Publications

Illinois Bar Journal
Articles on Estate Planning

The Lawyer’s Journal By Mark S. Mathewson April 2000 Column, Page 192 What hath Tosado wrought? What do jurors think? Granny gives a gift; and more.
Nice Guys Finish Last in Wills and Estate Planning By Anne E. Thar April 2000 Column, Page 235 Confused elderly parents, estranged (and strange) children; estate-planning practice can pose serious malpractice risks for the best of lawyers. Here's what to watch for.
Gifts and POAs: Authorizing an Agent to Give Your Money Away By Wendy M. Goode February 2000 Article, Page 100 A power of attorney without express language doesn’t allow for gifts, this author argues.
Making the Most of the New Illinois Perpetuities Statute By Richard A. Campbell and Christopher D. Dwyer November 1999 Article, Page 594 Illinois' recently enacted rule-against-perpetuities statute permits estate planners to create perpetual trusts, and that opens new estate-planning possibilities. The authors describe the options.
The Lawyer’s Journal By Bonnie McGrath October 1999 Column, Page 514 Insurance policies and the discovery rule; read the fine print.
Probate and Estate Planning Update for General Practitioners By Donald A. LoBue October 1999 Column, Page 544 An overview of selected recent changes in estate planning law.
Creative and Strategic Estate Planning for Transfer of Qualified Retirement Assets By Louis S. Harrison September 1999 Article, Page 480 A review of some of the sophisticated strategies estate planners use to minimize taxes on the transfer at death of IRA and other tax-deferred assets.
The Lawyer’s Journal By Bonnie McGrath August 1999 Column, Page 402 Breach of fiduciary duty: A new application
Correspondence from Our Readers May 1999 Column, Page 234 Single-subject rule: falling on the sword of Damocles?
Dynasty Trusts and the Rule Against Perpetuities By Stephen M. Margolin and Mitchell D. Weinstein March 1999 Article, Page 134 Dynasty trusts can be just the estate planning device your client needs, but take care not to run afoul of rule against perpetuities and the Internal Revenue Code.
Value-Based Estate Planning: Using Trusts to Promote and Reward Behavior By Paul A. Meints March 1999 Article, Page 138 Do your clients know they can use trusts to encourage good behavior by trust beneficiaries? This questionnaire can help you help them do value-based estate planning.
The Lawyer’s Journal By Bonnie McGrath February 1999 Column, Page 70 No retaliatory discharge claims for whistle-blowing lawyers...
New Annuity Mortality Tables November 1998 Illinois Law Update, Page 596 On September 18, 1998, the Department of Insurance adopted amendments to section 935 in response to changes made to the ``NAIC Model Rule Regulation for Recognizing a New Annuity Mortality Table for Use in Determining Reserve Liabilities for Annuities."