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Antiques, art, jewelry, and other family heirlooms are often the source of the most anxiety and carry the greatest potential for conflict following a death in the family. In many cases, the financial value of the “stuff” is modest relative to other assets that comprise a typical estate or trust. Mitigating the risks of fights over stuff also goes beyond the standard language that is often written into estate plan documents to dispose of tangible personal property at death. This presentation will examine a few of the ways in which planners can help their clients reduce the risk of destructive and costly fights over stuff long before their clients actually die. Originally presented as part of the Post-Death Administration of Trusts & Estates.

The post-death tax landscape can be thorny. This presentation will provide a broad overview of personal income tax, fiduciary income tax, and estate and GST transfer tax and how each of these taxes are related. Originally presented as part of the Post-Death Administration of Trusts & Estates.

In this presentation based on his award-winning book, Before Bostock: The Accidental LGBTQ Precedent of Price Waterhouse v. Hopkins, Dr. Jason Pierceson, University of Illinois Springfield, examines the history of the inclusion of "sex" in Title VII and how that set the foundation for cases being brought on behalf of trans and queer individuals under Title IX.

This course discusses the importance of accurate real estate appraisal when a business involved in a divorce owns real estate. Originally presented on 01/15/24 as part of the Business Valuation, Financial & Tax Issues in Divorce 2024: The Business of Working with Other Divorce Professionals and Attorneys.

This course, part of the 2024 Business Valuation, Financial, and Tax Issues in Divorce Seminar, presents recent developments in securing payment of spousal maintenance through tools such as annuities. Originally presented on 01/15/24 as part of the Business Valuation, Financial & Tax Issues in Divorce 2024: The Business of Working with Other Divorce Professionals and Attorneys.

Communication with clients not only helps to avoid malpractice complaints, but it is an essential element of estate administration. Few individuals are well versed in what it takes to administer an estate and therefore maintaining open lines of communication ensures the process goes smoothly and your clients better understand duties and critical timeframes. Originally presented as part of the Post-Death Administration of Trusts & Estates.

Explore how to respond to and resolve disputes. Learn about tools available under Illinois law that can assist in the ultimate resolution of a variety of conflicts, including disgruntled family members and lingering creditors, that may interrupt the timely completion of administration. Includes discussion of judicial intervention, settlement agreements, removal of fiduciaries, and document modification among many others. Originally presented as part of the Post-Death Administration of Trusts & Estates.

Sifting through a decedent’s life story can feel like a daunting task. However, one of the primary roles in an estate administration is untangling those threads to locate assets, titling, and gifting. Without the help of the decedent, it may feel a bit like paranormal magic. More often, it is sifting through the dusty paperwork in the closet and combing through the drawers. We will cover practical issues such as how to identify and locate the most pertinent documents, marshal and value assets, and identify liabilities and issues with resolving debts. Originally presented as part of the Post-Death Administration of Trusts & Estates.

This course provides an overview and discussion of approaches to marriage dissolution when the spouses own a business in conjunction with others. This was Session 2 of IICLE's 2024 Business Valuation, Financial & Tax Issues in Divorce seminar. Originally presented on 01/15/24 as part of the Business Valuation, Financial & Tax Issues in Divorce 2024: The Business of Working with Other Divorce Professionals and Attorneys.

A presentation of the latest cases relating to financial matters in divorce. Session 1 of the 2024 Business Valuation, Financial & Tax Issues in Divorce event. Presented by Joshua T. Friedman and Gunnar J. Gitlin. Originally presented on 01/15/24 as part of the Business Valuation, Financial & Tax Issues in Divorce 2024: The Business of Working with Other Divorce Professionals and Attorneys.

A discussion of the building blocks of an estate plan and factors to consider when developing one for a client.

This course provides updates on issues with condominiums as well as issues involving lender questionnaires and FNMA Form 1076.