Products tagged with 'trusts'

The SECURE Act brought a sea of change in planning for the disposition of retirement assets. Recently issued proposed regulations answered some questions but created new ones. This session covers these and other developments in this important area.

As digital assets and cryptocurrency become more common, fiducaries must handle a multitude of realted issues, including how to obtain access to digital asset information via the Revised Uniform Access to Digital Assets Act (RUFADAA). Learn about this and other less-well-known crucial fiduciary issues relating to digital assets and cryptocurrency, including access; finding and taking control; valuation; taxation; planning; how trustees should hold these assets; and how estate planners can plan for them. Gain a better understanding of how fundamental trustee duties are implicated and how a trustee may want to address these duties in the context of dealing with these new, complex, and ever-changing assets.

Get up to date on new cases and Illinois legislation specifically applicable to estate planning, estate taxation, trusts, and more.

Understand recent developments in income tax matters and the impact on estate planning and administration.

An annual update, as presented in 2023, relating to changes in federal estate and gift tax matters.

The 19th 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 legislative updates, faith-based end-of-life decisions facing your clients, and updates regarding electronic wills and the Illinois Trust Code. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), long-term care insurance, contested estates and trusts, and using special needs trusts in elder law practice. The educational opportunities provided by this course are not to be missed!

Purchase Individual Sessions Here

The Annual Estate Planning Short Course is the most comprehensive CLE program for Illinois estate planning attorneys. This popular annual program provides more than more than 12 hours of in-depth estate and trust planning education from some of the top legal minds in the state. Topics include updates on state and federal law , including taxation updates, and a multitude of substantive topics. Each year's program is unique.