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Asset Protection Planning 2022 Edition (COMING SOON)

PRE-ORDER This valuable guide assists attorneys in choosing the most effective means for protecting a client’s marital, family, and business assets.
From $180.00

Estate Planning Forms and Commentary: Irrevocable Life Insurance Trusts 2021 Edition

This handbook is a guide to drafting irrevocable life insurance trusts and includes 16 forms that can be tailored to your clients’ needs.
From $225.00

Estate Administration: What Happens After Someone Dies & Why That is Important

The death of a client is the true test of how all the estate planning plays out. Understanding the nuts and bolts of the estate administration process can help you anticipate potential problems in your drafting. Cover how the attorney can help with the estate settlement responsibilities, tasks that will need to be completed and considerations for post-mortem tax planning.

Assets that Pass Outside Wills and Trusts

Understand the various types of assets that pass outside of a will or trust, the mechanism of conveyance, and applicable law.

Everyday Mistakes in Estate Planning

Ensure thoroughness in each stage of the planning process with a step-by-step checklist to help you avoid malpractice claims - from pre-engagement to document drafting to termination of representation.

Trusts Overview

Examine the basics of revocable trusts and then delve into various revocable trust structures and provisions that attorneys should consider for their clients.

Wills Overview

Review the essential provisions and important aspects of wills.

Client Intake & Communication in Estate Planning

Explore the art of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter.

Anatomy of an Estate Plan

Walk through the forms involved in estate planning, their purposes, and why you need to understand them.

Am I Doing this Right? A One-Year Checkup on the Illinois Trust Code

Review updates to the Illinois Trust Code one year later. Topics covered include drafting and modifying trusts to permit beneficiaries, mandatory and elective provisions on notices and accounting, merger doctrine, tools for trust modification, and litigation protection provisions. This half-day program will conclude with a Q&A panel with our esteemed faculty.
From $225.00

Distributions, Funding and Completion of Post-Death Administration

Get tips for efficiently and effectively wrapping up post-death administration. Distributions, funding and more will be demystified.

A Discussion of Assets that Pass Outside of the Estate Plan

Understand the post-death administration of transfer-on-death assets, life insurance, retirement plan assets, and JTWROS assets with a focus on situations complicating the administration and transfer of these assets.

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