Products tagged with 'trusts'

An overview of first-party and third-party special needs trusts, drafting tips and techniques and how to decant to a special needs trust.

The new-in-2020 Illinois Trust Code (ITC) was updated in 2021 to provide greater clarity and additional enhancements. Learn the highlights of the ITC as modified by the recent trailer bill and how they impact your practice advising settlors, trustees, and beneficiaries.

The Estate Planning Short Course is Back In Person in Champaign! Or Join us Via Live Webcast!
Please note: In 2022, in-person attendance will be offered in Champaign only. The program will also be available via live webcast (presentations will not be pre-recorded unless otherwise indicated). There will be no in-person option in Chicago this year.

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

Understand when, why and how the State of Illinois reviews trusts, including both 3rd party and 1st party (OBRA/d4A) trusts, when determining Medicaid eligibility.

Learn about the Social Security Administration’s trust policy and review process for determining SSI eligibility.

One of the most consequential decisions (and often the last one) in estate planning is trustee selection. The trustee who seems like the most ideal choice at first glance may not necessarily have the diversity of subject matter expertise and oversight to allow for continuous, efficient, and robust administration. Learn about important considerations for trustee selection, the pros and cons of including a professional fiduciary in your estate plan, and how to counsel clients to make informed choices when crafting an estate plan and choosing a trustee.

The 17th 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 eliminating barriers to legal access, navigating guardianship and power of attorney disputes, and legislative updates. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), judicial perspectives on guardianships, Illinois Trust Code update, and much more!

Registration includes post-event access to the online on-demand recording and all additional breakout CLE.

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.