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This session will focus on common estate planning mistakes that we should all avoid and will cover many topics, including taking advantage of portability, using the Illinois QTIP election and properly allocating GST exemption.

Originally presented as part of Estate Planning Boot Camp.

This session will summarize the key tax and estate planning benefits that can be achieved by carefully incorporating a life insurance policy in a client’s estate plan. In addition, it will address the differences between term and permanent life insurance, determining who should be the owner and beneficiary of the life insurance policy, how best to fund a trust-owned life insurance policy, and avoiding the troublesome “transfer-for-value” rule.

Originally presented as part of Estate Planning Boot Camp.

This session will cover several important decision points concerning IRAs that most IRA owners will encounter so you can answer their questions. These will include beneficiary designations, IRA owner’s disability, investment of IRA assets in nonmarketable assets, and administering IRAs after the owner’s death.

Originally presented as part of Estate Planning Boot Camp.

This session will walk you through a checklist to ensure thoroughness in each stage of the planning process, from pre-engagement to document drafting to termination of representation, to help you avoid malpractice claims. Additionally, a Q&A session will address specific issues that arise in everyday practice.

Originally presented as part of Estate Planning Boot Camp.

This session will start with a review of the basics of revocable trusts and then delve into various revocable trust structures and provisions that attorneys should consider for their clients.

Originally presented as part of Estate Planning Boot Camp.

This course discusses implementation of changes in these areas and what has been learned. The course looks back at contemplated issues and gives an update on realization of what was thought would be a problem. The course includes a discussion of the new 8.0 contract and how that has impacted this topic as well.

This course introduces stock-based compensation, how it works, and how it can impact trust and estate planning.

This session will review the essential provisions and important aspects of wills. Drafting considerations will also be discussed.

Originally presented as part of Estate Planning Boot Camp.

This session will deal with the art (not science!) of choosing the right client, the importance and content of engagement letters, and the client communication that most of us probably don’t do well: the conclusion of representation letter.

Originally presented as part of Estate Planning Boot Camp.

This session will do a basic walk-through of the forms involved in estate planning, their purposes, and why you need to understand them.

Originally presented as part of Estate Planning Boot Camp.

Address the emotional and psychological challenges faced by local government attorneys, including secondary trauma from client matters and the effects of imposter syndrome. Attendees will learn tools for maintaining well-being while continuing to serve their communities effectively.

Originally presented as part of Local Government Law Institute 2024

Local elections, running electoral board hearings, and more hot topics.

Originally presented as part of Local Government Law Institute 2024.