Post-Death Administration of Trusts & Estates – Online On-Demand Sessions

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.

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.