Fixing Problem Trusts Through the Illinois Trust Code

This session covers an overview of the basic Medicaid planning rules and regulations, including citations to the applicable Illinois Administrative Code sections and Medicaid Policy Manual rules. We take an in-depth look at what qualifies as an exempt resource and the various transfer rules that will allow your client to obtain the maximum benefit from their resources while meeting the eligibility requirements. This session includes an overview of the rules for single applicants and married applicants as they begin their Medicaid journey, as well as some strategies to consider when you are faced with a client who did their own DIY Medicaid plan before seeking your legal advice and expertise. Originally presented as part of the Elder Law Short Course 2023.

True advocacy in contested trusts and estates matters doesn't end without securing your client's interests with post-filing considerations. Originally presented as part of the Elder Law Short Course 2023.

The income tax laws pertaining to estates and trusts can seem daunting. However, the most important tax code provisions relevant to attorneys and their clients are relatively simple and easy to understand. This presentation explores those income tax code provisions as they relate to estates, trusts, and our aging clients so you can apply them easily in your practice. Originally presented as part of the Elder Law Short Course 2023.