The Center for CLE

EPA official to address environmental conference

The ISBA Environmental Law Section will present a 2006 Environmental Law Conference, co-sponsored by the Chicago Bar Association, on Friday, Oct. 27, at the Holiday Inn City Centre, 300 E. Ohio, Chicago.

Section council chair Eugene P. Schmittgens of Lathrop & Gage, St. Louis, is coordinator of the Law Ed seminar, which will open at 8 a.m. with a networking breakfast.

During a 9 a.m. plenary session, an overview will be provided by Bharat Mathur of Chicago, acting administrator of Region 5 of the U.S. Environmental Protection Agency, and William D. Seith of Total Environmental Solutions, Oakbrook Terrace, a section council member.

Breakout sessions will begin at 10:15 a.m., starting with Air-Related Issues, Including NSR and CAIR. David B. Wilcoxen of the University of Illinois at Chicago is the moderator.

Panelists are Rebecca Stanfield of Chicago, state director of Environment Illinois; Laurel Kroack of Springfield, chief of the Bureau of Air, Illinois Environmental Protection Agency, and Jon S. Faletto of Hinshaw & Culbertson, Peoria.

A panel on Water-Related Issues, Including Stormwater Phase II, CSOs and SSOs will be led by Schmittgens. Speakers are Chicago attorneys William J. Anaya of Arnstein & Lehr and Roy M. Harsch of Gardner, Carton & Douglas.

A third panel, Water-Related Issues, Including SB 241 and CERCLA Contribution, will have M. Kyle Rominger of the Illinois Environmental Protection Agency, Springfield, as moderator.

Speakers are Scott Phillips of the Illinois EPA Division of Legal Counsel, Springfield, and Joseph R. Podlewski of Schwartz, Cooper, Greenberger & Krauss, Chicago.

Luncheon will be provided at 12:30 p.m., with keynote speech by assistant Illinois attorney general Delbert D. Haschemeyer of the Environmental Enforcement Bureau, Springfield.

Breakout sessions will resume at 1:30 p.m. with Air-Related Issues, Including Mercury, PM and Ozone SIPS. The moderator is Bertram C. Frey of the U.S. EPA, Chicago.

Panelists are Sabrina Argentieri and Louise Gross, both associate regional counsels for the U.S. EPA in Chicago, and Harvey M. Sheldon of Hinshaw & Culbertson, Chicago.

Seith will be moderator of a panel on Water-Related Issues, Including TMDLs, Impaired Waters and CWA Jurisdiction. Speakers are Thomas J. Immel of Feldman, Wasser, Draper & Benson, Springfield, and Bruce Yurdin, manager of the Watershed Management Section of the Illinois EPAQ Bureau of Water, Springfield.

Anaya is moderator of the breakout panel on Water-Related Issues, Including All Appropriate Inquiry. Speakers are Brian C. Boevers of Conestoga Rovers & Associates, St. Paul, Minn., and Schmit-tgens.

The final breakout sessions, from 2:45 to 3:45 p.m., will start with CAFOs: Illinois Response to Waterkeeper, Toward Air Emission Factors for Farms.

Jane E. McBride of the Illinois attorney general's office, Springfield, is the moderator. Deborah Williams, assistant counsel of the Illinois EPA Bureau of Water, Springfield, is the speaker.

A panel on Waste Determination and Beneficial Reuse/Recycling will have Phillip R. Van Ness of Webber & Thies, Urbana, as moderator.

Speakers are Immel and Dave Wieties, special project manager for Environmental Operations Inc. and president of Alternative Fuel Inc., Columbia.

Raymond T. Reott of the Reott Law Offices, Chicago, is moderator for Ethics and Reporting Requirements in Environmental Matters. The speaker is Gary F. Vajda of ENVIRON International Corp., St. Peters, Mo.

A networking reception from 4 to 5 p.m. will conclude the conference.

Civil litigation overview is Nov. 17 in Collinsville

The ISBA Law Ed seminar, “Civil Liti-gation: Update and Overview of Civil Practice and Procedure,” will be presented from 8:50 a.m. to 3 p.m. Friday, Nov. 17, at the Gateway Center in Collinsville.

Coordinators and moderators of the Civil Practice and Procedure program are Robert H. Hanaford and Brett J. Swanson of the Law Offices of Robert H. Hanaford, Chicago. The schedule follows.

8:50 a.m. – Registration and welcoming remarks.

