Illinois Trust and Estate Practice for Paralegals
DISCLAIMER
Before undertaking any on-demand effort, you should review the rules of your licensing/certifying entity.
It’s your responsibility to determine whether this on-demand course meets your continuing education requirements.
You must take and pass a quiz to receive credit. You can take the quiz as many times as needed and there is no time limit on the quiz.
Once the quiz is completed, you will be asked to download your certificate.
**Any on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
**AIA credit is not available in USB format.
Streamable MP4/PDF
You will receive an automated email letting you know when your On-Demand package is available approximately 3 business days after the date of the live event or the date of your order, whichever is later.
**Any streamable on-demand programs that qualify for AIA or LACES credit will require an additional 2 business weeks for processing.
The automated email letting you know when your On-Demand package is available will contain links to the video recording, materials, and program quiz.
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For AIA requirements only, the on-demand recording will have occasional question prompts that will not allow the video to progress unless they are answered, and you will not be able to skip forward while watching the video.
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Click the link which appears at the end of the video to be taken to the course quiz.
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USB MP4/PDF
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**AIA credit is not available in USB format.
The link to the quiz will be available in a PDF in your USB drive marked QUIZ.
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Please contact HalfMoon Education if you have any questions during the process of taking this course. (715) 835-5900 or qchapman@halfmoonseminars.org
Agenda
Webinar instructions will be emailed 24-48 business hours before the date of the webinar.
Please log into the webinar 15 – 30 minutes before start time.
Wednesday, July 9, 2025
8:30 am – 4:40 pm CDT
Agenda:
Assisting with Estate Planning
Presented by Paloma Holloman, Esq., LL.M
- Identifying the goals of the estate plan: planning for retirement, planning for long term care, planning for the distribution of the estate, tax planning
- Gathering and organizing necessary information for the estate plan
- Estate planning interviews and questionnaires
- Using standard estate planning documents to create the estate plan
- Wills, trusts, powers of attorney and advance directives
- Implementing the estate plan
- Executing and distributing documents, funding issues
Assisting with Guardianships and Conservatorships
Presented by Kerry R. Peck
- Using less restrictive alternatives to guardianship: durable powers of attorney, health care powers of attorney, living trusts
- Establishing a guardianship: determination of incompetence, appointment of guardian
- Establishing the powers and duties of guardians
- Guardian of the person, guardian of the estate
- Filing the required documents during the existence of the guardianship
- Terminating the guardianship
Handling Ethical Issues in Estate Planning and Probate Practice
Presented by Lisa Lukaszewski
- Identifying your client and avoiding conflicts of interest
- Handling issues of client competence
- Identifying and reporting abuse and/or neglect
Assisting in the Probate Process
Presented by Sarmistha Banerjee
- Reviewing the probate process and its alternatives
- Collecting information on the decedent, beneficiaries, assets and debts
- Preparing necessary documents to begin the probate process
- Naming the personal representative, filing the petition, schedules and inventory
- Handling creditors’ claims
- Preparing public notices, classifying debts, disputing claims
- Closing the estate
- Preparing the final account
- Making distributions, obtaining releases, closing your file
Assisting with the Administration of Estate Assets
Presented by Sarmistha Banerjee
- Collecting assets
- Setting up the estate’s checking account
- Valuing assets
- Preserving assets
- Liquidating, transferring and distributing assets
Webinar Instructions
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.
Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.
Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.
GoToWebinar App requirements:
Windows 10 or higher, macOS 11 or higher, Linux, Google Chrome OS
Web Browser:
Google Chrome (most recent 3 versions)
Microsoft Edge (most recent 3 versions)
Internet connection: 1 Mbps or better
Hardware: 2GB of RAM (minimum), 4GB or more of RAM (recommended)
For more information, visit the Support section at www.gotowebinar.com
Credits
Paralegals
6.5 CLE Hours (Including 1.0 Ethics Hour)
NFPA - National Federation of Paralegal Associations
6.5 CLE Credits (Including 1.0 Ethics Credit)
Continuing Education Information
This webinar is open to the public and is designed to qualify for 6.5 CLE hours, including 1.0 ethics hour, for paralegals in Illinois. Paralegal certification is not required to participate in this course.
