Transfer on Death Instruments

Experienced probate attorneys Shunte Goss and Marcie Hefler will be teaching us the ins and outs of Transfer on Death Instruments (TODIs). Learn tips for preparing and recording TODIs, pitfalls to avoid, and more!

Advanced Adult GAL Training – Beyond the Basics

A panel of experienced GALs and Adult Guardianship judges will cover the skills required to be a successful GAL for advanced adult GAL cases and some of the potential issues that may arise. Panelists will cover tips and tools for acting as GAL in contested adult guardianship matters, settling cases, appearing at trial as a GAL in an adult guardianship matters, and more!

Advance Health Care Directives and Property Power of Attorney

Presenter Denise Kaplan will review the basics of Powers of Attorney for healthcare and property in Illinois. The seminar will cover the requirements for the Illinois Statutory Short Form Power of Attorney documents and step-by-step instructions for meeting with clients and drafting these documents.

GAL For Disabled Adults Training

Lisa Murphy, CVLS Guardian ad Litem for Adults staff attorney, will cover the skills required to be a successful GAL for adult guardianship cases and the issues that may arise during adult guardianship cases. This training is for licensed attorneys interested in working as pro bono Guardians ad Litem for adults through CVLS.

Administration of Small, Uncontested Decedent Estates

This seminar provides an overview for attorneys as to how to open, close, and assist in the administration of small, uncontested Decedent Estates in Cook County, Illinois. Updated for 2021, Steve will also explain how to approach the Probate Court both during the pandemic and after it passes.

Special Needs Trust

The presentation will focus on special needs planning, including a basic overview of public benefits, eligibility for those benefits, and the creation of supplemental needs trusts and ABLE Accounts to facilitate benefits eligibility. The goal is to help attendees understand the two different types of supplemental needs trusts and when they are appropriate to be used. The presentation will also address the role of supplemental needs trust in divorce and the role of the probate court in approving and/or overseeing supplemental needs trusts for individuals subject to a guardianship.

Estate Planning

This seminar is meant to provide a solid foundation in estate planning so that volunteers can properly advise clients and create an estate plan that best suits their needs. Explore topics to include the importance of a comprehensive intake and complete client information, wills, trusts, powers of attorney and other advanced directives, and more!

Medicaid Planning Basics

This presentation will cover the basics of Medicaid eligibility and also touch on some advanced Medicaid planning topics that CVLS volunteers may encounter.

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