9 a.m. – Proper Parties, Amended Com-plaints, Relation Back Doctrine, with Shawn S. Kasserman of Corboy & Demetrio, Chicago.

9:20 a.m. – Pleadings: The Road Map Through Trial, with Robert R. Duncan of Dolan & Nisivaco, Chicago.

9:40 a.m. – Pleadings: Venue and Forum Non Conveniens, with Gwen M. Geraghty of Dykema Gossett, Chicago.

10:10 a.m. – Discovery: Interrogatories, Documents Production and Depositions, with Hugh H. Rowden of McCarthy, Rowden & Baker, Decatur.

10:30 a.m. – Opening Statement, with David C. Nelson of Nelson & Nelson, Belleville, a member of the ISBA Board of Governors.

10:50 a.m. – Supreme Court Rule 213: Disclosure of Opinion Witnesses, with ISBA Assembly member Russell W. Hartigan of Hartigan & Cuisinier, Chicago.

11:10 a.m. – Supreme Court Rule 216 Re---quests to Admit, with speaker to be announced.

11:30 a.m. – Luncheon period.

12:30 p.m. – Third Party Practice: indemnity, Contribution, with Ronald A. Roth of Roth & Evans, Granite City.
12:50 p.m. – Administrative Review: Timely Filing, Proper Parties, with ISBA Assembly member Thomas M. Battista of Rock, Fusco & Associates, Chicago.

1:10 p.m. – Motions to Dismiss Under Sections 2-615 and 1-619, with Shawn Wood of Seyfarth Shaw, Chicago.

1:30 p.m. – Motions for Summary Judgment, Section 2-1009, with Cook County Judge Thomas M. Donnelly.

2 p.m. – Enforcement and Relief from Judgments, with ISBA Assembly member Jeffrey D. Corso of Swanson, Martin & Bell, Chicago.

2:20 p.m. – Closing Arguments, with speaker to be announced.

2:40 p.m. – Post-Trial Motions: JNOV, New Trial, Preserving Issues for Appeal, with Justice Richard P. Goldenhersh of the Illinois Appellate Court, Belleville.

Traffic Law Update set Oct. 28 at NIU-Rockford

The annual ISBA Traffic Law Update will be conducted from 9 a.m. to 4 p.m. Saturday, Oct. 28, at the Northern Illinois University campus in Rockford.

The presentation of the Traffic Laws and Courts Section is coordinated by J. Brick Van Der Snick of the Van Der Snick Law Firm, Geneva.

The moderator, Cook County Judge Charles P. Burns of the 4th Municipal District, Maywood, will open the program with remarks and comments. The schedule of topics and speakers follows.

9:05 a.m. – Sentencing Issues of the Illinois Motor Vehicle Code, with Christopher B. Klis of Ramsell, Armanentos & Klis, Wheaton.

9:45 a.m. – Section newsletter co-editor Edward M. Maloney of Ahern, Maloney & Moran, Skokie, will review a variety of timely traffic law issues.

They are Secretary of State, Commercial Driver's License Issues, Moving Violation Citation/Consequences of DUI and Serious Traffic Offenses, RDP/JDP Issues, Fake IDs, RDPs and Reinstatement.

10:45 a.m. – A panel will discuss Statutory Summary Suspension, Zero Tolerance, and Nuts and Bolts.

Speakers are George C. Livas of Skokie, Ji Un Saw of Waukegan, Ava M. George Stewart of Chicago, and Cook County Judge John T. Doody.

12 noon – Luncheon period.

1 p.m. – Breath Testing Machines (EC/IR), Blood Testing, and Illinois State Police Rules and Regulations, with Donald J. Ramsell of Ramsell, Armamentos & Klis, Wheaton, and Ronald E. Henson of Beron Consulting of Illinois, Peoria.

2 p.m. – Current Legislation, with section council chair David B. Franks of Franks & Rechenberg, Lake in the Hills.

2:20 p.m. – Current Case Law, with 18th Circuit Judge Mark W. Dwyer of Wheaton, presiding judge of the Misdemeanor and Traffic Division, and Van Der Snick.

2:40 p.m. – A panel will discuss Search and Seizure Issues Regarding Routine Traffic Stops, and Community Care Taking Issues.

Speakers are section council past chair Alan E. Jones of Waukegan, Rachel J. Hess of Geneva, Mariano Reyna of the Cook County state's attorney's office, Farah C. Muscadin of the Cook County public defender's office, and Cook County Judge Lawrence Terrell of the 4th Municipal District, Maywood.

