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.