Trusts

This course provides a broad overview of Illinois land trust law and administration. It includes legislative and case law updates.

This course focuses on helping attorneys better understand the impact their clients', and their own, religious beliefs can have as they work through the estate planning process.

Enhance your skills, broaden your knowledge base and network with peers and experienced faculty at the annual Elder Law Short Course! This comprehensive program is designed for Illinois attorneys specializing in elder law and provides a focused exploration of the most current and critical issues affecting older adults and their families. Topics covered include estate planning, Medicaid, long-term care planning and updates on recent legal developments.

This presentation focuses on the increasing use of Directed Trusts in Special Needs Planning, and discusses the Uniform Directed Trusts Act.

The Housing Opportunity Through Modernization Act of 2016 (HOTMA) has important implications for special needs trusts, which are explored thoroughly in this presentation. Originally presented as part of the 7th Annual Special Needs Institute.

Decanting, merging, and terminating special needs trusts involve many important considerations to ensure that the process avoids any adverse impact on the trusts and your clients. Originally presented as part of the 7th Annual Special Needs Institute.

Tax frameworks for special needs trusts are constantly changing. Stay on top of the new changes in the SECURE Act, qualified disability trusts, and tax filings generally. Originally presented as part of the 7th Annual Special Needs Institute.

The administration of special needs trusts requires thorough evaluation of those involved in their upkeep, including trustees, designated representatives, trust protectors, and more. Originally presented as part of the 7th Annual Special Needs Institute.

A thorough knowledge of 1st party trust drafting essentials ensures that your clients establish the support their special needs family members require. Originally presented as part of the 7th Annual Special Needs Institute.

A thorough knowledge of 3rd party trust drafting essentials ensures that your clients establish the support their special needs family members require. Originally presented as part of the 7th Annual Special Needs Institute.

Get up to date on new cases and Illinois legislation in 2023 that impact every attorney's special needs matters. Originally presented as part of the 7th Annual Special Needs Institute.

An overview of the benefits and program-including waiver programs-that our clients may lose or not be deemed eligible if correct planning is not in place. Originally presented as part of the 7th Annual Special Needs Institute.