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Estate Planning

BETTER LEGACY Is fostered by preparation and a personal touch

Careful planning is key to ensuring your family’s wealth, assets and legacy endures. Regardless of your situation, we help you prepare for whatever the future holds. We employ a strategic and multidisciplinary approach involving all aspects of tax, corporate, real estate and family law.

We work to ensure your wealth is passed to the next generation in the most streamlined and tax-efficient manner, in ways that stay true to your values and personal goals. This includes preparing wills, revocable trusts, powers of attorney and other related estate-planning needs.

Business interests are frequently intertwined with the other aspects of your personal net worth. We develop and implement business succession strategies for closely-held businesses, including multigenerational estate plans with LLC operating agreements, partnership agreements and shareholder buy-sell agreements.

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We focus on reducing your taxes through sophisticated planning strategies, including dynasty trusts, intra-family sale agreements, family limited partnerships, grantor retained annuity trusts, qualified personal residence trusts, self-canceling installment notes, private annuities and college savings plans. We also help you maximize estate, gift and generation-skipping tax exemptions.

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Joseph M. Tamburello - a man in a business suit, smiling at the camera
Joseph M. TamburelloManager - Client Tax Services
John Wiktor Attorney
John R. WiktorChair | Private Client, Trusts and Estates Group
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.…

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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