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Trusts and EstatesThe newsletter of the ISBA’s Section on Trusts & Estates

Browse articles by year: 2014 (36) 2013 (67) 2012 (40) 2011 (27) 2010 (21) 2009 (33) 2008 (14) 2007 (20) 2006 (17) 2005 (31) 2004 (27) 2003 (26) 2002 (27) 2001 (13) 2000 (15) 1999 (17)

Newsletter articles from 2014

The accountant-client privilege By Matthew A. Nelson May 2014 The 4th District Appellate Court recently established an exception to the accountant-client privilege in the case of Brunton v. Kruger.
Avoiding malpractice under the new estate tax portability rules By Robert J. Kolasa July 2014 This article examines the estate tax portability rules and the sensitive filing deadlines which are needed to invoke its benefit.
Chair’s column… By Mary Lee Faupel July 2014 Updates on the Section's activities and an introduction to this issue from Chair Mary Lee Faupel.
Durable Power of Attorney holders and FBAR liability—What the heck! By Charles Rubin May 2014 Having ‘signature authority’ over a foreign account is enough of an interest in the account to be required to file a Report of Foreign Bank and Financial Accounts (FBAR).
Estate planning, trusts and estates potpourri for 2014 By Dennis J. Jacknewitz March 2014 The author shares some items of interest.
Estate- and income tax-related numbers for 2014 January 2014 A summary of important estate and income tax rates that may have relevance for the estate and trust practitioner.
Ethics corner: A word of caution when accepting credit card payments By Michael J. Drabant July 2014 The ISBA recently issued a Professional Conduct Advisory Opinion which highlights some of the ethical implications of accepting credit cards as a means of paying attorney fees.
Ethics corner: Identity fraud in estate planning By Deborah B. Cole April 2014 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—July 2014 By Joseph P. O’Keefe July 2014 A summary of regulatory decisions of Illinois agencies of interest to trust and estate practitioners.
Franklin’s Wish Founders Society: In memory and honor of Franklin Hartzell By Greta Wetzel February 2014 Remembering Franklin Hartzell and his contributions.
Getting to know the Trusts & Estates Section Council members By Jennifer Bunker July 2014 Learn more about Raymond Prather and Alan Press.
Getting to know the Trusts & Estates Section Council members By Jennifer Bunker May 2014 Learn more about Council members William Peithmann and Thomas Polachek.
Getting to know the Trusts & Estates Section Council members By Jennifer Bunker April 2014 Learn more about Council members Richard Miller, Malcolm morris, and James Nepple.
Getting to know the Trusts & Estates Section Council members By Jennifer Bunker March 2014 Find out more about Section Council members Philip Koenig, William Kuehn, and David Lutrey.  
Getting to know the Trusts & Estates Section Council members By Jennifer Bunker February 2014 Find out more about Section Council members Dennis Jacknewitz, Edward Jarot, Jr. and Robert Kaufman.
Getting to know the Trusts & Estates Section Council members By Jennifer Bunker January 2014 Find out more about Section Council members Sonia Coleman, Gary Gehlbach and Frank Greenfield.
Heckerling reflections By Timothy S. Midura February 2014 The author shares his 'global take-aways' from the January 2014 Heckerling Institute in Orlando.
In the April issue… By Darrell Dies April 2014 An introduction to the issue from editor Darrell Dies.
In the February issue… By Darrell Dies February 2014 An introduction to the issue from Editor Darrell Dies.
In the January issue… By Darrell Dies January 2014 An introduction to the issue from Editor Darrell Dies.
In the June issue… By Darrell Dies June 2014 An introduction to the issue from Editor Darrell Dies.
In the March issue… By Darrell Dies March 2014 An introduction to the issue from Editor Darrell Dies.
In the May issue… By Darrell Dies May 2014 An introduction to the issue from editor Darrell Dies.
IRS provides extension for small estates that want portability February 2014 A reminder about the deadline to file a form 706 for portability purposes with respect to decedent’s death in 2013.
ISBA unveils exciting new Member Directory! July 2014 Make sure the other members of the ISBA Trusts & Estates Section know what sets you apart and can find you easily by activating your member directory profile today.
Legislation Committee report—July 2014 By Justin Karubas July 2014 The report from the Trusts & Estates Section's Legislation Committee.
Minutes from June 20, 2014 Section Council meeting By Gary R. Gehlbach July 2014 Read what happened at the Section's most recent meeting.
The new emphasis on basis in estate planning By George L. Schoenbeck June 2014 Since the passage of the American Taxpayer Relief Act of 2012 in early 2013, the vast majority of well-structured estate plans balance estate tax considerations, where relevant, with long-term income tax minimization goals and a variety of other estate planning considerations.
The open manhole in ISBA Advisory Opinion No. 13-01 By Cary A. Lind July 2014 The author argues for a change to the ISBA's position.
Probate estate engagement letters and petition for attorney fees in probate court By Richard P. Miller April 2014 A comprehensive engagement letter to the estate’s representative minimizes the possibility of misunderstanding regarding attorney’s fees.