Fire Cannot Kill A Dragon: Privilege And Ethics Issues for Estate Planners

The lack of affordable housing continues to challenge our communities and impacts a wide spectrum of people – from homeless youth and families to seniors, immigrants, working families, and individuals with disabilities. The need for affordable housing presents different challenges in different locations-- from gentrification in appreciating markets to the need for revitalization and redevelopment in others. Explore a variety of federal, state, and local financing and policy tools (from the City of Chicago’s Affordable Requirements Ordinance to federal and state tax credits) that can be used to create, preserve and expand affordable housing in urban, suburban and rural communities.

Updates on cases and Illinois legislation specifically applicable to estate planning, estate taxation, trusts, and more.

What happens when a disgruntled beneficiary attacks the estate plan after the key witness, the deceased client, has left the scene? Learn to plan with the expectation that conflicts will occur, since the best defense is a good offense. by anticipating potential conflicts associated with: second marriages, assets passing unequally, potential undue influence, the heirs’ emotions, closing letters, and transitioning a business.