Attorneys
Scott
Bieber
Scott focuses his practice in the areas of family wealth preservation,
federal transfer taxation, and family business planning. He counsels
individuals with their personal estate planning and owners of closely-held
businesses with business succession and related issues. Scott represents
executors and trustees in the administration of estates and trusts,
as well as taxpayers and their executors in gift and estate tax audits.
He also advises public and private charitable organizations.
Read more >
James
R. Carey
Jim concentrates his practice in contested estate, trust and guardianship
matters and estate and gift tax controversies. 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 a course on estate planning at Loyola University
of Chicago School of Law.
Read more >
William R. Franzen
Bill dedicates his practice in family business succession and tax planning, estate planning, multigenerational wealth transfer, international tax planning, executive compensation planning, and charitable organization formation and administration matters. 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.
Read more >
Rick Y. Gelboim
Rick focuses his practice in the area of estate planning matters. His experience also includes representing estate executors and administrators in probate court.
Read more >
Margot
Gordon
Margot dedicates her practice to estate planning matters and has extensive
experience dealing with sensitive and complicated family situations.
She is well known and respected in the Cook County Probate Courts for
her handling of complicated guardianship and decendents estates. Margot
is also a published author on the topic of estate planning for disabled
adults.
Read more >
Robert
M. Levin
Bob primarily handles integrated tax and business issues and has practiced
in the tax area his entire career. He represents clients in structuring
their business transactions as well as planning their personal financial
and income tax matters, including a broad range of techniques to minimize
or defer the recognition of income. In addition to domestic issues,
Bob has extensive experience dealing with international tax matters.
Read more >
David represents corporate fiduciaries and individuals in complex trust and estate litigation. He has tried significant trust and estate cases, as well as complex securities, fraud and commercial cases. His wealth of experience in complex business and financial fraud disputes is integral to David’s representation of fiduciaries and beneficiaries in a broad array of disputes. He also represents individuals and businesses in civil litigation arising from alleged tax shelter promotion or participation.
Robin Drey Maher
Robin focuses her practice on complex trust and estate controversies, as well as estate planning. She has been involved in major trust litigation, including two of the largest family trust controversy cases brought before a U.S. court in the past several years. Prior to joining the firm in 2006, Robin was an associate at Winston & Strawn in the firm's Trusts and Estates Department.
Read more >
Todd J. Schneider
Todd Schneider concentrates his practice in the areas of estate planning, trust and estate administration, charitable planning, and business succession planning. He generally focuses on developing wealth conservation strategies that are designed to reduce estate, income, gift, and generation-skipping transfer taxes. Todd also frequently assists clients in the acquisition and sale of business interests and the implementation of shareholder and partnership agreements.
Read more >
Carleen
L. Schreder
Carleen focuses her practice on estate tax and income tax planning,
working with both U.S. and international clients. She works extensively
with families on multiple strategies for wealth transfer and business
succession planning. She is a recipient of the Chicago Bar Foundation's
Maurice Weigle Award as an Outstanding Young Lawyer in Chicago. She
is also active in several social service and support organizations.
Read more >
Scott A. Sissel
Scott Sissel focuses his practice in the areas of estate planning and administration and related taxation matters, which includes tax planning and controversy issues involving estate, gift and generation-skipping transfer taxes, as well as the income taxation of trusts and estates. He works with executives, business owners, physicians, lawyers and other high net worth individuals. Before joining Levin Schreder & Carey Ltd. in May 2010, Scott practiced law at McGuireWoods.
Read more >
Mary Lee focuses her practice on the representation of high net worth individuals, particularly with respect to philanthropic endeavors. She works closely with individuals and families to structure charitable giving which achieves both personal goals as well as beneficial tax treatment using a variety of tools available, including donor advised funds, charitable split interest trusts, restricted gifts, conservation easements and private foundations.
