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Estate and Trust Administration

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Our Chicago Estate and Trust Administration Attorneys guide our clients through the maze by tapping into years of experience

Successful estate and trust administration come from perceptive risk management, practical considerations such as cost containment, and thoughtful attention to individual needs.

Recent changes in tax law now require executors and trustees to pay more diligent attention to income tax issues. We are well suited to help these fiduciaries in gathering tax information from beneficiaries, recognizing opportunities to reduce the family’s combined estate and income tax burden, and implementing appropriate strategies.

Our practice covers every area of estate and trust administration, including:

  • Acting as general counsel to family offices.
  • Representing beneficiaries served by family offices.
  • Counseling professional and lay fiduciaries in the administration of trusts, decedents’ estates, and guardianship estates.
  • Advising multiple generations of families on post-mortem tax strategies.
  • Preparing federal and state estate tax returns and representing the estate or trust before the IRS and the Tax Court on tax controversies.
  • Handling the full range of probate matters.

Our Estate and Trust Administration Professionals

Nicholas J. Beideman

Attorney

Jessica L. Berger

Attorney

Richard M. Brown

Attorney

Timothy G. Carroll

Partner

Katherine M. Cunningham

Partner

Thomas B. Donovan

Of Counsel

Beth L. Fox

Attorney

Michael R. Friedberg

Of Counsel

Theodore G. Gertz

Attorney

Thomas G. Hamill

Partner

Louis S. Harrison

Partner

Gerald (Jerry) Jambrosek

Of Counsel 

Jerry D. Jones

Partner

Brian K. Jones

Partner

Emily J. Kuo

Partner

Rita E. Luce

Partner

Robert T. Napier

Partner

Teresa Nuccio

Partner

David W. Nyberg

Partner

Jason S. Ornduff

Managing Partner

Alan G. Palmer

Partner

Elizabeth Schaub

Attorney

Lawrence G. Staat

Partner

Reynard L. Tanig

Partner

Bernard T. Wall

Of Counsel

Samantha Weissbluth

Partner

James W. Weller

Partner; Certified Public Accountant

Mary-Ann Wilson

Partner

Canella G. Woyar

Partner

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Harrison & Held, LLP
Harrison & Held, LLP
Harrison & Held, LLP
Harrison & Held, LLP

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Attorney Advertising. This information is designed for general information only. The information presented should not be construed to be formal legal advice nor the formation of a lawyer/client relationship. Past results and testimonials are not a guarantee, warranty, or prediction of the outcome of your case, and should not be construed as such. Past results cannot guarantee future performance. Any result in a single case is not meant to create an expectation of similar results in future matters because each case involves many different factors, therefore, results will differ on a case-by-case basis. By providing certain contact information herein, you are expressly authorizing the recipient of this message to contact you via the methods of communication provided.

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