Des Plaines, IL
Estate planning Lawyer at Des Plaines, IL
Practice Areas: Estate Planning, Real Estate, Tax
OUTCOME: Return of tax for client
Prepared an estate tax return for the surviving spouse in a multi-million dollar estate. When the return was audited for lost gift tax returns by the client's accountant, I also successfully defended ... the position taken on the return
OUTCOME: OBRA'93 Payback trust
Prepared an OBRA '93 Payback Trust for a disabled individual who was anticipating receiving a large lump sum from retroactive payments. But the disabled individual needed to maintain eligibility for M ... edicaid and other government benefits. By using the trust, that sum was used to give him additional benefits over his lifetime rather than having to spend it all down before being eligible for benefits.
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