Firm News
Jim Carey will be speaking on the “Emotional and Financial Costs of a Poorly Planned Estate” February 16th to a group of financial advisors.
Jim Carey is the current Program Chair and will be moderating “How Real is Your Protection? A View of Asset Protection Trusts from the Trust Buster’s Perspective” at the Annual Real Property & Estate Planning Symposium to be held in New York, NY, May 2012.
Robin Drey Maher – We are pleased to announce that Robin Drey Maher has become a Partner of the firm. Robin joined the firm as an associate in 2006. 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.
Mary Lee Turk – We are please to announce that Mary Lee Turk has recently been admitted to the firm’s equity partnership. Mary Lee focuses her practice on the representation of high net worth individuals, particularly with respect to philanthropic endeavors. She also represents private foundations and public charities on a wide-range of issues, including entity formation, tax exemption, grant making and scholarship programs.
Scott Bieber will be presenting a program on “Estate & Gift Tax Planning with the New $5M Exclusion” for the Illinois CPA Society’s 2012 Estate & Gift Tax Conference at The Standard Club on Tuesday, May 8th.
Robin Drey Maher co-presented at the Chicago Bar Association’s Trust Law Committee meeting in January 2012 on the topic of ”Dealing With Disgruntled Beneficiaries and Settling Disputes: Family Settlement Agreements.”
David Lieberman in January 2012 served as a faculty member at the University of Miami’s 46th Annual Heckerling Institute on Estate Planning, and presented a program on “Expert Witnesses in Trust and Estate Litigation.”
David Lieberman will present a program on “Best Practices to Resolve Family-Business Conflict” at the April 2012 Annual Conference of the International Association of Attorneys for Family-Held Enterprises.
David Lieberman’s article, “Class Warfare in the Close Corporation? Shareholder Oppression and the Advent of Enhanced Fiduciary Duties,” is forthcoming in the Winter 2011 edition of the American Bar Association’s Business Torts Litigation Journal
David Lieberman was appointed in October 2011 to the American Bar Association’s Section of Real Property, Trust and Estate law, on the ABA’s task force considering proposed standards of conduct for experts retained by lawyers.
Scott Bieber’s article entitled “Trustee’s Duties Extend to Remainder Beneficiaries too” was published in Estate Planning. Click here to read the article.
David Lieberman presented a program on family business disputes at the American Bar Association’s Joint Fall CLE Meeting of the Sections on Real Property, Trust and Estate Law and Taxation, in Denver, Colorado, in October entitled “Next Generation Disputes in the Family Business: Navigating the Remedial, Ethical and Tax Quagmires – A Case Study.”
David Lieberman drafted comments in July 2011 to American Bar Association Section of Litigation Resolution 101B on behalf of the Litigation, Ethics and Malpractice Group of the ABA’s Section on Real Property, Trust and Estate Law. The proposed resolution contemplates ABA adoption of certain proposed “Standards of Conduct for Experts Retained By Lawyers”.
Carleen Schreder’s Comments on the SEC’s “Family Office” Exemption
The firm commented on the SEC’s proposed definition of “family office” issued pursuant to the Dodd-Frank Wall Street Reform and Consumer Protection Act. If a family office falls within the definition, it is exempt from registration with the SEC. To view the comments, Click here.
David Lieberman presented “I (Might) Get By With a Little Help From My Expert: Expert Witnesses in Trust and Estate Litigation” for the American Bar Association’s Section of Real Property, Trust and Estate Law 22nd Annual Spring Symposia, April, 2011 in Washington, D.C.
Robin Drey Maher co-presented “Trust & Estate Litigation Update,” at the Chicago Bar Association’s, Trust Law Committee meeting, January, 2011.
Robin Drey Maher presented “Starting Points: Will and Trust Contests,” for the Illinois Institute of Continuing Legal Education, Estate and Trust Litigation Seminar in April 2011.
Carleen Schreder Featured in Crain’s Chicago Business
Carleen Schreder was profiled in a Business of Life feature story in Crain’s Chicago Business on November 15, 2010.
Levin Schreder & Carey featured in Family Wealth Report
The firm commented on the US Securities and Exchange Commission’s proposal on how to define a family office. Click here to read the article.
Jim Carey was featured on the cover of the May/June 2010 issue of Law PracticeMagazine, published by the American Bar Association. Jim and the firm are showcased in a feature story about niche practices and law firm business development strategies. Click here to read the article.
Jim Carey presented a program on “Planning to Avoid Trust and Estate Litigation” at the Chicago Bar Association Young Lawyers Section Committee on Estate Planning sponsored seminar on Trust and Estate Litigation in May 2010.
Carleen Schreder presented a program entitled “Illinois Law on Apportionment of Estate Taxes” for the Chicago Bar Association Trust Law Committee on May 10, 2010.
Jim Carey moderated a panel on “Mediating Family Business Disputes,” at the Illinois Institute of Continuing Legal Education (IICLE) annual Estate Planning Short Course, in April and May 2010. The presentation featured family business counselor Mike O’Malley and mediator Brad Ginn.
Carleen Schreder’s article “Even More Uncertainty About Estate-Tax Apportionment,” which was published in the Illinois Bar Journal. Click here to read the article, which is reprinted with permission.
For further information about any of these topics, or to talk with one of our attorneys about a topic suitable for a program that you or your organization may be planning, please contact our office.
