Learn from successful estate planners about tricky issues such as: navigating parentage laws and evolving assisted reproductive technologies, citations to discover/recover assets, construing and modifying wills and trusts, and detecting and proving alterations and forgeries; and ethical considerations when clients have diminished capacity. You won’t want to miss the 6.25 hours of CLE (including 1 hour of Professional Responsibility Credit applied for) provided by this program!
Special needs planning is not just a third party and/or a first party special needs trust. It is not just estate planning. In this session, you will learn the basics of drafting a special needs trust, including suggestions for helpful additional provisions to include. You’ll also learn how to effectively prepare for and conduct the initial consultation, including 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.
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
We will review the administration of non-complex estates, including the probate process, trust administration, distribution of assets, tax issues, and advising the individual fiduciary. Attendees will come away with a knowledge of basic estate and trust administration without weeding through the complexities of estate and gift tax planning and returns.
The IICLE® 65th Annual Estate Planning Short Course provides premier CLE offerings for Illinois estate planning attorneys. This popular annual program combines two full days of advanced estate and trust planning education from the top legal minds in the state with an unprecedented opportunity for professional networking. Get up-to-date on federal estate, income, gift and generation-skipping taxes and federal income taxation for estate planning and administration. Topics covered include electronic wills and the Illinois Notary Public Act, the Illinois Trust Code, estate planning with permanent uncertainty, spousal lifetime access trusts, power of attorney misconduct, family business succession planning, and much more!