2020 Articles

Stalled SECURE Act Finally Enacted Into Law By Lawrence J. Gregory, JD,CPA January 2020 The SECURE Act will make it easier for individuals to save for retirement, however, in order to pay for these new saving options, the SECURE Act restricts a popular estate planning technique commonly used to preserve and grow qualified assets for future generations and defer its eventual taxation.

A Summary of the Trusts & Estates Section Council’s April 3, 2020, Business Meeting By Jennifer Bunker Skerston August 2020 A summary of the April 2020 Trusts & Estates Section's business meeting, including CLE, legislation, and more.

A Summary of the Trusts & Estates Section Council’s December 7, 2019, Business Meeting By Jennifer Bunker Skerston March 2020 A summary of the December 2019 Trusts & Estates Section's business meeting, including CLE, the Illinois Trust Code, statute of repose, technology, and more.

A Summary of the Trusts & Estates Section Council’s February 27, 2020, Business Meeting By Jennifer Bunker Skerston May 2020 A summary of the February 2020 Trusts & Estates Section's business meeting, including CLE, legislation, and more.

A Summary of the Trusts & Estates Section Council’s July 10, 2020, Business Meeting By Jennifer Bunker Skerston October 2020 A summary of the July 2020 Trusts & Estates Section's business meeting, including CLE, legislation, and more.

A Summary of the Trusts & Estates Section Council’s September 20, 2019, Business Meeting By Jennifer Bunker Skerston January 2020 A summary of the September 2019 Trusts & Estates Section's business meeting, including CLE, statute of repose, and technology.

A Summary of the Trusts & Estates Section Council’s September 9, 2020, Business Meeting By Jennifer Bunker Skerston December 2020 A summary of the September 2020 Trusts & Estates Section's business meeting, including CLE, legislation, and more.

Supporting the Illinois Bar Foundation’s Lincoln Legacy Society By Hon. Edward J. Schoenbaum, (ret.) November 2020 The Lincoln Legacy Society is the Planned Giving Program of the Illinois Bar Foundation, supporting the Foundation’s mission to administer access to justice programs throughout Illinois and offer financial aid to attorneys and their families during times of crisis.

Thank You to Our Authors By Jennifer Bunker Skerston July 2020 A thank you to the authors who contributed to the 2019-20 bar year issues of the Trusts & Estates newsletter.

The TODI as a Tool to Facilitate Revocable Trust Planning By George L. Schoenbeck February 2020 The transfer on death instrument has become a reliable means of facilitating revocable trust-based plans.

1 comment (Most recent November 22, 2020)

Transfer of Minerals by Out-of-State Intestate Resident Upon Death By Matthew L. McArthy & Justin R. Johnson November 2020 A look at how a title examiner deals with the issues that arise when an out-of-state resident passes away owning minerals in Illinois.

Using ADR in Estate Planning and Administration By David C. Thies January 2020 A call to incorporate ADR techniques in the administration of trusts and estates.

When to Utilize a Corporate Executor: Suggestions for Estate Planning Attorneys By Joel Schoenmeyer December 2020 A look at situations in which a corporate executor may be helpful to both estate planning attorneys and their clients.

1 comment (Most recent December 10, 2020)