Trusts

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!

This hands-on workshop will teach you everything you need to know about expertly completing federal gift and estate tax forms 709 and 706. Forms 8971 and 1041, as well as post mortem tax planning and Illinois estate tax laws, will also be covered. Get your pencils ready: a hypothetical will be utilized throughout the program, so that you can complete forms and calculations yourself in real-time to ensure understanding of these intricate tax forms.

Learn from the judges themselves what they think practitioners should know – and what they want to see in their courtrooms.

The 18th 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.

Get updates on tax planning for the elderly, updates on the Illinois Trust Code and Remote Signature Act, and the annual judges’ panel. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), preparing for a guardianship trial, divorce in guardianship, and much more!

A panel of judges discuss how to appear for court over Zoom, proper courtroom decorum, attire and presentation, and an explanation about local rules, standing orders, and how to properly complete an Order.

Insight on running for judge, elections, judicial appointments, and the associate judge process in Cook County.

This valuable guide assists attorneys in choosing the most effective means for protecting a client’s marital, family, and business assets.

This handbook is a guide to drafting irrevocable life insurance trusts and includes 16 forms that can be tailored to your clients’ needs.

Review updates to the Illinois Trust Code one year later. Topics covered include drafting and modifying trusts to permit beneficiaries, mandatory and elective provisions on notices and accounting, merger doctrine, tools for trust modification, and litigation protection provisions. This half-day program will conclude with a Q&A panel with our esteemed faculty.

The 17th 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 eliminating barriers to legal access, navigating guardianship and power of attorney disputes, and legislative updates. In addition, you’ll get the latest on advising your clients about Medicaid (planning and application), judicial perspectives on guardianships, Illinois Trust Code update, and much more!

Registration includes post-event access to the online on-demand recording and all additional breakout CLE.

Comprehensive guide covering these areas, full of practical advice as well as in-depth explanations of the law with an emphasis on filling the gap between theory and action.

Comprehensive resource for assisting clients with special needs