Programs

Explore the interplay between divorce litigation and trust and estate law, including the extent to which trust assets will be considered; representation and protection of trust assets; privacy rights and other beneficiary interests; and discovery of trusts and other “expectancy interests.” You will also learn about drafting considerations based on factors that may be scrutinized by a divorce court in determining the extent to which trust assets will be considered.

Learn about the differences and similarities between estate planning and asset protection planning using examples from real client circumstances. While estate planning is recommended for all, asset protection planning, may be useful only to some. Asset protection planning uses different planning criteria and often treats and repositions assets differently. You will learn why planning timeframes for asset protection planning are different depending on the occurrence of potentially or obviously different triggering events and how to use a considered analysis of these two types of planning to better serve your clients and why some plans succeed, and others fail.

A disclaimer is a denial or non-acceptance by someone of his/her title to property. Disclaimers add flexibility for estate planning, especially in a world that can often change.

Learn from the mistakes and missteps of others in this review of key professional responsibility issues for Illinois estate planners.

The SECURE Act brought a sea of change in planning for the disposition of retirement assets. Recently issued proposed regulations answered some questions but created new ones. This session covers these and other developments in this important area.

As digital assets and cryptocurrency become more common, fiducaries must handle a multitude of realted issues, including how to obtain access to digital asset information via the Revised Uniform Access to Digital Assets Act (RUFADAA). Learn about this and other less-well-known crucial fiduciary issues relating to digital assets and cryptocurrency, including access; finding and taking control; valuation; taxation; planning; how trustees should hold these assets; and how estate planners can plan for them. Gain a better understanding of how fundamental trustee duties are implicated and how a trustee may want to address these duties in the context of dealing with these new, complex, and ever-changing assets.

Get up to date on new cases and Illinois legislation specifically applicable to estate planning, estate taxation, trusts, and more.

Understand recent developments in income tax matters and the impact on estate planning and administration.

An annual update, as presented in 2023, relating to changes in federal estate and gift tax matters.

Learn everything you need to know to effectively administer trusts and estates post-death. Understand tools provided by Illinois laws which will help you resolve conflicts and modify documents. Additional topics include: marshaling assets; identifying liabilities; effective communication; post-death tax liability; avoiding fights over tangible personal property; dealing with real property, closely-held businesses and digital currency; TODIs; distributions; and more.

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The American Academy of Matrimonial Lawyers - Illinois Chapter presents their annual October CLE Seminar, powered by IICLE. This year's program will address critical changes to family law practice in Illinois, with a distinguished faculty of AAML Fellows and other prominent guest speakers. The program will feature sessions on hybrid ADR processes, working with survivors of domestic abuse, gender expression in family law, and changes to Supreme Court Rules in 2023, as well as the annual case law update and the judges’ panel. Join the hundreds of Illinois attorneys who depend on this annual event for legislative, case law, and practice updates informed by real-world practice experience.

Not included in IICLE® Online All-Access subscription.