Workers' Compensation Institute 2024 - Online On-Demand

Antiques, art, jewelry, and other family heirlooms are often the source of the most anxiety and carry the greatest potential for conflict following a death in the family. In many cases, the financial value of the “stuff” is modest relative to other assets that comprise a typical estate or trust. Mitigating the risks of fights over stuff also goes beyond the standard language that is often written into estate plan documents to dispose of tangible personal property at death. This presentation will examine a few of the ways in which planners can help their clients reduce the risk of destructive and costly fights over stuff long before their clients actually die. Originally presented as part of the Post-Death Administration of Trusts & Estates.

This course discusses the basic documents required when developing an estate plan for clients with small and less complex assets. In addition to outlining the basic documents you must work with, the course also touches on dealing with real estate and presents documents related to that. Originally presented as part of the Estate Planning for the 99%.

This course addresses the law in Illinois for challenging an estate plan based on undue influence, the presumption that may arise in such cases when a fiduciary is involved, and the process for shifting the burden.