Karen Mills presented at the National Business Institute‘s Accounting and Tax Crash Course for Trusts and Estates on June 26, 2020.

Her presentation entitled, “Investments and Transfers: Legal and Prudent”, discussed:

  1. Uniform Principal Income Act
  2. RUPIA (Revised Uniform Prudent Investor Act)
  3. How to Prevent Fraudulent Transfers
  4. Learning how to Select an Appropriate Investment Advisor and Create an Investment Strategy
  5. Understanding the Investment Duties Imposed on Personal Representatives and Trustees

Rathje Woodward advises clients on a broad range of Trust and Estate issues, including probate litigation, trust and estate administration, estate planning including advice on income, estate, gift, and generation-skipping transfer tax issues. If you have questions about how Illinois rules may impact your estate, call  630-668-8500. Our online contact form may be found here.

For more information regarding Rathje Woodward’s practice and its attorneys, please visit www.rathjelaw.com.