Trust-Based Planning for Disabled Persons—Keeping Assets under Management

Presentation:  Trust-Based Planning for Disabled Persons

Overview:

Estate Planning for families, particularly for those who have Special Needs family members, is an important and often overlooked process. Planning for the orderly distribution of one’s assets to surviving family members at death, is crucial. Family members who have a disability may have certain state and federal benefit programs that are available to them, to enrich and improve their quality of life. Parents of disabled individuals and those who are disabled, require education regarding not only benefits that are available to them but the legal documents and procedures required to secure and maintain these benefits without wasting of personal assets and loss of eligibility. Equally important is an understanding the type of assets that can be transferred to a Special Needs person as well as selection of the Trustee in whom confidence is placed for the management and distribution to the Special Needs person.

Bruce Kiselstein’s Bio:

  • Licensed attorney in the State of Illinois since 1978
  • Practice limited to Estate Planning, Estate Taxation and Probate Administration
  • Principal of the Kiselstein Franckowiak Law Group – a three-lawyer firm concentrating in estate planning, estate taxation, living trusts, estate/trust administration and probate practice. The firm has its main office in Mt. Prospect, Illinois
  • Bruce Kiselstein places priority on the integrity and the quality of the legal services provided. This means that all clients are represented courteously, promptly, and with the highest degree of legal skill and honesty

EDUCATION

  • John Marshall Law School– Graduate Lawyer’s (L.L.M.) Program in Estate Taxation, Estate Planning and Estate Administration – 1988-1989.
  • John Marshall Law School – Juris Doctorate – awarded 1978.
  • University of Connecticut– Bachelor of Science in Political Science -awarded 1974.

ADMISSIONS TO PRACTICE

  • Illinois Supreme Court- 1978
  • United States District Court for the Northern District of Illinois- 1978 MEMBERSHIPS
  • Chicago Estate Planning Council
  • Northwest Suburban Estate Planning Council (Board of Directors and Past President)
  • Chicago Bar Association-Federal Tax Committee; and Estate and Gift Tax Committee
  • Northwest Community Hospital Planned Giving Advisory Committee