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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-10
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

“If Only I Had Known ….”: Practical Tips for Newer Elder Law Attorneys Category: Elder Law, Trusts, Online Content

Learn to minimize the number of times you will utter the words, “if only I had known …” by learning about Medicaid eligibility rules and much more! Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 10 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.75 Other PR
  • Product ID: P9007-19U
  • Original Program Date: 11/21/2019
  • Formats:
    • DVD
    • Audio Download
    • e-learn

15th Annual Elder Law Short Course Category: Elder Law, Trusts

Celebrate the 15th Anniversary of the Elder Law Short Course by learning about important topics including dealing with difficult POAs/guardians, litigating nursing home cases, and maximizing Medicare benefits. Hear about the newest cases and statutes and hear from a panel of Guardianship Judges about what you can do better in their courtrooms. Get practice tips about effective law office management, law firm succession strategies, keeping seniors and adults with disabilities in the community and removing a bad POA or guardian. Other topics to be covered include: planning with retirement benefits, the new VA pension rules, special needs trusts, Medicaid appeals, mental health commitments and much, much more!

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  • Credits: 5.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.75 Other PR
  • Product ID: P9016-20U
  • Original Program Date: 6/4/2020
  • Formats:
    • e-learn

4th Annual Special Needs Institute: What's New? What's True? Category: Elder Law, Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Special Needs & Disability , Guardianships

This year’s IICLE® Special Needs Institute offers you direct instruction from seasoned special needs law practitioners about new laws and cases. Each session will provide practical takeaways to enhance your practice. Government officials from the Social Security Administration and the State of Illinois will provide insight about how they review special needs trusts. Register today!

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  • Credits: 14.25 General, 1 Diversity/Inclusion PR, 1 MH/SA PR, 2 Other PR
  • Product ID: P9004-19U
  • Formats:
    • DVD
    • e-learn
    • Audio Download

62nd Annual Estate Planning Short Course Category: Estate Planning & Probate, Trusts, Programs

This popular annual program for Illinois estate planners combines two full days of advanced estate and trust planning education from the top legal minds in the state with an unprecedented opportunity for professional networking. Topics covered this year include the new Section 199A qualified business interests deduction, the new Illinois Uniform Power of Appointment Act, estate planning with the increased federal exemption under the Tax Cuts & Jobs Act, the generation-skipping transfer exemption, trustee compensation, family business succession planning, and much more!

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9004-19E-18
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Alexa: Prepare My Will! Understanding a Potpourri of Technological Frontiers Affecting the Estate Planning Practice: Unusual Assets (Cryptocurrency & Bitcoin), Electronic Wills and Other Advancements Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Online Content

Learn about the latest developments involving unusual assets such as cryptocurrency: how clients can own, titling issues, transfer issues for gifting and at death, and cybersecurity concerns. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P1904-19E-06
  • Original Program Date: 12/9/2019
  • Formats:
    • e-learn

Anticipating Conflict in Estate Administration: Plan for Tomorrow – Today Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Online Content

Learn steps you can take during the planning process to maximize the chance that an estate plan will be successfully defended should a disgruntled beneficiary attack the deceased client’s estate plan after the key witness, the client, has left the scene. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-04
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic First Person Special Needs Trusts Drafting Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Understand when should you use a (d)(4)(A) first party special needs trust versus using a third party SNT or a pooled first party SNT or an ABLE Account. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.5 Other PR
  • Product ID: P1901-19E-01
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic Overview of Special Needs Planning and Best Practices for Connecting with Special Needs Clients Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn about topics such as spenddown and the ABLE Act, also learn about the unique challenges of representing special needs clients and their families. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-03
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Basic Third Person Special Needs Trusts Drafting Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn everything you need to know about drafting third party special needs trusts. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 1 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-06
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Compassion Fatigue: Sustaining the Professional Self Category: Estate Planning & Probate, Trusts, Online Content, Mental Health & Substance Abuse

Learn methods to enhance or deplete professionals from a systemic viewpoint as well as coping strategies to minimize compassion fatigue and increase your health and well being. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19E-06
  • Original Program Date: 11/6/2019
  • Formats:
    • e-learn

Creditor Issues Under the New Illinois Trust Code Category: Estate Planning & Probate, Trusts, Online Content, Programs

Learn the rules codifying creditor's rights and pick up some drafting tips to protect beneficiaries. Originally presented as part of The NEW Illinois Trust Code: A Generation in the Making, available in its entirety as P1916-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19E-05
  • Original Program Date: Use Custom Value
  • Formats:
    • e-learn

Decanting Under the New Illinois Trust Code Category: Estate Planning & Probate, Trusts, Online Content, Programs

Get details about how the new Illinois Trust Code improves the Illinois decanting statute and what potential problems in the old statute it fixes. Originally presented as part of The NEW Illinois Trust Code: A Generation in the Making, available in its entirety as P1916-19U.

