Presentations and Publications

Our attorneys frequently speak and write about trust and estate law. This is a partial list of publications and presentations by Ray Prather, Landon Perkinson, and Dan Ebner.

Presentations

Presented on a webinar for “Model Rules of Professional Responsibility: Adopted Model Rules – Where Do We Go from Here?” – American Bar Association Section of Real Property, Trust and Estate Law, September 26, 2017

“Estate Plan Basics: Lifetime Issues, Gathering Information, and Planning for Disposition of Property” – American Bar Association Community Outreach Program, July 13, 2017

Participated on a panel for “Older Adults as Decision Makers” – OutAging Summit, May 25, 2017

Participated on a panel for “Model Rules of Professional Responsibility: Adopted Model Rules – Where Do We Go from Here?” – American Bar Association Section of Real Property, Trust and Estate Law’s Spring Symposia, April 20, 2017

“Turns out Fiduciary Means You Have to Give It Back: An Introduction to Estate & Trust Litigation – Interpretation and Construction of Wills and Trusts” – American Bar Association Community Outreach Program, April 19, 2017

“Probate Boot Camp: Closing the Estate” – National Business Institute, December 13, 2016

“Decedent’s Trust and Estate Administration” – Illinois State Bar Association, December 2, 2016

“Planning Strategies for Clients with Larger Net Worths” – Illinois State Bar Association, May 20, 2016

“Ultimate Guide to Tax-Exempt Organizations: Formation/Incorporation of Tax-Exempt Organizations and Completing Form 1023″ – National Business Institute, May 17, 2016

“Into the Breach: Should a Trustee Have to Look to France (or any third party) to Finance a Defense?  Assessing Issues in Using Trust Funds to Defend the Trustee’s Conduct” – American Bar Association Section of Real Property, Trust and Estate Law’s Spring Symposia, May 2016

“Ethical Warnings for Attorneys Working with Charitable Gifts: Traditional Revolution: One if by Land, Two if by Sea” – American Bar Association Section of Real Property, Trust and Estate Law’s Spring Symposia, May 2016

“Business Succession Planning for the Next Generation” –  NextGen Family Business Summit, April 1, 2016

“The Probate Process From Start to Finish: Maintaining an Ethical Balance in Probate Practice” – National Business Institute, October 14, 2015

“Obergefell v. Hodges:  Tax and Estate Planning Issues for Employers and Individuals” – American Bar Association Section of Real Property, Trust & Estate Law/Tax 2015 Joint Fall Meeting, September 18, 2015

“Trusts 101:  Trusts Used for Tax Reduction” — Continuing Legal Education presented at the National Business Institute, August 12, 2015

“Trusts 101:  Grantor Trusts” — Continuing Legal Education presented at the National Business Institute, August 12, 2015

“Settlements, Compromises and Ethical Issues in Estate Litigation” – American Bar Association Section of Real Property, Trust and Estate Law’s Paralegal eLearning Program, July 16, 2015

“Estate Planning and Administration – The Complete Guide: Trust Administration and Terminology” – National Business Institute, June 29-30, 2015

“Estate Planning and Administration – The Complete Guide: Legal Ethics in Estate Practice” – National Business Institute, June 29, 2015

“Don’t Let Your POA Be DOA: The Latest on Power of Attorney and Guardianships – Unusual Circumstances” – Illinois Institute for Continuing Legal Education, June 12, 2015

“Don’t Let Your POA Be DOA: The Latest on Power of Attorney and Guardianships – Ethical Issues with POAs & Guardianships” – Illinois Institute for Continuing Legal Education, June 12, 2015

“The Probate Process From Start to Finish for Paralegals: Ethical Perils in the Probate Process” – National Business Institute, May 19, 2015

“The Probate Process From Start to Finish for Paralegals: Closing the Estate” – National Business Institute, May 19, 2015

“Elder Law Boot Camp: Planning for Unmarried Couples” – Illinois State Bar Association, April 24, 2015

“Ethical and Practical Problems for the Attorney on the Nonprofit Board” – American Bar Association Section of Taxation and Section of Real Property, Trust and Estate Law Joint Fall CLE Meeting, September 19, 2014

“Charitable Litigation 101: Analyzing Claims and Managing Attorneys in Litigation Involving Charitable Bequests” – Merrill Lynch and U.S. Trust Nonprofit Insights and Strategic Solutions Webinar Series, September 11, 2014

“The Probate Process From Start to Finish: Maintaining an Ethical Balance in Probate Practice” – National Business Institute, June 23, 2014

