Estate Planning & Probate

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Elder Law Short Course 2024

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.
From $600.00

How to Start and Grow Your Own Successful Estate Planning Practice

This course discusses the process of building up your book of business in your trusts & estates legal practice. Topics include: Moving into your own practice, business infrastructure, issues once you have started, staffing, use of Artificial Intelligence, and adding partners.

Post-Death Administration: An Overview of the Process and Best Practices

As an estate planner, your focus is on how your client’s assets will be preserved, managed, and distributed after their death. But what happens when the client dies, and you are contacted by the fiduciary or heir to handle settling their estate?

Retirement Planning for the 99%

Navigating the availability of retirement plans, such as 401(k), 403(b), profit-sharing, IRAs and similar plans represents one of the few remaining ways in which members of the middle-class can engage in meaningful tax planning in the era following the enactment of the Tax Cut and Jobs Act in 20171.

Disability Planning

Planning for a disability should be part of any discussion during estate planning. This course addresses topics that should be a part of this conversation. These include Powers of Attorney, and the possible inclusion of enabling the agent to make gifts of the principal's property and beneficiary designations. The course also involves discussion of the estate plan as a living document that needs regular review and updating. A discussion of various trusts is included.

Estate Tax Planning for Beginners

This course focuses on strategies you can implement in the foundational estate plan documents you put in place for clients using revocable living trusts. Included are overviews of the federal estate tax, Illinois estate tax, and a variety of trusts.

Estate Planning Basic Documents

This course discusses the basic documents required when developing and estate plan for clients with small and less complex assets. In addition to outlining the basic documents you must work with, the course also touches on dealing with real estate and presents documents related to that.

Distributions, Funding and Completion of Post-Death Administration

Get tips for efficiently and effectively wrapping up post-death administration. Distributions, funding and more will be demystified.

It’s the Tangible Personal Property, Stupid! How to Mitigate the Risks of Costly Fights Over “Stuff” Post-Death

Antiques, art, jewelry, and other family heirlooms are often the source of the most anxiety and carry the greatest potential for conflict following a death in the family. In many cases, the financial value of the “stuff” is modest relative to other assets that comprise a typical estate or trust. Mitigating the risks of fights over stuff also goes beyond the standard language that is often written into estate plan documents to dispose of tangible personal property at death. This presentation will examine a few of the ways in which planners can help their clients reduce the risk of destructive and costly fights over stuff long before their clients actually die.

There are No Guarantees in Life Except Death and Taxes: An Overview of Post-Death Tax Liability

The post-death tax landscape can be thorny. This presentation will provide a broad overview of personal income tax, fiduciary income tax, and estate and GST transfer tax and how each of these taxes are related.

Who You Gonna Call? Communication with Beneficiaries and other Interested Parties in Post-Death Administration

Communication with clients not only helps to avoid malpractice complaints, but it is an essential element of estate administration. Few individuals are well versed in what it takes to administer an estate and therefore maintaining open lines of communication ensures the process goes smoothly and your clients better understand duties and critical timeframes.

Death is Not the End. There Remains Litigation Over the Estate: Post-Death Claims and Contested Matters - Is This the Afterlife?

Explore how to respond to and resolve disputes. Learn about tools available under Illinois law that can assist in the ultimate resolution of a variety of conflicts, including disgruntled family members and lingering creditors, that may interrupt the timely completion of administration. Includes discussion of judicial intervention, settlement agreements, removal of fiduciaries, and document modification among many others.

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