ESTATE AND TAX PLANNING
Attorneys in the Huck Bouma Estate
and Tax Planning Practice Group help all individuals, including
business owners, executives and highly compensated individuals,
preserve and protect their assets, provide for the well-being
of their families, and create a legacy of charitable activities,
while minimizing estate and gift taxes.
The Huck Bouma Estate and Tax
Planning team has a wealth of experience working with owners
of closely held companies, entrepreneurs and family businesses,
integrating their estate planning and business succession
planning with their long-range business objectives.
The depth of experience of the
Estate and Tax Planning team is unrivaled in Chicago’s western
suburbs. Most of the attorneys in our Estate and Tax Planning
Group have advanced degrees in accounting, finance, tax planning,
and business management as well as law.
Sophisticated strategies and
techniques
For individuals with large estates
or complex family relationships, estate planning can get complicated
and sophisticated. It’s a challenge for a single lawyer to
master all the ins and outs of revocable and irrevocable trusts,
charitable foundations, probate administration, family limited
partnerships, succession planning, asset protection, and guardianship
issues, to name just a few examples. Our attorneys strive
to do just that. Among the ten attorneys in our Estate and
Tax Planning Group, we do have that full range of expertise.
Huck Bouma offers the full range of estate and tax planning
services, including the following:
• Drafting and updating wills
and powers of attorney
• Creating and funding a wide
variety of trusts to accomplish personal objectives, such
as minimizing estate taxes, avoiding probate, planning business
succession, protecting personal assets, and providing for
family members with special needs
• Gift tax, estate tax, and income
tax saving strategies
• Advising executors, trustees
and successor trustees
• Probate and estate administration,
estate tax return preparation
• Guardianship proceedings; issues
involving the incapacitation or disability of parents, spouse
or testators
• Life insurance, retirement,
pension and profit sharing advice
• Contested wills and estate-related
litigation
• Business succession planning,
Family Limited Partnerships, Grantor Retained Annuity Trusts
• Generation-skipping strategies
• Asset protection planning
• Multi-state domiciles, ownership
of real property in different states
Huck Bouma’s staff members regularly
participate in seminars as instructors and panelists. We are
able to explain the complex issues of estate and tax planning
in understandable terms to individuals and business owners.
Members of the Group are:
Brett M. Dale, Chairman
Russell A. Adkins
Susan S. Adkins
Ralph R. Bouma, Jr.,
Timothy S. Midura
Patricia C. O'Brien
Robert L. Renfro
Audrey Johnson Skiera
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