Estate Planning Short Course 2025 – Online On-Demand Sessions

Probate litigation often involves more than legal arguments—it touches deeply personal and emotional aspects of clients' lives. This session explores the psychological dynamics that underpin family disputes, grief, and decision-making during probate proceedings. Gain insights into how emotions impact legal strategies, client relationships, and case outcomes and learn to navigate these complex dynamics, fostering stronger client relationships, and achieving more constructive resolutions in probate cases. Originally presented as part of Estate Planning Short Course 2025.

Estate planning becomes more complex when clients have assets that span multiple states. This session explores the intricacies of multi-state estate planning, including Illinois tax considerations, administrative requirements, and strategies for clients contemplating relocation. Learn how to adapt estate plans to align with the rules of multiple jurisdictions and create flexible and effective plans that anticipate your clients’ evolving needs and ensure smooth administration across state lines. Originally presented as part of Estate Planning Short Course 2025.

Dive into the world of acronym trusts and their role in advanced estate planning. This session provides an overview of Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Annuity Trusts (CRATs), Charitable Remainder Unitrusts (CRUTs) and other acronym trusts, highlighting their unique features and strategic applications. Additionally, explore the reciprocal trust doctrine, its implications in estate planning, and how to structure trusts to avoid triggering unintended tax consequences. Originally presented as part of Estate Planning Short Course 2025.

Discretionary distributions are a powerful estate planning tool, offering trustees the flexibility to address beneficiaries' unique circumstances. This session delves into the nuances of drafting and administering discretionary distribution provisions. Explore best practices for balancing trustee discretion with fiduciary obligations, mitigating conflicts among beneficiaries, and ensuring compliance with legal and tax considerations. Learn how to craft clear guidelines that align with the grantor's intent while providing trustees with the tools they need to make sound, equitable decisions. Originally presented as part of Estate Planning Short Course 2025.