Trusts

This session features Medicaid planning strategies, such as Medicaid-compliant annuities, gifting as well as non-penalized transfers of real estate, and other resources to achieve Medicaid qualification while preserving assets. The speaker will outline the steps necessary to execute these Medicaid strategies and the pitfalls to avoid potential problems.

• Private Reverse Mortgages • Annuities • Long-term Care Insurance

An overview of the application process for Illinois Medicaid and includes: a brief review of the laws and regulations pertaining to Long Term Care or AABD Medicaid; the eligibility requirements and verification process; and potential outcomes, such as the application of spend downs and penalty periods.

Learn how the recently established commission will work with the Illinois Supreme Court to address a variety of legal issues affecting seniors in Illinois and across the nation.

It’s time to get back to the basics. This session will review every tax we can find that affects the elderly in a format that is easy to remember and entertaining

Do laws passed in 2021 still have your head spinning? This provides a condensed review and update on: Electronic Wills and Remote Witnesses Act, Amendments to the Illinois Notary Public Act; and Amendments to the Illinois Trust Code

Get up to date on new cases and Illinois legislation.

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

Essential handbook providing the guidance needed to use revocable grantor trusts in clients’ estate plans.

A comprehensive guide to the estate administration process.

The 6th Annual Special Needs Institute will provide in-depth information from seasoned special needs law practitioners, practical takeaways, and insights on drafting 1st and 3rd party trusts, government benefits, guardianship alternatives, and much more!