Attorneys
Kristin G. Bagull
Kristin Bagull concentrates her practice in the areas of income tax and estate planning. Her experience also includes representing individuals before the United States Tax Court in tax controversy matters.
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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.
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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.
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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.
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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.
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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.
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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.
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Michael K. Moyers
Mike focuses his practice on sophisticated tax and business planning, including all aspects of estate planning for individuals and families. He has extensive experience advising closely held businesses and their owners regarding ownership succession and related tax and other legal issues.
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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.
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