Firm News

Carleen Schreder  presented “Charitable Giving After the Tax Cuts and Jobs Act: Who’s Right and How to Cope?” at the Chicago Council on Planned Giving Symposium May 2018.

David Lieberman presented “Fasten Your Seatbelts: The Testy Track of Advising Trustees in Litigation,” in Orlando, Florida, at the 2018 Spring Symposium of the American Bar Association Section on Real Property Trusts & Estates Law, May 2018.

David Lieberman  hosted a roundtable discussion on charities in estate litigation at the March bi-monthly meeting of the Chicago Council on Planned Giving, “Planned Gifts Gone Awry: When Estate Litigation Challenges Your Donor’s Bequest.”

Carleen Schreder,  David Lieberman and Robin Maher (Rising Stars) were selected to Illinois Super Lawyer® for 2018, Carleen in the fields of Tax and Estate Planning, David and Robin in the fields of Estate & Trust Litigation.

Carleen Schreder presented “Turning the PFTC Idea Into an Operating Trust Company” and she moderated a panel discussion on “PFTCs at Risk: A Call to Maintain Standards” for the Family Office Exchange Private Trust Company Workshop held in Fort Lauderdale, Florida, February, 2018.

In September 2017, David Lieberman was appointed co-chair of the Probate & Fiduciary Litigation Committee of the American Bar Association Section of Real Property, Trust and Estate Law, as well as the section liaison to the ABA Center for Professional Responsibility and Section Officers Conference (CPR/SOC) Professional Responsibility Committee.

We are pleased to announce that Brett Cagan has joined the firm.  Brett has been practicing law for over 20 years and focuses his practice on all aspects of estate planning, wealth preservation, and estate and trust administration.

Jim Carey is the immediate past Chair of the Litigation, Ethics and Malpractice group of the Real Property Trust and Estate Law (RPTE) Section of the American Bar Association. The RPTE Section is comprised of over 22,000 U.S. and International lawyers, real estate and financial services professionals. The Litigation, Ethics and Malpractice group devotes its efforts to issues involving trust, estate and fiduciary litigation matters. The group is responsible for educating members on national trends in a variety of areas and assists other Section Groups in analyzing trust and estate litigation, ethics or malpractice disputes.  Now, his leadership role has expanded to involve positions in several ABA-RPTE committees including the Task Force on Technology and the Practice.

In October 2017 Jim served as a co-presenter on the first installment of the ABA-RPTE Section’s three part fiduciary litigation series: “Challenges to Wills and Trusts and Lifetime Disputes”.

David Lieberman’s article “Managing Conflict: Attorneys Drafting Documents for Nonprofits and Donors” appeared on the cover of the August 2017 Planned Giving Today.

David Lieberman presented a “Model Rules of Professional Responsibility: Adopted Model Rules – Where Do We Go from Here?” on September 27, 2017, as an American Bar Association – Section of Real Property and Trust and Estate Law electronic CLE program.

We are pleased to announce that Kiran Uppal has joined the firm as an associate.  Kiran’s practice focuses on estate planning an estate and trust administration for businesses, families and other high net worth individuals.

Jim Carey  moderated a panel on: ‘Turns out “Fiduciary” Means You Have to Give It Back:’ An Introduction to Estate and Trust Litigation at the ABA – RPTE 29th Annual Spring Symposia,  April 2017.

David Lieberman presented, “Model Rules of Professional Responsibility – Adopted Model Rules – Where Do We Go from Here?,” at the ABA’s Section on Real Property Trust & Estate Law’s 2017 Spring Symposia, April 2017.

David Lieberman joined the Chicago Council on Planned Giving’s program committee and continues working with charitable organizations in contested matters.

We are pleased to announce that as of January 1, 2017 Robin D. Maher has become an equity partner.

Carleen Schreder,  David Lieberman and Robin Maher (Rising Stars) were selected to “Super Lawyers” for 2017, Carleen in the fields of Tax and Estate Planning, David and Robin in the fields of Estate & Trust Litigation.

Jim Carey recently was re-appointed by the Real Property Trust and Estate Law (RPTE) Section of the American Bar Association to be the Chair of the Litigation, Ethics and Malpractice group. The RPTE Section is comprised of over 22,000 U.S. and International lawyers, real estate and financial services professionals. The Litigation, Ethics and Malpractice group, which Jim will oversee as Chair, devotes its efforts to issues involving trust, estate and fiduciary litigation matters. The group is responsible for educating members on national trends in a variety of areas and assists other Section Groups in analyzing trust and estate litigation, ethics or malpractice disputes.  With these appointments, Jim is pleased to continue his eight years of leadership with the RPTE Section.

In September 2016 David Lieberman was appointed to the Futures Practice and Guidance Task Force established in 2016 by the American Bar Association’s Section on Real Property Trust & Estate Law to analyze the changing nature of law practice and to advise section members concerning opportunities and challenges arising from changing market forces.

In September 2016, David Lieberman was reappointed Co-chair of the Ethics and Malpractice Committee for 2016-17 within the ABA’s Trust and Estate Litigation, Ethics and Malpractice Group, and was also reappointed Section liaison for the ABA’s Real Property Trust & Estate Section’s to the ABA Joint Committee on Ethics and Professionalism.

In September 2016, Jim Carey was appointed by the by the Real Property Trust and Estate (RPTE) Law Section of the American Bar Association to its Task Force on Technology and the Profession, where he will be part of a group established to analyze the changing nature of law practice and to give RPTE lawyers the benefits from the opportunities and challenges arising from changing market forces. It will focus on challenges and opportunities that RPTE lawyers are likely to face over the next ten years, including in house, private law firm and other lawyers.