The lawyers in our Private Wealth group meet the legal and financial needs of high-net worth individuals and families from one generation to the next. We administer sophisticated trusts and estates, navigate probate, and represent clients in trust and estate-related controversies.
Our Process
Ranked by U.S. News-Best Lawyers as among the best in Chicago for trusts and estates law, our finely-honed experience with all phases of estate administration gives us exceptional insights into the sensitive legal issues involved in trust and estate administration. We work with the family, their financial advisors, accountants and fiduciaries to proactively handle all phases of estate administration, distributions and post-mortem tax planning.
Probate and Disputes
Our team is well-versed in probate court proceedings and provides fiduciary guidance during all steps of estate administration. We manage assets in accordance with the estate plan or as directed by law, funding trusts, obtaining appraisals and asset valuations, and preparing estate tax and fiduciary income tax returns. We represent fiduciaries and beneficiaries in alternatives to probate, will contests and disputes, and resolve complex conflicts among beneficiaries, executors and trustees, including probate challenges and high-profile litigation.
Taxes
Our savvy tax planning techniques for high-net worth individuals and their business ventures throughout their lifetime sets the stage for administering their estates. We advise on a myriad of tax circumstances, including estate, fiduciary, inheritance and generation-skipping tax, and deliver world-class tax results while remaining focused on the human concerns that are of paramount importance to probate, trust and estate administration.