One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration. Learn about important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel clients to make informed choices when crafting an estate plan and choosing a trustee.
*SAMPLE PLEADINGS INCLUDED* This is a very practical session for the attorney whose client comes in complaining of the actions that a Power of Attorney or legal guardian is taking. When do you go beyond informing the client that this is the person the principal or the court chose to handle these duties? What exactly do you do? Discussion of real-life scenarios will enhance your learning.
The 2021 IICLE® virtual Guardianships Institute is your opportunity to learn about the latest developments in Illinois guardianship law. Other topics include: practical tips for working with Adult Protective Services Agencies, limited guardianships, Medicaid planning tools, and much more!
Registration includes post-event access to the online on-demand recording.