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  • Credits: 0 General, 1 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-05
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Doing Diversity Right in the 21st Century Category: Estate Planning & Probate, Trusts, Online Content, Diversity & Inclusion

Learn about such unsuccessful practices, as well as how firms can rectify such practices in the name of fairness and social justice. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-09
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Drafting, Understanding and Enforcing Trustee Compensation Category: Estate Planning & Probate, Trusts, Online Content

Explore the scope of a trustee’s role and compensation, including the foundational legal standards governing trustee compensation. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-15
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Effectively Employing the Tools Provided by a Decedent: Ever-Expanding No Contest Clauses and the Growing Use of Arbitration Clauses Category: Estate Planning & Probate, Trusts, Online Content

Learn why a greater frequency of estate plans are including mandatory arbitration provisions that require fiduciaries and beneficiaries to submit all disputes to arbitration, as well as how to best handle those provisions. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-04
  • Original Program Date: 11/21/2019
  • Formats:
    • e-learn

Elder Law Planning Opportunities Under the New VA Pension Rules Category: Elder Law, Trusts, Online Content

Get an overview of the modifications, with a focus on planning opportunities available to elder law practitioners and their clients under the new rules. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-02
  • Original Program Date: 11/21/2019
  • Formats:
    • e-learn

Elder Law Planning with Retirement Benefits Category: Elder Law, Trusts, Online Content

Understand the basics of retirement benefits and appreciate the tax issues specific to planning with retirement assets in an elder law context. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 4.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.5 Other PR
  • Product ID: P1904-19U
  • Original Program Date: 12/9/2019
  • Formats:
    • e-learn
    • Audio Download
    • DVD

Estate Planning for the 99% Category: Estate Planning & Probate, Trusts

Do most of your clients have estates worth less than $4M? If so, the IICLE® “Estate Planning for the 99%” program is for you, as it will cover issues that are more common for those estates unaffected by current tax laws. Get a refresher about foundational estate planning documents and their execution requirements, take a comprehensive look at planning issues facing parents of minor children, understand the estate planning tools that can be used to transition a family owned business or farm, learn how to structure an estate plan using strategies other than trusts, consider several techniques which will help reduce or eliminate the imposition of the Illinois estate tax, understand potential conflicts and maximize the chance that an estate plan will be successfully defended, and obtain best practices for running a successful estate planning practice of any size.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P2033-20U
  • Original Program Date: 4/24/2020
  • Formats:
    • e-learn

Estate Planning in the Time of COVID: Remote Notarization & Execution of Estate Planning Documents and Working Safely and Effectively from Home Category: Estate Planning & Probate, Trusts, Programs

Remote Notarization & Execution of Estate Planning Documents and Working Safely and Effectively from Home

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1904-19E-01
  • Original Program Date: 12/9/2019
  • Formats:
    • e-learn

Estate Planning Refresher Category: Estate Planning & Probate, Trusts, Online Content

A walk through each of the foundational estate planning documents, what they do, and what happens if a client does not have them. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-10
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Estate Planning with the Increased Federal Exemption (Formulas; Basis; and Use of Federal, State and GST Exemptions) and Building in Flexibility to Maximize Basis Step Up Category: Estate Planning & Probate, Trusts, Online Content

Learn more about how the Tax Cuts & Jobs Act will affect your estate planning practice. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9007-19E-03
  • Original Program Date: 11/21/2019
  • Formats:
    • e-learn

Ethical Conundrums Facing Elder Law Attorneys Category: Elder Law, Ethics & Professional Responsibility, Trusts, Online Content