3 p.m. – Immigration Issues, Pleas and Consequences, with Juliet E. Boyd of Richardson, Stasko, Boyd & Mack, Chicago.

3:30 p.m. – Sean D. Brady of Mahoney, Silverman & Cross, Joliet will respond to Questions Regarding any Traffic-Related Subject, and offer closing remarks.

Guardianship issues are Child Law Section focus

The ISBA Law Ed seminar, “Guardianship 101 and Advanced Issues in Guardianship,” will be presented by the Child Law Section on Friday, Nov. 3, in the Chicago Regional Office.

Program coordinators and moderators are section council chair Terra Costa Howard of Glen Ellyn and secretary Michael G. Bergmann of the Public Interest Law Initiative, Chicago.

Howard will open the seminar at 1:30 p.m. with introductions, and the following presentations will take place.

1:40 p.m. – Guardianship 101, a panel discussion with Patricia M. Nelson of Chicago Volunteer Legal Services Foundation, John R. DeLaMar of Court Appointed Special Advocates, Champaign, and Linda S. Coon of Families and Children's AIDS Network, Chicago.

The panelists will provide a basic overview of guardianship proceedings under the Probate Act, the Juvenile Court Act and the Adoption Act, plus related issues of guardianship and custody under the Illinois Marriage and Dissolution of Marriage Act.

They also will explain what a guardianship is, when is one appropriate, and what are the elements for securing one under these acts. Standby guardianships will be addressed.

3:30 p.m. – Courtroom Players and Their Roles, a panel discussion with Carol Casey of the Office of Cook County Public Defender, Margaret C. Benson, executive director of Chicago Volunteer Legal Services Foundation, and David P. Pasulka of Pasulka & White, Chicago, a member of the ISBA Family Law Section Council.

Due process is special education concern

“Special Education: A Review of the Basics of Due Process,” at an ISBA Law Ed seminar, will be presented from 8:30 a.m. to 4 p.m. Wednesday, Nov. 1, at the President Abraham Lincoln Hotel Conference Center in Springfield.

Sponsored by the ISBA Education Law Section and Administrative Law Section, the program is coordinated by Education Law Section Council member Brad Colwell of Southern Illinois University, Carbondale, who also is the moderator.

Section council chair Raquel G. Martinez of the Illinois Student Assistance Commission, Chicago, will open the program with introductions. The schedule of topics and speakers follows.

8:40 a.m. – General Overview of a due process hearing in which parents and school officials try to resolve special education disputes, starting with mediation.

Speakers are Jay R. Kraning of Hodges, Loizzi, Eisenhammer, Rodick & Kohn, Arlington Heights, and Mark C. Weber of the DePaul University College of Law, Chicago.

9:30 a.m. – Individual Education Pro----gram Process and Eligibility, with Nancy Fredman Krent of Hodges, Loizzi, Eisen-hammer, Rodick & Kohn, Arlington Heights.

She will give practical advice on when a public school must provide special education services, who participates in development of the program, how a student's annual goals are measured, and how parents are informed.

10:30 a.m. – Discipline of Student with Disabilities, with Education Law Section Council secretary Mary Kay Klimesh of Seyfarth Shaw, Chicago.

She will discuss types of applicable offenses, the range of punishments, and determination of whether a child should be suspended, expelled or placed in an alternative educational setting.

11:20 a.m. – Least Restrictive En--vironment Requirements, with Deborah Pergament of the Children's Law Group, Chicago.

She will describe the legal requirements of school officials and parents to ensure that students with disabilities are prepared to learn in an appropriate school setting.

12:10 p.m. – Luncheon period.

1:10 p.m. – New IDEA Regulations, a panel discussion on how the U.S. Department of Education plans to implement federal law, and how special education due process may be impacted in the next few years.

Speakers are Andrew C. Eulass of the Illinois State Board of Education, Springfield, and Philip C. Milsk of New Lenox.

2 p.m. - Case Law Update, a panel review of key federal and state decisions and national judicial trends in attempts to clarify the law and ensure fairness to all parties in special education disputes.

Speakers are Thomas E. Kennedy III of Alton and Merry C. Rhoades of Tueth, Keeney, Cooper, Mohan & Jackstadt, Edwardsville.

2:50 p.m. – Ethics Update, with Michael P. Downey of Fox Galvin, St. Louis, a former educator. He will point out ways that advocates and school attorneys may act in the best interests of clients in a special education dispute.

