Will Drafting Workshop

Expires 12/31/2023

Basic Will Drafting & Why Provisions Are Included
Lorraine Cavataio, Sandberg Phoenix, O’Fallon

Drafting Guardianship Designation Provisions
Michael Wycklendt, Reed Smith LLP, Chicago

Drafting Wills for Challenging Family Dynamics
This estate planning workshop will focus on preparing Wills for clients with challenging or interesting family dynamics. As the world has evolved and become more inclusive and fluid, so has the definition of “family” for many people. Therefore, drafting estate planning instruments for clients whose definition of family is one that is fluid and inclusive, or exclusive, is more important than ever. Estate planning attorneys have traditionally been accustomed to drafting provisions that exclude family members but doing so without caution may invite a successful probate challenge or worse. In this interactive workshop participants will learn:
1. Drafting for clients with chosen family, though their biological family members are alive, and no adoption ever took place
2. How to design provisions, including but not limited to guardianship, for Lawful Permanent Residents with primarily non-U.S. family but U.S. children
3. Crafting provisions that address disproportionate gifting and assist in avoiding probate and probate challenges
Maximillienne Elliott, The Law Offices of Max Elliott, Ltd., Chicago

Estate Tax Apportionment: Who Bears the Burden of Paying the Tax?
Focus on drafting tax apportionment clauses and how the standard clause can have unintended consequences if not discussed with the client. We will review several examples to demonstrate how a standard apportionment clause, or a lack of any direction as to the payment of estate taxes, could impact the ultimate distributions under an estate plan.
Brett Cagan, Levin, Schreder & Carey, Ltd., Chicago
Maria Schwartz, Levin, Schreder & Carey, Ltd., Chicago

Will Drafting Using IICLE’s Automated Forms Solution: Formulaw Online
This practical demonstration will explain how to use Formulaw Online to build a customizable will and how Formulaw Online can be utilized in your practice.
Amelia Finch, Illinois Institute for Continuing Legal Education, Springfield
Nina Stillman, The Stillman Law Group, Chicago