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List of Forms

Table of Contents

Chapter 1 — Introduction

Chapter 2 — Guardian’s Authority to Estate Plan

Chapter 3 — Guardian’s Obligation to Estate Plan

Chapter 4 — Initial Work: Prelude to Planning

Chapter 5 — General Requirements for the Petition to the Court

Chapter 6 — Hearing on the Petition

Chapter 7 — Gifting

I. [7.1] In General

II. [7.2] Types of Gifts — Generally

III. [7.3] Gifting Considerations for Minors

IV. [7.4] Amending an Estate Plan To Include Advancement Language for Lifetime Gifting

V. [7.5] Impact of Death of Minor or Disabled Adult

Chapter 8 — Estate Plan Documents

Chapter 9 — Planning Strategies

Chapter 10 — Related Considerations

Chapter 11 — Postmortem Planning

Chapter 12 — Will Contests in Guardianship Proceedings

Chapter 13 — Forms

List of Forms

Table of Cases

Index

Authors

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Estate Planning in Illinois Guardianships (ARCHIVED 2009 EDITION & 2012 SUPPLEMENT)

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