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List of Forms by Chapter - Chapter 1 — Estate Planning
- I. [1.1] Introduction
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II. [1.2] Definitions - III. [1.8] Client Information
- IV. Planning Treatments for Different Sizes of Estates
- V. [1.15] Categories of Assets and Forms of Ownership
- VI. Wills
- [1.24] Purpose
- [1.25] Specific Provisions
- [1.26] Revocation of Prior Wills and Introduction of Family Particulars
- [1.27] Payment of Debts
- [1.28] Specific Bequests
- [1.29] Residuary Distribution
- [1.30] Provisions for Children
- [1.31] Simple Direction
- [1.32] Children’s Trust
- [1.33] Guardianship of Minors
- [1.34] Rule Against Perpetuities; Qualified Perpetual Trust
- [1.35] Executor Designation
- [1.36] Executor Powers
- [1.37] Formalities of Execution
- VII. [1.38] Estate Tax Considerations
- VIII. [1.41] Trusts
- [1.42] Testamentary Trust
- [1.43] Revocable Trust
- [1.44] Marital Gift
- [1.45] Spouse’s Renunciation of Will
- [1.46] Marital Trust
- [1.47] Qualified Terminable Interest Property (QTIP) Trust
- [1.48] Credit Shelter Trust
- [1.49] Generation-Skipping Trust
- [1.50] Trustee Designation
- [1.51] Trustee Powers
- [1.52] Irrevocable Trust
- [1.53] Minor’s Trust
- [1.54] Section 2503(c) Trust
- [1.55] Illinois Uniform Transfers to Minors Act
- [1.56] Life Insurance Trust
- IX. [1.57] Gifts
- X. [1.67] Related Lifetime Disability Planning
- XI. [1.76] Premarital Agreements
- XII. [1.79] Postmortem Estate Planning and Disclaimers
- XIII. [1.80] Conclusion
- XIV. Appendix — Sample Forms
- Chapter 2 — Probate Administration
- I. [2.1] Introduction
- II. Initial Steps in Administering a Decedent’s Estate
- III. Opening a Probate Estate
- Forms of Probate
- [2.11] Summary Administration
- [2.12] Supervised Administration
- [2.13] Independent Administration
- [2.14] Venue
- [2.15] Opening the Probate Estate
- [2.16] Electronic Wills – Execution
- [2.17] Electronic Wills - Admission to Probate
- [2.18] Documents To Open the Estate — Testate
- [2.19] Documents To Open the Estate — Intestate
- [2.20] Opening the Court File
- [2.21] Hearing on the Petition
- Common Problems That May Arise
- [2.22] Invalid Attestation Clause in Will
- [2.23] Minor and Disabled Heirs and Legatees
- [2.24] Lost Will
- [2.25] Following the Hearing — Notices
- IV. [2.26] Contested Matters in Estates
- V. [2.33] Ancillary Probate
- VI. [2.34] Inventory and Accountings
- VII. Distribution of the Estate Assets
- Partial Distributions
- [2.38] After the Claims Period
- [2.39] Before the Claims Period
- [2.40] Final Distributions
- [2.41] Real Estate
- [2.42] Distributions to Minors/Persons with a Disability
- [2.43] Distributions to Trusts
- [2.44] Distributions to Deceased Beneficiaries
- [2.45] Insufficient Estate Assets — Creditors
- [2.46] Insufficient Estate Assets — Legatees
- VIII. [2.47] Closing the Estate
- IX. [2.50] Obligations of the Personal Representative
- X. Appraisals and Awards
- XI. Marshaling of Assets
- XII. Management of Decedent’s Assets
- XIII. Management of Decedent’s Business
- XIV. [2.71] Renunciation and Disclaimer
- XV. Taxes
- XVI. Appendix
- Valli V. Gupta
Valli V. Gupta
Valli V. Gupta is Senior Trust Counsel at BMO Wealth Management in Chicago, where she focuses on estate planning, probate and post-death trust administration, fiduciary litigation issues, banking regulations, and lending with trusts. Gupta is on the Executive Committee of the Trust Law section of the Chicago Bar Association a former board member for the Center for Disability and Elder Law in Chicago. She is licensed in both Wisconsin and Illinois. Gupta earned her B.A. from the University of Notre Dame and her J.D. from Marquette University Law School, where she worked as Associate Editor for the Marquette Law Review and as a judicial intern to Justice Jon Wilcox of the Wisconsin Supreme Court.
- Patricia A. Hoke
Patricia A. Hoke
Patricia A. Hoke is a Partner at Barrett, Twomey, Broom, Hughes & Hoke, LLP, in Carbondale, where she focuses her practice on estate planning and administration. Hoke has been an author and speaker for many IICLE® publications and programs regarding estate planning and administration, and she previously served on IICLE’s Board of Directors. She is a member of the American Bar Association, the Illinois State Bar Association, and the Jackson County Bar Association. She received her B.S. and M.A. from Southern Illinois University, and she received her J.D. magna cum laude from the Southern Illinois University School of Law.
- Joel A. Schoenmeyer
Joel A. Schoenmeyer
Joel A. Schoenmeyer is the Senior Director for Family Wealth Strategies for BMO Wealth Management, in Chicago, where he serves individuals, families and family offices with their tax, estate, investment, philanthropic, risk, and family capital needs. Schoenmeyer earned his B.A. with high honors from Michigan State University and his J.D. from the University of Michigan Law School, where he was a member of Phi Beta Kappa.
Elements of Illinois Law: Estate Planning and Probate Administration (ARCHIVED 2023 EDITION)
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