Estate Planning & Probate

Ideal for attorneys looking to refine their will drafting skills, this workshop provides practical tools for confidently managing client meetings and creating effective wills.

PRE-ORDER This comprehensive handbook offers Illinois practitioners practical advice and essential insights on navigating probate actions and ensuring effective representation in estate administration and litigation.

This course provides a broad overview of Illinois land trust law and administration. It includes legislative and case law updates.

All real estate attorneys know the rules of estates and probate when things run their normal course. But what if things don’t?

This course explores estate tax planning considerations when advising clients on how to structure estate plans to maximize tax planning efficiencies. Learn to navigate the maze of estate tax planning at the federal and state level with modified funding formulas, annual gifting and lifetime gifting.

This course focuses on helping attorneys better understand the impact their clients', and their own, religious beliefs can have as they work through the estate planning process.

This course covers ten tips you can apply when drafting estate planning documents to help avoid litigation later.

This course provides an introduction and discussion of topics needed to navigate the complexities of estate planning, administration, and litigation in Illinois.

This course addresses how to correctly draft trustee succession provisions (considering unintended vacancy of office of co-trustees). It also covers off on how to change trustee succession of irrevocable trusts (NJSAs, decanting) and incapacity of trustees.

This course provides an overview of the estate and trust administration process in Illinois, from client intake to closing the estate or trust. It is tailored to attorney’s who have been licensed for 0-5 years, with more focus on the simpler estate and trust administration scenarios.

Upcoming sunsetting of provisions of the 2017 Tax Cuts and Jobs Act is quickly approaching. This course can help you identify which clients this will affect and how. It provides insight into how to navigate the complexities of the 2024 election year and various changes in tax treatments.

This course helps estate planners understand and advise on a variety of topics impacting nearly all clients with Individual Retirement Accounts. Topics addressed include tax deferral during the owner's lifetime, required minimum distributions, qualified charitable distributions, beneficiary selection and designations, spousal rollovers, and inherited IRAs.