Products tagged with 'trusts'

Register now! The IICLE® 16th Annual Elder Law Short Course (virtual edition) will bring you up to speed on the latest in elder law ... from a safe social distance! New this Year: All registrants will have FREE access to the entire program online on-demand, with the opportunity to earn credit for breakout sessions missed at no additional charge.

This popular annual program for Illinois estate planners offers more than 15 hours of advanced estate and trust planning education.

The 63rd Annual Estate Planning Short Course offers more than 18 hours of advanced instruction on Illinois estate planning law through carefully crafted sessions led by experienced estate planning attorneys.

*SAMPLE FORMS PROVIDED* Learn about drafting third party special needs trusts (those which are funded with “other people’s” money, not the money of the beneficiary who has disabilities). How are these trusts are created? How is money transferred during the life of the donor or at the donor’s death? How do transfers impact the donor?

The IICLE® 2019 Business Valuation, Financial & Tax Issues in Divorce program will help you better understand the tricky “money” issues that family lawyers encounter. This program features sessions to help you maximize the use of a valuation expert, including a demonstrative session about best practices in cross-examination. You’ll also learn about estate planning and its interplay with divorce and understand the latest changes to the maintenance statute. Case law updates and the judges’ panel are also included.

The Illinois Trust Code codifies the rules as to creditor’s rights to attach beneficial interests of settlors and beneficiaries. Learn these rules and pick up some drafting tips to protect beneficiaries.

Explore the scope of a trustee’s role and compensation, including the foundational legal standards governing trustee compensation. In particular, examine the boundaries in enforcing compensation standards, state law variations, tips for drafting, and unique legal and practical issues that may arise in the course of a trust’s administration.

A walk through each of the foundational estate planning documents, what they do, and what happens if a client does not have them. This session also includes a brief overview of the fiduciary qualifications and roles for each and the execution requirements for each document.