Publications

Illinois Bar Journal
Articles on Estate Planning

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."