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Mary-Ann Wilson

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Mary-Ann Wilson

Mary-Ann Wilson concentrates her practice in estate planning and estate and trust administration. Her practice includes:

  • Developing estate plans that meet clients’ personal and family goals and that minimize taxes, both now and for future generations.
  • Advising clients on all aspects of the administration of trusts and estates, from statements of intent to help guide future trustees, post-mortem estate planning (such as the use of disclaimers to achieve unique tax results for the next generation) to liquidity issues (such as qualification under Code Section 6166 to pay estate taxes in installments).
  • Conducting family meetings including multiple generations of a client’s family, to share everyone’s perspective on the family-wide estate planning goals, and fine-tune each client’s planning.
  • Reforming existing trusts that have obsolete or omitted provisions, both through inter-beneficiary agreements and court actions.
  • Negotiating the terms of clients’ major charitable gifts.
  • Organizing and maintaining private foundations, from obtaining recognition of their tax-exempt status and creating governance structures, to advising on operational matters.

Mary-Ann is a frequent speaker on estate planning topics. Since 2006, she has been elected as a Member of the Leading Lawyers Network (rated in the top 5% of Illinois lawyers) in the practice area of “Trust, Will & Estate Planning Law”.

Education

  • University of Denver School of Law, J.D., 1975
  • Brown University, Political Science, 1972

Organizations

  • American Bar Association
  • Chicago Bar Association
  • Chicago Estate Planning Council
  • ESOP Association

Admissions

  • Illinois Supreme Court
  • Seventh Circuit Court of Appeals
  • United States Tax Court

Awards & Honors

Speeches & Publications

“Buy-Sell Agreements and Sales Strategies for Succession Plans” and “Other Estate Planning Techniques Uniquely Applicable to Small Businesses,” Illinois Institute for Continuing Legal Education Business Succession Planning for the Family Business, 2010 and 2011

“Chi-Bar’s Top 40 Tax Hits”, Chicago Bar Association, 2010

“Planned Giving Techniques,” The Overture Society of the Lyric Opera, 2010

“Probate and Will Substitutes” Chicago Volunteer Legal Society, 2009

“Estate Planning under the Old New Tax Law,” Loyola University, 2000, 2002, 2004

“Impact of the New Law on Estate Planning,” Kane County Bar Association 2001

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Please be advised that any response to this email does not create an attorney-client relationship and, therefore, no attorney-client privilege is attached by this communication. You should not send any confidential information to the firm until you have received a written agreement from the firm to perform legal services on your behalf. Unless you have received such a written agreement, we will not consider any correspondence you send us as confidential. Do you agree with these terms?
ACCEPT the terms or Cancel the email.

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