The firm has a substantial trusts and estates practice.
Our practice includes:
- Evaluating clients’ financial and other circumstances and recommending planning options
- Drafting wills
- Drafting trusts, including living, testamentary, life insurance, and other trusts
- Advising about funding trusts
- Administering and acting as trustees for trusts
- Drafting healthcare and property powers of attorney
- Estate and gift tax advice
- Retirement account advice, including advice about beneficiary designations
- Forming and administering charitable foundations
- Opening and administering probate estates
- Preparing Federal and Illinois estate tax returns
- Family business succession planning