The 19th 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 legislative updates, faith-based end-of-life decisions facing your clients, and updates regarding electronic wills and the Illinois Trust Code. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), long-term care insurance, contested estates and trusts, and using special needs trusts in elder law practice. The educational opportunities provided by this course are not to be missed!
Credits: 10 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 2 Other PR
Moderator: Heidi E. Dodd, Dodd & Wambold, O’Fallon&
Illinois Elder Law Case Law and Legislative Update 2023
Sponsored By: Chicago Title Land Trust Company
Get up to date on new cases and Illinois legislation.
Linda M. Strohschein, Strohschein Law Group, LLC, St. Charles &
A New Generation of Estate Planning: Beyond Electronic Wills
Sponsored By: CPT Institute
Olivia S. Brennan, Northern Trust, Chicago
Shawn M. McCullough, Harrison & Held, LLP, Chicago
Faith-Based End-of-Life Decisions
Sponsored By: Trinity Advocacy Group LLC
From organ donation to funeral planning, faith-based preferences surrounding end-of-life issues run the gamut and can make planning challenging and complex. Learn the common and not-so-common traditions that will help you develop a comprehensive plan for your clients.
Shaykh Noman Hussain, Islamic Foundation, Villa Park
Ben A. Neiburger, Generation Law Ltd., Elmhurst &
Rabbi Steven Peskind, Chicago
Reverend Adonna Reid, First United Methodist Church of Oak Park, Oak Park
Fixing Problem Trusts Through the Illinois Trust Code
Sponsored By: Marquette Bank
Problem trusts can become even more problematic when they involve incapacitated grantors, non-existent trustees, and disabled beneficiaries. What do you do when you are administering an outdated trust, a poorly drafted trust, a trust that no longer serves its intended purpose, a trust whose cost of administration outweighs the benefit, or a trust that doesn’t meet the needs of its beneficiaries? This session will highlight options available in the Illinois Trust Code to fix a problem trust including decanting, virtual representation, and non-judicial settlement agreements.
Christine A. Barone, Chuhak & Tecson, P.C., Chicago
Mallory A. Moreno, Chuhak & Tecson, P.C., Chicago
Judges’ Panel on Mediation
(1 professional responsibility)
Moderator: Hon. Jack Fleming (Ret.), DDV Law, Ltd., Orland Park, Oak Brook & Chicago
Hon. Daniel B. Malone, Presiding Judge of the Probate Division, Cook County, Chicago
Hon. James G. Riley (ret.), FMS Law Group LLC, Chicago
Ethical Issues in Multigenerational Representation
(1 professional responsibility)
Rory Quinn, Illinois Attorney Registration and Disciplinary Commission, Chicago
Adjourn Day One
Moderated by:Catherine E. Lenert, Mickey, Wilson, Weiler, Renzi, Lenert & Julien, P.C./Elder Law Center, P.C., Sugar Grove &
Moderated by: Melissa Johnson, Generation Law Ltd., Elmhurst
Wrangling the Monster: Long-term Care Insurance
Stana Martin, Mrs LTC., Inc., Independence, MO
Pre-Filing Considerations in Contested Trusts & Estates
Jesse Footlik, Peck Ritchey, LLC, Chicago
Kerry R. Peck, Peck Ritchey, LLC, Chicago&
Beginners Guide to Basic Medicaid Planning
Sponsored By: Krause Financial
This session will cover an overview of the basic Medicaid planning rules and regulations, including citations to the applicable Illinois Administrative Code sections and Medicaid Policy Manual rules. We will take an in-depth look at what qualifies as an exempt resource and the various transfer rules that will allow your client to obtain the maximum benefit from their resources while meeting the eligibility requirements. This session will include an overview of the rules for single applicants and married applicants as they begin their Medicaid journey, as well as some strategies to consider when you are faced with a client who did their own DIY Medicaid plan before seeking your legal advice and expertise.
Paige N. Fox, Fox Law, LLC, Chicago
Mollie A. Whitehead, WhiteheadFink Elder Law, LLC, Chicago
Post-Filing Considerations in Contested Trusts & Estates
Sponsored BY: FNBC Bank & Trust
Ashley C. Coppola, Chuhak & Tecson, P.C.,Chicago
Priscilla Singer, Clark Hill PLC, Chicago
Tax Tips and Traps for Seniors, Estates and Trusts
Sponsored By: Old Second National Bank
The income tax laws pertaining to estates and trusts can seem daunting. However, the most important tax code provisions relevant to attorneys and their clients are relatively simple and easy to understand. This seminar will explore those income tax code provisions as they relate to estates, trusts and our aging clients so you can apply them easily your practice.
Amy DeLaney, DDV Law, Ltd., Orland Park, Oak Brook & Chicago &
Brian T. Whitlock CPA, JD, LLM, Jesser, Ravid, Jason, Basso and Farber, LLP, Chicago
Using Special Needs Trusts in an Elder Law Practice
SPONSORED BY: Life’s Plan, Inc.
This session is intended as a primer for the attorney new to elder law or the seasoned elder law attorney who doesn’t draft special needs trusts daily and needs a refresher. We will review the basics of the entire range of special needs trusts including self-settled OBRAs, stand-alone third-party special needs trusts, and testamentary special needs trusts. After covering the basic requirements of each, we’ll discuss drafting tips, establishment issues, and trust funding considerations. And we’ll cover practical advice on when and how to effectively use special needs trusts, professional fiduciaries, care managers, True Link Cards and ABLE account alternatives in an elder law practice. We’ll also cover practical advice on how to effectively counsel clients to make good decisions in establishing special needs trusts.
Kathryn C. Casey, Dutton Casey & Mesoloras, PC, Chicago &
Helen Mesoloras, Dutton Casey & Mesoloras, PC, Chicago &
Overview of Medicaid Waiver Programs
Wendy S. Cappelletto, Office of the Public Guardian of Cook County, Chicago
Eric J. Parker, Stotis & Baird Chartered, Chicago &
Estate Planning in Adult Guardianships
Planning when the Ward has testamentary
capacity and when the Ward does not and the
guardian is planning for the Ward, including
potential challenges after death.
Ray J. Koenig III, Clark Hill PLC, Chicago &
Amy McCarty, Monahan Law Group, LLC, Chicago
Real Estate and Probate
Sponsored By: Chicago Title Land Trust Company
Jennifer M. Lynch, June Prodehl Renzi & Lynch, LLC, Joliet
Citations to Discover and Recover
This session will be examining the rules and procedures surrounding citations to discover and citations to recover in probate estates, including some of the more nuanced challenges and complications involved in citation proceedings.
Jeffrey P. O’Kelley, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest
Long-Term Care Medicaid Appeals
Attendees will 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 will review a comprehensive guide containing pertinent citations that will assist both new and seasoned practitioners in representing clients in administrative appeals.
Megan Kinney, Land of Lincoln Legal Aid, East St. Louis
Heather E. Voorn, Voorn, Jaworski, & Preston, PLLC, New Lenox &
This session will cover 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.
Kate Curler, The Law Offices of Kate Curler, Chicago
Michael A. Otte, Otte & Czajkowska, Chicago
&= IICLE® Publications Author