Background: I was raised in Tucson, Arizona and Whittier, California. Our family is... more
Background: I was raised in Tucson, Arizona and Whittier, California. Our family is 13th generation members of the Society of Friends (people known as "Quakers"). While attending Whittier High School, I was an Eagle Scout, an AFS exchange student to Malaysia and the section head for percussion for the WHS Marching Band (we marched in the 1968 Presidential Inaugural Parade in Washington, DC for ... view profile
Lindsey Paige Markus assists business owners and families plan their estates,... more
Lindsey Paige Markus assists business owners and families plan their estates, protect assets, transfer wealth, and minimize taxation. Lindsey works closely with clients to formulate succession plans, advise on business formation, wealth preservation and gift and estate taxation. An associate with the law firm of Chuhak Tecson, P.C. since 2006, Lindsey received her J.D. degree from Loyola Univ... view profile
Timothy J. Ritchey practices in the areas of estate and guardianship administration,... more
Timothy J. Ritchey practices in the areas of estate and guardianship administration, probate and trust litigation, real estate litigation, and estate planning. Over 90% of Tim's practice is dedicated to litigation, with an emphasis on contested probate litigation. He represents individuals, families, financial institutions, medical institutions and governmental organizations in cases br... view profile
Brian K. Jones left his own firm in 2012 to join Harrison Held, LLPas a Partner and... more
Brian K. Jones left his own firm in 2012 to join Harrison Held, LLPas a Partner and to Co-Chair (with his father, Jerry) the firms family office practice. His practice is centered on estate planning and administration, but includes business succession planning and real estate transactions. He was recently recognized by Super Lawyer magazine as an Illinois Rising Star. Brian is an active member... view profile
Work with high net worth and ultra-high net worth clients on all aspects of estate... more
Work with high net worth and ultra-high net worth clients on all aspects of estate and trust planning, administration and dispute resolution. Also assist with the formation and operation of not-for-profits.
Kenneth M. Bloom, a founding member of Peck Bloom, LLC, is a CPA and attorney who... more
Kenneth M. Bloom, a founding member of Peck Bloom, LLC, is a CPA and attorney who practices in the areas of estate planning and administration, wills, trusts, probate, asset protection, real estate, general corporate, and business transactional matters. Ken is the immediate past chair of the Asset Protection Committee of the Chicago Bar Association (CBA). He continues to serve on the CBA's... view profile
A trust is an arrangement whereby someone owns and manages money or property for another person's benefit. Like a guardianship, a trustee has decision-making authority over the trust property, but no court is involved in the trustee's action–the person who creates the trust defines the scope of the trustee's power. There are many different trust types, including probate trusts, income trusts, spendthrift trusts, and educational trusts. For example, a living trust allows you to manage your property while you are alive and to direct who will manage it if you become incapable of doing so. In essence, you choose your own “guardian” in advance and avoid having the court do it for you. A trust attorney reviews the many reasons for establishing a trust with you, and can ensure your trust will be legally valid.