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List of Forms by Chapter - Chapter 1 — Initial Client Meeting and Needs Assessment
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I. [1.1] Initial Planning Considerations - [1.2] Growing Need for Estate Planning for Potential Special Needs Beneficiaries and Special Situations To Consider
- [1.3] Special Needs Trusts
- [1.4] Trusts Under the Omnibus Budget Reconciliation Act of 1993
- [1.5] Tax-Free Savings Accounts Under the Stephen Beck, Jr., Achieving a Better Life Experience Act of 2014
- [1.6] Perspective of Parents of Children with Disabilities
- II. [1.7] Understanding the Clients
- III. [1.8] Topics To Discuss
- Chapter 2 — Day Program and Residential Placement Options and Related Funding Issues
- I. [2.1] Introduction
- II. Programming and Placement Options for Newborns to Preschool-Age Children
- III. Programming and Placement Options for School-Age Children
- IV. Programming and Placement Options for Adults
- [2.10] Usual vs. Unusual Circumstances
- [2.11] Options for Mental Illness vs. Developmental Disability
- [2.12] Living at Home with Day Programming
- [2.13] Funding Issues and Options
- Residential Placement; Living Away from Home
- [2.14] In General
- [2.15] Nursing Homes
- [2.16] Group Homes
- [2.17] Supportive Living Facilities
- V. Programming and Placement Options for Seniors
- VI. [2.20] Summary
- VII. [2.21] Appendix — Resources and References
- Chapter 3 — Home Design and Adaptations for Use for a Person with Special Needs
- I. [3.1] Introduction
- II. [3.2] Assessment of Disability, Programming Available, and Resources
- III. Assessment for Adaptations
- [3.3] Initial Considerations
- Meeting the Needs of the Individual
- [3.4] Activities of Daily Living Considerations
- [3.5] Access Into and Through the Home
- Room-by-Room Assessment of Activities of Daily Living
- [3.6] Kitchens
- [3.7] Bathrooms
- Therapy Areas
- [3.8] In general
- [3.9] Notes on specialized therapies
- [3.10] Rest and Recreation
- [3.11] Care Providers and Special Adaptations
- IV. Old vs. New
- V. [3.19] Resources
- Chapter 4 — Drafting Self-Settled OBRA Trusts
- I. [4.1] Drafting Self-Settled OBRA Trusts
- II. Sources of Law and Policy for Self-Settled OBRA Trusts
- III. Requirements To Qualify a Special Needs Trust as a Medicaid-Exempt 42 U.S.C. §1396p(d)(4)(A) OBRA Trust
- [4.6] Establishment by Qualified Person or Court
- [4.7] Individual
- [4.8] Parent or Grandparent
- [4.9] Legal Guardian
- [4.10] Court
- [4.11] Disability
- [4.12] Definition of “Disability”
- [4.13] Definition of “Disability” for Persons Under Age 18
- Irrevocability
- [4.14] 42 U.S.C. §1396p(d)(4)(A) Special Needs Trust Must Name Residuary Beneficiaries
- [4.15] The Beneficiary and the Beneficiary’s Agents Must Be Prohibited from Revoking the 42 U.S.C. §1396p(d)(4)(A) Special Needs Trust
- [4.16] Under Age 65
- [4.17] Assets of the Individual
- [4.18] For the Sole Benefit of the Individual
- [4.19] Payback Requirement
- [4.20] Deductions Permitted To Be Paid Prior to Payback
- [4.21] Deductions Not Permitted To Be Paid Prior to Payback
- [4.22] Early Termination Clauses
- [4.23] Satisfaction of Personal Injury Lien
- [4.24] Savings Clause
- IV. Other Drafting Issues
- V. Notice and Approval
- VI. [4.34] Checklist for Drafting 42 U.S.C. §1396p(d)(4)(A) OBRA Special Needs Trusts
- VII. [4.35] Requirements To Qualify a Special Needs Trust as a Medicaid-Exempt 42 U.S.C. §1396p(d)(4)(C) OBRA Trust
- [4.36] Statutory Requirements
- [4.37] Disability
- [4.38] Nonprofit Association
- [4.39] Separate Account
- [4.40] Solely for the Benefit Of
- [4.41] Established By
- [4.42] Payback
- [4.43] Early Termination Clauses
- Other Pooled Trust Issues
- [4.44] Transfer Penalty for Age 65 or Older
