Trusts

PRE-ORDER This handbook is a comprehensive guide designed to lead attorneys through issues involved in planning for individuals with special needs and in establishing special-needs trusts.

This course provides an overview of the amendments to Rule 1.5 (Fees) and Rule 1.15 (Trust Funds).

The estate plan all too often offers little value to the family if the post-signing “funding phase” is not properly addressed.

The 7th Annual Special Needs Institute will assist attorneys representing individuals with special needs and their families by providing essential information on topics such as special needs trust drafting, government benefit and waiver programs, and housing.

This is a comprehensive guide that is full of practical advice as well as in-depth explanations of the law.

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.

This handy reference tool will help seasoned attorneys and will provide useful information for new attorneys, legal assistants, and law clerks working with clients in the planning and administration of an estate.

The 19th Annual Elder Law Short Course is designed for the Illinois elder law attorney who is dedicated to client service and eager to stay on the cutting-edge of legal issues affecting elderly clients and their families.

This year’s program offers plenary sessions on legislative updates, faith-based end-of-life decisions facing your clients, and updates regarding electronic wills and the Illinois Trust Code. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), long-term care insurance, contested estates and trusts, and using special needs trusts in elder law practice. The educational opportunities provided by this course are not to be missed!

Essential resource covering the issues that practitioners who represent guardians must consider before embarking on any estate planning on behalf of an adult with a disability or a minor.

Special needs planning is not just a third party and/or a first party special needs trust. It is not just estate planning, not just guardianship and alternatives to guardianship. In this session, you will also learn how to effectively prepare for and conduct the initial consultation, including topics you should cover in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs, Letters of Intent, etc.

Learn about the areas of overlap and differences between federal and Illinois estate tax law. Learn about challenges you might face if you have no federal estate tax but have an Illinois estate tax. The discussion will also include issues with establishing or changing domicile, structuring an estate plan to minimize Illinois estate tax, and questions you should ask your clients to avoid future Illinois estate tax problems.