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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: Recordkeeping 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.
Patrick J. Bushell
Patrick J. Bushell
Patrick J. Bushell is a Partner at Harrison LLP in Chicago, where he focuses on estate and trust litigation, administration, and planning. He is a member of the Chicago Bar Foundation Young Professionals Board (2024 – 2026). He has been recognized as an Illinois Super Lawyer (2024 – 2025) and an Illinois Rising Star (2019 – 2023). Bushell graduated cum laude from the University of Illinois Chicago School of Law.
Lauren A. Evans
Lauren A. Evans
Lauren A. Evans is a Market Trust Executive at Bank of America Private Bank in Chicago. She is a member of the Illinois State Bar Association Trusts and Estates and Business Advice and Financial Planning Section Councils and received the CALI Excellence for Future Awards in Sales and Exchanges, Estate Planning, Tax Crimes and Penalties, and Tax-Exempt Organizations. Evans received her BA from Hope College, her JD from the Northwestern University Pritzker School of Law, and her LLM Taxation from the Chicago-Kent College of Law.
Linda S. Fine
Linda S. Fine
Linda S. Fine is a Managing Partner at Buckley Fine, LLC, in Barrington and Chair of the firm’s Estate Planning practice group. She focuses on estate planning, estate and gift tax, business succession, and estate and trust administration. She is an Illinois Super Lawyer (2024) and a Leading Lawyer (2024) and is listed on Crain’s Most Notable Women in Law (2024). Fine received her BA from the University of Illinois Urbana-Champaign and her JD from the Chicago-Kent College of Law.
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.
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.
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.
Ray J. Koenig III
Ray J. Koenig III
Ray J. Koenig III is a Member of Clark Hill PLC in Chicago, where he focuses on trust, estate, and guardianship controversies. He is a Member of the Chicago Bar Association (President, 2023 – 2024) and a Fellow of the American College of Trust and Estate Counsel. He has been recognized by Super Lawyers as one of the Top 100 Lawyers in Illinois (2018 – 2020, 2025, 2026). Koenig received his BA from Michigan State University and his JD from the DePaul University College of Law.
Grace L. Luetkemeyer
Grace L. Luetkemeyer
Grace L. Luetkemeyer is a Partner at Hoogendoorn & Talbot LLP in Chicago, where she focuses on estate planning and estate and trust administration. She is a member of the Florida and Illinois State Bar Associations and the Diversity Committee of the Chicago Estate Planning Council. Luetkemeyer received her BS from the University of Georgia and her JD from the Loyola University Chicago School of Law.
Michael P. McElroy
Michael P. McElroy
Michael P. McElroyis a Partner at Buckley Fine, LLC, in Barrington, where he is the Chair of the firm’s litigation practice group focusing on trust, probate, and guardianship disputes and estate planning and administration. He is a member of the Illinois State, Lake County, and Chicago Bar Associations. He is the author of HORNER PROBATE PRACTICES AND ESTATES (2000 – 2025) and has been recognized as a Lawyer of Distinction: Will & Trust Law (2023 – 2026). McElroy received his BA from St. John’s University and his JD from the University of Illinois Chicago Law School.
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.
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.
Charlotte M. Schmidt
Charlotte M. Schmidt
Charlotte M. Schmidt is an associate at Mayer Brown LLP in Chicago, where she focuses on private clients and trust and estates. Schmidt received her BA cum laude from the University of Notre Dame and her JD cum laude from the Boston University School 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.
Samantha E. Weissbluth
Samantha E. Weissbluth
Samantha E. Weissbluth is a Partner at Harrison LLP in Chicago, where she focuses on estate and trust litigation. She is a member of the Illinois State and Chicago Bar Associations and a Lexis Practice Advisor Expert in Estate Litigation. She has been recognized as a Leading Lawyer (2010 – 2024). Weissbluth received her BA from Northwestern University and her JD from the Northwestern University Pritzker School of Law.
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.
Jane Zhao
Jane Zhao
Jane Zhao is a Partner at McDermott Will & Schulte LLP in Chicago, where she focuses on estate planning, estate and trust administration, and charitable planning. She was an American Bar Association, Section of Taxation Christine A. Brunswick Public Service Fellow in 2012 – 2014. She was named one of the Ones to Watch, Trusts and Estates, by Best Lawyers in America in 2021 – 2026. Zhao received her BS and Masters in Accounting from the University of Illinois Urbana-Champaign and her JD magna cum laude from Syracuse University College of Law.

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Trust Administration 2026 Edition

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David A. Berek

David C. Blickenstaff

Patrick J. Bushell

Lauren A. Evans

Linda S. Fine

Katy Crafton Fluet

William R. Franzen

Jeanette S. Hunter

Laurence J. Kline

Ray J. Koenig III

Grace L. Luetkemeyer

Michael P. McElroy

Elise J. McGee

Jonathan W. Michael

Victoria Pambianco Ose

Charlotte M. Schmidt

Melisa Seyhun

Samantha E. Weissbluth

Sophia M. Yanuzzi

Jane Zhao

Trust Administration 2026 Edition