Representing People with Disabilities: Practical, Legal and Ethical Considerations

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Originally presented as part of the Elder Law Short Course 2024.

Explore the intricate intersection of Real Estate Titles and Estate Planning and Administration. Delve into clients’ common estate planning goals for real estate and the best instruments & tools to carry out those goals. Be wary of titling or transfers to multiple beneficiaries having shared ownership rights and responsibilities in real estate, which often leads to dispute. Uncover pitfalls and misconceptions with living trusts, land trusts, joint tenancy with non-spouses, and transfer on death instruments (such as accidental disinheritance, exposure of assets to waste or creditors, unequal inheritances among beneficiaries, and more). Gain insights into the best practices for streamlining the transfer of real property to address a client’s (and client’s spouse’s) future disability and death. Learn the benefits of selling real estate during probate and trust administration, and which legal document/instrument to prepare and record. Obtain practical knowledge and real-world examples to enhance your proficiency and deliver optimal client outcomes. Originally presented as part of the Taking, Holding, and Transferring Illinois Real Estate Titles 2024.

Delve into effective title examination strategies that align with succession planning goals and unravel the intricacies of real estate titles within the context of family law. Navigate the complexities of transferring property through succession planning and gain valuable insights into optimizing family law considerations related to real estate assets. From probate implications to marital property considerations, leave equipped with the tools needed to navigate the intricate web of real estate titles within the broader realms of succession planning and family law. Originally presented as part of the Taking, Holding, and Transferring Illinois Real Estate Titles 2024.