Learn how to identify potential ethical issues that arise frequently in an elder law practice, capably apply ethical rules to assess appropriate professional conduct in hypothetical factual settings and develop procedures in practice for addressing ethical issues. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1904-19E-02
  • Original Program Date: 12/9/2019
  • Formats:
    • e-learn

Exploring the Playground of Planning for Minors Category: Estate Planning & Probate, Trusts, Online Content

Take a comprehensive look at the planning issues facing parents of minor children. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-14
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Family Business Succession Planning Category: Estate Planning & Probate, Trusts, Online Content

Learn more about buy-sell agreements, valuation issues, and estate tax planning as they affect succession planning. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-02
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Federal Income Taxation for Estate Planning & Administration 2019 Category: Estate Planning & Probate, Trusts, Online Content

Understand recent developments in income tax matters and the impact on estate planning and administration. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19E-07
  • Original Program Date: 11/6/2019
  • Formats:
    • e-learn

Fiduciary Duties and Fiduciary Succession Issues Under the New Illinois Trust Code Category: Estate Planning & Probate, Trusts, Online Content, Programs

Learn how the new Illinois Trust Code addresses trustee resignation, removals, and vacancies, as well as the rights and obligations of a trustee who resigns or is removed. Originally presented as part of The NEW Illinois Trust Code: A Generation in the Making, available in its entirety as P1916-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-17
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

How Do I Give Thee? Let Me Count the Ways: Public Charities, Donor Advised Funds, Community Foundations, Private Foundations, 501(c)(4) Organizations, L3Cs, Benefit Corporations, B-Corps and Charitable LLCs Category: Estate Planning & Probate, Trusts, Online Content

Understand the countless strategies that advisors can recommend to their clients to effectuate charitable giving. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-14
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

How to Remove a Bad Guardian or POA Category: Elder Law, Trusts, Online Content

For the attorney whose client comes in complaining of the actions that a POA or legal guardian is taking. What exactly do you do? Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-01
  • Original Program Date: 11/21/2019
  • Formats:
    • e-learn

Illinois Elder Law Case Law and Legislative Update 2019 Category: Elder Law, Trusts, Online Content

Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-03
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

Illinois Law: Estate Planning Case Decisions & Trends 2019 Category: Estate Planning & Probate, Trusts, Online Content

Get up-to-date on new cases and Illinois legislation specifically applicable to estate planning, estate taxation, trusts, and more. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: H8073-20E
  • Original Program Date: 10/23/2019
  • Formats:
    • e-learn

Illinois Trust Code: What’s Changed, What’s the Same and How Uniform is It? (Presented by the DuPage County Bar Association) Category: Estate Planning & Probate, Trusts, Online Content, DuPage County Bar Association

Discuss the impact of the new law on trustees and beneficiaries and in the preparation of trust agreements. Originally presented by the DuPage County Bar Association.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1904-19E-05
  • Original Program Date: 12/9/2019
  • Formats:
    • e-learn

I'm Middle-Class--Why Do I Need to Worry About Estate Taxes? Category: Estate Planning & Probate, Trusts, Online Content

Learn how to plan for the risk that the Illinois estate tax might be assessed--even when the risk is a possibility rather than a probability. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19E-10
  • Original Program Date: 11/6/2019
  • Formats:
    • e-learn

Important Takeaways From the New Illinois Trust Code Program Category: Estate Planning & Probate, Trusts, Online Content, Programs

Learn important takeaways for both the drafters and the fiduciaries. Originally presented as part of The NEW Illinois Trust Code: A Generation in the Making, available in its entirety as P1916-19U.

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  • Credits: 1.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-02
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Intro to Government Benefits and Waiver Programs Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability

Learn about the basics of SSI, SSDI, Medicare, Medicaid, and waiver programs, and how to best protect your clients’ benefits. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19E-01
  • Original Program Date: 11/6/2019
  • Formats:
    • e-learn

Introductory Concepts in the New Illinois Trust Code Category: Estate Planning & Probate, Trusts, Online Content, Programs

Understand when the new Code applies to a particular trust as well as which provisions can be overridden in a trust document. Originally presented as part of The NEW Illinois Trust Code: A Generation in the Making, available in its entirety as P1916-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19E-03
  • Original Program Date: 11/6/2019
  • Formats:
    • e-learn

