ARDC War Stories for Illinois Estate Planners

Learn to navigate communication and information sharing during the estate and trust settlement process, from filing the will to asset distribution and everything in between. Explore whether compliance with the statute is enough to keep the waters calm.

This course discusses the basic documents required when developing an estate plan for clients with small and less complex assets. In addition to outlining the basic documents you must work with, the course also touches on dealing with real estate and presents documents related to that. Originally presented as part of the Estate Planning for the 99%.

Learn about the differences and similarities between estate planning and asset protection planning using examples from real client circumstances. While estate planning is recommended for all, asset protection planning, may be useful only to some. Asset protection planning uses different planning criteria and often treats and repositions assets differently. You will learn why planning timeframes for asset protection planning are different depending on the occurrence of potentially or obviously different triggering events and how to use a considered analysis of these two types of planning to better serve your clients and why some plans succeed, and others fail.