This course explores estate tax planning considerations when advising clients on how to structure estate plans to maximize tax planning efficiencies. Learn to navigate the maze of estate tax planning at the federal and state level with modified funding formulas, annual gifting and lifetime gifting.
This course focuses on helping attorneys better understand the impact their clients', and their own, religious beliefs can have as they work through the estate planning process.
This course provides an introduction to the Jimmo v. Sebelius case and the fact that Medicare coverage is available even to those in the program whose conditions will not improve.
This course introduces to the concept of a death doula and the roles and benefits of an end-of-life doula. It includes lessons learned by end-of-life practitioners about working clients at the end of life, as well as associated legal issues faced by people in this role.
This course addresses the law in Illinois for challenging an estate plan based on undue influence, the presumption that may arise in such cases when a fiduciary is involved, and the process for shifting the burden.
Enhance your skills, broaden your knowledge base and network with peers and experienced faculty at the annual Elder Law Short Course! This comprehensive program is designed for Illinois attorneys specializing in elder law and provides a focused exploration of the most current and critical issues affecting older adults and their families. Topics covered include estate planning, Medicaid, long-term care planning and updates on recent legal developments.
More elders are dependent on third parties for daily care. This, combined with the facts that they have more financial resources than previous generations are living longer, have led to a major reshaping of elder care facilities. Long term care institutions and hospices are now almost entirely profit driven and often owned by investors rather than health care professionals.
This session covers the topics of best practices of attorneys seeking to settle Contested Guardianship matters (both with the Respondent and between family members/Cross Petitioners), Family Settlement Agreements in Decedent's Estates and in settlements of Trust Disputes under the Illinois Trust Code. Originally presented as part of the Elder Law Short Course 2023.
Learn how to navigate next steps in adjudicating a denial or adverse Medicaid decision. This includes information on how to file an administrative appeal, reviewing administrative rules, and highlighting practice tips in preparing for an administrative appeal. Presenters review a comprehensive guide containing pertinent citations that will assist both new and seasoned practitioners in representing clients in administrative appeals. Originally presented as part of the Elder Law Short Course 2023.