All Products

PRE-ORDER This handbook provides comprehensive guidance for practitioners representing guardians in Illinois, addressing estate planning challenges for adults with disabilities and minors.

PRE-ORDER This handbook unpacks the complex, wide-ranging task of litigating and settling disputes involving estates, trusts, wills, guardianships, and charitable bequests with specialized but workable analysis.

An examination of estate planning strategies designed to address the unique challenges of second marriages, blended families, and evolving family structures.
Originally presented as part of Estate Planning Short Course 2026.

Seemingly routine boilerplate language can create unintended fiduciary exposure, administrative inefficiencies, or beneficiary disputes. This session examines those risks and offers practical guidance on counseling clients through fiduciary selections and distribution decisions to help ensure estate plans operate as intended.
Originally presented as part of Estate Planning Short Course 2026.

By using modeling to illustrate the financial impact of an estate planning proposal, clients can better understand the four factors that shift wealth to future generations as well as the financial impact these factors have on the client's retained assets needed to support the clients for the remainder of their lives. The materials use spreadsheet modeling that can help understand the four primary wealth shifting factors that contribute to successful wealth transfer, including which factors are more and less important and mitigate the "burn" caused by the grantor paying the income taxes on trust income. Modeling a strategy provides tangible numerical data and deep insights into the strategy proposed. The materials provide readers with practical tips to help clients make decisions about their planning so that their decisions align with their personal needs and financial goals.
Originally presented as part of Estate Planning Short Course 2026.

Selling discounted assets to an Intentionally Defective Grantor Trust can dramatically enhance wealth transfer results for high net worth clients. This session highlights how valuation discounts, grantor trust rules, and interest rate planning work together to move appreciation out of the taxable estate while minimizing transfer tax exposure. Practical structuring tips and common pitfalls will be addressed to help practitioners confidently implement this powerful strategy.
Originally presented as part of Estate Planning Short Course 2026.

With AI tools increasingly available to clients, this session explores how estate planning attorneys can continue to add meaningful value in the age of artificial intelligence. The discussion surveys common AI estate planning products, identifies red flags and ethical pitfalls, and examines responsible uses of AI for drafting, document review, and summarization, while emphasizing best practices for protecting client confidentiality and data security.
Originally presented as part of Estate Planning Short Course 2026.

Review recent significant trust and estate decisions, including Coffman, and the practical lessons they offer. This session examines common sources of disputes and identifies strategies to reduce litigation risk.
Originally presented as part of Estate Planning Short Course 2026.

Retirement assets present unique income tax and planning challenges in a post SECURE Act environment. This session explores drafting and administration strategies for naming trusts as retirement plan beneficiaries, including conduit and accumulation trusts, the 10 year rule, and planning considerations for eligible designated beneficiaries.

This session addresses income tax challenges that arise in non taxable estates and examines effective trust structuring strategies to navigate those issues.
Originally presented as part of Estate Planning Short Course 2026.