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Private Client, Trusts and Estates

BETTER PROTECTION When trust and hands-on attention meet

Your hard work and determination led you to where you are today. Protecting and passing your wealth and wisdom is critically important to you and future generations. And it’s our priority.

Our full-service Private Client, Trusts & Estates team advises on all your important interests, whether it’s your business, real estate, taxes or philanthropic endeavors. We are committed to working with you to preserve and grow your wealth and build a legacy that stands the test of time.

A Holistic View

Good counsel requires a holistic view of your unique circumstances. It starts with a comprehensive understanding of your personal and professional goals and values and determining how different factors, will impact your ability to accomplish them. Our sharp focus on both individual and business interests is highlighted by the personalized, creative solutions we bring to every scenario. This extends to the individual and philanthropic beneficiaries of your wealth as well as your business successors.

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Our client base is just as diverse as their needs and goals are. We represent families, individuals, entrepreneurs, businesses, trustees, beneficiaries, not-for-profit entities and special needs community, among many others. Our clients benefit from the dedication and depth of experience among our team of more than 10 attorneys.

Eileen R. PollardClient Tax Services Specialist
Joseph M. TamburelloManager - Client Tax Services
John Wiktor Attorney
John R. WiktorChair | Private Client, Trusts and Estates Group
New Illinois Statute Creates Presumption of Invalidity as to Transfers to Caregivers Over $20,000October 11, 2015

A new section in the Illinois Probate Act, 755 ILCS 5/4-a, et seq., titled "Presumptively Void Transfers," which took effect January 1, 2015, creates a rebuttable presumption that a document that transfers assets upon a person's death, referred to as a "transfer instrument," that transfers $20,000 or more to a caregiver is invalid. The intent of the new law is…

Directed Trusts: Who’s the Boss? Liability in Directed Trusts & Administrative Dilemmas, Chicago Bar Association, 11/7/17November 7, 2017

Grant Hendricks and Adam Novak of The Northern Trust Company presented to the CBA on 11/7/2017.  They discussed the Illinois directed trust statue and its underlying complications.…

Collectors in Conversation: Charles Mottier with Richard M. HorwoodMay 4, 2017

Asian Art Council, Art Institute of Chicago, May 4, 2017 Mr. Horwood is a partner in the Trusts and Estates Group of Horwood Marcus & Berk Chartered and advises collectors regarding key issues such as authentication; provenance; collection management; tax matters; disposition and charitable, museum, and family gifting. Mr. Mottier is a collector who, over the course of three decades,…

The Best Laid Plans: Avoiding Administrative and Judicial Challenges, Chicago Bar Association, 5/3/17May 3, 2017

Two key takeaways from this presentation: The disclosure of information can be as useful of a risk management tool as any. A client who understands how a corporate fiduciary will interact with all parties will have a more positive experience.…

Lessons That Planners Can Learn From Celebrity Estate BattlesOctober 1, 2008

Author: JASON S. ORNDUFF AND LAUREN J. WOLVEN, ATTORNEYS JASON S. ORNDUFF is a partner in the Private Client practice group at the law firm of Thompson Coburn Fagel Haber in Chicago. His practice focuses on the legal aspects of wealth transfer to the next generation, including estate planning, estate and trust administration, and transfer taxes. LAUREN J. WOLVEN is…

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500 West Madison Suite 3700
Chicago IL 60661

Phone: 312-606-3200 Fax: 312-606-3232
© Horwood Marcus & Berk Chartered 2019. All Rights Reserved.
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