Claims fraudact generated historic case

“Medical Kickback Provisions and Private Causes of Action: The Illinois Insurance Claims Fraud Prevention Act,” an ISBA Law Ed luncheon seminar Friday, Nov. 17, in the Chicago Regional Office, also will be accessible by teleconference.

Sponsored by the ISBA Health Care Section, the program will consist of a comprehensive airing of the first case brought under 740 ILCS 92, an addition to the state's arsenal of weapons against false claims.

The speaker is qui tam attorney Tracy Lynn Netzel of Chicago and Appleton, Wis., founder of the Whistleblower Legal Center, who filed the lawsuit (State of Illinois ex rel. Scott Schichtl v. ZT Technical Services Inc., et al) along with Illinois At--torney General Lisa Madigan.

Netzel will review basics of the Insurance Claims Fraud Prevention Act and its similarity to federal and state public sector whistleblower laws.

She also will outline the progress of historic lawsuit in the perspective of issues to consider when selecting such a cause of action.

Program coordinator and moderator is Health Care Section Council chair Camela A. Gardner of the Illinois Department of Human Services Legal Services, Chicago.

 

Privilege to be luncheon topic

The ISBA Health Care Section will present the Law Ed seminar, “Protecting the Attorney: Client Privilege During Government Investigations of Corporate and Not-for-profit Health Care Entities.”

The luncheon program from 12 noon to 1:15 p.m. Friday, Oct. 20, in the ISBA Chicago Regional Office also will be available via teleconference. The fee is $35 for ISBA members.

The keynote speaker is Philip L. Pomerance, a partner in the Health Care Law Group of Kamensky, Rubenstein, Hochman & Delott, Lincolnwood.

Pomerance will explore professional ethics issues that are involved in governmental health care investigations for which a waiver of the attorney-client privilege may be sought.

New developments in the area of attorney-client privilege for general and not-for-profit corporations in the health care field also will be discussed.

Program coordinators and moderators are Health Care Section chair Camela A. Gardner of the Illinois Department of Human Services Legal Services, Chicago, and past chair Guy C. Hall of Dobbins, Fraker, Tennant, Joy & Perlstein, Champaign.

Dustin Cole is master of profitability

Florida legal marketing guru Dustin A. Cole, president of Attorneys Master Class, will present two sessions next month of his ISBA Master Series seminar, “Building the Ethical Million Dollar Practice.”

The Law Ed programs will take place from 8:30 a.m. to 5 p.m. Wednesday, Nov. 8, at The Carlisle in Lombard, and Friday, Nov. 10, at the DoubleTree Hotel, Bloomington.

With 35 years of professional experience in advertising, public relations and management, Cole has trained more than 10,000 attorneys on building successful practices since he formed his firm in 2002 to focus on increasing attorney revenues.

He was a featured presenter in the inaugural ISBA Solo and Small Firm Conference in 2005.

Cole's treatise on “Billing Profitably and Ethically: How to Build Better Client Communications and Increase Your Revenues 10 to 25 percent” is published on page 16 in The Lawyer's Office feature.

The November presentations identify the missing skills that keep lawyers from developing their practices profitably. Cole provides examples, exercises, forms, check lists and systems in the equivalent of a two-semester curriculum.

Topics include ethical principles, client care and standards, managing time and finances, building reputations and public perceptions, marketing focus, communicating with integrity and power, patience and persistence, and developing personal goals.

Cole's practical, experiential approach is designed to provide a new sense of potential and satisfaction for each participant in the class.

MacCarthy to share skills of cross and impeachment

Chicago attorney Terence F. MacCarthy, founding executive director of the Federal Defender Program, will present an updated version next month of his acclaimed trial techniques seminar.

The ISBA Masters Series seminar, “Terence F. McCarthy on Cross Exam-ination and Impeachment,” will take place from 8:45 a.m. to 4:30 p.m. Friday, Nov. 17, at the Chicago Athletic Association. It will be repeated Friday, Jan. 19, th The Chateau in Bloomington.

Honored nationally as Defender of the Century, MacCarthy is a Laureate of the ISBA Academy of Illinois Lawyers. He has lectured in all 50 states and is considered one of the top four CLE presenters in the nation.

His ISBA trial techniques seminar last fall earned a rating of 4.975 on a five-point scale from lawyers who attended. Among comments was “Terry went over his advertised time by 30 minutes, but nobody left.”

