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Special Needs Planning & the Rise of Directed Trusts

This presentation focuses on the increasing use of Directed Trusts in Special Needs Planning, and discusses the Uniform Directed Trusts Act.

Self-Directed IRAs/The ALTA 2021 Title Insurance Policies

In this two-part presentation, Donald Kiolbassa provides an overview of Self-Directed IRAs and how attorneys can use them as part of their retirement plans. Dick Bales then provides an overview of the new ALTA 2021 policies that are replacing the previously used 2006 policies.

Representing Counties: Managing Contending Authorities and Jurisdictions

This course addresses a variety of topics of import when dealing with the mix of elected officials and independent agencies found at the county level. Topics include seeking State Indemnification for Elected Officials under State Employee Indemnification Act; 1983 Defense: Prosecutorial Immunities and claims against correctional facilities for failure to provide medical services; Independent Agencies’ Funding and Representation; PTAB jurisdiction vis a vis circuit court, associational standing, county Board of Review assessment authority versus township assessors.

A Chat With the PAC

Public Access Bureau attorneys discuss recent binding and non-binding opinions on challenging Freedom of Information Act (FOIA) and Open Meetings Act issues.

Advising Clients on Conflicts Issues

This panel discussion addresses a variety of topics, including: Demonstrations, protests, and parades on public property; the Illinois Paid Leave Act; regulating unregulated hemp products (Delta 8; THC, etc.); and conflicts of Interest on the part of Elected Officials, among others.

Reasonable Accommodation Under the ADA

This course discusses the reasonable accommodation mandate under the ADA and its effect on a municipality’s ability to regulate and enforce zoning and building code requirements. Preventative legislative steps to avoid federal scrutiny, best practices in dealing with accommodation requests, and dealing with litigation, if it arises, are covered.

The First Amendment & Government Social Media Activities

This session discusses the potential legal pitfalls in government social media. It summarizes recent court decisions (1) holding that a government social media account or page is a designated or limited public forum, (2) finding governments in violation of the First Amendment for removing comments that constitute protected speech, and (3) analyzing when an elected official’s personal social media page becomes so entangled with their government duties that it becomes a public forum. It also provides tips for advising local governments on legally defensible social media comment policies.

Effective Marketing within the Rules of Professional Conduct

Sabrina Bier Director of Digital Media and Education at Proper Title, Jayne Corcoran, Marketing Director at Proper Title, and Michael J. Rooney, Attorney at Law discuss how to market yourself and your practice, while staying within the guidelines of the Rules of Professional Conduct. Topics covered include fees, marketing and advertising guidelines, soliciting clients, working with unrepresented persons, and misconduct issues.

Local Government Law Institute - Case Law and Legislative Update 2023

The Courts, the Illinois General Assembly, and the US Congress reached decisions and passed laws in 2023 on multiple critically important matters related to governmental bodies at all levels. This course covers the most important judicial and legislative activities from 2023 and their impacts on Illinois local government.

How to Start and Grow Your Own Successful Estate Planning Practice

This course discusses the process of building up your book of business in your trusts & estates legal practice. Topics include: Moving into your own practice, business infrastructure, issues once you have started, staffing, use of Artificial Intelligence, and adding partners.

Post-Death Administration: An Overview of the Process and Best Practices

As an estate planner, your focus is on how your client’s assets will be preserved, managed, and distributed after their death. But what happens when the client dies, and you are contacted by the fiduciary or heir to handle settling their estate?

Retirement Planning for the 99%

Navigating the availability of retirement plans, such as 401(k), 403(b), profit-sharing, IRAs and similar plans represents one of the few remaining ways in which members of the middle-class can engage in meaningful tax planning in the era following the enactment of the Tax Cut and Jobs Act in 20171.

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