Charles F. "Monty" Newlin
(Partner)
Direct Dial: 312.332.3940
Direct Fax: 312.753.6191
mnewlin@harrisonheld.com
Mr. Newlin's extensive estate planning experience includes developing and implementing complex estate plans
using cutting-edge techniques for individuals and families with up to $2 billion in current assets.
He also assists clients with premarital agreements, advises families on succession planning for closely
held businesses, counsels foreign individuals concerning international estate planning problems and
guides both individual patients and health care providers in using advance medical directives.
Mr. Newlin also has extensive experience in the administration of guardianship and decedents’ estates
and all forms of trusts. This work includes post-mortem tax planning, tax compliance and tax controversy
work as well as trusts and estates litigation matters.
Other areas in which Mr. Newlin has significant experience include charitable planned giving and the
establishment and administration of charities and other tax exempt organizations.
Practice Areas
- Charitable Giving and Tax-exempt Organizations
- Trusts and Estates
- Family Businesses
- Private Wealth Services
Education
- Harvard University, Cambridge, Massachusetts, J.D., cum laude, 1978
- Illinois Wesleyan University, Bloomington, Illinois, B.A., summa cum laude, 1975
Honors
- Biographee, Who's Who in America, 94th and following Editions
- Biographee, Who's Who in American Law, Fifth and following Editions
- Biographee, Who's Who of Emerging Leaders in America, Second and Third Editions
- Biographee, Who's Who in Practicing Attorneys
- Biographee, International Who's Who--Professionals
- Named a "Leading Illinois Attorney" by American Research Corporation, 1997
Previous Experience
- Partner, McGuire Woods LLP, 2000-2003
- Partner, Sonnenschein, Nath & Rosenthal, Chicago, Illinois, 1994-2000
- Mayer, Brown & Platt, Chicago, Illinois
- Associate, 1978-1984
- Partner, 1985-1994
- Administrator, Wealth Management: Trusts, Estates and Foundations Practice Area, 1989-1994
- Adjunct Professor of Law, DePaul University, Graduate Tax Program, 1986-1990
- Research Assistant, Harvard Law School, Cambridge, Massachusetts, 1976
- Law Clerk, Sugarman, Rogers, Barshak & Cohen, Boston, Massachusetts, 1976-1978
Publications
- Illinois Estate Administration, 2003 Edition, Ill. Inst. Cont. Legal Ed., General Editor
- "The 2001 Tax Act: Uncharted Waters for Estate Planners" (co-authored with Andrea C. Chomakos), Probate & Property, Vol. 15, No. 5, September/October 2001
- "Coping With the Complexity of Separate Shares Under the Final Regs.," Estate Planning, Vol. 27, No. 6, July 2000
- American Law of Property, 1975 Supp., Contributing Author
- "Exclusions Expanded: New Uses for ‘Crummey’ Trusts Contemplated," Trusts and Estates, December, 1981, Author
- "A Primer on Tax and Estate Planning under the Economic Recovery Tax Act of 1981," by Howard M. McCue III and Charles F. Newlin, 63 Chicago Bar Record 130 (Nov.-Dec. 1981), Co-Author
- "Charitable Trust Administration," by Howard M. McCue III, Charles F. Newlin & Susan N. Gary, Trust Administration in Illinois, Ill. Inst. Cont. Legal Ed. 1983, rev. 1987, Supp. 1988, rev. 1992, Supp. 1995; rev. 1999
- Bogert on Trusts, Annual Supp. 1986 to 1992; Tax Volumes; Forms Volumes, Co-Author
- Administration of the Estate in Illinois, by Charles F. Newlin, Ben M. Roth and Ronald Schreiber, National Business Institute, 1990, Contributing Author
- "You Are Your Donors’ Keeper: The Charity’s Responsibility for its Donors’ Contribution Deductions," published in Voice, the national newsletter of Chorus America, Fall 1990, Co-Author
