Trusts & Estates
 

Shefsky & Froelich’s highly-recognized Trusts & Estates practice works exclusively to meet the needs of its clients. Our attorneys consult personally with our clients to base future planning on their values, dreams and expectations. We pride ourselves on being a trusted legal counsel whether it is for conventional estate planning or sophisticated tax and business strategies.

Our Trusts & Estates practice offers the complete spectrum of services including will drafting, asset protection, business succession, family office, charitable planning, fiduciary counsel, and if necessary, litigation. Technically experienced, our attorneys are poised to take on any challenge of client families, business owners, individuals, fiduciaries, trustees and those from the non- profit or special needs communities. We take full advantage of timely changes in the economy and tax laws to fully benefit our clients.

Attorneys at Shefsky & Froelich represent some of the most well-known families in Chicago, and throughout the country, and are skilled in dealing with multi-generational family dynamics. Our ability to help transfer wealth, navigate legacy issues and craft lasting documents with flexibility and vision enables us to provide superior service to our clients. We also serve the changing needs of growing entrepreneurs and start-ups as they seek increased personal representation.

Our services span several important areas, including:

Wealth Transfer and Succession
Protecting wealth and legacy from generation to generation is a complex and challenging task, requiring thorough knowledge of numerous legal disciplines, experience, insight, and creative thinking. We work to help our clients make informed, wise choices to build a plan that will succeed and endure. Our services here include:
· Fundamental estate planning, such as wills, trusts, beneficiary designations under retirement plans and powers of attorney
·        Tax reduction
·        Family-owned and closely-held businesses
·        Asset protection
·        Life insurance planning
·        Charitable giving 
·        Special needs

Trust Administration and Probate
A substantial amount of our practice is devoted to the continued implementation of planning after a client’s death, guiding families through the entirety of the process. These services include:
·        Post-mortem planning
·        Trust administration
·        Probate 
·        Guardianships

Trusts and Estates Controversies
While we hope disputes about wills, trusts and other planning never occur, we have the skill and experience to achieve effective dispute resolution in such matters, such as:
·        Will and trust construction or reformation
·        Contests and fiduciary litigation
·        Estate and gift tax audits
When your desire is to protect all that you have built and preserve it for now and “next generation” interests, then Shefsky &Froelich is proud to be an ally. Our legacy is client prosperity; we work together to make the future bright.