As the leader of the firm's probate, estate and trust administration team, Ed Trio works with individuals and families to meet both current and long-term financial and asset-protection goals. These goals are met by coordinating:

  • income, estate and gift tax planning at the individual level 
  • creating trusts for younger generation family members (whether born or unborn) 
  • trusts for disabled family members 
  • premarital agreements at the family level 
  • agreements among shareholders, partners, and members of limited liability companies 
  • management succession planning at the entity level 
  • post-mortem planning 

Ed, who is also a Certified Public Accountant, has been named an Illinois SuperLawyer and an Illinois Leading Lawyer in the area of Tax Law.

Credentials

Education

  • Illinois Institute of Technology, Chicago-Kent College of Law, LL.M., Taxation, with honors
  • Hamline University School of Law, J.D.
  • University of Notre Dame, B.B.A., Accountancy

Bar Admissions

  • Illinois

Court Admissions

  • U.S. Supreme Court
  • U.S. District Court for the Northern District of Illinois
  • U.S. Tax Court

Affiliations

  • American Bar Association, Taxation and Real Property, Probate and Trust Law Sections
  • American Institute of Certified Public Accountants
  • Merit Badge counselor and former scoutmaster, Boy Scouts of America
  • Illinois State Bar Association, Federal Taxation and Trusts and Estates Sections

Key Cases or Transactions

  • Represented high net worth individuals in negotiating premarital agreements to protect family owned business assets and children from prior marriages.
  • Represented trustees in resolving disputes with beneficiaries.
  • Assisted owners of a closely held business with the buyout of family members no longer active in the operation of the business.
  • Recovered the assets of a decedent’s estate removed by financial fraud and, working in close association with law enforcement officials, assisted with the successful criminal prosecution of the offender.
  • Represented individuals before the U.S. Tax Court, resulting in significant reductions of tax assessments by the Internal Revenue Service.
  • Represented numerous estates in audits of federal estate tax returns.