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We, at Strauss & Malk, LLP, strive to be a premier multi-disciplinary law firm. I am part of the Estate Planning and Wealth Preservation group, but we also have a business and corporation group, a litigation group and a real estate group.
As Counsel in the Estate Planning and Wealth Preservation group, I perform a variety of tasks including:
· Advising clients and drafting and implementing estate plans,
· Estate and trust administration, including probate if necessary,
· Planning for Incapacity
· Basic and Advanced Estate Planning,
· Asset preservation planning,
· Charitable planning, and
· Tax planning.
Our team strives to provide exceptional estate, tax and financial planning services suitable to our clients' needs, whether it is a simple core estate plan involving a basic will, living trust and powers of attorney or the plan requires advanced planning ranging from irrevocable insurance trusts to dynasty trusts to family offices.
We assist our clients in customizing and optimizing the transfer of wealth to future generations, protecting assets, as well as minimizing taxes and satisfying charitable ends.
In the administration arena, we strive to facilitate the probate process, if probate is necessary, and expedite the administration of estates and trusts to substantial completion within a year. With proper estate planning, this goal is certainly attainable.
I am a Fellow of the prestigious American College of Trust and Estate Counsel and past chair of the Illinois Bar Association Trusts and Estates Section Council. As chair, I spearheaded the recently enacted Directed Trusts and Decanting statutes in Illinois. In service to the legal community, I have been active in Chicago and Illinois Bar Associations and Estate and Financial Planning organizations as a frequent speaker and author.
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Practice Areas
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Chat withState: Minnesota
Acquired: 2011
No misconduct found
State: Illinois
Acquired: 1994
No misconduct found
385 Lincoln Ave, Glencoe, IL, 60022
385 Lincoln Avenue, Glencoe, IL, 60022-1521
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2014 - Present
Counsel, Strauss & Malk, LLP
2013 - Present
Adjunct Professor, John Marshall Law School
2009 - 2014
Senior Counsel, Handler Thayer, LLP
1999 - 2009
Associate, Pasquesi Associates
2011 - Present
American College of Trust and Estate CounselFellow
2010 - Present
Greater North Shore Estate and Financial Planning CouncilMember
2009 - Present
Chicago Estate Planning CouncilMember
2008 - Present
Chicago Bar AssociationMember, Trust Law, Probate and Asset Protection Committees
2002 - Present
Illinois State Bar Association, Trusts and Estates SectionPast Chair
2010 - 2013
Glencoe Chamber of CommerceBoard Member
2010 - 2012
Evanston Symphony OrchestraBoard Member
2009 - 2010
Illinois State Bar Association, Trusts and Estates SectionChair
1994
JD - Juris Doctor
1972
MA - Masters
1971
BA - Bachelor of Arts
2013
Decanting & Directed Trusts
2010
Basic Estate Planning
2010
Counseling the Client
2009
Ethics in Estate Planning
2009
HIPAA and Advance Directives
2009
Basic Estate Planning
2008
Advance Directives
2008
Claims Against the Estate
2014
2011
2010
2010
2007
N/A
English