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Chicago Bar Association
Planning for Disgruntled Beneficiaries

This program will discuss issues involving beneficiaries who are dissatisfied with inheritances, administration, and other related considerations in decedents’ trusts and estates. Speakers will provide information on current and trending case law, drafting and settlement solutions, jurisdictional differences, and ethical considerations. Topics and speakers: IN TERROREM CLAUSES; CASE LAW UPDATES AND TRENDS, INCLUDING RECENT DELAWARE CASES Jared R. Cloud, McDermott, Will & Emery, LLP ALTERNATIVES TO IN TERROREM CLAUSES Katrice M. Matthews, Sable Law Group, LLC USE OF NON-JUDICIAL SETTLEMENT AGREEMENTS, INCLUDING JURISDICTIONAL COMPARISONS, LITIGATION ISSUES Rebecca Wallenfelsz, Chapman and Cutler, LLP ILLINOIS STATUTES: VIRTUAL REPRESENTATION, DIRECTED TRUSTEES Michael H. Erde, Michael H. Erde, PC IDENTIFYING YOUR CLIENT AND ETHICAL CONSIDERATIONS; ENGAGEMENT LETTER; COMMUNICATING WITH OTHER FAMILY MEMBERS Robin D. Maher, Levin, Carey & Schreder, Ltd. Moderator: Tye J. Klooster, Katten Muchin Rosenman LLP; Vice-Chair, CBA Trust Law Committee 2.75 IL MCLE Credit inc. 0,5 IL PR-MCLE Credit (Subject to Approval) In-person pricing: $0 CLE-Advantage & Law Student Members/$60 Gov't Member/$80 Member/$160 Nonmember ($10 on-site registration fee applies) See Live Webcast pricing online Register at www.chicagobar.org/cle or call 312-554-2056.

Date:3/27/2018

Time:2:00 PM - 5:00 PM

Location:The Chicago Bar Association
321 S. Plymouth Ct.
Chicago, IL 60604







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