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List of Forms

Table of Contents

List of Forms by Chapter

Chapter 1 — Beginning the Postmortem Estate Planning Process

Chapter 2 — Administration of Trusts and Estates

Chapter 3 — The Effective Use of Disclaimers in Estate Administration

Chapter 4 — Going to Court — Or Not

Chapter 5 — Estate Tax Elections and Strategies

Chapter 6 — Gift Tax and Generation-Skipping Transfer Tax Elections and Strategies

Chapter 7 — Income Tax Elections and Considerations

Chapter 8 — Qualified Retirement Plans and Individual Retirement Accounts

Chapter 9 — Insurance

Chapter 10 — Business Interests

Authors

Adam M. Ansari
Adam M. Ansari
Adam M. Ansari is a Partner at Clark Hill PLC in Chicago. He concentrates his practice in estate and gift tax federal controversies. He is a member of the Chicago Estate Planning Council, the Illinois State Bar Association, and the American College of Trust and Estate Counsel, in which he has participated in the Dennis I. Belcher Young Leaders Program. He is a Fellow of the Leadership Council on Legal Diversity and a Tax Court Advocate for the Center for Economic Progress. Mr. Ansari received his B.A. from Boston University, his M.B.A. from Dominican University, his J.D. from the University of Illinois Chicago School of Law, and his LL.M. from Northwestern University Pritzker School of Law.
Jared R. Cloud
Jared R. Cloud
Jared R. Cloud is a Partner at Levenfeld Pearlstein, LLC, in Chicago, where he focuses his practice on estate and trust litigation. He is a fellow of the American College of Trust and Estate Counsel, a member of the Chicago Estate Planning Council, and a Past Chair of the Chicago Bar Association’s Trust Law Committee (2015 – 2016). He is rated Band 1 for Private Wealth Disputes in Chambers High Net Worth Guide. Mr. Cloud received his B.A. from the University of Chicago and his J.D. with honors from the University of Chicago Law School.
Ryan M. Holmes
Ryan M. Holmes
Ryan M. Holmes is a Member at Clark Hill PLC in Chicago, focusing his practice on real estate and tax and estate planning. He represents a number of business owners, entrepreneurs, C-suite executives at public companies, physicians, and individual executors and trustees, including corporate fiduciaries. He administers trusts and estates at any stage, including through controversies both inside and outside of court. Mr. Holmes received his B.A. from Knox College and his J.D. from Northern Illinois University College of Law.
Daci L. Jett
Daci L. Jett
Daci L. Jett is the founding member of Daci Jett Law, LLC, in Evanston. She focuses her practice on estate planning, trust administration, and probate matters. She is a member of the Board of Directors and Drafting Committee of WealthCounsel, Illinois Forum. Ms. Jett received her J.D. from the University of Texas School of Law.
Stuart J. Kohn
Stuart J. Kohn
Stuart J. Kohn is a Partner at Levenfeld Pearlstein, LLC, in Chicago. He concentrates his practice in estate and trust administration matters. He is a member of the American College of Trust and Estate Counsel. He is a Past Chair of the Executive Committee of the Chicago Bar Association’s Trust Law Committee and served as President and former member of the board of directors of the Greater North Shore Estate and Financial Planning Council. He is a member of the American Bar Association. In 2009, 2016, and 2017, he was named as a Leading Lawyer, in addition to being an Illinois Super Lawyer from 2007 – 2019. Mr. Kohn received his B.B.A. from the University of Michigan and his J.D. from the Loyola University Chicago School of Law.
Madeleine J. Minton
Madeleine J. Minton
Madeleine J. Minton is a senior associate at Harrison LLP in Chicago, where she concentrates her practice in estate planning, administration, and litigation. She is a member of the Chicago Estate Planning Council and the Chicago and Illinois State Bar Associations. Ms. Minton received her B.S. and her M.P.H. from Tulane University and her J.D. from the Chicago-Kent College of Law, where she received the Dean’s Public Service Award and multiple CALI Awards for obtaining the highest class grade.
Jason S. Ornduff
Jason S. Ornduff
Jason S. Ornduff is a Partner with Harrison LLP in Chicago, where he focuses his practice on estate planning and administration. He is a Fellow in the American College of Trust and Estate Counsel (ACTEC). He is also Past President of the Greater North Shore Estate and Financial Planning Council and a member and Past President of the Greater North Shore Estate and Financial Planning Council. He has been recognized by the Best Lawyers in America in Trusts and Estates (2021 – 2023). Mr. Ornduff received his B.A. from the University of Illinois at Urbana-Champaign and his J.D. from the University’s College of Law, where he was Executive Editor of the Elder Law Journal.
Ayssa J. Palacios
Ayssa J. Palacios
