Loop Council - Advanced Wealth Transfer Tools
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10/6/2017
When: Friday, October 6, 2017
11:30 AM
Where: The Metropolitan Club, Willis Tower
233 S. Wacker Drive
66th floor
Chicago, Illinois 
United States
Presenter: Lindsey Paige Markus, JD, MA, Chuhak & Tecson
Contact: Dee Farris
847.244.3691


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Lindsey Markus’ presentation will cover:

  1. Gifting and gift tax implications of estate planning.

  2. Estate planning topics from Living Trusts to Intentionally Defective Grantor Trusts.

  3. The use of Partnerships and Corporations in estate planning.

 

Lindsey Markus is a shareholder with the law firm of Chuhak & Tecson, P.C. where she heads the firm’s 23 person estate planning practice group. Lindsey works closely with clients to design and implement estate plans, formulate business succession plans, advise on choice of entity formation, maximize wealth preservation, and minimize gift and estate taxation. She counsels clients on forming not-for-profits and family foundations and advises clients on formation and ongoing management. In her wealth protection practice, she designs customized holding company structures to maximize wealth protection for clients' business and personal assets. Lindsey’s early career in business, finance, and clinically applied neuroscience gives her a unique perspective to develop creative and innovative solutions for her clients. She is comfortable with numbers and understands how client’s needs are most effectively secured in our dynamic economic environment.

 

Lindsey has been recognized by Chicago Lawyer and Chicago Daily Law Bulletin as one of seventeen Women Making an Impact in the Law, one of Forty Illinois Attorneys Under 40 to Watch, as a Super Lawyer and Leading Lawyer for several years.

Lindsey speaks regularly on Estate Planning, Asset Protection, Corporate, and

 

Not-for-Profit Organizations to groups and through a variety of media appearances. Lindsey also publishes articles on topics in her field and has authored two books. Lindsey is licensed in Illinois and Florida. For more information about Lindsey and her practice, visit her website at www.LindseyMarkus.com

 

SCHEDULE:        11:30 a.m. – Registration, Networking, and Lunch

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