The newsletter of the ISBA’s Section on Trusts & Estates
Browse articles by year: 2014 (55)
Newsletter articles from 2014
The accountant-client privilege
The 4th District Appellate Court recently established an exception to the accountant-client privilege in the case of Brunton v. Kruger.
Are electronic wills coming to a state near you?
Although electronic Wills have some practical appeal for the tech-savvy generation, given the security, privacy and authenticity concerns, they are not likely to pick up steam in the near future. However, don’t count them out.
Updates on the Section's activities and an introduction to this issue from Chair Mary Lee Faupel.
Gary Gehlbach provides a revision to his article that appeared in the June 2014 issue of this newsletter.
Ethics corner: Identity fraud in estate planning
In light of the increased risk of identity theft, this might be a good time to update your client intake procedures and make sure that your staff is instructed to check for identification before notarizing documents or giving out information.
Flinn Report summary
A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
The author shares his 'global take-aways' from the January 2014 Heckerling Institute in Orlando.