Planning with Permanent Uncertainty

Review the impact of the Illinois Trust Code and learn steps you can take to resolve common and not so common issues.

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.

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.