Publications

Your search for Estate Planning and Wealth Transfer produced 13 results.
April 17, 2020
Publication
The current low interest rate environment resulting fromthe ongoing COVID-19 pandemic may provide individuals whose estates are expected to exceed the federal estate tax exemption amounts (currently $23,160,000 for a married...
Jennifer Y. Tolsky
Partner
April 3, 2020
Publication
While the Stay at Home order issued last month by Illinois Gov. J.B. Pritzker as a result of the coronavirus (COVID-19) pandemic has numerous (and obvious) impacts on business, a perhaps...
Karen Osiecki Meehan
Partner
January 2, 2020
Publication
The SECURE (Setting Every Community Up for Retirement Enhancement) Act, signed into law on Dec. 20, 2019, brings about major changes for your retirement plans.
Ilana Schwartz Bley
Associate
June 21, 2019
Publication
The U.S. Supreme Court ruled unanimously today that a trust beneficiary’s residence in a state by itself doesn’t give the state the right to tax the trust.
Ilana Schwartz Bley
Associate
October 2016
Publication
Family-owned companies and other closely held businesses and investment entities would be affected
January 2014
Publication
Edward A. Trio
Partner
Estate Planning and Wealth Transfer
Tax Planning and Compliance
December 10, 2012
Publication
Ronald N. Mora
Partner
Estate Planning and Wealth Transfer
Real Estate
January 2011
Publication
Steven C. Gustafson
Partner
Estate Planning and Wealth Transfer
Tax Planning and Compliance
August 2010
Publication
Gail Potysman Bley, CFP®
Partner
Estate Planning and Wealth Transfer
Tax Planning and Compliance
October 2008
Publication
Gerard R. Fellows, CFP®
Partner
Chair, Tax Planning and Compliance Practice
Estate Planning and Wealth Transfer
Tax Planning and Compliance
March 2008
Publication
Steven C. Gustafson
Partner
Family Offices, Businesses and Entrepreneurs
Real Estate
March 2008
Publication
Steven C. Gustafson
Partner
Estate Planning and Wealth Transfer
Tax Planning and Compliance
January 2008
Publication
Ronald N. Mora
Partner
Family Offices, Businesses and Entrepreneurs
Estate Planning and Wealth Transfer