Differences between simple wills that distribute outright, pour over wills to revocable trusts and wills that create and fund testamentary trusts. Originally presented as part of Fundamentals of Will Drafting 2025.
What are the standard components for a will without a trust or a pour-over will? Learn more about how to name the executor and guardians and what boilerplate to include, along with requirements of a basic testamentary trust under a will and a basic revocable trust agreement. Originally presented as part of Fundamentals of Will Drafting 2025
Learn more about the issues involved in working with clients of various religions and cultures, including some practical tips on requirements of different faiths and a discussion of how to deal with the ethical issues that may arise.
This course presents guidance on the requirements and workflow for your initial and final meetings with a client when drafting a will. Originally presented as part of Fundamentals of Will Drafting 2025
Explore the complexities of State and Federal Tort Immunity in this informative session. Delve into the distinctions between Absolute and Qualified Immunity, comparing federal and state frameworks. Analyze whether issues surrounding immunity are Questions of Law or Questions of Fact, and stay current with the latest developments in Case Law.
How much process is due when conducting an administrative hearing process? What is the secret to administering adjudicatory hearings the courts will love? This session will focus on due process concerns when setting up and administering a decision making or appeal process.
What is AI and how can you ethically use it in your elder law practice? Enhance the level of client service you provide by responsibly integrating AI into your practice, ensuring you stay ahead of the technological curve while prioritizing client trust and confidentiality.
Learn key strategies for advising clients on Medicaid eligibility and benefits. This session includes a comprehensive guide to Illinois regulations and handouts, and tips to navigate the complexities of Medicaid in relation to housing considerations.
Recognizing the demanding nature of the legal profession, this session provides proven techniques for eliminating toxic stress, balancing personal and professional priorities, and encouraging peak performance. This program educates legal professionals on the impact toxic stress has on the body and brain - resulting in detrimental consequences to health, wellness and job performance. It then provides participants with evidence-based strategies to lower stress, build resilience and thrive in their personal and professional lives.
Gain a comprehensive understanding of the nuances and appropriateness of limited guardianship. This session will explore the rights of the ward, including the processes for modifying guardianship and restoring rights. Additionally, the session will offer practical guidance on drafting orders that align with statutory requirements for limited guardianship, ensuring legal compliance and protecting the interests of the ward.
Learn how to address language and literature barriers, vision impairments, and hearing loss in legal practice. Participants will explore an attorney’s obligations to accommodate clients' needs and the standards required for adequate accommodation. Practical strategies will be shared to ensure clients facing these challenges are effectively supported, ensuring accessibility and adherence to ethical and legal standards.
No one is happy with the trust, not the trustee, not the beneficiary, not you, the attorney. What options are available for trust busting, what are the consequences, what protections are available without trust, and how can decanting serve as a compromise.