- "Tax and Estate Planning Issues For Seniors," by Charles F. Newlin, chapter included in The Lawyer’s Guide to Retirement: Strategies for Attorneys and Their Firms, American Bar Association Press, 1991, 2nd Ed. 1994, 3rd Ed. 1998, Chapter Author
- "The Estate Tax Audit: How to Prepare and Succeed," by Charles F. Newlin and Cynthia D. Glenn, Estate Planning, January/February 1992, Co-Author
- "Standing to Contest a Will -- Too Remote an Interest?" by Charles F. Newlin and Cynthia D. Glenn, Trusts and Estates, December, 1991, Co-Author
- "Voice Mail -- Alienating Clients or Improving Efficiency," by Charles F. Newlin, ACTEC Notes, ACTechTalk Column, Spring, 1993, Author
- "How to Avoid Tax Problems in Family Business Transactions," by Charles F. Newlin, Estate Planning, September/October, 1993, Author
- "QTIP Requirements Changed in New Final Regulations," by Charles F. Newlin, Estate Planning, July/August, 1994, Author
- "Structuring GRATs Under the Section 7520 Regulations," by Charles F. Newlin and Gwendolyn S. Andrey, Estate Planning, May, 1997, Co-Author
Speaking Engagements
Mr. Newlin has been a lecturer at numerous seminars and professional meetings. His appearances have included:
- Chicago Bar Association, Senior Lawyers Committee
- Commerce Bank Trust Department, St. Louis, Mo.
- Corbel & Co.
- Easter Seal Rehabilitation Center of Will-Grundy (IL) Counties
- UMB Bank, N.A, Trust Department, St. Louis and Kansas City, Mo.
- American Bar Association Annual Meeting
- WBEZ, Chicago’s Public Radio Station
- American College of Trust & Estate Counsel Annual Meeting
- American Red Cross (Chicago Area)
- Bank of America Illinois Trust Department
- Brookfield (IL) Zoo, Planned Giving Committee Estate Planning Seminar for Major Donors
- Chicago Bar Association, Federal Tax Committee
- American College of Trust & Estate Counsel Big Ten Regional Meeting
- Art Institute of Chicago
- Brigham Young University Management Society, Chicago Chapter
- Catholic Conference of Illinois
- Chicago Bar Association Probate Practice Committee
- Chicago Bar Association Young Lawyers Division
- Continuing Legal Education Satellite Network
- DuPage Estate Planning Council, Lisle, Illinois
- Evansville (IN) Bar Association Estate and Business Planning Institute
- Georgetown University
- Greater North Shore Estate Planning Council (Highland Park, IL)
- Harris Trust and Savings Bank Trust Department
- Illinois Arts Alliance
- Illinois Catholic Health Association Annual Meeting
- Illinois CPA Society Annual Tax Conference
- Illinois Institute for Continuing Legal Education
- Illinois Judges Association
- Illinois Paralegal Association
- Illinois State Bar Association Senior Lawyers Section
- Jewish Federation of Metropolitan Chicago
- Leave a Legacy of Chicago / Northeast Illinois
- Lyric Opera of Chicago, Annual Seminars for Donors
- Mayer, Brown & Platt
- Minnesota Continuing Legal Education
- Naperville, Illinois Stake of The Church of Jesus Christ of Latter-day Saints
- National Business Institute, Inc.
- Northwestern Mutual Life Insurance Company
- Sanford C. Bernstein & Co., Inc., Chicago, Illinois Office
- Suburban Chicago Planned Giving Council
Professional Affiliations
- Chicago Bar Association, 1982-Present
- Member, Probate Practice Committee
- Chicago Estate Planning Council, 1983-Present
- Fellow, American College of Trust and Estate Counsel, 1990-Present
- Member, Technology in the Practice Committee, 1991-2000
- Member, Elder Law Committee, 1995-Present
- University Club of Chicago, 1986-1992
- The Metropolitan Club of Chicago, 1994-2000
Civic Affiliations
- Suburban Chicago Planned Giving council, 1997-Present
Admitted
- Illinois 1978
- U.S. District Court for the Northern District of Illinois 1978
- U.S. Tax Court 1980
Place of Birth
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