- [4.45] Retention by Trust
- [4.46] Advantages of 42 U.S.C. §1396p(d)(4)(C) Pooled Special Needs Trusts
- [4.47] Available to Individuals with Disabilities over Age 65 Who Are Wards of the County or State Guardian
- [4.48] Trustee Expertise
- [4.49] Lower Expense
- Services Provided by the Pooled Trust
- [4.50] Money Management
- [4.51] Care Services
- Other Considerations
- [4.52] Fees
- [4.53] Funding
- [4.54] Pooled 42 U.S.C. §1396p(d)(4)(C) Special Needs Trusts Available in Illinois
- VIII. Appendix — Establishing Special Needs Trusts
- Chapter 5 — Drafting Third-Party Special Needs Trusts
- Chapter 6 — Social Security and Medicare: An Overview
- I. [6.1] Introduction
- II. Supplemental Security Income
- [6.4] Overview
- [6.5] Qualification
- [6.6] Income Limitations
- [6.7] Resources
- [6.8] Application for Other Benefits
- [6.9] Institutionalization Affecting Eligibility
- [6.10] Determination of Disability and Appeals
- [6.11] Reconsideration
- [6.12] Formal Administrative Hearing
- [6.13] Social Security Appeals Council
- [6.14] Civil Action in Federal District Court
- III. Social Security Disability Insurance
- [6.15] Overview
- [6.16] Qualification
- [6.17] Application Specifics
- [6.18] Determination of Disability
- [6.19] Five-Step Decision Process
- [6.20] Is the Applicant Working?
- [6.21] Is the Medical Condition Severe?
- [6.22] Is the Medical Condition on the List of Impairments?
- [6.23] Can the Applicant Do the Work Done Before?
- [6.24] Can the Applicant Do Any Other Type of Work?
- [6.25] Decision on Application and Appeals
- IV. Children with Disabilities
- V. Medicare
- [6.29] Overview
- [6.30] Medicare Part A Hospital Insurance
- [6.31] Medicare Part B Medical Insurance
- [6.32] Original Medicare Plan
- [6.33] Enrollment Issues
- [6.34] Medicare Part C Medicare Advantage Plans
- [6.35] Preferred Provider Organization
- [6.36] Health Maintenance Organization
- [6.37] Private Fee-for-Service
- [6.38] Medical Savings Account
- [6.39] Special Needs Plan
- [6.40] Enrollment for Medicare Advantage Plans
- [6.41] Word of Caution About Medicare Advantage Plans
- [6.42] Medicare Part D Prescription Drug Plans
- [6.43] Coverage Summary
- [6.44] Enrollment Issues
- [6.45] Extra Help or Low-Income Subsidy
- [6.46] Tips for New Medicare Recipients
- Medicare Enrollment Issues
- [6.47] Open Enrollment
- [6.48] General Enrollment
- VI. [6.49] Resources
- Chapter 7 — Medicaid Issues
- I. [7.1] Introduction
- II. [7.2] Overview of Programs
- III. [7.8] Source of Medicaid Law
- IV. [7.9] Medicaid Eligibility
- V. [7.10] Medicaid Financial Eligibility Requirements
- [7.11] Exempt Assets
- [7.12] Homestead Property
- [7.13] Personal Effects and Household Goods
- [7.14] Motor Vehicle
- [7.15] Life Insurance
- [7.16] Burial Spaces
- [7.17] Burial Funds
- [7.18] Resources Needed for Self-Support
- [7.19] Nonexempt or Available Assets
- Available but Not Counted Assets
- [7.20] Jointly Owned Real Property
- [7.21] Life Estates
- [7.22] Other Non-Homestead Real Property
- VI. [7.23] Transfers of Resources and Income
- VII. [7.31] Planning Strategies
- [7.32] Exempt Purchases
- [7.33] Fair Market Value Purchases
- [7.34] Transfers to Special Needs Trusts
- [7.35] Transfers to Spouse
- [7.36] Transfer of Exempt Assets to Community Spouse
- [7.37] Transfer of Available Assets to Community Spouse
- [7.38] Refusal To Disclose Assets and Spousal Cooperation
- [7.39] Increased Community Spouse Asset Allowance
- [7.40] Transfer of Income to Community Spouse
- [7.41] Transfers to Children
- [7.42] Transfer of Homestead to Siblings with an Equity Interest
- [7.43] Outright Transfers of Assets
- VIII. Dealing with Property in Trust
- IX. [7.50] Estate Recovery and Liens
- X. [7.51] Medicaid Planning by Guardians
- XI. [7.52] Trends To Monitor
