Search

Multistate Jurisdiction Over Trustees & Beneficiaries

Discuss legal and practical concerns relating to the determination of an Illinois court’s jurisdiction over out-of-state trust property, trustees, and beneficiaries. Topics will include the distinction between, and necessity for, in rem and in personam jurisdiction, relevant statutes and constitutional law. Practical solutions, pitfalls and the Illinois Trust Code will be discussed.
Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
SKU: P9004-22E-11AX
$80.00 or 1.00 credits
decrease increase

Faculty:

David M. Lutrey, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest &
Shawn M. McCullough, Harrison & Held, LLP, Chicago

Originally presented as part of the 65th Annual Estate Planning Short Course - 2022 

Expires: 9/30/2024

Faculty:

David M. Lutrey, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest &
Shawn M. McCullough, Harrison & Held, LLP, Chicago

Originally presented as part of the 65th Annual Estate Planning Short Course - 2022 

Expires: 9/30/2024

Products specifications
Program Date5/23 - 5/24/2022
Products specifications
Program Date5/23 - 5/24/2022
Product tags
Customers who bought this item also bought

What Was That Tax Bracket? Federal Income Tax Rules for Trusts and Estates – How to Address Common (and Not So Common) Issues

P9004-22E-07BX
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.
$80.00

Construing and Modifying Wills & Irrevocable Trusts-Litigating Disputed Estates and Trusts

P2208-22E-06X
Fiduciaries, beneficiaries, and other interested parties often encounter circumstances necessitating a petition to a court of equity to modify or construe a testamentary instrument. This session discusses options under Illinois law to construe or modify irrevocable trusts and wills.
$30.00

Spousal Lifetime Access Trust– Drafting Considerations, Gifting Strategy, and Potential Pitfalls

P9004-22E-08AX
Having avoided the Congressional chopping block in 2021, Spousal Lifetime Access Trusts, or SLATs, continue to be a popular gift planning vehicle for married couples. This session will explore what makes SLATs so popular, with examples of many of the common provisions and drafting considerations for these trusts. In addition, this discussion will touch on maximizing clients’ gifting strategies through one or more SLATs, the reciprocal trust doctrine, the effects of divorce, and providing flexibility for changes in circumstances.
$80.00
Filters
Sort
display