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Emily J. Kuo

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Emily J. Kuo

Emily J. Kuo counsels high net worth individuals and families on lifetime transfer tax reduction strategies, creates testamentary plans for clients in a broad spectrum of family situations, and represents fiduciaries in the administration of decedents’ estates and trusts.

 

Treatises

Louis S. Harrison and Emily J. Kuo, “United States Estate (and Generation-Skipping Transfer) and Gift (and Generation-Skipping Transfer) Tax Returns,” Illinois Estate Administration (Illinois Institute for Continuing Legal Education, 2014 edition, 2011 supplement, 2009 edition, 2006 supplement, and 2003 edition).

Louis S. Harrison and Emily J. Kuo, “Attorneys’ Fees: An Assessment of the Current Standards for Fee Awards,” Litigating Disputed Estates, Trusts, Guardianships and Charitable Bequests (Illinois Institute for Continuing Legal Education, 2012 edition, 2009 edition, and 2002 edition).

Articles

  • Louis S. Harrison and Emily Kuo, “Virtual Partners,” Trusts & Estates (Mar. 2010).

Education

  • University of Chicago Law School, J.D., 1997
  • University of North Carolina at Chapel Hill, B.S., with highest distinction, Business Administration, 1994

Organizations

Admissions

  • Illinois Supreme Court
  • Awards & Honors

  • Elected as a Fellow of the American College of Trust and Estate Counsel (2012)
  • Leading Lawyers Network (2010)
  • Served as Judicial Clerk to the Honorable Gordon J. Quist of the United States District Court for the Western District of Michigan (1997-98 term)
  • Speeches & Publications

    SPEECHES

    "Duty of Loyalty: Hold on to Your Hat" (presented as member of panel on "Ethics and Duty: from Investment Management Agreements to Trusts"), Representing Estate and Trust Beneficiaries and Fiduciaries, Chicago, Illinois (ALI CLE, July 8, 2016)

    "Common Problems on Gift and Estate Tax Returns," Basics of Preparing and Understanding Tax Returns, Chicago, Illinois (Chicago Estate Planning Council, Jan. 27, 2016)

    "FAQs in Gift Tax Return Preparation," Basics of Preparing and Understanding Tax Returns, Chicago, Illinois (Chicago Estate Planning Council, Jan. 28, 2015)

    "Form 706: The Federal Estate Tax Return," Gift & Estate Tax: Forms 706 & 709, Palatine, Illinois (Illinois Institute for Continuing Legal Education, Dec. 9, 2014)

    "Trouble-Shooting Federal Gift Tax Compliance," Trouble-Shooting Federal Gift, Estate and Generation-Skipping Transfer Tax Compliance, Chicago, Illinois (Illinois CPA Society, Dec. 3, 2014)

    "Attorney's Fees - What’s Reasonable and Who Pays?," Representing Estate and Trust Beneficiaries and Fiduciaries, Chicago, Illinois (ALI CLE, July 24, 2014)

    "Lifetime Giving Techniques," Estate Tax Planning for Experienced Practitioners, Chicago, Illinois (Illinois Institute for Continuing Legal Education, Jan. 16, 2014)

    "Gift Tax Compliance: The Hot List," Basic Estate Planning Course – I, Chicago, Illinois (Chicago Estate Planning Council, Nov. 7, 2013)

    "Form 706: The Federal Estate Tax Return," Gift & Estate Tax Workshop: Forms 706 & 709, Chicago, Illinois (Illinois Institute for Continuing Legal Education, Oct. 31, 2012)

    "Form 706: The Federal Estate Tax Return," Gift & Estate Tax Workshop: Forms 706 & 709, Chicago, Illinois (Illinois Institute for Continuing Legal Education, Dec. 15, 2011)

    "Attorneys' Fees," Contested Estates and Trusts, Springfield, Illinois (Illinois Institute for Continuing Legal Education, Nov. 5, 2010)

    "Federal Estate Tax Considerations," 6 Keys for Effective Illinois Estate Administration, Chicago, Illinois (Illinois Institute for Continuing Legal Education, Feb. 26, 2010)

    "Form 706: The Federal Estate Tax Return," Gift & Estate Tax Workshop: Forms 706 & 709, Chicago, Illinois (Illinois Institute for Continuing Legal Education, Jan. 22, 2010)

    "Federal Estate Tax Considerations," Probate for the Taxable Estate, Champaign, Illinois (Illinois Institute for Continuing Legal Education, June 18, 2008)

    "Federal Estate Tax Considerations," Illinois Estate Administration - Preventing Problems in Probate, Springfield, Illinois (Illinois Institute for Continuing Legal Education, June 15, 2007)

    "Federal Estate and Gift Tax Considerations," Handling the Probate Maze: Illinois Estate Administration, Champaign, Illinois (Illinois Institute for Continuing Legal Education, June 23, 2006)

    "Federal Estate and Gift Tax Considerations," Handling the Probate Maze: Illinois Estate Administration, Urbana, Illinois (Illinois Institute for Continuing Legal Education, June 9, 2005)

    "Fees in Estates and Trusts," Estate, Trust, and Guardianship Litigation: the Course, Springfield, Illinois (Illinois Institute for Continuing Legal Education, Sept. 8, 2004)

    "Federal Estate and Gift Tax Considerations," Illinois Estate Administration: Process and Practice, Springfield, Illinois (Illinois Institute for Continuing Legal Education, June 12, 2003)

    TREATISES

    Louis S. Harrison and Emily J. Kuo, “United States Estate (and Generation-Skipping Transfer) and Gift (and Generation-Skipping Transfer) Tax Returns,” Illinois Estate Administration (Illinois Institute for Continuing Legal Education, 2014 edition, 2011 supplement, 2009 edition, 2006 supplement, and 2003 edition).

    Louis S. Harrison and Emily J. Kuo, “Attorneys' Fees: An Assessment of the Current Standards for Fee Awards,” Litigating Disputed Estates, Trusts, Guardianships and Charitable Bequests (Illinois Institute for Continuing Legal Education, 2012 edition, 2009 edition, and 2002 edition).

    ARTICLES

    "DUTY OF LOYALTY: HOLD ON TO YOUR HAT" (Reprinted from the June 2017 issue of ALI CLE’s Estate Planning Course Materials Journal), Estate Planning Course Materials Journal, American Law Institute CLE, June 1, 2017

    "Fees: How To Charge, Collect and Defend," IICLE'S 51ST ANNUAL ESTATE PLANNING SHORT COURSE, June 1, 2008

    OTHER ATTORNEYS

    Alex Paul

    Of Counsel

    Bernard T. Wall

    Of Counsel

    Beth L. Fox

    Attorney

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