- Chapter 8 — Tax Issues Relating to Special Needs Trusts
- I. [8.1] Introduction
- II. [8.2] Income Tax Overview
- III. Income Tax Issues and (d)(4)(A) Special Needs Trusts
- IV. [8.12] Income Tax Issues When a Third-Party Special Needs Trust Is Funded During the Lifetime of the Donor
- V. [8.15] Income Tax Issues When a Third-Party Special Needs Trust Is Funded at the Death of the Donor
- VI. [8.16] Income Tax Filing Requirements
- VII. [8.17] Income Tax Issues When a Third-Party SpecialNeeds Trust Is Funded with a Retirement Plan
- VIII. [8.18] Miscellaneous Income Tax Issues
- IX. Gift and Estate Tax
- [8.19] Gift and Estate Tax Issues and (d)(4)(A) Special Needs Trusts
- [8.20] Parents as Trustees of a (d)(4)(A) Special Needs Trust
- [8.21] Gift and Estate Tax Issues and Third-Party Special Needs Trusts Funded During the Lifetime of the Donor
- [8.22] Gift and Estate Tax Issues for a Third-Party Special Needs Trust Funded at the Death of the Donor
- X. [8.23] Generation-Skipping Tax
- XI. [8.24] Conclusion
- XII. [8.25] Resources
- Chapter 9 — Disability Provisions in General (Non- Special Needs Trusts) Living Trusts
- I. Essential Provisions
- [9.1] Determining Incapacity of the Grantor After Creation of the Trust
- [9.2] Distribution to a Beneficiary with a Disability
- [9.3] Spendthrift Provision
- Incapacity of Beneficiary or Trustee
- [9.4] Incapacity Defined
- [9.5] Personal Representative Defined
- [9.6] Notice to Personal Representative
- [9.7] Designated Representative
- [9.8] Power To Amend
- II. Additional Provisions
- III. [9.15] Exempt Trust Under the Omnibus Budget Reconciliation Act of 1993
- Chapter 10 — Special Powers in Powers of Attorney Relating to Special Needs Issues
- I. [10.1] Power To Establish and Fund Omnibus Budget Reconciliation Act Payback Trust
- II. [10.2] Power To Make Gifts or Transfer Assets
- III. [10.3] Power To Make Payments for the Benefit of Special Needs Persons
- IV. [10.4] Power To Amend Estate Planning Documents To Protect Estate
- V. [10.5] Power of Attorney Protector (Similar to Trust Protector)
- VI. [10.6] Special Powers Sample Provisions
- [10.7] Personal Service Contract
- [10.8] Other Compensation
- [10.9] Reverse Mortgage
- [10.10] Effective Date
- [10.11] Online Accounts and Digital Assets
- [10.12] Estate Guardian
- [10.13] Collection and Payment
- [10.14] United States Government Bonds
- [10.15] Banking Powers
- [10.16] Motor Vehicles
- [10.17] Business Interests
- [10.18] Tax Powers
- [10.19] Safe-Deposit Boxes
- [10.20] Insurance
- [10.21] Healthcare
- [10.22] Health Insurance Portability and Accountability Act Release Authority
- [10.23] Fund, Amend, and Revoke Trusts
- [10.24] Gifting
- [10.25] Medicaid Planning Strategies
- VII. [10.26] Practical Advice for Attorneys
- VIII. [10.27] Conclusion
- Chapter 11 — Planning for Beneficiaries Who May Become Disabled
- Chapter 12 — Powers of Attorney and Trusts as Alternative to Guardianship
- I. [12.1] Initial Considerations
- II. [12.2] History of Guardianships and the Role of the Courts in Guardianship Cases
- III. [12.3] Powers of Attorney
- IV. [12.6] Trusts
- V. [12.7] Advantages and Disadvantages of Trusts and Powers of Attorney Compared to Guardianship
- VI. [12.8] Growing Need for Family Caregivers and Corresponding Legal Documentation
- Chapter 13 — Protection of the Caregiver
- Chapter 14 — Caregiver Succession Planning
- Chapter 15 — Special Needs Issues in Personal-Injury and Wrongful-Death Awards or Settlements
- I. [15.1] Introduction
- II. [15.2] Omnibus Budget Reconciliation Act of 1993 Payback Trusts
- [15.3] Background and Statutory and Legislative Authority
- [15.4] Who Is a Person with a Disability for Purposes of Funding an Omnibus Budget Reconciliation Act of 1993 Trust?
