Trusts

This course introduces stock-based compensation, how it works, and how it can impact trust and estate planning.

Learn how to address language and literature barriers, vision impairments, and hearing loss in legal practice. Participants will explore an attorney’s obligations to accommodate clients' needs and the standards required for adequate accommodation. Practical strategies will be shared to ensure clients facing these challenges are effectively supported, ensuring accessibility and adherence to ethical and legal standards.

Originally presented as part of the Elder Law Short Course 2024.

Enhance your ability to effectively guide clients in trust administration, ensuring compliance and avoiding common pitfalls that can lead to litigation, such as demands for accounting and citations for removal. This session will also deliver valuable insights into managing trust-related issues already in litigation and provide strategies for advising clients under the Illinois Trust Code.

Originally presented as part of the Elder Law Short Course 2024.

This handbook provides detailed guidance, including provisions to cover varying client matters, for drafting revocable grantor trusts as a key element of client estate plans.

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.

Online On-Demand, includes all breakout sessions.

Purchase Individual Sessions Here

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.