Trusts

This hands-on workshop will teach you everything you need to know about expertly completing federal gift and estate tax forms 709 and 706. Forms 8971 and 1041, as well as post mortem tax planning and Illinois estate tax laws, will also be covered. Get your pencils ready: a hypothetical will be utilized throughout the program, so that you can complete forms and calculations yourself in real-time to ensure understanding of these intricate tax forms.

The 18th 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 tax planning for the elderly, updates on the Illinois Trust Code and Remote Signature Act, and the annual judges’ panel. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), preparing for a guardianship trial, divorce in guardianship, and much more!

Registration includes post-event access to the online on-demand recording.

A panel of judges discuss how to appear for court over Zoom, proper courtroom decorum, attire and presentation, and an explanation about local rules, standing orders, and how to properly complete an Order.

Insight on running for judge, elections, judicial appointments, and the associate judge process in Cook County.

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

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

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.

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

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.

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

Review the essential provisions and important aspects of wills.

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.