William R. Franzen
bill@levinschreder.comBill has extensive experience counseling high net worth clients on family business succession and tax planning, estate planning, multigenerational wealth transfer, international tax planning, family office structure and administration, executive compensation planning, and charitable organization formation and administration matters. Prior to joining Levin Schreder & Carey Ltd., Bill was a partner in the Private Client and Estate Planning Department of a large Chicago law firm.
Bill has written extensively on trust and estate planning issues for Illinois State Bar Association and Illinois Institute for Continuing Legal Education (IICLE) publications. He has also given numerous presentations to family offices regarding current estate and tax planning matters.
Publications:
Co-Author, "Tax Aspects of Estate, Trust and Guardianship Litigation,"
Illinois Estate Trust and Guardianship Litigation, Illinois
Institute for Continuing Legal Education (IICLE), 2002 Edition and 2008
Supplement
Co-Author, "Discretionary Distributions," Illinois Trust
Administration, Illinois Institute for Continuing Legal Education
(IICLE), 1999 Edition and 2005/2008 Supplements
Co-Author, "Federal Estate and Gift Tax Procedures," Illinois
Estate Administration, Illinois Institute for Continuing Legal
Education (IICLE), 1999 Edition
Co-Author, "20,000 Litigants and 2 Million Adults: The True Impact
of Shifting the Burden of Proof," Probate & Property,
March/April 1999, awarded Excellence in Writing Award, Best Overall
Article (Probate & Trust)
"Survey of the Taxation of Personal Injury and Wrongful Death Settlements
and Awards," Illinois State Bar Association (ISBA) General Practice
Newsletter, November 1998
"Illinois Limited Liability Companies," Illinois State Bar
Association (ISBA) Commercial, Banking & Bankruptcy Law Newsletter,
July 1998
"Illinois Limited Liability Companies," Illinois State Bar
Association (ISBA) General Practice Newsletter, May 1998
Co-Author, "1997 Trusts & Estates Legislation Update,"
Illinois State Bar Association (ISBA) Trusts & Estates Newsletter,
December 1997
"The Deductibility of Financing Fees in a Leveraged Buyout: A Conflict
in Reasoning Between the Tax Court and the Ninth Circuit Court of Appeals,"
46 Syracuse Law Review 1147, 1996
Presentations:
"Estate and Tax Planning," presented at the CFO Meeting of the Copier Dealers Association, June 2010
Education:
J.D., magna cum laude, Syracuse University College of Law,
1996
Associate Editor, Syracuse Law Review
B.A, University of Illinois - Urbana, 1993
Admitted:
Illinois, 1996
Certification:
Certified Public Accountant - Illinois
Professional Activities:
American Bar Association - Member, Real Property, Probate and Trust
Law Section
Illinois State Bar Association
DuPage County Bar Association
The Chicago Community Trust - Member, Young Professional Advisory
Committee
Community Activities:
Income Tax Preparation Program - Volunteer
