Carleen Schreder will be presenting “Turning the PTC Idea into an Operating Trust Company” at the Family Office Exchange (FOX) Private Trust Company Fundamentals Workshop that will be held in New Orleans, LA on February 20 – 21, 2019.
Carleen Schreder, David Lieberman and Robin Maher (Rising Stars) were selected to Illinois Super Lawyer® for 2019, Carleen in the fields of Tax and Estate Planning, David and Robin in the fields of Estate & Trust Litigation.
We are pleased to announce that Maria M. L. Schwartz has joined the firm as an associate. Maria’s practice focuses on estate planning, tax planning, and estate and trust administration, for businesses, families, executives, entrepreneurs and other high net worth individuals.
We are pleased to announce that Dan Paluga has joined the firm as an associate. Dan’s practice focuses on representing corporate fiduciaries and individuals in complex trust and estate litigation, and representing owners in family business and closely-held business disputes.
Robin Maher presented “The Ins, and the Definitely Outs, of Drafting Settlement Agreements” at the ALI 18th Annual Advanced Course for the Estate Planner, Litigator, and Corporate Fiduciary Counsel: Representing Estate and Trust Beneficiaries and Fiduciaries, July 2018
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.”
Robin Maher presented “Identifying the Client other Ethical Considerations” at the Chicago Bar Association, Continuing Legal Education: Planning for Disgruntled Beneficiaries, March 2018
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.