Products tagged with 'client interview'

This guide details the necessary steps to initiating any civil action in illinois.

Special needs planning is not just a third-party or a first-party special needs trust. It is not just estate planning. In this session, learn basics of drafting and get suggestions for helpful additional provisions to include in special needs trusts. Understand how to effectively prepare for and conduct the initial consultation. We will also discuss 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.