“Charitable Planning Strategies for Non-Traditional Unions”—Society of Financial Service Professionals and the American Cancer Society CE webinar, June 10, 2014

“Best Practices and Ethical Issues in Estate Planning” – American Bar Association Section of Real Property, Trust and Estate Law Paralegal eTraining Program, June 12, 2014

“A Treasure Trove of Charitable Updates” — ABA Section of Real Property, Trust and Estate Law Spring Symposium, May 1, 2014

“Best Practices” – ABA Section of Real Property, Trust and Estate Law’s  Paralegal eLearning Program, November 13, 2013

“First Meeting with the Client” – Illinois State Bar Association Trusts & Estates Section: Estate Administration Boot Camp, October 25, 2013

“Planning for Same-Sex Couples After DOMA” – RMB Capital, October 24, 2013

“Planning for Same-Sex Couples in Light of Windsor and Perry” – Chicago Bar Association Trust Law Committee, October 14, 2013

“Estate Planning: Hot Topics – Same Sex Planning” – Illinois State Bar Association, October 10, 2013

“The Demise of DOMA” – American Bar Association Section of Litigation Roundtable, September 2013

“How Recent Supreme Court Decisions Affect Planned Giving for Same-Sex Couples” – Chicago Council on Planned Giving, September 10, 2013

“Trusts 101: Ethics” – Continuing Legal Education presented at the National Business Institute, August 8-9, 2013

“After DOMA: How Recent SCOTUS Decisions Affect Estate Planning for Same-Sex Couples” – Chicago Estate Planning Council, Webinar, July 2013

“Estate Planning for Professionals” – Pattishall McAuliffe, June 2013

“Estate Planning for Same-Sex Couples” – Chicago Bar Association, Estate Planning in 2013: Hot Topics and New Trends, May 2013

“Thy Will be Done (by Will or by Deed): Discrimination in Real Property, Trust and Estate Law” – American Bar Association Section of Real Property, Trust and Estate Law 24th Annual Spring Symposia, May 2013

“Is Your Spouse a Trust Beneficiary? State Law Holds the Key for Same Sex Spouses” – American Bar Association Section of Real Property, Trust and Estate Law 24th Annual Spring Symposia, May 2013

“Ethics and Estate Litigation: Keep on Track and Out of Trouble” – American Bar Association Section of Real Property, Trust and Estate Law 24th Annual Spring Symposia, May 2013

“Opening a Law Firm” – Loyola University School of Law Career Services workshop, January 2013

“Hot Topics” – Charitable Planning and Organizations Group at the Fall Leadership Meeting of the American Bar Association’s Section of Real Property, Trust and Estate Law, November 2012

“Estate Planning from A to Z” –  Continuing Legal Education seminar at the National Business Institute, June 2012

“Probate, Guardianship, and Special Needs Planning for Personal Injury Lawyers” – Continuing Legal Education presentation at Corboy & Demetrio, June 2012

“Estate Planning for Professionals” – Continuing Legal Education presented at Fox, Hefter, Swibel, Levin & Carroll, LLP, May 2012

“Non-Tax Issues in Estate Planning—Fiduciaries, Dispositions (Including Personal Property), Anti-Lapse Statute, In Terrorem Clauses, and Other Items” – Chicago Trust and Estates Community Outreach Program, May 2012

“Pre-judgment Freezing of Assets in Trust and Elder Abuse Litigation” – ABA Trust Litigation Group Quarterly Conference Call, April 2012

“Civil Unions: What You Get and What You Don’t” – SIU School of Law Women’s Law Forum, April 2012

“A Roadmap to the Illinois Civil Unions Act” – Bloomington Meeting of the Illinois State Bar Association, March 2012

“Estate Planning for Same-Sex Couples” – AXA Equitable Incorporated, February 2012

“Illinois Civil Union Act Q and A Session” – Chicago Bar Association, December 2011

“Illinois Religious Freedom Protection and Civil Union Act” – Lambda Legal Life-Planning Symposium, October 2011

“Civil Unions, Taxes and Estate Planning for Family Law Practitioners” – DuPage County Bar Association, September 2011

“A Roadmap to the Illinois Civil Unions Act” – Carbondale Meeting of the Illinois State Bar Association, September 2011

“Illinois Civil Unions: What Advisors Should Know” – Chicago Estate Planning Council, May 2011

“A Roadmap to the Illinois Civil Unions Act” – Meeting of the General Assembly of the Illinois State Bar Association, May 2011

“Civil Unions Conference at DePaul University” – Schiller, DuCanto & Fleck Family Law Center, May 2011