Ayssa J. Palacios is an associate at Clark Hill PLC in San Antonio, Texas, where she focuses on tax law. She is a member of the State Bar of Texas Tax Section Leadership Academy, a pro bono attorney for the U.S. Tax Court Pro Bono Program, and a training coordinator for the Volunteer Income Tax Assistance Adopt-a-Base program. Ms. Palacios received her B.B.A. in accounting from the University of Texas — Pan American, her J.D. from St. Mary’s University School of Law, and her LL.M. in Taxation from the University of Florida Levin College of Law.
Natalie M. Perry
Natalie M. Perry
Natalie M. Perry is a Partner at Harrison LLP in Chicago, where she concentrates her practice in estate, gift, and income tax planning; trust and estate administration; and business succession planning matters. She is a Fellow in the American College of Trust and Estate Counsel. Her election to ACTEC resulted from and is in recognition of her professional reputation, extensive experience in the field of trusts and estates and continuing contributions to this field through speaking, writing, and bar activities. She is a frequent speaker on estate and tax planning matters and has been on the planning committee as well as a member of the faculty for the IICLE^® Estate Planning Short Course for over ten years. Ms. Perry received her B.S. in accounting from Indiana University and her J.D. from the DePaul University College of Law.
Margaret E. Sanne
Margaret E. Sanne
Margaret E. Sanne is a Partner at McDermott Will & Emery LLP in Chicago, where she advises high-net-worth individuals, families, business owners, family offices, and private trust companies on all aspects of estate, gift, and tax planning, estate and trust administration, family office and private trust company operations, and formation and administration of charitable trusts and organizations. She has been awarded CALI awards for Torts, Legal Writing I and II, Constitutional Law, and Advocacy and is a member of the Chicago Bar Association. Ms. Sanne received her B.A. cum laude from American University and her J.D. magna cum laude from the Loyola University of Chicago School of Law.
George L. Schoenbeck
George L. Schoenbeck
George L. Schoenbeck is a Partner at Sosin, Arnold & Schoenbeck, Ltd., in Orland Park, where he represents clients in matters concerning estate planning, estate administration, business succession planning, business general counsel, and commercial transactions. He is licensed to practice in Illinois and Florida. He has written extensively on the topics of business succession planning, estate planning, and estate administration, including articles in the Illinois Bar Journal and the Trusts and Estates Newsletter of the Illinois State Bar Association. In 2017, he was awarded the Illinois State Bar Association’s Board of Governors Award for his distinguished service to the legal profession. In October 2022, he was recognized by the Third District Court of Appeal of the State of Florida in Miami for receiving one of the highest scores in the July 2022 administration of the Florida Bar Examination. Mr. Schoenbeck received his B.S. in Accountancy with Highest Honors from the University of Illinois at Urbana-Champaign and his J.D. from the Chicago-Kent College of Law.
Stacy E. Singer
Stacy E. Singer
Stacy E. Singer is the National Practice Leader for Trust & Wealth Advisory for the Northern Trust Company in Chicago. She is a Fellow and Illinois State Chair of the American College of Trust and Estate Counsel, a Past President of the Chicago Estate Planning Council, and the Secretary for IICLE^® Board of Directors. Ms. Singer received her B.A. from the University of Michigan and her J.D. from the University of Michigan Law School.
Nicole M. Soltanzadeh
Nicole M. Soltanzadeh
Nicole M. Soltanzadeh is the Owner of the Law Office of Nicole M. Soltanzadeh, LLC, in Chicago, where she focuses her practice on estate planning, estate administration, and real estate law. She is a member of the Illinois State and Chicago Bar Associations. Ms. Soltanzadeh received her B.A. from the University of Michigan, a master’s degree from Northwestern University, and her J.D. from the George Washington University Law School.
Nina B. Stillman
Nina B. Stillman
Nina B. Stillman, is Senior Counsel at Handler Law, LLP, in Chicago, where she focuses her practice on estate planning and family office. Stillman is a member of the Illinois Bar Association, Chicago Bar Association, and was named a Lawyer of Distinction in 2024. She earned her J.D. from William Mitchell College of Law and her LL.M. from Northwestern Pritzker School of Law.

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Postmortem Estate Planning 2023 Edition

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Adam M. Ansari

Jared R. Cloud

Ryan M. Holmes

Daci L. Jett

Stuart J. Kohn

Madeleine J. Minton

Jason S. Ornduff

Ayssa J. Palacios

Natalie M. Perry

Margaret E. Sanne

George L. Schoenbeck

Stacy E. Singer

Nicole M. Soltanzadeh

Nina B. Stillman

Postmortem Estate Planning 2023 Edition