Trusts and Estates

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