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List of Forms by Chapter
Chapter 1 — Introduction
Chapter 2 — Guardian’s Authority to Estate Plan
Chapter 3 — Guardian’s Obligation to Estate Plan
II. Adult with a Disability or Minor with Taxable Estate
Chapter 4 — Initial Work: Prelude to Planning
I. Estates of Adults with a Disability
Chapter 5 — General Requirements for the Petition to the Court
Chapter 6 — Hearing on the Petition
Chapter 7 — Gifting
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 — Sample Forms and Provisions
I. Petition To Engage in Estate Planning
VI. Will Provisions
VIII. Revocable Trust Provisions
IX. OBRA Payback Trust Provisions
XI. Minor’s Gift Trust ProvisionsMargot Gordon is Of Counsel to Monahan Law Group, LLC, in Chicago, a law firm focused on guardianship, estate planning, estate and trust administration, and mental health and disability law, where she concentrates her practice in general estate planning and estate planning for guardianship matters. Ms. Gordon has extensive experience handling the full range of estate planning matters for both high-net-worth and smaller clients, including planning for business succession, special needs, and charitable purposes and handling trust and estate administration. She also routinely represents corporate and individual trustees, trust beneficiaries, guardians, and agents. Ms. Gordon was the first attorney to obtain authority to engage in estate planning in a minor’s guardianship matter in Cook County. Prior to entering private practice, she was a staff attorney at the Cook County Public Guardian’s Office, where she represented abused and neglected children, handled appeals in both state and federal appellate court, and represented the Public Guardian in matters involving adults with a disability. She has written predominantly on issues related to estate planning in guardianship matters for IICLE®, the
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