This course addresses how to correctly draft trustee succession provisions (considering unintended vacancy of office of co-trustees). It also covers off on how to change trustee succession of irrevocable trusts (NJSAs, decanting) and incapacity of trustees.
This course provides an overview of the estate and trust administration process in Illinois, from client intake to closing the estate or trust. It is tailored to attorney’s who have been licensed for 0-5 years, with more focus on the simpler estate and trust administration scenarios.
Upcoming sunsetting of provisions of the 2017 Tax Cuts and Jobs Act is quickly approaching. This course can help you identify which clients this will affect and how. It provides insight into how to navigate the complexities of the 2024 election year and various changes in tax treatments.
This course helps estate planners understand and advise on a variety of topics impacting nearly all clients with Individual Retirement Accounts. Topics addressed include tax deferral during the owner's lifetime, required minimum distributions, qualified charitable distributions, beneficiary selection and designations, spousal rollovers, and inherited IRAs.
This course addresses matters relevant to clients moving out of Illinois, including estate taxes, trust law, and POA matters. It also covers issues that new Illinois residents should consider in those same areas when they move to the state.
When clients consider their “estate planning”, many readily note the need for a Will. In fact, estate planning encompasses much more, including preparation of various estate planning documents, coordination of beneficiary designations, and much more. This course addresses the basics for crafting the typical estate plan.
This course examines post-death “fixes” to resolve various estate planning issues. The program explores actions that can be taken during the estate administration process to address unforeseen issues with the decedent’s estate plan. The course concludes by describing ways in which to plan during life to avoid such issues and maximize flexibility after death.
When introducing clients to the estate planning process, it is important to recognize that it can be an overwhelming, scary and potentially painful process for them to consider. This course discusses how to establish a structured process and build client relationships in a practice area that deals with sensitive issues.
It is more vital than ever for attorneys to be cognizant of the role technology will play in estate planning, the types of threats that must be guarded against, and what steps should be taken in the unfortunate event that client information is the subject of a cybersecurity breach.
Gain a unique perspective on employment law by learning the lived experiences of a plaintiff who successfully navigated an employment discrimination lawsuit. In this engaging and insightful session, two seasoned employment law attorneys will interview the plaintiff, delving into the emotional and legal challenges she faced throughout her case.
Live webcast on Thursday, October 9, 2024 from 12:30 - 2:00 PM Gain a unique perspective on employment law by learning the lived experiences of a plaintiff who successfully navigated an employment discrimination lawsuit. In this engaging and insightful session, two seasoned employment law attorneys will interview the plaintiff, delving into the emotional and legal challenges she faced throughout her case.
Join us for the Local Government Law Institute 2024, a vital program for attorneys in local government law. This event covers key updates on case law, legislation, due process in administrative hearings, state and federal tort immunity, takings, impact fees, zoning, planning, and election law. The program also includes a lunch panel on parliamentary procedure and an ethics session on secondary trauma and imposter syndrome, addressing the unique challenges faced by government law attorneys. This is an essential opportunity to stay current and effective in your practice.