Banks play essential roles when serving as guardian of the estate. As evidenced by a recent rise in questions by the courts, their role is not completely understood. Explore the corporate fiduciary’s relationship with the guardian of the person, the ward, counsel, and the guardian ad litem; the duties of the guardian of the estate; fees earned incurred by the guardian of the estate; and other topics relevant to this important player in larger estates.
One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration. Learn about important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel clients to make informed choices when crafting an estate plan and choosing a trustee.
Illinois has a law regarding how fiduciaries can access digital assets, but it is still tricky for estate planning professionals to navigate a client’s digital assets. Learn practical and timely pointers for addressing a client’s digital assets in the estate planning and administration process, including particular considerations for corporate fiduciaries.
The 17th Annual Elder Law Short Course is designed for the Illinois elder law attorney who is dedicated to client service and eager to stay on the cutting-edge of legal issues affecting elderly clients and their families. This year’s program offers plenary sessions on eliminating barriers to legal access, navigating guardianship and power of attorney disputes, and legislative updates. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), judicial perspectives on guardianships, Illinois Trust Code update, and much more!
Registration includes post-event access to the online on-demand recording and all additional breakout CLE.