Section Newsletters

Articles on Estate Planning

Relying on a homestead exemption? Make sure your client is on title By Jeffrey A. Mollet Agricultural Law, September 2014 The recent decision of GMAC Mortgage, LLC, v. Arrigo et al demonstrates the pitfalls that not formalizing title may bring.
The new emphasis on basis in estate planning By George L. Schoenbeck Young Lawyers Division, June 2014 Since the passage of the American Taxpayer Relief Act of 2012 in early 2013, the vast majority of well-structured estate plans balance estate tax considerations, where relevant, with long-term income tax minimization goals and a variety of other estate planning considerations.
The new emphasis on basis in estate planning By George L. Schoenbeck Trusts and Estates, June 2014 Since the passage of the American Taxpayer Relief Act of 2012 in early 2013, the vast majority of well-structured estate plans balance estate tax considerations, where relevant, with long-term income tax minimization goals and a variety of other estate planning considerations.
Taking charge By Anna Fridman Women and the Law, March 2012 It frequently appears that the male spouses tend to be more heavily involved in the estate planning process; women sometimes take the supporting role and defer to their significant others to make the “right choices.” But it is important to have the conversation about your ultimate vision and make sure that your voice is heard and captured in the estate plan. 
Philanthropic estate planning using community foundations By Dennis J. Jacknewitz Trusts and Estates, September 2011 A look at what constitutes a community foundation, how it differs from a private foundation, and how an attorney can utilize community foundations for particular client charitable needs.
Convenience accounts—A necessary addition to your estate plan checklist? By Jeffrey A. Mollet Agricultural Law, June 2010 A convenience account could be a valuable tool in developing a comprehensive plan for the parents who are not sure they want to let go of everything just yet.
Financial planning for clients By John J. Horeled Business Advice and Financial Planning, June 2005 It is very important for an attorney to obtain a general knowledge of financial planning for the best interests of the client.
Estate and gift tax update By Sarah Delano Pavlik Federal Taxation, November 2002 Split-dollar life insurance arrangements. There have been several recent developments in the split-dollar arena.
The estate planning gap By John J. Horeled Business Advice and Financial Planning, November 2002 My practice has always had an estate-planning component. At first I was a general practitioner who did estate planning.
Exception to six-year statute of repose for attorney malpractice applies to any mechanism, be it probate or non-probate distribution By Michael Sue Trusts and Estates, November 2002 Section 13-214.3(c) of the Code of Civil Procedure (the Limitations Act or the Statute of Repose) (735 ILCS 5/13-214.3(c) (West 1994)) prescribes that in the event an attorney is sued for malpractice for services rendered regarding a client's estate, the claimant has six years to file the claim.
Food for thought: estate planning for subsequent marriages By Babette L. Brennan Family Law, June 2000 Even in a first marriage, there is potential for a conflict of interest when an attorney endeavors to represent both the husband and the wife in their estate planning.
Package pricing for estate planners By Thorpe Facer Trusts and Estates, September 1999 All of us want a profile practice that provides professional service to clients. We also want time with our families, vacations, the opportunity to pursue hobbies.

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