Judicial Modification of Trusts Under the New Illinois Trust Code Category: Estate Planning & Probate, Trusts, Online Content, Programs

Learn how trusts can be created, and how and under what circumstances they can be modified and terminated under the new Illinois Trust Code. Originally presented as part of The NEW Illinois Trust Code: A Generation in the Making, available in its entirety as P1916-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-06
  • Original Program Date: 11/21/2019
  • Formats:
    • e-learn

Judicial Perspectives on Guardianships Category: Elder Law, Trusts, Online Content

Learn from the judges themselves what they think guardianship practitioners should know – and what they want to see in their courtrooms. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-04
  • Original Program Date: 5/15/2019
  • Formats:
    • e-learn

Just Passing Through: The 20 Percent Deduction for Qualified Business Income Category: Estate Planning & Probate, Trusts, Online Content

With federal estate tax estimated to affect only 1-in-1,500 families under current law, income tax planning has taken on greater importance. Section 199A is a relatively new provision of the Internal Revenue Code that allows owners of pass-through entities to deduct up to 20 percent of their qualified business income (QBI) … but the statute and proposed regulations are fraught with peril. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-12
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

Kickbacks and Kicked Out: Why Grandma Isn’t Getting her 100 Days of Medicare Rehab Anymore…and What to Do About It Category: Elder Law, Trusts, Online Content

Medicare benefits have not changed, but hospitals and nursing homes have created (almost) impenetrable alliances. So, what’s changed – and how do you protect your client? Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-18
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

Law Firm Succession, Transition, and Exit Strategies – Ideas for Getting Started Category: Elder Law, Trusts, Online Content

Understand the challenges facing small firm practitioners considering retirement and learn how to plan for their succession, transition, and eventual exit from practice. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.75 Other PR
  • Product ID: P9007-19E-05
  • Original Program Date: 11/21/2019
  • Formats:
    • e-learn

Law Office Management – What Keeps Owners and Managing Partners Awake at Night Category: Elder Law, Ethics & Professional Responsibility, Trusts, Online Content

Understand the top ten management issues that keep owners and managing partners awake at night as well as various solutions that should help them get some sleep. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-15
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

Litigating Nursing Home Abuse Cases: What Every Elder Law Attorney Needs to Know Category: Elder Law, Trusts, Online Content

Get both the elder law attorney and personal injury attorney perspective about issues that arise when pursuing a case against a nursing home for personal injuries caused by alleged abuse or neglect. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-11
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

Medicaid Appeals – The Basics and Beyond Category: Elder Law, Trusts, Online Content

Learn when and how you should file a Medicaid Appeal. Walk step by step through the process and discover some possible pitfalls. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-13
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

Mental Health Commitments and the Use of Psychotropic Medication on the Elderly Category: Elder Law, Trusts, Online Content

Learn how to get someone into or out of a mental health facility. Also understand how to get court orders for medication and/or the use of electro convulsive therapy (ECT). Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-11
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

New and Used Family Limited Partnerships - Where Are We At and What Should We Be Doing? Category: Estate Planning & Probate, Trusts, Online Content

Review key cases, analyze developments in the last 5 to 10 years, and understand (going forward) the creation, operation, and dissolution of family limited partnerships. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19E-04
  • Original Program Date: 11/6/2019
  • Formats:
    • e-learn

Notice and Accounting to Beneficiaries Under the New Illinois Trust Code Category: Estate Planning & Probate, Trusts, Online Content, Programs

Learn which beneficiaries are entitled to receive accountings and copies of the trust instrument under the new Illinois Trust Code. Get details about which trusts the new rules apply to. Originally presented as part of The NEW Illinois Trust Code: A Generation in the Making, available in its entirety as P1916-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-05
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

Nuts & Bolts of Substitute Decision-Making: Powers of Attorney and Guardianships Category: Estate Planning & Probate, Trusts, Online Content, Programs, Special Needs & Disability , Guardianships

Under what circumstances is a guardianship advisable? Can a power of attorney be used as an alternative? Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1904-19E-03
  • Original Program Date: 12/9/2019
  • Formats:
    • e-learn

Planning for the Transition of Family Owned Businesses & Farms Category: Estate Planning & Probate, Trusts, Online Content

Understand the estate planning techniques and tools that can be used to transition a family owned business or farm to a spouse, children and more remote generations. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-08
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

