A recent unpublished Illinois appellate decision offers helpful guidance on what a trustee must disclose when a beneficiary asks for trust documents. In Lindblad v. Blair, 2025 IL App (1st) 241753-U, the court held that a trustee satisfied the disclosure requirement...
You review your parents’ trust, and something may feel off. The plan changed late in life. Familiar names no longer appear, and a new person now benefits. That person may have helped with meals, rides or daily tasks near the end. In Illinois, this type of change can...
As an agent for someone under a Power of Attorney in Illinois, you are generally entitled to collect a fee for the services that you provide. Managing someone’s assets when they have trouble managing them on their own can be an expensive and time consuming job,...