2023 Articles

5 Things to Know in Guardianship and Probate By Sarah LeRose May 2023 Five things to know about guardianship and probate law—two areas that can get extremely complicated quickly.

Can You Hear Me? Communication Tips—Hearing Impaired Clients By Lisa Knauf July 2023 Tips to improve communication with clients that are hearing impaired.

Case Summaries By Michael L. English December 2023 Summaries of recent cases of interest to trusts and estates law practitioners.

Caselaw Update By Michael L. English April 2023 Summaries of recent cases of interest to trusts and estates law practitioners.

Charitable Estate Planning in the Current Economy By Philip M. Purcell, J.D. April 2023 Ten gift planning techniques that may be attractive in the current economy.

The Corporate Transparency Act: What Attorneys Need to Know By Priya Thennarasu November 2023 In an effort to combat financial terrorism and money laundering within the United States, the bipartisan Corporate Transparency Act was enacted by Congress on January 1, 2021.

The Cost of Aging Is Astronomical: A Deeper Look at How to Afford to Live Out Your Golden Years By Mallory A. Moreno & Christine A. Barone August 2023 Applying and qualifying for Medicaid benefits to pay for long-term care in a nursing home is oftentimes not as straightforward and simple as one may expect.

1 comment (Most recent September 28, 2023)

Elder Law Case Summaries: January 1, 2023 – March 31, 2023 By John Folz July 2023 Summaries of recent caselaw of interest to elder law practitioners.

Estate Planning and Probate in France By Lynne R. Ostfeld March 2023 An overview of estate planning and probate in France.

Estate Planning and Probate in Québec/Canada By Nathalène Chapuis March 2023 A look a the similarities and differences in estate planning between Illinois and Québec.

Flinn Report Summary – January 6, 2023 Through February 24, 2023 By Joseph P. O’Keefe April 2023 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.

Flinn Report Summary: March 3, 2023 – June 2, 2023 By Joseph P. O’Keefe June 2023 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.

From Illinois to Delaware By Ira N. Helfgot May 2023 A primer on trust collection for creditors.

Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics December 2023 Upcoming legal education events of interest to members of the Trusts & Estates section.

How to Disinherit Your Spouse in Illinois By Russell D. Knight 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)

Illinois Secretary of State Adopts Administrative Rules Making Amendments to the Illinois Notary Public Act Effective By Ray Prather June 2023 On June 5, 2023, the Illinois Secretary of State’s Office adopted administrative rules that make Public Act 102-0160 effective and provide guidance for Illinois notaries moving forward.

The Illinois Uniform Partition of Heirs Property Act By Michael J. Fleck April 2023 The Illinois Uniform Partition of Heirs Property Act provides protections and mechanisms for heirs who find themselves in the position of having to deal with the potential loss of inherited property.

1 comment (Most recent May 11, 2023)

Introduction to LLCs for Estate Planners and Probate Lawyers By Sherwin D. Abrams December 2023 An introduction to limited liability companies for lawyers who plan or administer estates.

Legal Considerations of Cryptocurrency Ownership for Senior Citizens: Tax Considerations—Part 3 By Iman Eikram May 2023 Considerations for attorneys who have elderly clients holding cryptocurrency assets.

Medicaid Update By Leonard Berg July 2023 Illinois can no longer file a lien against real estate to recover Medicaid benefits.

New Charitable Planning Opportunities With Retirement Plans By Philip M. Purcell, J.D. January 2023 The new Secure Act 2.0 addresses many issues related to retirement planning, including two important charitable planning opportunities.

New Illinois Estate Planning and Elder Care Legislation By Ben A. Neiburger June 2023 Summaries of the recently passed Illinois laws relevant to elder care and estate planning.

Non-Illinois Residents Subject to Illinois Estate Tax By Gary R. Gehlbach February 2023 An analysis of the Illinois Estate and Generation-Skipping Transfer Tax Act.

‘Our Jobs are Doomed’: The Rise of the Use of AI-Based Programming Within the Professional World By Brittany J. Shaw September 2023 While it has always been understood that technological advances result in less need for skilled laborers, the use of AI has brought on a whole new fear: the loss of the need for human assistance in general.

1 comment (Most recent September 28, 2023)

A Primer on Mineral Interests in Illinois Real Estate By Joe Kusmierczak August 2023 Owners and practitioners should take great care when drafting instruments purporting to convey or reserve an interest in minerals.

Residential Real Property Disclosure Act Amended By Philip Vacco November 2023 A summary of the recent Illinois Residential Real Property Disclosure Act amendments.

Skip-the-Line Program – Eliminating the ‘Time Tax’ to Serve You Better By Alexi Giannoulias August 2023 The Secretary of State's “Skip-the-Line Program” is an important step to improve the customer experience using a multi-pronged approach designed to eliminate the unpredictability of wait times at Driver and Motor Vehicle facilities that Illinoisans have experienced for far too long.

1 comment (Most recent September 27, 2023)

Special Warranty Deeds By Craig R. Hedin July 2023 In many instances mineral deeds are executed with limiting language with respect to the warranty of the interest conveyed. These deeds are commonly referred to as special warranty deeds.

Spotlight on Trusts & Estates Section Council Member Ashley Bechtold By Jennifer Bunker Skerston November 2023 A spotlight on Ashley Bechtold, a member of the Trusts & Estates Section Council.

Spotlight on Trusts & Estates Section Council Member Lisa Knauf By Mia O. Hernandez December 2023 A spotlight on Lisa Knauf, a member of the Trusts & Estates Section Council.