- [15.5] Payback Requirement
- [15.6] Settlement of State Claims Before Funding an Omnibus Budget Reconciliation Act of 1993 Trust
- [15.7] Omnibus Budget Reconciliation Act of 1993 Trusts Must Be Irrevocable
- [15.8] Stand-Alone 42 U.S.C. §1396p(d)(4)(A) Payback Trusts
- [15.9] Pooled 42 U.S.C. §1396p(d)(4)(C) Payback Trusts
- [15.10] Comparison Chart for 42 U.S.C. §1396p(d)(4)(A) and 42 U.S.C. §1396p(d)(4)(C) Trusts
- [15.11] Economics of Omnibus Budget Reconciliation Act of 1993 Trusts in the Skilled Nursing Setting
- [15.12] Attorneys’ Fees
- [15.13] Age Requirements
- [15.14] Preexisting Omnibus Budget Reconciliation Act of 1993 Payback Trusts
- [15.15] Interaction Between a Structured Settlement and Government Benefits in a Special Needs Trust
- III. [15.16] Appendix — Cook County Presiding Judges’ March 2023 Memorandum
- Chapter 16 — Trust Management
- I. [16.1] Introduction and Overview of Special Needs Trust Management Issues
- [16.2] Advising Clients of Management Issues Unique to Special Needs Trusts
- [16.3] Determining if the Trust Is Drafted Correctly To Preserve Eligibility for Governmental Benefits
- [16.4] Applying for a Tax Identification Number
- [16.5] Identifying Assets To Be Transferred to the Trust
- [16.6] Titling Assets in a First-Party Special Needs Trust
- [16.7] Titling Assets in a Third-Party Special Needs Trust
- II. [16.8] Basic Trustee Issues
- [16.9] Duty of the Trustee
- [16.10] The Duty of Loyalty
- [16.11] The Duty To Read the Trust
- [16.12] The Duty of Prudent Investment
- [16.13] The Duty To Make Trust Property Productive
- [16.14] The Duty To Give Personal Attention to the Activities of the Trust
- [16.15] The Duty To Inform and Account to the Beneficiary
- [16.16] Breach of Duty
- [16.17] Avoiding Conflicts of Interest
- III. [16.18] Managing the First-Party Special Needs Trust — (d)(4)(A) and (d)(4)(C) Trusts
- [16.19] Sole Benefit Requirement of a First-Party Special Needs Trust
- [16.20] First-Party Trusts and Housing Payments
- [16.21] First-Party Trusts and Transportation Payments
- [16.22] First-Party Trusts and Credit Card Payments
- [16.23] Sole Benefit Rule and Child Support and Alimony Payments
- [16.24] Creditor’s Right to Payment from First-Party Trust
- [16.25] Early Termination Requirement for First-Party Trust
- IV. [16.26] Managing the Third-Party Special Needs Trust
- V. [16.31] Maintaining Contact with the Beneficiary, the Representative Payee for Social Security Administration Benefits, the Guardian, and the Legal Representative of the Beneficiary
- VI. [16.35] Navigating the Maze of Government Benefits and Their Treatment of Trusts
- VII. [16.38] Making Distributions To Maximize Governmental Benefits
- [16.39] Entitlement Benefits: Social Security Disability Income and Medicare
- [16.40] Additional Entitlement Benefits Under Social Security Disability Income: Disabled Adult Child Benefits (a.k.a. Childhood Disability Benefits)
- [16.41] Supplemental Security Income and Medicaid
- [16.42] Allowable Distributions
- [16.43] Supplemental Security Income In-Kind Support and Maintenance Rules
- [16.44] Section 8 Distribution Rules
- VIII. [16.45] Accounting, Record-Keeping, and Termination of Trust
- IX. [16.49] Appendix — Nonprofit Trust Administrators
- Kathryn C. Casey
Kathryn C. Casey
Kathryn C. Casey is a Partner at Dutton Casey & Mesoloras, P.C., in Chicago, and is one of only a few Certified Elder Law Attorneys in Illinois. She has practiced exclusively in elder law since 2004. Her practice focuses on long term care planning, estate planning, special needs planning, Medicaid planning and applications, and probate and trust administration. Casey is a Certified Elder Law Attorney with the National Elder Law Foundation. She has been listed as an Illinois Super Lawyer and an Illinois Leading Lawyer. She received her B.A. from Virginia Tech, her M.A. from DePaul University, and her J.D. from DePaul University College of Law.
