Postmortem Estate Planning

In Re

George L. Schoenbeck join us this episode to talk about issues that commonly come up during modern Postmortem Estate Planning. Our conversation touches on the fiduciary duties of trustees and executors, attorney liability and professional responsibility Issues, and the importance of an attorney/client engagement letter.

George is a Partner at Sosin, Arnold & Schoenbeck, Ltd., in Orland Park, where he represents clients in matters concerning estate planning, estate administration, business succession planning, business general counsel, and commercial transactions. He is licensed to practice in Illinois and Florida. He has written extensively on the topics of business succession planning, estate planning, and estate administration, including articles in the Illinois Bar Journal and the Trusts and Estates Newsletter of the Illinois State Bar Association. In 2017, he was awarded the Illinois State Bar Association’s Board of Governors Award for his distinguished service to the legal profession. In October 2022, he was recognized by the Third District Court of Appeal of the State of Florida in Miami for receiving one of the highest scores in the July 2022 administration of the Florida Bar Examination. He received his B.S. in Accountancy with Highest Honors from the University of Illinois at Urbana-Champaign and his J.D. from the Chicago-Kent College of Law.

He is also the author of Ch. 1, Overview of the Postmortem Estate Planning Process, on IICLE’s Postmortem Estate Planning handbook. Listeners can use the discount code INREPUBS-PSTMRTM20 to get 20% off IICLE’S Postmortem Estate Planning handbook through March 15, 2024.

Cases discussed in this episode:

In re Estate of Halas, 209 Ill.App.3d 333, 568 N.E.2d 170, 154 Ill.Dec. 170 (1st Dist. 1991)

In re Estate of Godinez, 2018 IL App (2d) 161009-U

Estate of Hudson v. Tibble, 2018 IL App (1st) 162469, ¶23, 99 N.E.3d 105, 421 Ill.Dec. 105

Gagliardo v. Caffrey, 344 Ill.App.3d 219, 800 N.E.2d 489, 497, 279 Ill.Dec. 421 (1st Dist. 2003)

Pelham v. Griesheimer, 92 Ill.2d 13, 440 N.E.2d 96, 64 Ill.Dec. 544 (1982)

Music: Fearless First Kevin MacLeod (incompetech.com) Licensed under Creative Commons: By Attribution 3.0 License http://creativecommons.org/licenses/by/3.0/.