Practical Considerations for Administering Special Needs Trusts Category: Elder Law, Trusts, Online Content

Learn from a panel of trust officers about best practices for administering SNTs. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-09
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

Practitioner Strategies to Keep Seniors and Adults with Disabilities in the Community Category: Elder Law, Trusts, Online Content

Learn about Illinois’ home and community-based waiver programs as well as existing consent decrees and other policies designed to maintain clients in the least restrictive settings possible. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19E-08
  • Original Program Date: 11/6/2019
  • Formats:
    • e-learn

Prudent Investor Rule and Irrevocable Life Insurance Trusts Under the New Illinois Trust Code Category: Estate Planning & Probate, Trusts, Online Content, Programs

Explore the modernizing updates to the familiar Prudent Investor Rule, including consideration of environmental, social and corporate governance factors in prudent investment. Originally presented as part of The NEW Illinois Trust Code: A Generation in the Making, available in its entirety as P1916-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-01
  • Original Program Date: 5/15/2019
  • Formats:
    • e-learn

Recent Developments in Federal Estate, Gift and Generation-Skipping Taxes 2019 Category: Estate Planning & Probate, Trusts, Online Content

Learn about new law affecting this area in the last year. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19E-09
  • Original Program Date: 11/6/2019
  • Formats:
    • e-learn

Revocable Trusts Under the New Illinois Trust Code Category: Estate Planning & Probate, Trusts, Online Content, Programs

Review new statutory provisions consistent with Illinois common law governing revocable trusts and learn about a new statute of limitations applicable to trust contests in the absence of a probated will. Originally presented as part of The NEW Illinois Trust Code: A Generation in the Making, available in its entirety as P1916-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-07
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

Special Need Trust (“SNT”) Drafting and Recent POMS Updates Category: Elder Law, Trusts, Online Content

Learn about the differences between 1st party and 3rd party special needs trusts and get practical drafting tips in light of the new POMS updates for SNTs and ABLE accounts. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 5.25 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1.25 Other PR
  • Product ID: P1901-19U
  • Original Program Date: 2/12/2019
  • Formats:
    • Audio Download
    • DVD
    • e-learn

Special Needs Law Boot Camp Category: Estate Planning & Probate, Trusts, Programs, Special Needs & Disability , Guardianships

Designed for newer special needs law attorneys, this program provides a thorough overview and is chock-full of practice tips and sample forms! Client communication, drafting special needs trusts, maximizing government benefits, utilizing waiver programs, powers of attorney, guardianships, and MORE will be discussed.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1904-19E-04
  • Original Program Date: 12/9/2019
  • Formats:
    • e-learn

Structuring Estate Plans Without Trusts: The Joys of Willing, Beneficiary Designating and Jointly-Titling Almost Anything! Category: Estate Planning & Probate, Trusts, Online Content

Learn how to structure an estate plan using strategies other than trusts, such as beneficiary designations (including TODI), joint ownership with rights of survivorship, and good old fashioned Wills. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-16
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

Successful Custodial Claims: The Power of Preparation Category: Elder Law, Trusts, Online Content

Learn the rules and timelines related to custodial claims, and the kind of input and documentation necessary for a clinical professional to develop a detailed and accurate valuation of the care provided. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-16
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

That’s Not What Mom or Dad Wanted: The Changing Role of Settlor Intent in Estate Planning Category: Estate Planning & Probate, Trusts, Online Content

Better understand this changing area of the law and the different viewpoints representing traditional, modern and fiduciary considerations and obtain practical drafting and administration suggestions to address and effectuate the trust creator’s goals. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P1904-19E-07
  • Original Program Date: 12/9/2019
  • Formats:
    • e-learn

The Business of Running an Estate Planning Practice (Also Known as “Oh, the Things They Never Taught Us In Law School!”) Category: Estate Planning & Probate, Trusts, Online Content

Hear attorneys from small, medium and large firms discuss relevant issues and reveal their strategies for making an estate planning practice successful. Originally presented as part of Estate Planning for the 99%, available in its entirety as P1904-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-08
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

The Exemption from the Generation-Skipping Transfer Tax (“GST Exemption”): The Basics and Beyond Category: Estate Planning & Probate, Trusts, Online Content

