Firm News
Levin Schreder & Carey Welcomes Todd Schneider
Todd concentrates his practice in the areas of estate planning, trust and estate administration, charitable planning, and business succession planning. He assists clients in the acquisition and sale of business interests and the implementation of shareholder and partnership agreements, represents private foundations, publicly supported charities and charitable remainder trusts; and advises executors, trustees and beneficiaries on estate and trust administration matters. Click here to read Todd's bio.
Levin Schreder & Carey Welcomes Scott Sissel
Scott 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. Click here to read Scott's bio.
Bill Franzen presented a program on "Estate and Tax Planning" at the CFO Meeting of the Copier Dealers Association on June 25, 2010. Please see the following weblink for additional information and a copy of the presentation materials: http://www.cdainfo.org/publiccontent.asp?ID=18
Jim Carey appears on the cover of the May/June 2010 issue of Law Practice Magazine, 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 on May 11, 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 was the panel moderator for a program on "Mediating Family Business Disputes," for attendees of the Illinois Institute of Continuing Legal Education (IICLE) annual Estate Planning Short Course, which was held April 29, 2010 and May 13, 2010. The presentation featured family business counselor Mike O'Malley and mediator Brad Ginn.
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.
Articles, Chapters and Books
Margot Gordon authored "Custodial Claims: Compensation for Family Caregivers," in the May 2010 issue of the Illinois Bar Journal. Click here to read the article, which is reprinted with permission.
Carleen Schreder authored 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.