- Patricia Cline
Patricia Cline
Patricia Cline is President of Values Forward for Health LLC and focuses on life care planning and care management. Cline is a Midwest Chapter Board Member of the International Association of Rehabilitation Professionals and a member of the Illinois Guardianship Association and the Association for Bioethics and Humanities. She received her bachelor’s from DePaul University, her MSW from Jane Addams College of Social Work at the University of Illinois at Chicago, and both her master’s and doctorate from DePaul University.
- Heidi E. Dodd
Heidi E. Dodd
Heidi E. Doddis an Owner of Dodd & Wambold in O’Fallon, where she practices in the areas of estate planning, elder law, probate, and trust administration. Dodd is a member of the National and Illinois Chapters of the National Academy of Elder Law Attorneys and the Illinois State and St. Clair County Bar Associations. She received her B.S. from Southern Illinois University — Edwardsville, her M.A. from the University of Illinois — Springfield, and her J.D. from the University of Tulsa College of Law.
- Theodore Facer
Theodore Facer
Theodore Facer is a Partner at Facer Law Office, in Urbana, and concentrates on elder law and estate planning. Facer received his B.S. from Millikin University and his J.D. from the University of Illinois Chicago School of Law.
- Thorpe Facer
Thorpe Facer
Thorpe Facer is a Partner at Facer Law Office, in Urbana, and focuses on elder law, estate planning, and Medicaid asset protection. Facer is a member of the National Academy of Elder Law Attorneys, Lawyers with Purpose, and the Illinois State Bar Association. He received his J.D. from J. Reuben Clark School of Law, Brigham Young University.
- Roger S. Hutchison
Roger S. Hutchison
Roger S. Hutchison, of Hutchinson Disability Law, in Tinley Park and Champaign, works in social security disability and ERISA long-term disability. Hutchison is Past Chair of the Chicago Bar Association’s Social Security Law Committee and a Sustaining Member of the National Organization of Social Security Representatives. He received his J.D. from Chicago-Kent Law School.
- Joshua B. Hutkins
Joshua B. Hutkins
Joshua B. Hutkins is a Shareholder at Sandberg Phoenix & von Gontard P.C., in St. Louis and O’Fallon, where he is a member of the Business Practice Group and the Wealth Planning Team Leader. He concentrates his practice in estate planning and trust and estate administration. Hutkins received his B.A. from Lindenwood University and his J.D. from the University of Missouri — Kansas City School of Law.
- Daniel S. Kirschner
Daniel S. Kirschner
Daniel S. Kirschner is a Partner at Corboy & Demetrio in Chicago, where his practice focuses on personal injury and wrongful death. He is Commissioner of the Attorney Registration & Disciplinary Commission’s Hearing Board and a Past Chair of the Illinois Carnival and Amusement Ride Safety Board. He served on the Illinois Supreme Court Rules Committee’s I.P.I. Committee on Jury Instructions (Civil) and Committee on Character and Fitness. Kirschner received his BA from the University of Wisconsin–Madison and his JD from the Chicago-Kent College of Law.
- Helen Mesoloras
Helen Mesoloras
Helen Mesoloras is a Partner at Dutton Casey & Mesoloras, P.C., in Chicago, where she concentrates her practice in elder law. She is a member of the National Academy of Elder Law Attorneys and served as President of the Illinois Chapter in 2017. Ms. Mesoloras is a Certified Elder Law Attorney. She is also a member of the Chicago Bar Association, having served as Chair of the CBA Elder Law Committee. She received her BA with honors and her JD from DePaul University College of Law.
- Bhavik R. Patel
Bhavik R. Patel
Bhavik R. Patel is CEO and Chair of the Executive Committee of Sandberg Phoenix & von Gontard P.C., in St. Louis, where he concentrates in wealth and tax planning and administration business and corporate planning, special needs planning, probate and trust litigation, FINRA litigation, and trademarks. Patel is adjunct faculty at Washington University School of Law. He received his B.B.A. magna cum laude from Georgia State University, M.B.A. with high honors from the Illinois Institute of Technology-Stuart College of Business, LL.M. from Washington University School of Law, and J.D. with honors from the University of Arkansas-Little Rock School of Law.
