Elder Law

Navigating Ethics in Trusts & Estate Practices: Part 2 - Emerging Issues

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


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



Original Program Date: Wednesday, January 17, 2024
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­February 1, 2026 (You must certify completion and save your certificate before this date to get MCLE credit)


Join us for Part 2 of this informative series that delves into the emerging ethical issues in trusts and estates practices. Attorneys with all levels of practice experience who attend this online program will better understand:
  • The challenges posed by conflicts of interest, management, and distribution of digital assets;
  • The privacy concerns associated with the digital age;
  • The ethical considerations arising from changing family structures;
  • Remote legal services;
  • Cross-border estate planning;
  • The complexities of working with an aging population and clients with diminished capacity;
  • The implications of using artificial intelligence in drafting documents; and
  • The cultural competence and sensitivity in handling these emerging issues.


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

Program Moderator:
Jessica J. Birnbaum, ArentFox Schiff LLP, Chicago

Program Speaker:
Jason D. Foster, ArentFox Schiff 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

Public Act 103-298

Topic: 
Illinois Radon Awareness Act

(Williams, D-Chicago; Ellman, D-Naperville) amends the Illinois Radon Awareness Act. It provides that the lessor shall provide the prospective tenant or tenant of a dwelling unit with the Illinois Emergency Management Agency’s “Radon Guide for Tenants” pamphlet, copies of any records or reports pertaining to radon concentrations within the dwelling unit that indicate a radon hazard to the tenant, and the new statutory Disclosure of Information on Radon Hazards to Tenants form. These must be provided at the time of a prospective tenant’s application to lease a dwelling unit, before a lease is entered into, or at any time during the leasing period upon request. Provides that at the commencement of the agreed leasing period, a tenant shall have 90 days to conduct his or her own radon test of the dwelling unit. Requires a tenant who decides to have radon mitigation performed to have the express consent of the lessor before doing so. Makes other changes. Effective Jan. 1, 2024.

Public Act 103-301

Topic: 
Nontestamentary estate planning documents

(Croke, D-Chicago; Ellman, D-Naperville) creates a new article in the Probate Code authorizing the use of electronic nontestamentary estate planning documents. “Nontestamentary estate planning document” means a record relating to estate planning that is readable as text at the time of signing and is not a will or contained in a will. It applies to records that create, exercise, modify, release, or revoke estate planning documents with the exception of deeds to real estate and car titles. Effective Jan. 1, 2024.

Public Act 103-150

Topic: 
New civil rights violations

(Cassidy, D-Chicago; Peters, D-Chicago) creates the Civil Rights Remedies Restoration Act. Makes it a violation of this Act if certain sections of the following federal acts are violated: the Rehabilitation Act of 1973; the Patient Protection and Affordable Care Act; the Americans with Disabilities Act of 1990; the Age Discrimination Act of 1975; the Education Amendments of 1972; the Civil Rights Act of 1964; or other federal statutes prohibiting discrimination under a program or activity receiving federal financial assistance. Provides that the State waives sovereign and Eleventh Amendment immunity for any violation of the Act. Effective Jan. 1, 2024.

House Bill 2269

Topic: 
Electronic nontestamentary estate planning documents

(Croke, D-Chicago; Ellman, D-Naperville) creates a new article in the Probate Code authorizing the use of electronic nontestamentary estate planning documents. “Nontestamentary estate planning document” means a record relating to estate planning that is readable as text at the time of signing and is not a will or contained in a will. It applies to electronic records readable as text at the time of signing that creates, exercises, modifies, releases, or revokes estate planning documents with the exception of deeds to real estate and car titles. Passed both chambers. 
 

House Bill 2624

Topic: 
Court documents and accessibility

(Syed, D-Palatine; Ram Villivalam, D-Chicago) creates the Court Record and Document Accessibility Act to harmonize the statutes with Supreme Court Rule 8. It clarifies definitions and standardizes access to court records if there are restrictions on its distribution. Passed both chambers. 

House Bill 1268

Topic: 
Probate

(Collins, D-Chicago; Johnson, D-Waukegan) allows a person who has been convicted of a felony to act as an executor if: (1) the testator names that person as an executor and expressly acknowledges in the will that the testator is aware that the person has been convicted of a felony before the execution of the will or codicil; (2) the person is not prohibited by law from receiving a share of the testator’s estate; (3) the person was not previously convicted of financial exploitation of an elderly person or a person with a disability, financial identity theft, or a similar crime in another state or in federal court; and (4) the person is not incarcerated in a state or federal prison. Passed both chambers. 

House Bill 3409

Topic: 
Will contests

(Frese, R-Quincy) amends the Will Contests Article of the Probate Act of 1975. Provides that persons who stood to inherit under a previous will, including stepchildren, have standing and are entitled to institute a proceeding for the administration of the testator's estate or to contest the denial of admission of a will. Provides that the amendatory Act may be referred to as Karen's Law. Scheduled for hearing this Wednesday in House Judiciary Committee. 

Senate Bill 1502

Topic: 
Executor eligibility

(Johnson, D-Waukegan) amends the Probate Act of 1975. It provides that a person who has been convicted of a felony is qualified to act as an executor if: (a) the testator names that person as an executor and expressly acknowledges in the will that the testator is aware that the person has been convicted of a felony; and (b) the person is otherwise qualified to act as an executor.

Senate Bill 244

Topic: 
Homestead exemption

(Villa, West Chicago) Amends the Code of Civil Procedure. Provides that every individual is entitled to an estate of homestead to the extent in value of $30,000 of his or her interest in a farm or lot of land and buildings thereon, a condominium, or personal property, owned or rightly possessed by lease or otherwise and occupied by him or her as a residence, or in a cooperative that owns property that the individual uses as a residence, or $60,000 if the homestead is owned by 2 or more individuals. Scheduled for hearing Tuesday in Senate Judiciary Committee.