The National Federation of Paralegal Associations (NFPA) has approved this course for 6.5 total CLE credits, which includes 5.5 general CLE credits and 1.0 ethics CLE credit.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
*On-Demand Credits*
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits; please consult your licensing board(s) to ensure that a structured, asynchronous learning format is appropriate.
Speakers
Sarmistha Banerjee
Boodell & Domanskis, LLC, in ChicagoMs. Banerjee is a member at Boodell & Domanskis, LLC where she leads her firm’s practice in the areas of estate planning, estate administration, and guardianship. Before joining Boodell & Domanskis, she gained experience in highly respected law firms in the collar counties of Chicago. She has extensive courtroom and litigation experience in probate and guardianship, including appearing before the Third District of the Illinois Appellate Court for oral arguments. A magna cum laude law graduate, she earned her degree at 42 as the mother of two young children.
Paloma Holloman, Esq., LL.M
PHM Law, LLC in WarrenvillePaloma Holloman (née Hospedales-Mohammed) is an Illinois attorney and is the founder of PHM Law, LLC. Ms. Holloman went to DePaul University for her B.A. degree in Political Science. At DePaul, she was a Community Service Scholar and minored in Community Service Studies. She received her J.D. degree and Master of Laws degree in Estate Planning from UIC John Marshall Law School. Ms. Holloman is an adjunct instructor at Waubonsee Community College, teaching courses on estate planning/ probate and legal ethics. Ms. Holloman has always had a passion for helping others to achieve their goals. She enjoys estate planning because she can help others preserve and maximize the results of their hard work and success. Ms. Holloman is the first attorney in her large, Trinidadian family. She was born and raised in Illinois and loves giving back to the community. While she was in law school, she interned at John Marshall Law School’s Domestic Violence Clinic, assisting domestic violence survivors with housing, employment, debt, and tax-related matters. Through her previous and current work and volunteer experiences, she has interacted with and served individuals of all different backgrounds. She possesses a strong ability to empathize with others and truly enjoys connecting with new people.
Lisa Lukaszewski
Katten Muchin Rosenman, LLP, in ChicagoMs. Lukaszewski is a counsel attorney in the Private Wealth practice at Katten Muchin Rosenman LLP, in Chicago, where she focuses her practice on post-death estate and trust management. She regularly advises corporate and individual fiduciaries and beneficiaries on all aspects of probate practice, complex estate and trust administration, and conflict resolution. Ms. Lukaszewski’s practice includes significant experience preparing and filing federal and state estate tax returns, representing clients before the Internal Revenue Service and Illinois Attorney General on reporting questions, valuation issues, and audits, and appearing in court on contested probate and chancery matters. Prior to joining Katten, she worked in the private wealth departments of several major law firms. Ms. Lukaszewski graduated magna cum laude from DePaul University College of Law as a member of the DePaul Law Review and Order of the Coif.
Kerry R. Peck
Peck Ritchey, LLC, in ChicagoKerry R. Peck is the managing partner of the Chicago law firm Peck Ritchey, LLC. He is the past president of the 22,000 lawyer Chicago Bar Association. His clients have included families, hospitals, banks, the State of Illinois, County of Cook, and City of Chicago. Since 2006, he has been selected by his peers in statewide surveys of Illinois attorneys as a “Super Lawyer”, an attorney to whom other attorneys would refer their family, and he was named a member of the Leading Lawyers Network. Mr. Peck is the recipient of the 2014 Justice John Paul Stevens Award, the Chicago Bar Association’s highest honor. He was also selected by IIT Chicago-Kent College of Law as one of their 125 Alumni of Distinction. In 2021, Mr. Peck was appointed chair of the Illinois Supreme Court Commission on Elder Justice. Mr. Peck was retained by the City of Chicago Department of Aging to rewrite the State of Illinois Elder Abuse and Neglect Act. Mr. Peck is the co-author of Alzheimer’s and the Law and Don’t Let Dementia Steal Everything, both published by the American Bar Association. Mr. Peck has written articles for the Chicago Daily Law Bulletin, Chicago Bar Association Record, Illinois State Bar Journal, and various other journals and newspapers. He teaches attorneys and healthcare professionals across the country and is a former adjunct professor at John Marshall Law School’s Elder Law Studies program.

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