Search

A Discussion of Assets that Pass Outside of the Estate Plan

Understand the post-death administration of transfer-on-death assets, life insurance, retirement plan assets, and JTWROS assets with a focus on situations complicating the administration and transfer of these assets.
Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P2100-21E-07
$60.00 or 0.75 credits
decrease increase
Share
Faculty:

Hallie Ritzu, McDermott Will & Emery, Chicago
Jane Zhao, McDermott Will & Emery, Chicago

Expires: 1/1/2023

Faculty:

Hallie Ritzu, McDermott Will & Emery, Chicago
Jane Zhao, McDermott Will & Emery, Chicago

Expires: 1/1/2023

Products specifications
Program Date1/28/2021
Session from:Post-Death Administration of Trusts & Estates
Products specifications
Program Date1/28/2021
Session from:Post-Death Administration of Trusts & Estates
Customers who bought this item also bought

A Deep Dive On the Illinois Estate Tax

P9004-20E-04
Learn how the Illinois estate tax is really calculated and how prior gifts impact the calculation. You’ll also learn what is and is not deemed to be personal property in the estate of a non-resident decedent, and many other non-intuitive nuances regarding Illinois estate tax law.
$80.00

Assembling Your Squad: Working with Advisors in the Settlement Process

P2100-21E-09
Post-Death administration requires hiring and coordinating with a host of specialists, including but not limited to accountants and appraisers. As the Executor or attorney for the Executor, you will need to get these folks involved quickly. The first part of this session will focus on how to plan your work with these professionals. The second part of the session will explore working with an investment professional, with a particular focus on how to manage investments during the post-death period.
$30.00

Can Trusts be Creditor-Proof?

P9004-21E1-12
Learn what you need to know about creditor rights and spendthrift trusts under Article Five of the Illinois Trust Code, and drafting and administering trusts for creditor protection.
$80.00
Filters
Sort
display