Robert S. Held Publication List

Robert S. Held

PARTNER

Speeches & Publications

“Nonmarketable Investments in Individual Retirement Accounts,” IICLE’s Estate Planning for Retirement Benefits, 2023.
“Handling Family Limited Partnerships and Limited Liability Companies,” IICLE’s Estate Administration: Business and Tax Related Issues, 2022
“Tales from the Trenches: Avoiding Trust Litigation,” DuPage County Estate Planning Council (May 2022)
“For Better or For Worse: Incompetent Spouse Divorce,” Southern Illinois Law Journal (2019)
“Contempt” Chicago Bar Association Commercial Litigation Committee (February 23, 2016)
“Indirect Criminal Contempt,” ABA Criminal Litigation Newsletter (2016)
“Nonmarketable Investments in Individual Retirement Accounts,” Illinois Institute of Continuing Legal Education Publication, Estate Planning for Retirement Benefits, (2015 edition)
“Handling Family Limited Partnerships and LLCs,” Illinois Institute of Continuing Legal Education publication, Illinois Estate Administration, (2014)
“Fraudulent Transfer Analysis” First Midwest Bank presents the 8th Annual Trusts & Estates CLE Event for Legal Professionals (April 23, 2014)
“How to Handle Conflicts of Interest; Make sure to comply with the Rules of Professional Conduct,” Trust and Estates Magazine, (February 26, 2014)
“Conflicts in Estate Planning,” Trusts and Estates Magazine, (February 26, 2014)
“The Nigerian Scam,” Daily Law Bulletin, (February 1, 2014)
“Prudent Investor Rule Chiseled Away in Carter v. Carter,” Trusts and Estates Section Newsletter, Illinois State Bar Association, (May 1, 2013)
“Refuse the Bequest or Lose the Will Contest: The Unforgiving Doctrine of Election” Illinois Bar Journal was cited and adopted by the Illinois Appellate Court, First District. Boyar v. Dixon, 2012 IL App (1st) 11103,¶31.
“The Modern Doctrine of Election,” Northwest Suburban Estate Planning Council (February 16, 2012)
“Confidentiality in Estate Planning and the Litigation Exception Posthumously,” Chicago Bar Association, (September 30, 2011)
“Clyde Bowles – My Law Partner and Mentor to All,” Chicago Daily Law Bulletin, Law Bulletin Publishing Company, (April 1, 2011)
“The New Transfer Tax Regime,” Wintrust Wealth Management, (February 15, 2011)
“Self-Canceling Installment Notes,” Chicago Jewish Entrepreneur Forum, (February 8, 2011)
“Contempt: The Court’s Highest Power,” Chicago Bar Association Record, Chicago Bar Association, (November 1, 2010)
Co-authored “Federal Court Denies Protection in Bankruptcy for Inherited IRA,”Illinois State Bar Association’s Commercial, Banking & Bankruptcy Law Newsletter, (2006)
“IRAs and Bankruptcy,” Illinois Bar Journal
“A Trust Counsel’s Duty to Beneficiaries,” Illinois Bar Journal
“Hedging Death and Taxes,” Trusts & Estates Magazine
“Sham Transaction Doctrine,” Trusts & Estates Magazine, (February, 2003)

Speeches & Publications

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