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.

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? SAMPLE FORMS PROVIDED.

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.

Learn about the impact of the Illinois Trust Code on trustees and beneficiaries and on the preparation of trust agreements.

A comparison of the various scenarios in which a trust can be decanted under the Illinois Trust Code and a discussion of the step-by-step processes needed for a valid decanting in each scenario.

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.