Products tagged with 'trustee'

Register now! The IICLE® 16th Annual Elder Law Short Course (virtual edition) will bring you up to speed on the latest in elder law ... from a safe social distance! New this Year: All registrants will have FREE access to the entire program online on-demand, with the opportunity to earn credit for breakout sessions missed at no additional charge.

The 2020 IICLE® Special Needs Institute offers direct instruction from seasoned special needs law practitioners, practical takeaways, and special insights from government officials regarding how they review special needs trusts.

The 63rd Annual Estate Planning Short Course offers more than 18 hours of advanced instruction on Illinois estate planning law through carefully crafted sessions led by experienced estate planning attorneys.

Learn whether the Illinois Trust Code imposes new fiduciary duties on trustees or changes any of the existing fiduciary duties and how the Illinois Trust Code addresses trustee resignation, removals, and vacancies, as well as the rights and obligations of a trustee who resigns or is removed.

Learn about the impact of the Illinois Trust Code on trustees and beneficiaries and on the preparation of trust agreements.

Learn which beneficiaries are entitled to receive accountings and copies of the trust instrument under the Illinois Trust Code. Get details about which trusts the rules apply to, whether the grantor can change these rights in the trust instrument, and what other information the trustee is required to provide to beneficiaries.

Learn from a panel of trust officers about best practices for administering special needs trusts, including how to effectively title assets and handle tax issues.

One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration. Learn about important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel clients to make informed choices when crafting an estate plan and choosing a trustee.