Trusts

Explore the interplay between divorce litigation and trust and estate law, including the extent to which trust assets will be considered; representation and protection of trust assets; privacy rights and other beneficiary interests; and discovery of trusts and other “expectancy interests.” You will also learn about drafting considerations based on factors that may be scrutinized by a divorce court in determining the extent to which trust assets will be considered.

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.

Learn everything you need to know to effectively administer trusts and estates post-death. Understand tools provided by Illinois laws which will help you resolve conflicts and modify documents. Additional topics include: marshaling assets; identifying liabilities; effective communication; post-death tax liability; avoiding fights over tangible personal property; dealing with real property, closely-held businesses and digital currency; TODIs; distributions; and more.

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This handy reference tool will help seasoned attorneys and will provide useful information for new attorneys, legal assistants, and law clerks working with clients in the planning and administration of an estate.

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!

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Essential resource covering the issues that practitioners who represent guardians must consider before embarking on any estate planning on behalf of an adult with a disability or a minor.

Complete guide covering all you need to know and providing numerous forms for your trust administration practice.

A comprehensive guide to the estate administration process.