“Succession Planning for Small and Closely Held Businesses” – Chicago Chapter of the National Association of Personal Financial Planners, November 2010

“Estate Planning for Professionals” – Continuing Legal Education presented at Williams Montgomery & John, Ltd., September 2010

“Estate Planning for LGBT Couples and Individuals” – The Northern Trust Pride affinity group, July 2010

“Nuts & Bolts of Retirement Planning” – Chicago Council on Planned Giving, May 2010

“Take the Power:  Life and Financial Planning for LGBT People” – Lambda Legal, May 2010

“Wealth Transfer Planning Techniques for Same-Sex Couples” – Chicago Bar Association, YLS Estate Planning Committee, September 2009

“Financial & Estate Planning 101″ – Affinity Groups at a Big 4 Accounting Firm, December 2008

“Legal [Un]wedded: Life, Love, and the Pursuit of Family Without ‘I do.’” – Northwestern University School of Law, Co-Counsel and OUTlaw student organizations, October 2008

“Take the Power Symposium: Strategies for Life and Financial Planning” – Lambda Legal, May 2008

“Estate Planning for LGBT Couples” – Howard Brown, February 2008

“Money Matters Workshop: Financial and Estate Planning” – Center on Halsted, December 2007

Publications

Estate of Powell v. Commissioner, ABA’s Real Property, Trust and Estate Law eReport, August 2017

Case Law Update, Illinois State Bar Association’s Trusts & Estates Newsletter, April 2017, vol. 63, no. 10

Ethics Considerations for Attorneys Serving on Nonprofit Boards, ABA Section of Litigation Ethics and Professionalism Committee Newsletter, Spring 2015, Vol. 8 No. 1

Conflicts of Interest in Trust and Estate Litigation, ABA Section of Litigation Ethics and Professionalism Website, February 6, 2015

Estate Planning and Charitable Giving for Same-Sex Couples After United States v. Windsor, Probate & Property, September/October 2014

Proposed Regulations Affecting the Uniform Basis Rule as Applied to Charitable Remainder Trusts, ISBA Trusts & Estates, July 2014, vol. 61, no. 1 at 15

Working With US Beneficiaries of Foreign Trusts, ABA Section of Real Property and Trust & Estate Law eReport, December 2013

United States v. Windsor and Charitable Planned Giving for Same-Sex Couples, Harvard Law School’s Planned Giving Website, http://www.law.harvard.edu/alumni/support/planned-giving/windsor-and-charitable-giving.pdf, September 2013

The Supreme Court DOMA Ruling, Civil Unions, and Same-Sex Marriage in Illinois,Illinois Bar Journal, September 2013

Retirement Accounts with Foreign Beneficiaries, Trusts and Estates Journal, July 2013

U.S. v. Windsor–What it Does and Doesn’t Change for Trusts and Estates Litigators, ABA Section of Litigation Trust & Estate Litigation Website, http://apps.americanbar.org/litigation/committees/trust/home.html, June 28, 2013

The Tax Effects of a Civil Union Dissolution, Newsletter of the Illinois State Bar Association’s Section on Federal Taxation, May 2013

Navigating Complex Conflicts of Interest, ABA Section of Litigation Trust & Estate Litigation Website, http://apps.americanbar.org/litigation/committees/trust/home.html, June 26, 2013

Shutting Down a Fiduciary Who Is Misusing Trust Assets, Probate & Property, January / February 2013, vol. 27, no. 1

Your Firm’s Benefits Plan and Same-Sex Relationships: Best Practices to Make All Employees Feel Like Valued Team Members, Newsletter of the Illinois State Bar Association’s Standing Committee on Law Office Management and Economics, December 2012, vol. 34, no. 2.

Illinois Marital Deduction and Q-TIP Election Available to Civil Unions, Newsletter of the Illinois State Bar Association’s Section on Trusts & Estates, November 2012

Defining a “Spouse” in Trust Documents, Trusts & Estates Journal, September 2012

An Overview of Illinois Civil Unions, Great Light Fee Only Advisors “See the Light” Newsletter, Vol. 1, February 2011

2012 Federal Budget and Green Book, ABA’s Real Property and Trust and Estate Law eReport, February 2011

Planning to Protect Your Trusted Companion, Greyhounds Only: The Skinny, Spring 2010

Considerations, Pitfalls, and Opportunities that Arise when Advising Same-Sex Couples, Probate & Property, May/June 2010

A matter of right: Same-sex marriage-A look at the evolving law, ISBA Trusts & Estates, May 2009, Vol. 55, No. 7 at 2-5.

Lambda Legal & You, Of Counsel On Campus, July 2008