Basics of Special-Needs Trusts, SSI & SSDI- 65th Annual Estate Planning Short Course - 2022

Navigating the post-death administration of a loved-one’s estate or trust can be challenging, overwhelming and emotional for your clients. Learn the steps and processes for administering an estate or trust, discuss the obstacles that can arise in the administration, and how to overcome them.

This session provides an overview of the federal income tax rules for simple and complex trusts and estates and delves into structure and planning that may be available to minimize income taxes.

This presentation focuses on the Electronic Wills and Remote Witnesses Act and the recent amendments to the Illinois Notary Public Act, including practical tips for practitioners to consider when using Electronic Wills, Remote Witnesses and Electronic and Remote Notaries.