- Brian N. Rubin
Brian N. Rubin
Brian N. Rubin is Founder of Rubin Law, A Professional Corporation, in Buffalo Grove, where he focuses his practice on special needs planning. Rubin is on the Board of Directors of Clearbrook, which serves over 8,000 individuals with intellectual and developmental disabilities; Past President of the Special Needs Alliance, a national nonprofit association of special needs planning attorneys; and a member of the Illinois Guardianship and Advocacy Commission. He received his B.S. from the University of Illinois Champaign-Urbana and his J.D. from Illinois Institute of Technology Kent College of Law.
- Benjamin A. Rubin
Benjamin A. Rubin
Benjamin A. Rubin is the President of Rubin Law, A Professional Corporation, in Buffalo Grove. Rubin is the current Vice Chair of the American Bar Association’s Elder Law and Special Needs Planning Group, Past Chair of the American Bar Association Special Needs Planning Committee, a member of the Board of Directors of the Special Needs Alliance, Past President of SIBS (Supporting Illinois Brothers and Sisters), and a member of the Academy of Special Needs Planners and the Special Needs Alliance. He also served for nine years on the Board of Directors of The Arc of Illinois, including as Treasurer; on the Board of Directors of DayOne PACT; on the Board of Directors of The Northern Suburban Special Recreation Association; and on the Foundation of The Special Education District of Lake County. Rubin received both his undergraduate degree and his LL.M. from Northwestern University and his law degree magna cum laude from the University of Illinois College of Law.
- Bryan J. Schrempf
Bryan J. Schrempf
Bryan J. Schrempf is a Senior Counsel at Danna McKitrick, P.C., in St. Louis, where he works in trusts and estates, closely held business, and civil litigation. Mr. Schrempf is licensed to practice in Illinois, Missouri, and the U.S. District Court — Eastern District of Missouri and Southern and Central Districts of Illinois. He received his B.S. and M.S. from the University of Illinois Urbana-Champaign and his J.D. from St. Louis University School of Law.
- Nancy M. Spain
Nancy M. Spain
Nancy M. Spain is a Partner at Hahn Loeser & Parks LLP, in Chicago, and concentrates her practice on estate planning and settlement and trusts. Spain is a Chicago Volunteer Legal Services pro bono legal services volunteer, a charter member of the Academy of Special Needs Planners, and a member of the Illinois Chapter of the National Association of Elder Law Attorneys. She received her B.A. from Connecticut College and her J.D. from Case Western Reserve University School of Law.
- Heather E. Voorn
Heather E. Voorn
Heather E. Voorn is a Partner at Voorn, Jaworski & Preston, PLLC, located in Chicago and New Lenox, where she devotes her legal practice to elder law. She is a member and a Director on the Board of the National Academy of Elder Law Attorneys. She is a member of the Illinois State and Will County Bar Associations and serves on the Board of Directors of IICLE®. Ms. Voorn received her B.A. from Florida State University and her J.D. from the University of Illinois Chicago School of Law. She is certified as an Elder Law Attorney by the National Elder Law Foundation, May 17, 2012. (The Supreme Court of Illinois does not recognize certifications of specialties in the practice of law, and the recognition is not required to practice law in Illinois.)
- Kelly Wambold
Kelly Wambold
Kelly Wambold is a Partner at Dodd & Wambold, in O’Fallon, where she focuses her practice on estate planning, elder law, guardianships, and probate and trust administration. Wambold is a member of the Illinois National Academy of Elder Law Attorneys and the St. Clair and Illinois State Bar Associations. She received her associate’s degree in paralegal studies from Belleville Area College nka Southwestern Illinois College, her B.A. from the University of Illinois — Springfield, and her J.D. from Mitchell Hamline School of Law.
- Nancy Williams
Nancy Williams
Nancy Williams is an associate at Williams & Kite, LLC, in Lombard, where she works in estate planning, business law, and real estate. Williams is a member of the Illinois State and Chicago Bar Associations. She received her B.A. from the University of Wisconsin — Madison and her J.D. cum laude from Boston University School of Law.
- Susan Reedy Williams
Susan Reedy Williams
Susan Reedy Williams is a Partner at Williams & Kite, LLC, in Lombard, and focuses her practice on estate planning, estate administration, and business law. Williams is a Registered Certified Public Accountant and a member of the Illinois State and DuPage County Bar Associations and the National Academy of Elder Law Attorneys. She earned her B.A. from the University of Illinois and her J.D. from Loyola University Chicago.
Special Needs Trusts 2024 Edition
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