Practice Areas

This course addresses how to correctly draft trustee succession provisions (considering unintended vacancy of office of co-trustees). It also covers off on how to change trustee succession of irrevocable trusts (NJSAs, decanting) and incapacity of trustees.

This course provides an overview of the estate and trust administration process in Illinois, from client intake to closing the estate or trust. It is tailored to attorney’s who have been licensed for 0-5 years, with more focus on the simpler estate and trust administration scenarios.

Upcoming sunsetting of provisions of the 2017 Tax Cuts and Jobs Act is quickly approaching. This course can help you identify which clients this will affect and how. It provides insight into how to navigate the complexities of the 2024 election year and various changes in tax treatments.

This course helps estate planners understand and advise on a variety of topics impacting nearly all clients with Individual Retirement Accounts. Topics addressed include tax deferral during the owner's lifetime, required minimum distributions, qualified charitable distributions, beneficiary selection and designations, spousal rollovers, and inherited IRAs.

This course addresses matters relevant to clients moving out of Illinois, including estate taxes, trust law, and POA matters. It also covers issues that new Illinois residents should consider in those same areas when they move to the state.

When clients consider their “estate planning”, many readily note the need for a Will. In fact, estate planning encompasses much more, including preparation of various estate planning documents, coordination of beneficiary designations, and much more. This course addresses the basics for crafting the typical estate plan.

This course examines post-death “fixes” to resolve various estate planning issues. The program explores actions that can be taken during the estate administration process to address unforeseen issues with the decedent’s estate plan. The course concludes by describing ways in which to plan during life to avoid such issues and maximize flexibility after death.

When introducing clients to the estate planning process, it is important to recognize that it can be an overwhelming, scary and potentially painful process for them to consider. This course discusses how to establish a structured process and build client relationships in a practice area that deals with sensitive issues.

This course covers important changes in the way real estate commissions are handled. It provides an overview of the changes and best practices for providing real estate clients with a good experience, despite the changes.

This course provides an introduction to the Jimmo v. Sebelius case and the fact that Medicare coverage is available even to those in the program whose conditions will not improve.

This course discusses the Illinois Real Property Disclosure Act, Misrepresentations, Declaratory Judgements, Escrow Agreements & Escrow Agents, Fraudulent Deeds, Construction Agreements, and Express and Implied Warranties. The presenters also provide tips for using the 7.0 Contract.

Learn to recognize when your clients, or potential clients, need the services of a personal injury attorney. This course presents situations and factors that indicate when you may need to refer a case, and how to do so ethically.