Products tagged with 'estate planning'

As digital assets and cryptocurrency become more common, fiducaries must handle a multitude of realted issues, including how to obtain access to digital asset information via the Revised Uniform Access to Digital Assets Act (RUFADAA). Learn about this and other less-well-known crucial fiduciary issues relating to digital assets and cryptocurrency, including access; finding and taking control; valuation; taxation; planning; how trustees should hold these assets; and how estate planners can plan for them. Gain a better understanding of how fundamental trustee duties are implicated and how a trustee may want to address these duties in the context of dealing with these new, complex, and ever-changing assets.

Get up to date on new cases and Illinois legislation specifically applicable to estate planning, estate taxation, trusts, and more.

Understand recent developments in income tax matters and the impact on estate planning and administration.

An annual update, as presented in 2023, relating to changes in federal estate and gift tax matters.

Starting with an overview of access to legal services statewide, Melissa Smart, Director of Education at the ARDC, offers unique insights gained through the ARDC's enforcement role, provides practical guidance for addressing wellness and reputational issues, and forecasts developments that will impact all practice areas, including emerging technologies such as AI and revisions to RPC 1.5 and 1.15, effective July 1, 2023, regarding bookkeeping and safeguarding property.