Firm News
Jim Carey will be speaking at the Chicago Bar Association Young Lawyers Section Committee on Estate Planning sponsored seminar on Trust and Estate Litigation on May 11, 2010. His topic will be "Planning to Avoid Trust and Estate Litigation."
Jim Carey will be speaking on a panel at the American Bar Association RPPRTY Section Spring Symposia in Philadelphia, PA on May 6, 2010 on the litigation, fiduciary responsibility, ethics and malpractice avoidance issues relating to the 2010 repeal of the estate tax.
Levin Schreder & Carey Welcomes 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. Click here to read Scott's bio.
Jim Carey served as moderator for an Illinois Institute of Continuing Legal Education (IICLE) one-day course on "Contested Trusts and Estates" on November 13, 2009.
Mike Moyers and Robin Drey Maher presented a program for J.P. Morgan Chase on the topic of "Preparing for the Family Business Sale" on November 12, 2009.
Carleen Schreder was a guest speaker for a Celesq AttorneysEd Center webcast on the topic of "What Donors Should Know Before They Make the Charitable Gift" on September 10, 2009.
Jim Carey spoke at the ALI-ABA 12th Annual Advanced Course of Study: Representing Estate and Trust Beneficiaries on the topic of "Settlor Intent: Who Cares Anymore?" which was held in Chicago, July 16-17, 2009.
Mary Lee Turk spoke on the topic of "Planned Giving in the Current Tax Environment: Congress, Treasury and You" for a Chicago Council on Planned Giving Master Class on July 9, 2009.
Jim Carey was named Vice Chair of the Probate and Fiduciary Litigation Committee of the Section of Real Property, Trust and Estate Law of the American Bar Association on June 1, 2009.
Bob Levin was a guest speaker for an audio conference entitled "Estate Plan Syndrome: Why Smart People Fail to Plan" which was sponsored by The Family Business Consulting Group on May 6, 2009.
Jim Carey is one of four Illinois lawyers named an Illinois Super Lawyer in the area of Trust and Estate Litigation. The 2009 Super Lawyer list, published in the February 2009 issue of Chicago Magazine, features the names of prominent lawyers by legal practice concentration.
Jim Carey was a panel participant for a program entitled "Ethics in Estate Planning and Probate" sponsored by the Chicago Bar Association on March 12, 2009. He also spoke at a program for the Greater North Shore Estate and Financial Planning Council on conflicts in multi-generational representation on May 13, 2009.
Jim Carey testified on January 26, 2009 before the Illinois House of Representatives Committee on Family Law with respect to the relationship between the guardianship statute and the proposed update of the Illinois Marriage and Dissolution of Marriage Act.
Articles, Chapters and Books
Carleen Schreder published an article in the January 2009 issue of Estate Planning magazine on the recent IRS guidance on private trust companies. Click here to read the article, which is reprinted with permission. The firm provided comments to IRS Notice 2008-63 (see: http://www.irs.gov/pub/irs-drop/n-08-63.pdf), which was issued in July requesting comments on a proposed revenue ruling on the income, estate, gift and generation-skipping transfer tax consequences of a private trust company. A "private trust company" is a trust company formed by a family or group of families to act as trustee of trusts for the benefit of the family members. Click here to review the firm's comments.
Jim Carey and Margot Gordon authored Estate Planning in Illinois Guardianships for the Illinois Institute of Continuing Legal Education (IICLE) in 2009. This is a significant update and replaces the 2006 Estate Planning in Disabled Adult Guardianships publication.
Jim Carey wrote three chapters for the new edition of the Contested Estates Manual published by the Illinois Institute of Continuing Legal Education (IICLE). He is the sole author of two chapters, "Accountings" and "Contested Admissions of Will to Probate," and co-author of one chapter, "Will Contests," in the Contested Estates Manual published by IICLE, 2001 edition, 2006 supplement/update and 2008 new version.
Bill Franzen co-authored the chapter on "Discretionary Distributions" in the 2008 supplement of Illinois Trust Administration, published by the Illinois Institute for Continuing Legal Education (IICLE). To order a copy of the publication, visit the IICLE website at:
https://www.iicle.com/BooksAndProducts/ProductDescription.aspx?ID=2704&OID=0
Jim Carey was interviewed for and quoted in an article that appeared in the June 2008 issue of the ABA Journal on the topic of probate. To read the article, visit: http://www.abajournal.com/magazine/plotting_against_probate/
Carleen Schreder
co-authored the chapter on "Planning for Exempt Assets" in
the 2007 edition of Asset Protection Planning, published by
the Illinois Institute for Continuing Legal Education (IICLE). Click
here to read the chapter, which is reprinted with permission. To
order a copy of the entire publication, visit the IICLE website at:
http://www.iicle.com/booksandproducts/product_description.asp?ID=1793
Jim Carey and Margot Gordon authored a book entitled Estate Planning in Disabled Adult Guardianships published by the Illinois Institute for Continuing Legal Education (IICLE). To order a copy visit the IICLE website at:
http://www.iicle.com/booksandproducts/product_description.asp?ID=1486
Carleen Schreder authored an article entitled "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.
Margot Gordon authored an article on minimizing taxes in Illinois minor guardianship estates, which was published in the CBA Record. 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.
