary Administration Committees. He is “Band 1” rated by Chambers for Private Wealth Disputes — Illinois (2022 – 2026) and has been recognized by Best Lawyers in America (2015 – 2026). Blickenstaff received his AB cum laude from Princeton University and his JD magna cum laude from 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 & Schulte LLP in the Chicago and Silicon Valley, California, offices, where she focuses on estate planning and estate and trust administration. She is an Executive Committee Member of the Trusts and Estates Section of the California Lawyers Association. She has been ranked for California (Northern): Private Wealth Law in Chambers High Net Worth in 2020 – 2025 and was recognized as a Best Lawyers in America in Trusts and Estates in 2026. Fluet received her BS from the University of Illinois Urbana-Champaign and her JD 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. He was awarded PROBATE & PROPERTY’s Excellence in Writing Award, Best Overall Article Probate & Trust (1999) by the American Bar Association. He is a certified public accountant. He was a guest lecturer on income taxation of trusts and estates at Northwestern University Pritzker School of Law in 2012. Franzen received his BA from the University of Illinois Urbana-Champaign and his JD 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 S. Hunter
Jeanette S. Hunter
Jeanette S. Hunter is a Partner at McDermott Will & Schulte LLP in Chicago, where she focuses her practice on private clients, trusts, and estates. She is listed in Best Lawyers in America — Trusts and Estates (2018 – 2026) and was selected by Law Bulletin Publishing Company’s Leading Lawyers Division for the 2015 – 2017 Lists of Emerging Lawyers Under Age 40 — Trust, Will, and Estate Planning Law. Hunter received her JD cum laude from Northwestern University Pritzker School of Law and her BBA manga cum laude and with honors from the University of Georgia.
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 Of Counsel to Hoogendoorn & Talbot LLP in Chicago, where he concentrates his practice in estate planning and estate and trust administration. He is a Past Chair and member 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). Kline received his BSBA from Northwestern University and his JD 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 & Schulte LLP in Chicago, where she focuses on wealth transfer planning, including estate and trust administration, private trust companies, leveraged wealth-transfer techniques, tax matters, cryptocurrency and QSBS planning, real estate transactions, and closely held business matters. She is a member of the American College of Trust and Estate Counsel, is Chair of the Chicago Bar Association’s Executive Committee of the Trust Law Committee, and has been ranked in Chambers High Net Worth, Illinois: Private Wealth Law. McGee received her AB from the University of Chicago and her JD from the University of Michigan Law School.
Jonathan W. Michael
Jonathan W. Michael
Jonathan W. Michael is a Partner at The Michael Law Group, P.C., in Chicago, where he focuses on estate planning. He is a member of the Florida and Illinois State Bar Associations and the American College of Trust and Estate Counsel. Michael received his BS from Miami University, his JD with honors from the University of Miami School of Law, and his LLM in Taxation from the New York University School of Law.
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 & Schulte LLP in Chicago, where she focuses on estate and trust administration and charitable planning. She is Co-Chair of the Charitable Planning Committee of the American Bar Association Charitable Planning and Organizations Group (2025 – 2026). Ose received her BA magna cum laude from the University of Notre Dame and her JD magna cum laude from the University of Illinois College of Law.
Melisa Seyhun
Melisa Seyhun
Melisa Seyhun is a Senior Associate at ArentFox Schiff LLP in Chicago, where she focuses on private clients, trusts, and estates. She is a member of the Chicago Estate Planning Council and a member of the Real Property Trust and Estate Section of the American Bar Association and a former Trust & Estate Fellow (2019 – 2021). She was named a Super Lawyers Rising Star in 2026. Seyhun received her BA from George Washington University, her JD from the George Washington University Law School, and her LLM from the Loyola Marymount University, Loyola Law School.
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 a Partner at Mayer Brown LLP in Chicago, where she focuses on private clients and trust and estates. She is a member of the Board of Directors of Chicago Volunteer Legal Services and the Chicago Estate Planning Council. Yanuzzi received her BA cum laude from Northern Illinois University and her JD summa cum laude and Order of the Coif from the DePaul University College of Law.

Highlight Options

Hide Notes

Trust Administration 2023 Edition

An IICLE® Online Library subscription is required to view this content. For more information or to subscribe, click here.

David A. Berek

David C. Blickenstaff

John T. Brooks

James A. Casey

Katy Crafton Fluet

William R. Franzen

Eric Huang

Jeanette S. 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