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Tax Considerations: SECURE Act, Qualified Disability Trusts, Tax Filings

P9016-23R-07
Tax frameworks for special needs trusts are constantly changing. Stay on top of the new changes in the SECURE Act, qualified disability trusts, and tax filings generally.
$60.00

Trust Administration Issues, Including Selecting the Trustee, Designated Rep, Trust Protector, Etc.

P9016-23R-06
The administration of special needs trusts requires thorough evaluation of those involved in their upkeep, including trustees, designated representatives, trust protectors, and more.
$60.00

Drafting 1st Party Special Needs Trusts

P9016-23R-05
A thorough knowledge of 1st party trust drafting essentials ensures that your clients establish the support their special needs family members require.
$30.00

Effective Marketing within the Rules of Professional Conduct

IRELA2403-R
Sabrina Bier Director of Digital Media and Education at Proper Title, Jayne Corcoran, Marketing Director at Proper Title, and Michael J. Rooney, Attorney at Law discuss how to market yourself and your practice, while staying within the guidelines of the Rules of Professional Conduct. Topics covered include fees, marketing and advertising guidelines, soliciting clients, working with unrepresented persons, and misconduct issues.
$50.00

Drafting 3rd Party Special Needs Trusts

P9016-23R-04
A thorough knowledge of 3rd party trust drafting essentials ensures that your clients establish the support their special needs family members require.
$45.00

Special Needs Legislative and Case Law Updates

P9016-23R-03
Get up to date on new cases and Illinois legislation in 2023 that impact every attorney's special needs matters.
$30.00

Why Our Clients Need the Best Special Needs Planning

P9016-23R-02
An overview of the benefits and program-including waiver programs-that our clients may lose or not be deemed eligible if correct planning is not in place.
$60.00

Overview of Special Needs Planning Basics 2023

P9016-23R-01
Special needs planning is not just a third party and/or a first party special needs trust. It is not just estate planning, not just guardianship and alternatives to guardianship. In this session, you will also learn how to effectively prepare for and conduct the initial consultation, including topics you should cover in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs, Letters of Intent, etc.
$30.00

Local Government Law Institute - Case Law and Legislative Update 2023

P9017-23R-01
The Courts, the Illinois General Assembly, and the US Congress reached decisions and passed laws in 2023 on multiple critically important matters related to governmental bodies at all levels. This course covers the most important judicial and legislative activities from 2023 and their impacts on Illinois local government.
$45.00

Settlement Agreements

P9007-23R-12B
This session covers the topics of best practices of attorneys seeking to settle Contested Guardianship matters (both with the Respondent and between family members/Cross Petitioners), Family Settlement Agreements in Decedent's Estates and in settlements of Trust Disputes under the Illinois Trust Code. Originally presented as part of the Elder Law Short Course 2023.
$60.00

Long-Term Care Medicaid Appeals

P9007-23R-12A
Learn how to navigate next steps in adjudicating a denial or adverse Medicaid decision. This includes information on how to file an administrative appeal, reviewing administrative rules, and highlighting practice tips in preparing for an administrative appeal. Presenters review a comprehensive guide containing pertinent citations that will assist both new and seasoned practitioners in representing clients in administrative appeals. Originally presented as part of the Elder Law Short Course 2023.
$60.00

Citations to Discover and Recover

P9007-23R-11B
This session examines the rules and procedures surrounding citations to discover and citations to recover in probate estates, including some of the more nuanced challenges and complications involved in citation proceedings. Originally presented as part of the Elder Law Short Course 2023.
$45.00

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