Client Alert: Estate Planning Affected by Recent Events: The SECURE Act, the New Illinois Uniform Trust Code, and the Coronavirus

Estate Planning in the first quarter of 2020 has been impacted by several recent events. This Client Alert, written by Michael Whitty, provides information on five hot topics:

  1. Health Care Documents and Estate Plans in the face of Coronavirus
  2. Planning for Retirement Accounts After the SECURE Act of 2019
  3. The new Illinois Uniform Trust Code and Its Effects on Trust Design
  4. Planning for Possible Changes in Estate and Gift Tax Exemptions
  5. Gift and Intrafamily Loan Refinancing Opportunities with Low Interest Rates

Available Downloads