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Products tagged with 'beneficiary'

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Effectively Employing the Tools Provided by a Decedent: Ever-Expanding No Contest Clauses and the Growing Use of Arbitration Clauses

P9004-19E-15
Learn why an increasing number of estate plans include mandatory arbitration provisions that require fiduciaries and beneficiaries to submit all disputes to arbitration and how to handle those provisions. Understand why no-contest clauses are more frequently being included and expanded to limit the beneficiaries’ ability to challenge estate planning documents.
$80.00

Estate Planning for the 99%

P1904-19U
Do most of your clients have estates worth less than $4M? If so, this program is for you. It covers issues that are more common for those estates unaffected by current tax laws.
From $300.00

Illinois Trust Code: What’s Changed, What’s the Same and How Uniform is It?

H8073-20E
Learn about the impact of the Illinois Trust Code on trustees and beneficiaries and on the preparation of trust agreements.
$80.00

Notice and Accounting to Beneficiaries Under the Illinois Trust Code

P1916-19E-04
Learn which beneficiaries are entitled to receive accountings and copies of the trust instrument under the Illinois Trust Code. Get details about which trusts the rules apply to, whether the grantor can change these rights in the trust instrument, and what other information the trustee is required to provide to beneficiaries.
$30.00

Who’s Representing Who? The Who, What, Where and Why of Representation Under the Illinois Trust Code

P1916-19E-02
Understand when and for what purposes a representative can act on behalf of and bind a beneficiary.
$60.00
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