Trusts

A thorough knowledge of 1st party trust drafting essentials ensures that your clients establish the support their special needs family members require. Originally presented as part of the 7th Annual Special Needs Institute.

A thorough knowledge of 3rd party trust drafting essentials ensures that your clients establish the support their special needs family members require. Originally presented as part of the 7th Annual Special Needs Institute.

Get up to date on new cases and Illinois legislation in 2023 that impact every attorney's special needs matters. Originally presented as part of the 7th Annual Special Needs Institute.

An overview of the benefits and program-including waiver programs-that our clients may lose or not be deemed eligible if correct planning is not in place. Originally presented as part of the 7th Annual Special Needs Institute.

Special needs planning is not just a third party and/or a first party special needs trust. It is not just estate planning, not just guardianship and alternatives to guardianship. In this session, you will also learn how to effectively prepare for and conduct the initial consultation, including topics you should cover in addition to estate planning, such as the who, what, why, where and how of accessing the Illinois “maze” of services for individuals with special needs, Letters of Intent, etc. Originally presented as part of the 7th Annual Special Needs Institute.

This course focuses on strategies you can implement in the foundational estate plan documents you put in place for clients using revocable living trusts. Included are overviews of the federal estate tax, Illinois estate tax, and a variety of trusts. Originally presented as part of the Estate Planning for the 99%.

Explore how to respond to and resolve disputes. Learn about tools available under Illinois law that can assist in the ultimate resolution of a variety of conflicts, including disgruntled family members and lingering creditors, that may interrupt the timely completion of administration. Includes discussion of judicial intervention, settlement agreements, removal of fiduciaries, and document modification among many others. Originally presented as part of the Post-Death Administration of Trusts & Estates.

This handbook is a comprehensive guide designed to lead attorneys through issues involved in planning for individuals with special needs and in establishing special needs trusts.

This course provides an overview of the amendments to Rule 1.5 (Fees) and Rule 1.15 (Trust Funds).

The estate plan all too often offers little value to the family if the post-signing “funding phase” of the estate plan is not given both careful consideration of strategy on an asset-by-asset basis coupled with making absolute certain that the client implements the strategy.

The 7th Annual Special Needs Institute will assist attorneys representing individuals with special needs and their families by providing essential information on topics such as special needs trust drafting, government benefit and waiver programs, and housing.

Purchase Individual Sessions Here

This is a comprehensive guide that is full of practical advice as well as in-depth explanations of the law.