Section Newsletters

Articles on Trusts & Estates

Nice Trust, But What’s in It? Analyzing Funding for Revocable Trusts By Cameron T. Lythberg Real Estate Law, August 2024 A trust should include a schedule of assets so that a successor trustee knows what assets are in the trust they have been tasked with administering.
Flinn Report Summary – June 7, 2024 (Issue 23) Through June 28, 2024 (Issue 26) By Amina Saeed Trusts and Estates, July 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices. 
The Importance of Estate Planning: Issues Facing Minor Beneficiaries By Angel Wawrzynek Trusts and Estates, July 2024 As a result of the maxim that minors cannot legally represent their own interests in court, lawsuits are often filed by the parent or next of kin. In the trust and estate context, this is generally insufficient.
Flinn Report Summary – May 3, 2024 (Issue 18) Through May 31, 2024 (Issue 22) By Amina Saeed Trusts and Estates, June 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics Trusts and Estates, June 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.
Nice Trust, But What’s in It? Analyzing Funding for Revocable Trusts By Cameron T. Lythberg Trusts and Estates, June 2024 A trust should include a schedule of assets so that a successor trustee knows what assets are in the trust they have been tasked with administering.
1 comment (Most recent June 21, 2024)
Spotlight on Trusts & Estates Section Council Member Andrewe William Johnson By Mia O. Hernandez & Jennifer B. Skerston Trusts and Estates, June 2024 A spotlight on a member of the Trusts & Estates Section Council.
Taxable IRAs and Credit Shelter Trusts Under the SECURE Act By Curt W. Ferguson Employee Benefits, June 2024 Trusts can be designed to give the second and third beneficiary types broad control over their inheritance even while they benefit from the tax and catastrophe protections.
Flinn Report Summary – April 5, 2024 (Issue 14) Through April 26, 2024 (Issue 17) By Amina Saeed Trusts and Estates, May 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics Trusts and Estates, May 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.
Taxable IRAs and Credit Shelter Trusts Under the SECURE Act By Curt W. Ferguson Trusts and Estates, May 2024 Trusts can be designed to give the second and third beneficiary types broad control over their inheritance even while they benefit from the tax and catastrophe protections.
1 comment (Most recent July 21, 2024)
Flinn Report Summary – March 8, 2024 (Issue 10) Through March 29, 2024 (Issue 13) By Amina Saeed Trusts and Estates, April 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
Understanding Uniform Prudent Management of Institutional Funds Act in Illinois: Part 2 By Phil Purcell Trusts and Estates, April 2024 The second in a two-part series of articles on the Uniform Prudent Management of Institutional Funds Act.
Flinn Report Summary – February 9, 2024 (Issue 6) Through March 1, 2024 (Issue 9) By Amina Saeed Trusts and Estates, March 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
Public Administrator/Public Guardian Appointments Trusts and Estates, March 2024 Governor Pritzker recently made appointments to public administrator and public guardian positions.
Understanding Uniform Prudent Management of Institutional Funds Act in Illinois: Part 1 By Phil Purcell Trusts and Estates, March 2024 The first in a two-part series of articles on the Uniform Prudent Management of Institutional Funds Act.
Flinn Report Summary – January 12, 2024 (Issue 2) - February 2, 2024 (Issue 5) By Amina Saeed Trusts and Estates, February 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
The Illinois Estate Tax: What Will the Future Bring? By Robert W. Kaufman Trusts and Estates, February 2024 Proposed legislation with respect to the Illinois estate tax appears like clockwork every legislative session.
What Is a Trust? Part 1: Is a Trust an Entity? By Sherwin D. Abrams Real Estate Law, February 2024 Is a trust a relationship, or is it an entity that can hold title to property and that can sue and be sued? The authorities differ.
Flinn Report Summary: November 3, 2023 – January 5, 2024 By Amina Saeed Trusts and Estates, January 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
What Is a Trust? Part 2: Does It Matter? By Sherwin D. Abrams Real Estate Law, January 2024 Is a trust a relationship or is it an entity that can hold title to property and that can sue and be sued? The authorities differ.
Introduction to LLCs for Estate Planners and Probate Lawyers By Sherwin D. Abrams Trusts and Estates, December 2023 An introduction to limited liability companies for lawyers who plan or administer estates.
What Is a Trust? Part 2: Does It Matter? By Sherwin D. Abrams Intellectual Property, December 2023 Is a trust a relationship or is it an entity that can hold title to property and that can sue and be sued? The authorities differ.
The State Will Waive Its Claim for Medicaid Benefits Against the First $25,000 of Any Estate; How to Proceed While the Regulations Are Pending By Leonard F. Berg Trusts and Estates, October 2023 If a person receives benefits from the Medicaid program, under what circumstances should the state be able to file a claim against their estate to recover some, or even all, of the value of the services provided?
A Summary of the Trusts & Estates Section Council’s June 8, 2023, Business Meeting By Jennifer Bunker Skerston Trusts and Estates, October 2023 A summary of the June 2023 Trusts & Estates Section Council's business meeting.
How to Disinherit Your Spouse in Illinois By Russell D. Knight Trusts and Estates, September 2023 When you contemplate divorce, you don’t want your current spouse to have anything after you die. So how do you disinherit a spouse in Illinois?
1 comment (Most recent September 28, 2023)
Medicaid Update By Leonard Berg Real Estate Law, September 2023 Illinois can no longer file a lien against real estate to recover Medicaid benefits.
Medicaid Update By Leonard Berg Elder Law, September 2023 Illinois can no longer file a lien against real estate to recover Medicaid benefits.
What Is a Trust? Part 1: Is a Trust an Entity? By Sherwin D. Abrams Intellectual Property, September 2023 Is a trust a relationship, or is it an entity that can hold title to property and that can sue and be sued? The authorities differ.
Medicaid Update By Leonard Berg Trusts and Estates, July 2023 Illinois can no longer file a lien against real estate to recover Medicaid benefits.

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