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Description
Monday, October 23 and Tuesday, October 24, 2023
Chicago Marriott Southwest at Burr Ridge and Live Webcast
DAY ONE
Moderator: Heidi E. Dodd, Dodd & Wambold, O’Fallon&
8:15 - 8:50 Registration opens or log into the webcast via your account at www.iicle.com
8:50 - 9:00 Welcoming Announcements
9:00 – 10:00 Illinois Elder Law Case Law and Legislative Update 2023
Sponsored By: Chicago Title Land Trust Company
Get up to date on new cases and Illinois legislation.
Linda M. Strohschein, Strohschein Law Group, LLC, St. Charles &
10:00 – 10:15 Break
10:15 -11:15 A New Generation of Estate Planning: Beyond Electronic Wills
Sponsored By: CPT Institute
Olivia S. Brennan, Northern Trust, Chicago
Shawn M. McCullough, Harrison & Held, LLP, Chicago
11:15 - 12:15 Faith-Based End-of-Life Decisions
Sponsored By: Trinity Advocacy Group LLC
From organ donation to funeral planning, faith-based preferences surrounding end-of-life issues run the gamut and can make planning challenging and complex. Learn the common and not-so-common traditions that will help you develop a comprehensive plan for your clients.
Shaykh Noman Hussain, Islamic Foundation, Villa Park
Ben A. Neiburger, Generation Law Ltd., Elmhurst &
Rabbi Steven Peskind, Chicago
Reverend Adonna Reid, First United Methodist Church of Oak Park, Oak Park
12:15 – 1:15 Lunch Break
1:15 - 2:15 Fixing Problem Trusts Through the Illinois Trust Code
Sponsored By: Marquette Bank
Problem trusts can become even more problematic when they involve incapacitated grantors, non-existent trustees, and disabled beneficiaries. What do you do when you are administering an outdated trust, a poorly drafted trust, a trust that no longer serves its intended purpose, a trust whose cost of administration outweighs the benefit, or a trust that doesn’t meet the needs of its beneficiaries? This session will highlight options available in the Illinois Trust Code to fix a problem trust including decanting, virtual representation, and non-judicial settlement agreements.
Christine A. Barone, Chuhak & Tecson, P.C., Chicago
Mallory A. Moreno, Chuhak & Tecson, P.C., Chicago
2:15 – 2:30 Break
2:30 - 3:30 Judges’ Panel on Mediation
(1 professional responsibility)
Moderator: Hon. Jack Fleming (Ret.), DDV Law, Ltd.,Orland Park, Oak Brook & Chicago
Hon. Daniel B. Malone, Presiding Judge of the Probate Division, Cook County, Chicago
Hon. James G. Riley (ret.), FMS Law Group LLC, Chicago
3:30 – 4:30 Ethical Issues in Multigenerational Representation
(1 professional responsibility)
Rory Quinn, Illinois Attorney Registration and Disciplinary Commission, Chicago
4:30 Adjourn Day One
DAY TWO
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TRACK A Moderated by: Catherine E. Lenert, Mickey, Wilson, Weiler, Renzi, Lenert & Julien, P.C./Elder Law Center, P.C., Sugar Grove & |
TRACK B Moderated by: Melissa Johnson, Generation Law Ltd., Elmhurst |
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9:00 – 10:00
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Wrangling the Monster: Long-term Care Insurance Stana Martin, Mrs LTC., Inc., Independence, MO |
Pre-Filing
Considerations in Contested Trusts & Jesse Footlik, Peck Ritchey, LLC, Chicago |
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10:00 – 10:10 |
Break |
Break |
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10:10-11:10
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Beginners Guide to Basic Medicaid Planning Mollie A. Whitehead, WhiteheadFink Elder Law, LLC, Chicago
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Post-Filing
Considerations in Contested Trusts & Ashley C. Coppola, Chuhak & Tecson, P.C.,Chicago |
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11:10 – 11:20 |
Break |
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11:20-12:20
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Tax Tips and Traps for Seniors, Estates and Trusts Amy DeLaney, DDV Law, Ltd., Orland Park, Oak Brook & Chicago & |
Using Special Needs Trusts in an Elder Law Practice SPONSORED BY: Life’s Plan, Inc. Kathryn C. Casey, Dutton Casey & Mesoloras, PC, Chicago & |
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12:20 – 1:10 |
Lunch Break |
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1:10 – 2:10
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Overview of Medicaid Waiver Programs Wendy S. Cappelletto, Office of the Public Guardian of Cook County, Chicago |
Estate Planning in Adult Guardianships Ray J. Koenig III, Clark Hill PLC, Chicago & |
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2:10 – 2:20 |
Break |
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2:20 – 3:20 |
Real Estate and Probate Jennifer M. Lynch, June Prodehl Renzi & Lynch, LLC, Joliet
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Citations to Discover and Recover Jeffrey P. O’Kelley, Lesser Lutrey Pasquesi & Howe, LLP, Lake Forest |
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3:20 – 3:30 |
Break |
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3:30 – 4:30 |
Long-Term Care Medicaid Appeals Megan Kinney, Land of Lincoln Legal Aid, East St. Louis |
Settlement Agreements
Kate Curler, The Law Offices of Kate Curler, Chicago |
4:20 Adjourn
&= IICLE® Publications Author