The critical nature and scope of cross examination will be covered during the morning program. MacCarthy will discuss “the first cross examination: Susanna and the Elders,” and review examples of the bad, the ugly and the good.

Ethical considerations, the purpose of lecture on cross, and the “look-good” system of cross examination are included.

Impeachment, which MacCarthy refers to as a “weapon of mass destruction,” will be explored after the 12 noon luncheon break.

The fees for this Master Series presentation are $195 for ISBA members and $295 for non-members.

Insurance law practice requires range of study

The second presentation of the ISBA Law Ed seminar, “Insurance Law: Everything You Want to Know and Should Ask,” will take place Friday, Nov. 10, at the Holiday Inn, Collinsville.

The Insurance Law Section will conduct the program from 9 a.m. to 5 p.m., section council past chair George G. Leynaud of Leynaud & Leynaud, Peru, as program coordinator. The moderators, Leynaud and Laura M. Kotelman of Sidley Austin, Chicago, will provide opening remarks and proceed on the following schedule of topics and speakers.

9:15 a.m. – UM/UIM: Stacking Issues and Practical Handling of Cases, with Stephen L. Corn of Craig & Craig, Mattoon.

10 a.m. – Arbitration of Uninsured and Underinsured Motorist Claims, with George Leynaud.

11 a.m. – Duty to Defend: Independent Counsel and Conflicts of Interest, with Michael J. Bedesky of Reed, Arm-strong, Gorman, Mudge & Morrisey, Ed--wardsville.

11:45 a.m. – Luncheon period.

1 p.m. – Health and Disability Insurance and ERISA Issues: Individual and Group/Health Plan Reimbursement, Attorney Fees and Other Issues, with James T. Nyeste of Chicago.

1:45 p.m. – Fundamentals of Directors and Officers Liability Insurance, with David M. Kroeger of Jenner & Block, Chicago.

2:30 p.m. – Causes of Action Against Insureds, with Scott A. Blumenshine of Mayer & Blumenshine, Chicago.

3:30 p.m. – The Guaranty Fund: What if Your Defendant's Insurance Company Was Kemper? with section council vice chair Robert Handley of Moroni & Handley, Carol Stream.

4:15 p.m. – Bad Faith and the Claims File: What the Practitioner Needs to Know, with section newsletter co-editor David J. Roe of Clausen Miller, Chicago.

Claims against public agencies to be aired by tort law panel

The ISBA Tort Law Section will conduct the Law Ed seminar, “Claims Against Governmental Agencies/Tort Immunity,” twice next month.

The presentations will take place from 9 a.m. to 1 p.m. Tuesday, Nov. 7, at Gateway Center in Collinsville, and Friday, Nov. 10 at The Carlisle, Lombard.

Martin J. O'Hara of Quinlan & Car-roll, Chicago, is program coordinator. Moderators are Chicago attorneys Antonio M. Romanucci of Romanucci & Blandin, an ISBA Assembly member, and Kevin T. Veugeler of the Healy Law Firm, Chicago.

After introductions at 9 a.m., the program will continue as follows.

9:10 a.m. – Claims Against the State of Illinois. Speakers are section council past chair James P. Ginzkey of Bloomington (in Collinsville), and Jack Cannon of the Healy Law Firm, Chicago (in Lombard).

9:50 a.m. – Claims Against Municipalities, with Ronald Kalish of Steinberg, Polacek & Goodman, Chicago (in Lombard), and Mark D. Prince of the Prince Law Firm, Carbondale (in Collinsville).

10:40 a.m. – Separate programs at the two locations:

In Collinsville, Good Samaritan Law, with D. Keith Short of Goldenberg, Miller, Heller & Antognoli, Edwardsville.

In Lombard, Claims Against the Chicago Transit Authority and Mass Transit Agencies, with Stephan D. Blandin of Romanucci & Blandin, Chicago.

11:20 a.m. – Claims Against Municipal Hospitals and Immunity for Private Emergency Service Providers. Speakers are Thomas Q. Keefe Jr. of Swansea (in Collinsville), and Scott D. Lane of Land & Lane, Chicago (in Lombard).

12 noon – School District and Recreational Tort Immunity. Speakers are Gregory L. Shevlin of Cook, Ysursa, Bartholomew, Brauer & Shevlin, Belleville (in Collinsville), and ISBA member Martin L. Glink of Arlington Heights (in Lombard).

