Section Newsletters

Articles on Trusts & Estates

Flinn Report Summary – March 8, 2024 (Issue 10) Through March 29, 2024 (Issue 13) By Amina Saeed Trusts and Estates, April 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
Understanding Uniform Prudent Management of Institutional Funds Act in Illinois: Part 2 By Phil Purcell Trusts and Estates, April 2024 The second in a two-part series of articles on the Uniform Prudent Management of Institutional Funds Act.
Flinn Report Summary – February 9, 2024 (Issue 6) Through March 1, 2024 (Issue 9) By Amina Saeed Trusts and Estates, March 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
Public Administrator/Public Guardian Appointments Trusts and Estates, March 2024 Governor Pritzker recently made appointments to public administrator and public guardian positions.
Understanding Uniform Prudent Management of Institutional Funds Act in Illinois: Part 1 By Phil Purcell Trusts and Estates, March 2024 The first in a two-part series of articles on the Uniform Prudent Management of Institutional Funds Act.
Flinn Report Summary – January 12, 2024 (Issue 2) - February 2, 2024 (Issue 5) By Amina Saeed Trusts and Estates, February 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
The Illinois Estate Tax: What Will the Future Bring? By Robert W. Kaufman Trusts and Estates, February 2024 Proposed legislation with respect to the Illinois estate tax appears like clockwork every legislative session.
What Is a Trust? Part 1: Is a Trust an Entity? By Sherwin D. Abrams Real Estate Law, February 2024 Is a trust a relationship, or is it an entity that can hold title to property and that can sue and be sued? The authorities differ.
Flinn Report Summary: November 3, 2023 – January 5, 2024 By Amina Saeed Trusts and Estates, January 2024 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
What Is a Trust? Part 2: Does It Matter? By Sherwin D. Abrams Real Estate Law, January 2024 Is a trust a relationship or is it an entity that can hold title to property and that can sue and be sued? The authorities differ.
Introduction to LLCs for Estate Planners and Probate Lawyers By Sherwin D. Abrams Trusts and Estates, December 2023 An introduction to limited liability companies for lawyers who plan or administer estates.
What Is a Trust? Part 2: Does It Matter? By Sherwin D. Abrams Intellectual Property, December 2023 Is a trust a relationship or is it an entity that can hold title to property and that can sue and be sued? The authorities differ.
The State Will Waive Its Claim for Medicaid Benefits Against the First $25,000 of Any Estate; How to Proceed While the Regulations Are Pending By Leonard F. Berg Trusts and Estates, October 2023 If a person receives benefits from the Medicaid program, under what circumstances should the state be able to file a claim against their estate to recover some, or even all, of the value of the services provided?
A Summary of the Trusts & Estates Section Council’s June 8, 2023, Business Meeting By Jennifer Bunker Skerston Trusts and Estates, October 2023 A summary of the June 2023 Trusts & Estates Section Council's business meeting.
How to Disinherit Your Spouse in Illinois By Russell D. Knight Trusts and Estates, September 2023 When you contemplate divorce, you don’t want your current spouse to have anything after you die. So how do you disinherit a spouse in Illinois?
1 comment (Most recent September 28, 2023)
Medicaid Update By Leonard Berg Real Estate Law, September 2023 Illinois can no longer file a lien against real estate to recover Medicaid benefits.
Medicaid Update By Leonard Berg Elder Law, September 2023 Illinois can no longer file a lien against real estate to recover Medicaid benefits.
What Is a Trust? Part 1: Is a Trust an Entity? By Sherwin D. Abrams Intellectual Property, September 2023 Is a trust a relationship, or is it an entity that can hold title to property and that can sue and be sued? The authorities differ.
Medicaid Update By Leonard Berg Trusts and Estates, July 2023 Illinois can no longer file a lien against real estate to recover Medicaid benefits.
Flinn Report Summary: March 3, 2023 – June 2, 2023 By Joseph P. O’Keefe Trusts and Estates, June 2023 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
A Summary of the Trusts & Estates Section Council’s April 28, 2023, Business Meeting By Jennifer Bunker Skerston Trusts and Estates, June 2023 A summary of the April Trusts & Estates Section Council business meeting.
Estate Planning and Probate in France By Lynne R. Ostfeld International and Immigration Law, May 2023 An overview of estate planning and probate in France.
From Illinois to Delaware By Ira N. Helfgot Trusts and Estates, May 2023 A primer on trust collection for creditors.
Caselaw Update By Michael L. English Trusts and Estates, April 2023 Summaries of recent cases of interest to trusts and estates law practitioners.
Charitable Estate Planning in the Current Economy By Philip M. Purcell, J.D. Trusts and Estates, April 2023 Ten gift planning techniques that may be attractive in the current economy.
Flinn Report Summary – January 6, 2023 Through February 24, 2023 By Joseph P. O’Keefe Trusts and Estates, April 2023 A summary of regulatory decisions of Illinois agencies reported in the Flinn Report that are related to trust and estate practices.
The Illinois Uniform Partition of Heirs Property Act By Michael J. Fleck Trusts and Estates, April 2023 The Illinois Uniform Partition of Heirs Property Act provides protections and mechanisms for heirs who find themselves in the position of having to deal with the potential loss of inherited property.
1 comment (Most recent May 11, 2023)
Estate Planning and Probate in France By Lynne R. Ostfeld Trusts and Estates, March 2023 An overview of estate planning and probate in France.
When the Claws Come Out: Reviewing ‘Anti-Clawback’ Provisions in Light of Additional Proposed Regulations By Caroline E. Hecht Trusts and Estates, March 2023 The amendment to section 2010(c)(3) of the Internal Revenue Code of the Tax Cuts and Jobs Act of 2017 provides that for persons who die or make gifts after December 31, 2017, and before January 1, 2026, the basic exclusion amount and the Generation-Skipping Transfer Tax Exemption is increased from $5 million to $10 million, adjusted for inflation.
Non-Illinois Residents Subject to Illinois Estate Tax By Gary R. Gehlbach Trusts and Estates, February 2023 An analysis of the Illinois Estate and Generation-Skipping Transfer Tax Act.

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