Post-Filing Considerations in Contested Trusts & Estates

Setting the stage for a favorable outcome for your client with a contested trust or estate begins with pre-filing, and there are many considerations that should inform advocacy at this stage. Originally presented as part of the Elder Law Short Course 2023.

This course discusses the process of building up your book of business in your trusts & estates legal practice. Topics include: Moving into your own practice, business infrastructure, issues once you have started, staffing, use of Artificial Intelligence, and adding partners. Originally presented as part of the Estate Planning for the 99%.

Problem trusts can become even more problematic when they involve incapacitated grantors, non-existent trustees, and disabled beneficiaries. What do you do when you are administering an outdated trust, a poorly drafted trust, a trust that no longer serves its intended purpose, a trust whose cost of administration outweighs the benefit, or a trust that doesn’t meet the needs of its beneficiaries? This session highlights options available in the Illinois Trust Code to fix a problem trust, including decanting, virtual representation, and non-judicial settlement agreements. Originally presented as part of the Elder Law Short Course 2023.