Illinois Bar Journal

Subject Index Estate Planning

Probate Court Report #2: Take care with heirship

By Helen W. Gunnarsson
March
2002
LawPulse
, Page 114
Do a little probate work? Then take heed: failing to properly prepare an affidavit of heirship can lead to embarrassment or worse if the will falls through.

All in the Family

By Helen W. Gunnarsson
February
2002
LawPulse
, Page 62
Perhaps your family-owned-business clients can take advantage of this special estate-tax exclusion.

The New Estate and Gift Tax Law: Estate-Planning Pointers

By Richard A. Campbell & Mary C. Talarico
February
2002
Article
, Page 80
More than ever, estate planners need to provide as much flexibility as possible.

Estate and Gift Tax Changes: What’s New in the New Law?

By Richard A. Campbell & Mary C. Talarico
January
2002
Article
, Page 24
Here's a summary of the changes wrought by the Economic Growth and Tax Relief Reconciliation Act.

Estate-Planning Internet Resources for Illinois Lawyers

By Adria P. Olmi
January
2002
Column
, Page 49
Don't let your brainchildren be like the proverbial cobbler's shoeless kids; lawyer, protect your IP rights.

Funding Living Trusts: An Overview

By Richard P. Miller
December
2001
Article
, Page 628
Creating a living trust is easy; funding it is another story. Here's a primer.

The Lawyer’s Journal

By Bonnie C. McGrath
May
2001
Column
, Page 226
Arbitration clauses in employment contracts are enforceable; visit the Illinois Supreme Court Web site; and more.

The Lawyer’s Journal

By Bonnie C. McGrath
February
2001
Column
, Page 56
When does may mean must? When it comes to appealing interlocutory orders

Court upholds decedent’s testamentary gift to dental school, which a university closed several months prior to testator’s death, because plain language of will revealed testator’s intent to provide university with a gift.

September
2000
Illinois Law Update
, Page 500
On July 13, 2000, the Third District of the Appellate Court of Illinois affirmed the trial court's grant of summary judgment to Northwestern University ("university").

The Lawyer’s Journal

By Bonnie C. McGrath
July
2000
Column
, Page 378
Grandparents lose at High Court—but how much? HMOs lose in one high court, win in another; and more.

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 & 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 & 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."

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