Below is a summary of activities of this section from July 1, 2023 through June 30, 2024. While past activity is no guarantee of future activity, it may give a idea of what to expect this year.
Section Stats
Newsletters
Issues: 12
CLE
Live Programs: 11
Discussions
Posts: 2,776
Legislation
Bills Reviewed: 55
Continuing Legal Education
Section members receive discounts on section-sponsored CLE programs. During the 2023–24 bar year, the Section sponsored the following programs:
-
Co-Sponsor LIVE WEB - Hidden Challenges: Working with Business Clients Experiencing Mental Distress (09/13/2023)
-
Sponsor LIVE WEB - The Corporate Transparency Act: Ready, Set, Report (10/04/2023)
-
Sponsor LIVE WEB - The Basics (and Not So Basics) of Transfer on Death Instruments: Estate Planning with TODIs (10/18/2023)
-
Sponsor LIVE WEB - Powers of Appointment: Your "Power" Tool for Drafting and Implementing Illinois Trusts (11/09/2023)
-
Sponsor LIVE WEB - Why Won't the Bank Accept My Client's POA? Understanding the Issues Facing Trust & Estate Lawyers and Bank Attorneys (11/14/2023)
-
Sponsor LIVE WEB - Practical Administration of Pet Trusts (11/28/2023)
-
Sponsor LIVE WEB - Navigating Ethics in Trusts & Estate Practices: Part 1 - Foundation (12/13/2023)
-
Sponsor LIVE WEB - Navigating Ethics in Trusts & Estate Practices: Part 2 - Emerging Issues (01/17/2024)
-
Sponsor LIVE WEB - It's So Hard to Say Goodbye: Effective Mental Health Discharge Planning (01/30/2024)
-
Sponsor LIVE WEB - The Corporate Transparency Act: The Beneficial Ownership Reporting Rule (02/20/2024)
-
Sponsor LIVE WEB - Navigating Ethics in Trusts & Estate Practices: Part 3 - Cultural Competencies (02/28/2024)
ISBA Central Discussions
ISBA Central communities allows section members to pose questions, answer questions, and share information with fellow section members. Members of the section get free access to the section’s community. Joining any section also grants you access to the Transactional and Litigation communities. Below are the total number of discussion posts during the 2023–24 bar year.
Trusts and Estates
- Community members: 2,544
- Total discussion posts: 2,776
Transactional
- Community members: 29,383
- Total discussion posts: 551
Litigation
- Community members: 29,384
- Total discussion posts: 1,463
Legislation
The Section Council reviewed 55 bills that may affect their members’ practice area. Highlights of the most recent legislative session include:
- Senate Bill 2921 expands the State Death Tax Credit under the Illinois Estate and Generation-Skipping Transfer Tax Act.
- Senate Bill 3421 amends the Illinois Power of Attorney Act to provide that it is unreasonable for a third party to refuse to honor an Illinois statutory short form power of attorney for property properly executed in accordance with the laws in effect at the time of its execution, if the only reason for the refusal is one of a specified list.
- House Bill 4251 amends the Electronic Nontestamentary Estate Planning Documents Article of the Electronic Wills and Remote Witnesses Act to clarify that the Article does not apply to a nontestamentary estate planning document, will, or terms of a trust if the terms governing the document expressly preclude use of an electronic record or electronic signature.