Arnstein & Lehr LLP is pleased to announce that four attorneys have been elevated to equity partner and nine associates elevated to partner in the firm’s Chicago, Miami and West Pam Beach offices. The following attorneys have been elected to equity partner: Paul R. Diamond is a member of the firm’s Real Estate Practice Group [...]
On Thursday, October 20, Chicago Partner Jay P. Tarshis spoke to the Northwest Suburban Estate Planning Council on the topic “Designating A Beneficiary of Retirement Assets.” The Northwest Suburban Estate Planning Council is an organization of attorneys, CPAs, trust officers, CLUs, ChFCs, CFPs and other financial professionals practicing estate planning. To read Mr. Tarshis’s handout on [...]
Chicago Partner Thomas F. McGuire will present “Estate Planning Considerations for Same Sex Couples” at JP Morgan’s October 27 special breakfast presentation. The event is on the 57th floor of Chase Tower in Chicago.
Arnstein & Lehr Partners Kathleen Lach and Thomas McGuire spoke to Xerox’s GALAXe Pride at Work group Thursday, February 3 in Rosemont. They presented “Hot Topics in Tax and Estate Planning.” The discussion included the impact and implications of the new civil union law.
Arnstein & Lehr Partners Kathleen Lach and Thomas McGuire will speak to Xerox’s GALAXe Pride at Work group Thursday, February 3 in Rosemont. They will present “Hot Topics in Tax and Estate Planning.” The discussion will include the impact and implications of the new civil union law.
Effective January 1, the Illinois Joint Tenancy Act has been amended to permit revocable inter vivos trusts created by a husband and wife to hold title to the couple’s homestead property as tenants by the entirety. This means that married couples will no longer need to give up the protections offered by a tenancy by [...]
The president’s tax legislation was passed on December 16, 2010. For the most part, the legislation provides for “more of the same.” In other words, the legislation continues the Bush-era tax cuts adopted in 2001. These tax cuts include a 15% capital gain rate, a 15% tax rate on qualified dividends and lower tax rates [...]
The tax legislation includes the following additional provisions (among others): social security and self-employment tax rates are reduced by 2%. the higher standard deduction for married individuals will be continued. itemized tax deductions for individuals with AGI above specified thresholds will be preserved. an “AMT patch” will lessen the impact of the AMT on many [...]
As you may know, the president and Republican leaders have agreed to a tax proposal which continues many of the Bush-era tax cuts (which would otherwise expire in 2010). Also included in the proposed tax legislation are gift and estate tax changes which would take effect in 2011. These changes would increase the estate tax [...]
On November 8 Chicago Partner Colleen Chinlund gave a presentation to Wells Fargo financial advisors on estate planning for their clients. She spoke to 30 advisors on what they can do for their more sophisticated clients to assist them in their estate planning needs
On Monday, November 1, Joseph Vitek will participate in the Chicago Bar Association’s “You and the Law” program on “Basic Estate Planning” hosted by Edward A. Snyder. Chicago Access Network Television, Ch. 21 at 10:00pm. On Sunday, November 7, Steven N. Malitz will participate in the Chicago Bar Association’s “You and the Law” program [...]
Arnstein & Lehr Chicago Partner Colleen Chinlund recently authored a chapter in part of a book series titled Trusts and Estates Legal Series. The title of her chapter is “Inside the Minds: Trusts and Probate Litigation.” The book is published by Aspatore Books and will be available in October or November.
This article about estate planning was written by Arnstein & Lehr Estate Planning attorney Jay Tarshis. For many individuals, retirement benefits represent a significant portion of their wealth. Planning for retirement benefits as part of an estate plan is complicated by a mix of tax and non-tax considerations. To clarify these issues, this article includes [...]
This is a chapter of Family and Business Succession Planning: Leading Lawyers on Evaluating Recent Trends, Navigating Uncertain Tax Laws, and Developing Creative Strategies for Families and Businesses. It was authored by Arnstein & Lehr Estate Planning Attorney Joseph Vitek. Click here to purchase the book. Succession and Liquidity: Two Key Considerations for Closely Held [...]
Arnstein & Lehr LLP is pleased to announce the launch of our area of law-specific alerts. Every week, on Thursday, our system will search for recent news of legal significance authored by our attorneys within areas of law our lawyers practice. These alerts will allow email subscribers to automatically receive breaking legal news items of interest in a timely fashion. In addition to email [...]
The following is a summary of the most important tax developments that have occurred in the past three months that may affect you, your family, your investments, and your livelihood. Please contact one of the attorneys from Arnstein & Lehr’s Tax or Estate Planning & Probate Administration Practice Groups for more information about any of [...]
In this Estate Tax Planning Alert, Arnstein & Lehr’s Estate Planning and Probate Administration Practice Group discusses the ramifications of the temporary estate tax repeal. Estate Planning Tax Alert January 2010
Firm hosts third annual Woman of Vision Luncheon | Florida Supreme Court throws out ‘false light’ invasion of privacy cause of action | Firm co-sponsors event on water technology in Israel | Arnstein & Lehr co-hosts Corporate Leadership dinner Arnstein & Lehr LLP Fall 2009 Update Newsletter
Arnstein & Lehr’s Estate Planning Practice Group authored this Illinois Estate Tax Planning Alert for October 2009. Illinois Estate Tax Planning Tax Alert October 2009
Chicago Partners and members of Arnstein & Lehr’s Estate Planning and Probate Administration Practice Group, Jay Tarshis and Joseph Vitek, recently had their article “Current Trends in Fiduciary Litigation: The Evolving Responsibility of the Trustee to Diversify its Portfolio” published in the summer issue of The Journal, a publication of Stout Risius Ross (SRR), a 175 person [...]