We represent clients in two primary practice areas:
To contribute to our clients’ peace of mind, we offer personalized representation to individuals and married couples in the preparation of estate plans.
By identifying the most functional, straight forward, and tax efficient estate planning method, we help clients accomplish their long-term wealth planning goals. Providing guidance, we help clients pass wealth to their loved ones in the best possible manner. We offer strategies to minimize estate and gift taxes and avoid probate.
In addition to providing guidance, we take the time with clients in order that they are able to meaningfully engage in the estate planning process. As a result, clients are more satisfied with their estate plans and more effectively able to accomplish their goals – such as preserving family harmony, minimizing tax consequences, and avoiding probate. We assist clients with gifting, titling of assets and trust funding.
Read More about Estate PlanningWe represent trustees and, when probate is unavoidable, estate executors and administrators.
Being a trustee or estate executor or administrator can be a difficult job – particularly after the death of a family member. We assist our clients to fulfill fiduciary duties in the most efficient manner possible. As we provide this guidance, we are mindful that relationships between family members and beneficiaries can be sensitive during the administration process.
We have many years of experience advising our clients on all facets of trust and estate administration. We can assist our clients in the consolidation or sale of trust or estate assets, corresponding with and accounting to beneficiaries and heirs and legatees, providing fiduciary income tax planning, preparing Federal and Illinois estate tax returns, the Federal Estate Tax Deceased Spouse Unused Exemption, and disbursements and distributions.
Read More about Trust and Estate AdministrationCall us to make an appointment.
You can also email us at information@okeefelawoffice.com.
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