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Get tips for efficiently and effectively wrapping up post-death administration. Distributions, funding and more will be demystified. Originally presented as part of the Post-Death Administration of Trusts & Estates.

Understand the post-death administration of transfer-on-death assets, life insurance, retirement plan assets, and JTWROS assets with a focus on situations complicating the administration and transfer of these assets. Originally presented as part of the Post-Death Administration of Trusts & Estates.

Real property, closely-held business interests and the evolving class of “special assets” often involve unique post-death administration issues. For example, statutory and common-law property laws governing real property may result in unintended ownership rights after death. In addition, the transfer of closely-held business interests down a family line challenge family members to address legal and operations concerns related to ownership and control of what is often the “bread winning” element of a family’s wealth. Lastly, ownership issues related to special assets (such as cryptocurrency and other digital assets) continue to emerge as decedents’ estates become the recipients of these assets. This presentation will explore the unique nature of each of these asset classes, the challenges related to the transfer of ownership of these assets at death, and best practices in administering these assets postdeath. Originally presented as part of the Post-Death Administration of Trusts & Estates.

This course introduces cryptocurrency and the effects it can have on divorce proceedings. 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 looks at: The expected impact of Artificial Intelligence on the practice of law; different types of AI models, how they are trained, and their limitations; and some AI services currently in the market. 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.

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.