2024 Articles

24 Legal Practice Tips By Colleen L. Sahlas November 2024 Tips learned from 24 years in legal practice of interest to trusts & estates practitioners.

An Author’s Guide to Publication in the Trusts and Estates Section Newsletter By Jennifer Bunker Skerston & Mia O. Hernandez September 2024 A message from the ISBA Trusts & Estates Section Council Newsletter Co-Editors on writing for an upcoming issue.

Become an Illinois Bar Foundation Champion By Jessica R. Durkin November 2024 At least twice a year at ISBA Annual and Midyear Meetings, we are pitched by colleagues and the Illinois Bar Foundation to become a “Champion.” But what is a Champion really, and what’s in it for us?

Case Law Update By Michael L. English September 2024 Summaries of written decisions in two cases of interest to trust & estates practitioners.

Elder Law and Special Needs Update Year–End 2024 and More By Zisl Edelson, J.D., MBA December 2024 A discussion regarding the most important 2024 updates for Medicaid and Supplemental Security Income of interest to estate planning practitioners.

Flinn Report Summary – April 5, 2024 (Issue 14) Through April 26, 2024 (Issue 17) By Amina Saeed May 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.

Flinn Report Summary – August 2, 2024 (Issue 31) Through August 30, 2024 (Issue 35) By Amina Saeed October 2024 The Flinn Report for August, 2024, of interest to trusts and estates practitioners.

Flinn Report Summary – February 9, 2024 (Issue 6) Through March 1, 2024 (Issue 9) By Amina Saeed March 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.

Flinn Report Summary – January 12, 2024 (Issue 2) - February 2, 2024 (Issue 5) By Amina Saeed February 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.

Flinn Report Summary – June 7, 2024 (Issue 23) through June 28, 2024 (Issue 26) By Amina Saeed September 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.

Flinn Report Summary – June 7, 2024 (Issue 23) Through June 28, 2024 (Issue 26) By Amina Saeed July 2024 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 8, 2024 (Issue 10) Through March 29, 2024 (Issue 13) By Amina Saeed April 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.

Flinn Report Summary – May 3, 2024 (Issue 18) Through May 31, 2024 (Issue 22) By Amina Saeed June 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.

Flinn Report Summary: November 3, 2023 – January 5, 2024 By Amina Saeed January 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 October 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.

Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics September 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.

Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics July 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.

Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics June 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.

Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics May 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.

Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics April 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.

Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics March 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.

Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics February 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.

Future Live CLE and Previously Recorded CLE on Trusts and Estates Topics January 2024 Mark your calendars for upcoming live CLE events sponsored by the Trusts & Estates Section Council.

The Illinois Estate Tax: What Will the Future Bring? By Robert W. Kaufman February 2024 Proposed legislation with respect to the Illinois estate tax appears like clockwork every legislative session.

Illinois Trust Code Amendments Adding New Obligations for Trustees By Neil T. Goltermann December 2024 The purpose of this article is to identify and discuss the amendments to Sections 809 and 810 of the Illinois Trust Code pursuant Public Act 103-0977, which is effective January 1, 2025, and the issues attorneys involved in drafting trusts, as well as the administration of trusts, may want to take into consideration.

The Importance of Estate Planning: Issues Facing Minor Beneficiaries By Angel Wawrzynek 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.

In re Hirschfeld—Presumptions of Gift or Undue Influence, Fraud for POA Spouse By Chad J. Richter November 2024 On August 1, 2023, the Illinois Appellate Court of the Fifth District clarified a nuance to the burden-shifting presumptions applied to spouses and fiduciaries. The Hirschfeld case concerned a citation to recover assets proceeding brought by the decedent’s children of a former marriage against the surviving spouse, who was also the attorney-in-fact of the decedent.

The Logistics of Handling Powers of Attorney Under the Recent Amendments to the Act – Reasonable and Unreasonable Cause to Refuse By Michael J. Fleck December 2024 Senate Bill 3421 was enacted as Public Act 103-0994 on August 9, 2024, to be effective January 1, 2025. The Public Act makes certain changes to the Illinois Power of Attorney Act, specifically under Section 2-8. This article will focus on the practical logistics of handling powers of attorney due to these recent amendments, to minimize the chance that powers of attorney are rejected by a third party.

Message From the Chair By Colleen L. Sahlas July 2024 A note from the chair.

Nice Trust, But What’s in It? Analyzing Funding for Revocable Trusts By Cameron T. Lythberg 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.

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