PRE-ORDER
This handbook is designed to help practitioners navigate the central aspects of estate administration. It covers the initial steps in advising the family; opening the probate estate and alternatives to probate; counseling the personal representative, marshalling assets, and inventory; considerations in advising the fiduciary after death; claims against the estate; managing the decedent’s personal and real property; handling charitable bequests and trusts; planning for death benefits from life insurance and retirement arrangements; accounting, reporting, and distribution; ancillary administration; the effective use of disclaimers; and attorneys’ and representatives’ fees. It includes sample language and numerous forms to assist during the various steps of administration. This edition also addresses recent revisions to the Electronic Wills, Electronic Estate Planning Documents, and Remote Witnesses Act.
Chapter 1 — Initial Steps in Advising the Family
Sarah M. Barnes, and Elizabeth A. Garlovsky, Harrison LLP, Chicago
Chapter 2 — Opening the Probate Estate and Alternatives to Probate
Elizabeth A. Garlovsky and Sarah M. Barnes, Harrison LLP, Chicago
Chapter 3 — Counseling the Personal Representative, Marshaling Assets, and Inventory
Beth Kathleen Flowers, Flowers Law, LLC, Edwardsville
Chapter 4 — Consideration in Advising the Fiduciary After Death
David M. Lutrey and Carrie A. Zuniga, Lesser Lutrey Pasquesi & Howe LLP, Lake Forest
Chapter 5 — Claims Against the Estate
Amy Delaney, DVD Law, LTD., Chicago
Chapter 6 — Managing Decedent’s Personal and Real Property
Lorraine K. Cavataio and Joshua B. Hutkins, Sandberg Phoenix & von Gontard P.C., St. Louis, MO
Chapter 7 — Handling Charitable Bequests and Charitable Trusts
Jennifer A. Johnson and Amina Saeed, Huck Bouma PC, Wheaton
Chapter 8 — Planning for Death Benefits from Life Insurance and Retirement Arrangements
Patricia A. Hoke, Barrett, Twomey, Broom, Hughes & Hoke, LLP, Carbondale
Chapter 9 — Account, Report, and Distribution
David M. Lutrey, Lesser Lutrey Pasquesi & Howe LLP, Lake Forest
Chapter 10 — Ancillary Administration
Thomas F. Hartzell, Tucker, Hartzell & Bryant, Carthage
Chapter 11 — The Effective Use of Disclaimers in Estate Administration
Andrew D. Thomson, Black, Ballard, McDonald, P.C., Mt. Vernon
Chapter 12 — Attorneys’ and Representatives’ Fees
Nicholas R. Houska, Wood, DeVary, Armstrong, Houska & Butts, P.C., Bloomington