12:40 p.m. – Questions and Answers with seminar faculty.

Microsoft Word, Excel tips taught at 2-day boot camp

A second two-day ISBA legal technology boot camp will be conducted Thursday and Friday, Nov. 30-Dec. 1 at The Chateau in Bloomington.

Attorneys, paralegals, secretaries and other staff members are invited to attend the Law Ed seminar presentation by the ISBA Committee on Legal Technology.

Richard A. Kinner of Springfield, a profes-sional computer training instructor, will conduct the boot camp, which is coordinated by Steven L. Dunn of Springfield, the state bar association's director of information technology.

Microsoft Word for Legal Applications will be covered on the first day. Microsoft Excel for Legal Applications, with advanced tips and tricks for both Word and Excel, will occupy the second day.

The seminar will focus on features in the XP and 2003 versions of Excel and Word. This will not be a hands-on program, but participants may bring their own laptops to follow the speaker's examples.

Thursday discussions on Microsoft Word include page set-up as required by Illinois Supreme Court Rules 341 and 344, text vs. paragraph formatting, and tables, mail merge, toolbars, macros, line numbering, custom forms, and outline view.

Also redlining and tracking changes, templates and styles, footnotes and endnotes, page breaks and section breaks, and the “autos” (AutoCorrect and AutoText).

Friday morning discussions of Micro-soft Excel include formulas and functions, cell formatting, page set-up, sorting and filtering, data validation, hiding and protecting worksheets, and grouping and subtotals.

On Friday afternoon, advanced tips and tricks for Word include the following:

Bookmarks and cross references, tables of contents and case captions, linking and embedding excel worksheet data, and electronic filing and changing Word to comply with filing rules.

Advanced tips and tricks for Excel are creating macros, custom AutoFill lists, and creating custom templates.

Seminar fees for ISBA members are $140 for attendance on either day, or $240 for both days.

Fees for additional ISBA members or support staff members from the same firm are $100 each for one day and $160 for both days. New bar admittees pay only $15 to attend.

Fees for non-members are $200 for either day and $450 for both days; additional non-member registrants are $200 each per day or $350 for both days.

Modest estate plan issues to be explored

“Fundamental Estate Planning for Modest Estates,” a comprehensive ISBA Law Ed presentation by the Trusts and Estates Section, will be conducted Friday, October 27, at Hawthorn Suites, Bloomington, and Friday, Nov. 3, at The Carlisle, Lombard.

Program coordinator and moderator is section council vice chair David A. Berek of Credit Suisse Securities Family Wealth Management. He will open the seminar with welcoming remarks at 8:30 a.m. and proceed as follows.

8:45 a.m. – Current Developments in Estate, Gift Generation-Skipping and Income Taxes, with Justin J. Karubas of Rolewick & Gutzke, Wheaton.

Recent developments in case law and written IRS determinations will be presented in a manner that provides application in day-to-day practices.

9:15 a.m. – A Review of Advance Directives and Recent Changes to the Related Laws, with Mary D. Cascino of Pasquesi Associates, Lake Bluff.

Without advance directives, a guardianship estate may be required if a client becomes incapacitated. Discussion issues include applicability of the Health Care Surrogacy Act, powers of attorney for property and health care, the living will declaration, and appointment of agent for disposition of remains.

10:30 a.m. – A Review of the New Pension Protection Act from a Trust and Estates Perspective, with speaker to be announced.

11:45 a.m. – Luncheon period.

1:15 p.m. – Estate Planning for Estates Under the Exemption Amount, with Dale F. Wolff of the Taylor Law office, Effingham. Typical estate planning issues arise when a client has net worth below the tax exemption amount. Standard planning documents will be explained.

2:15 p.m. – Estate Planning for the Rising Estate Tax Exemption and Illinois Estate Tax, with Katarinna McBride of Beerman, Swerdlove, Woloshin, Barezky, Becker, Genin & London, Chicago.

Basic planning techniques and tax strategies are available to add flexibility to the funding formula in revocable trusts in light of the rising estate tax exemption.

Among them are disclaimers to pinpoint the desired family trust amounts, depending on then-existing exemptions, and granting power of attorney to a poorer spouse to fill up the family trust if he or she does not otherwise possess that amount.

3:15 p.m. – A Review of Fundamental Administrative Documents Used in an Estate Planning Practice, with Janet L. Grove of Armstrong & Grove, Mattoon.