James R. Carey
jim@levinschreder.comJim concentrates his practice in contested estate, trust and guardianship matters and estate and gift tax controversies.
Active in a number of law related organizations, including bar associations and study groups, Jim is a member of the Chicago Bar Association's Probate Practice Committee, where he served as a chair of one of the Committee's divisions and was a member of its Executive and Legislative Committee. He is also an active member of the American Bar Association Committee on Estate and Trust Litigation and Controversy.
Jim has authored two chapters in the Contested Estates Manual which is a resource used by lawyers throughout Illinois. He is a frequent speaker on various fiduciary topics and has also taught the course on Estates at Loyola University of Chicago School of Law.
Publications:
Co-Author, Estate Planning in Disabled Adult Guardianships, Illinois Institute for Continuing Education (IICLE), 2006
Author of two chapters, "Accountings" and "Contested Admissions of Will to Probate," Contested Estates Manual published by the Illinois Institute for Continuing Legal Education (IICLE), 2001 edition, 2006 supplement/update
Co-Author, "Buy-Sell Agreements After Chapter 14," Trust & Estates published by Premedia, 1993
Recent Presentations:
“Practical Representation Issues: Competing Client Interests” presented for participants of an Illinois Institute of Continuing Legal Education (IICLE) Estate Planning Update Teleconference on October 31, 2007
"Competing Client Interests: Identifying Your Client, Conflicts of Interest and Privilege for Lawyers in the Estate Planning and Fiduciary Context" presented to attendees of the Illinois Institute of Continuing Legal Education (IICLE) 50th Estate Planning Short Course held April 19, 2007 in Chicago and May 3, 2007 in Springfield
"Estate Planning in Illinois Disabled Adult and Minor Guardianships" presented to attendees of the Illinois Institute of Continuing Legal Education (IICLE) 50th Estate Planning Short Course held April 20, 2007 in Chicago
"Identifying Your Client, Conflicts and Privilege in Estate Planning and Probate" presented for members of the Chicago bar Association's Probate Practice Committee on November 17, 2006
"The Measures of Damages in Fiduciary Litigation," presented at the American Bar Association Joint Meeting of the Sections of Taxation and the Section of Real Property Probate and Trust Law, October 2006
"The Initial Client Meeting," presented to attendees of the
Illinois Institute for Continuing Legal Education (IICLE) Basic Estate
Planning Seminar, August 2005
"Risk Management for Fiduciaries," presented to attendees of the Illinois Institute of Continuing Legal Education (IICLE) Annual Estate Planning Short Course, April 2005, May 2005
"Illinois Probate: Beyond the Basics," sponsored by the National Business Institute, February 2005
"Contested Admissions of Wills to Probate," sponsored by the Illinois Institute of Continuing Legal Education (IICLE), September 2004
"Basic Estate Planning," sponsored by the Illinois Institute for Continuing Legal Education (IICLE), August 2004
"Reformation of Trust and Total Return Trust Conversions," sponsored by the Illinois State Bar Association, November 2003
"Litigation Perspectives on Breach of Fiduciary Duty and Accounting Actions," presented for members of the Hawaii Estate Planning Council, October 2003
"How to Avoid Contests when Planning for Older Clients," presented for members of the Hawaii Estate Planning Council, October 2003
"No Good Deed Unpunished: Selected Issues on Conflicts of Interest for Professionals in the Estate Planning and Fiduciary Context," presented to members of the Greater North Shore Estate Planning Council, March 2003
"Contested Accountings," presented to attendees of the Illinois Institute for Continuing Legal Education (IICLE) Symposium on Contested Trusts and Estates, October 2002
"Third Party Liability for Breach of Fiduciary Duty," (co-presenter) presented to members of the American Bar Association Real Property Probate and Trust Law Committee and Subcommittee on Fiduciary Litigation, April 2002
Education:
J.D., Loyola University, 1989 - Editor, The Business Lawyer and
Articles Editor, Loyola Law Journal
B.A., Marquette University, 1986
Admitted:
Illinois, 1989
Professional Activities:
Chicago Bar Association - Member, Probate Practice Committee - Former
Chair and Executive & Legislative Committee Member
American Bar Association - Member, Committee on Estate and Trust Litigation and Controversy
Community Activities:
St. Giles Parish Pastoral Council - Past Co-Chair
Member of the Horizons for Youth on Cloud Nine Committee
Coach, Oak Park Youth Baseball and Softball, Youth Basketball and AYSO