Learn about some basics and practical tips, as well as some common misconceptions, that advisers should know about in the allocation of GST exemption. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 1 Other PR
  • Product ID: P9004-19E-12
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

The Good, the Bad, and the Ugly, but Mostly the Bad and Ugly: Difficult Trust & Estates Clients and How to Deal With Them Category: Estate Planning & Probate, Ethics & Professional Responsibility, Trusts, Online Content

A lively panel will discuss how to deal with the difficult legal, ethical, and practical issues that face those of us who work in the field of death and taxes. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9007-19E-17
  • Original Program Date: 11/22/2019
  • Formats:
    • e-learn

The Intersection of the Probate Court, Guardians and GALs in Personal Injury, Wrongful Death and Survival Cases Category: Elder Law, Trusts, Online Content

Get practical knowledge about the roles of the Administrator, Guardian, Guardian Ad Litem and counsel when personal injury cases involving disabled adults or minors, wrongful death cases and survival act cases settle. Originally presented as part of the 15th Annual Elder Law Short Course, available in its entirety as P9007-19U.

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  • Credits: 6.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19U
  • Original Program Date: 11/6/2019
  • Formats:
    • Audio Download
    • e-learn
    • DVD

The NEW Illinois Trust Code: A Generation in the Making Category: Estate Planning & Probate, Trusts, Programs

On July 12, Governor Pritzker signed Illinois House Bill 1471 into law, creating the brand-new Illinois Trust Code. This legislation will have huge impacts on Illinois estate planners’ practices. Learn everything you need to know about this new law from the committee that drafted it!

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-07
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

The New Illinois Uniform Power of Appointment Act Category: Estate Planning & Probate, Trusts, Online Content

Learn what has changed, what has not changed and what is now addressed by the new statute. Drafting tips under the Illinois UPAA will also be provided. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 1 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9004-19E-13
  • Original Program Date: 5/15/19
  • Formats:
    • e-learn

The Perils and Pitfalls of Promissory Notes Category: Estate Planning & Probate, Trusts, Online Content

Learn how to handle issues presented by intra-family promissory notes. Originally presented as part of the 62nd Annual Estate Planning Short Course, available in its entirety as P9004-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P9016-18E-09
  • Original Program Date: 9/14/2018
  • Formats:
    • e-learn

Trust Administration Issues Panel - Special Needs Institute Category: Trusts, Online Content, Special Needs & Disability

Trustees will provide practical information about topics of importance to you and your clients, such as: using the True Link card, restricting cards or purchases to avoid reductions in SSI, persuading providers to accept third party payment, handling unreasonable demands from beneficiaries or caretakers, and more. Originally recorded as part of the 3rd Annual Special Needs Institute, available in its entirety as P9016-18u.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-07
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

What the Special Needs Law Attorney Needs to Know about Criminal Law Category: Criminal, Trusts, Online Content, Programs, Special Needs & Disability

Help your special needs clients when they come into contact with law enforcement. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0.5 Other PR
  • Product ID: P1901-19E-08
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

What the Special Needs Law Attorney Needs to Know about Family Law Category: Family, Trusts, Online Content, Programs, Special Needs & Disability

Understand the impact of the new Illinois Marriage and Dissolution of Marriage Act when representing special needs clients where divorce impacts the family. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.5 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1901-19E-06
  • Original Program Date: 2/12/2019
  • Formats:
    • e-learn

What the Special Needs Law Attorney Needs to Know about Special Education Law Category: Trusts, Online Content, Programs, Education & School Law, Special Needs & Disability

What are IEPs and when are they available? Learn how to help your clients navigate the educational system. Originally presented as part of Special Needs Law Boot Camp, available in its entirety as P1901-19U.

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  • Credits: 0.75 General, 0 Diversity/Inclusion PR, 0 MH/SA PR, 0 Other PR
  • Product ID: P1916-19E-02
  • Original Program Date: 11/6/2019
  • Formats:
    • e-learn

Who’s Representing Who? The Who, What, Where and Why of Representation Under the New Illinois Trust Code Category: Estate Planning & Probate, Trusts, Online Content, Programs

Understand when and for what purposes a representative can act on behalf of and bind a beneficiary. Originally presented as part of The NEW Illinois Trust Code: A Generation in the Making, available in its entirety as P1916-19U.

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