Resting in Pieces: How to Avoid Putting Family Harmony and Plan Integrity at Risk in the Estate Plan - Part 1

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!
Presented by the ISBA Trusts & Estates Section


3.0 hours MCLE credit, including 2.0 hours Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Wednesday, October 30, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­December 16, 2026(You must certify completion and save your certificate before this date to get MCLE credit)


Gain a better understanding of the role family dynamics play in the estate planning process, and how drafting and counseling can help avoid family disharmony for your clients. Attorneys with all levels of practice experience who attend this full-day seminar will learn:

  • How to decipher the trust documents of complicated family dynamics;
  • The trust and estate administration factors that can disrupt the harmony in a family;
  • What you need to know about dispositive provisions for trust distributions;
  • The challenges facing lawyers when collaborating with financial planners, tax advisors, family therapists, and other professionals; and
  • How to adhere to professional ethical standards to ensure that your client’s estate plan reflects the family’s values, while minimizing potential conflicts.

Program Coordinator:
Daniel P. Felix, The Professional Trustee, Deerfield

Program Moderator:
Rebecca Wallenfelsz, Chapman and Cutler, LLP, Chicago

How to Build a Bridge Between Generations: Applying Family Dynamics to Help the Family Work with Wealth
Have your successful clients overcome certain circumstances that led to their success and now they need help creating a path to connect with the next generation within their family? Are you unsure how to apply family dynamics to help these clients work with (and not against) their wealth? Then don’t miss this opportunity to hear from Dr. James Weiner as he draws upon his vast experience in deciphering trust documents in often complicated family dynamics, while sharing stories and lessons drawn from his latest book, The Quest for Legitimacy: How Children of Prominent Families Find Their Unique Place in the World .
Kim Schneider Malek, Quest for Legitimacy, Denver

Drafting to Avoid Family Disharmony*
This segment explores the major estate and trust administration factors that can enhance the risk of family disharmony and the negative economic consequences it engenders. Learn which drafting techniques can help minimize these risks (including suggested provisions and clauses) and what to include in wills and revocable trust agreements.
Timothy P. O’Sullivan, Hinkle Law Firm, LLC, Kansas
Rebecca Wallenfelsz, Chapman and Cutler, LLP, Chicago


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $105 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $210
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

Supreme Court Chief Justice Mary Jane Theis Announces Subcircuit Vacancy in Cook County

Posted on December 2, 2024 by Timothy A. Slating

Chief Justice Mary Jane Theis of the Supreme Court of Illinois has begun an application process for a Cook County judicial vacancy in the 11th Subcircuit.

The 11th Subcircuit vacancy was created by the retirement of Judge Mary Colleen Roberts. The appointed individual will serve a term through December 7, 2026.

Under the Illinois Constitution, judicial vacancies are filled by Supreme Court appointment. The application process will lead to the final Court approval. Applicants will undergo an evaluation and screening process.

Seventh Circuit: Notice of Recission of Circuit Rule 35 and Modification of Circuit Rule 26.1

Posted on December 2, 2024 by Timothy A. Slating

On October 15, 2024, this court issued notice that it proposed the rescission of Circuit Rule 35 and modification of Circuit Rule 26.1 in anticipation of the elimination of Federal Rule of Appellate Procedure 35.

The court hereby provides notice of adoption of the aforementioned changes, effective December 1, 2024.

Business Associates and HIPAA: Your Obligation and the Professional Responsibility Requirements

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!
Presented by the ISBA Health Care Law Section and ISBA Privacy and Information Security Law Section


1.0 hour MCLE credit, including 1.0 hour Professional Responsibility MCLE credit in the following category: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Tuesday, November 19, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­December 2, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


While the HIPAA Privacy and Security Rules went into effect over 20 years ago, lawyers in a variety of different practices representing a wide-range of businesses need to be proficient when advising their clients who may be HIPAA-covered entities or business associates. For example, is an IT retailer a business associate when hooking up Wi-Fi to enable a remote patient monitoring system at a customer’s home? Or when a lawyer conducts due diligence during the acquisition of real estate and has access to protected health information (PHI) … is the lawyer now a business associate? Join us for an in-depth look at the Illinois Rules of Professional Conduct and how they may pertain to the unique cases you or your client may encounter, while giving you the tools you need to comply with the rules regarding competency, confidentiality, technology, conflicts of interest, and more! Listen as our experienced panelists explain relevant Illinois Rules of Professional Conduct and apply those rules to cases that address the following topics:
  • How to identify whether an arrangement creates a business associate relationship;
  • How to draft and negotiate business associate agreements that are tailored to the relationship and other types of agreements to offer to refrain from being a business associate;
  • Proactive steps for protecting the privacy and security of PHI when advising your client who is a business associate for the first time; and
  • How being a business associate (or not) impacts obligations under breach notification laws.

Program Coordinator/Chat Moderator:
Rick L. Hindmand , McDonald Hopkins LLC, Chicago

Program Moderator:
Fariz M. Burhanuddin , Burhanuddin Law, Chicago

Program Speakers:
Ryan Benz , AdventHealth, Florida
Marilyn Hanzal , Attorney at Law, Chicago
Valerie Breslin Montague , Nixon Peabody LLP, Chicago



Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $35 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $70
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free

Artificial Intelligence: The Ethical Headwinds

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!
Presented by the ISBA Administrative Law Section
Co-sponsored by the ISBA Standing Committee on Government Lawyers and
the Illinois Government Bar Association


1.50 hours MCLE credit, including 1.50 hours Professional Responsibility MCLE credit in the following categories: Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit


Original Program Date: Friday, November 15, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­December 2, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Across all levels of society – including the legal profession – it is believed that artificial intelligence will allow us to do our work with greater accuracy, more creativity, and in a fraction of the time it would normally take to complete each task, making it a boon to both the busy lawyer and the harried law firm staff. But this ever-advancing technology comes with professional risks and ethical concerns that you need to be aware of when using this tool in your practice. Join us for a better understanding of what artificial intelligence is and how these types of programs work. Additional topics include:
  • The concerns raised by invalid output produced by artificial intelligence;
  • The attorney’s duties to a client and the court when using artificial intelligence;
  • How artificial intelligence may impact billable hours (and how the attorney should be compensated when using artificial intelligence); and
  • The future of attorneys in the age of this new technology.

Program Coordinators/Chat Moderators:
Hon. Yolaine Dauphin, Chicago Department of Administrative Hearings, Chicago
Hon. Patricia Jackowiak, Chief Administrative Law Judge and Director, Chicago Department of Administrative Hearings, Chicago

Program Speakers:
Athena T. Taite, Director of Professional Development, Attorney Registration and Disciplinary Commission, Chicago
Anisa L. Jordan, Ethics Education Counsel, Attorney Registration and Disciplinary Commission, Chicago


Pricing Information

  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $52.50 is displayed below when you login and program is eligible for Free CLE member benefit.
    • Non-Member Price $105
    • New Attorney Member (within the first five years of practice) - $25
    • Law Students – Free