Products tagged with 'estate planning'

Join the Legally Moms to explore medical, legal, and personal experiences with fertility issues. Targeted to inform our audience about family law and estate planning issues, as well as provide self-journeys from those who have been there. Our panel of experts includes attorneys who have insight from a practice perspective, doctors with two different specialties to provide medical perspective, and moms who have personal experience to provide insight about fertility.

This estate planning workshop will focus on preparing Wills for clients with challenging or interesting family dynamics. As the world has evolved and become more inclusive and fluid, so has the definition of “family” for many people. Therefore, drafting estate planning instruments for clients whose definition of family is one that is fluid and inclusive, or exclusive, is more important than ever. Estate planning attorneys have traditionally been accustomed to drafting provisions that exclude family members but doing so without caution may invite a successful probate challenge or worse. In this interactive workshop participants will learn: 1. Drafting for clients with chosen family, though their biological family members are alive, and no adoption ever took place 2. How to design provisions, including but not limited to guardianship, for Lawful Permanent Residents with primarily non-U.S. family but U.S. children 3. Crafting provisions that address disproportionate gifting and assist in avoiding probate and probate challenges

Learn the latest on estate planning in the context of guardianship and steps you can take to best protect your clients.

The Estate Planning Short Course is Back In Person in Champaign! Or Join us Via Live Webcast! More information coming soon!
Please note: In 2022, in-person attendance will be offered in Champaign only. The program will also be available via live webcast (presentations will not be pre-recorded unless otherwise indicated). There will be no in-person option in Chicago this year.

Registration includes post-event access to the online on-demand recording.

Learn about new estate planning legislation filed with Illinois House and Senate since the new Session started. Important new legislation already filed includes Senate Bill No. 72 called the Electronic Wills and Remote Witnesses Act, and Senate Bill No. 97 which proposes to amend the Illinois Notary Act by establishing and regulating electronic notarization and electronic notaries public, as well as provide that a paper or tangible copy of an electronic document that a notary public has certified to be a true and correct copy satisfies specified recording requirements.

This series covers succession planning basics; employment law for business sellers; the ins and outs of estate planning for closely-held businesses; understanding transactions; understanding family business, shared wealth and power; and transitioning out of the business.

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.

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.