Next Year's Conference

Our Annual Conference next year will be in Toronto, Canada! Email [email protected] to get on the advance list and be the first to find out the details!

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Illinois Chapter: VA Veterans Pension & Survivors Benefits
Michael Jay Veterans Service Officer Approved for 1 general CLE credit

When: December 17, 2024
Where: ZOOM
Illinois Chapter: REVERSE MORTGAGES
Sue Beeler & Tammy Lahndorf Goldwater Bank Approved for 1 general CLE credit

When: September 10, 2024
Where: ZOOM
Illinois Chapter: TAXES & ESTATE PLANNING
Lindsey P. Markus Principle, Chuhak & Tecson, PC Approved for 1 general CLE credit

When: August 13, 2024
Where: ZOOM
Illinois Chapter: MEDICAID AID & DYING
Medicaid Aid & Dying Eric Parker Attorney - Stotis & Baird Chartered Approved for 1 general CLE credit

When: June 11, 2024
Where: ZOOM
Must Sole Benefit Trusts Contain Payback Provisions?
Lunch & Learn  |  Free to Members
A sole benefit trust (SBT) is a powerful but misunderstood tool in the Medicaid planning toolbox. A common error (either by practitioners or imposed by state agencies) is the notion that an SBT must provide reimbursement to the state for Medicaid benefits paid to the beneficiary upon the death of the beneficiary (or a “payback provision”). As this webinar will explain, most SBTs need not... Details
When: June 5, 2024
Where: WEBINAR