Together with you, our experienced team will work hard to support your trust administration needs. We will take time to develop an efficient and legally compliant plan in accordance with your trust.
You will obtain true peace of mind knowing that your trust beneficiaries are well protected.
We will help you in the following:
Cyndi concentrates her practice in Federal taxation: controversy (audits and appeals), advocacy, and tax preparation (individuals, trusts, estates, gifts, private foundations); estate planning and trust/probate administration; and business transactions.
Cyndi holds a J.D. and an LL.M in taxation (with honors) from the University of Illinois-Chicago School of Law and a B.S.B.A. degree in business management from Roosevelt University. She taught tax accounting for many years as an adjunct professor of law in LL.M. and MST programs and has served on the IRS Advisory Council (Small Business/Self-Employed Committee).
When not assisting clients with their tax and business matters, Cyndi enjoys traveling and spending time with family.
Myron assists clients in the areas of estate and tax planning, wealth protection, probate estate and trust administration, and business planning. His thoughtful estate planning assists individuals and families in passing on wealth, possessions and businesses exactly as intended. Prior to practicing law, Myron was associated with the legal and trust administration divisions of The First National Bank of Chicago.
Myron received his J.D. from DePaul University and his B.A. from the University of Iowa.
In his leisure time, Myron enjoys playing the piano, reading, and cooking big family dinners.
Jennifer focuses her practice on counseling individuals, entrepreneurs and business leaders to prevent, navigate and resolve legal issues and disputes. Clients rely on Jennifer for her assistance and advice on business formations, day-to-day operational matters, preparation, review and negotiation of contracts, and every stage and situation encountered with businesses and their owners. She is a trusted advisor to the firm’s clients and frequently acts as house counsel for many of the closely-held businesses she represents.
Jennifer received her J.D. cum laude at Syracuse University’s College of Law and received her B.A. in political science at Northwestern University. She is a member of the Illinois State Bar Association, Trusted Advisors Council, Empowered Professional Women Networking Group (EPWNG), and North Shore Law.
Jennifer enjoys time with her family, travel, and a nice red wine.
Bryan practices in the areas of estate planning, asset protection planning, and tax planning, as well as estate and trust administration and decedent’s probate estate administration. Bryan’s experience ranges from simple wills and powers of attorney to dynasty, generation-skipping, insurance, gift, and other specialized trusts. His practice is also focused in business succession planning, the creation of limited liability companies, family limited partnerships, and family offices. He is licensed to practice law in both Illinois and Wisconsin.
Bryan received his J.D. (cum laude) and LL.M. in taxation from the University of Illinois-Chicago School of Law. While in law school, he volunteered and managed the IRS Volunteer Income Tax Assistance Program helping low-income individuals file their income tax returns. Bryan received his B.S. from the University of Wisconsin-La Crosse. Prior to law school, Bryan worked for a global technology company. He is a member of the Chicago Bar Association, Illinois Bar Association and the Chicago Estate Planning Council.
In his free time, Bryan enjoys spending time with his wife and children around the city of Chicago.
Gavin concentrates his practice in the areas of Federal taxation (S-Corp, partnerships) and estate planning.
In addition to his undergraduate degrees in Finance and Marketing, Gavin received his J.D. and LL.M. in Taxation from the University of Illinois-Chicago School of Law.
Gavin treasures his family values and traditions and is passing them on to his two children. In his spare time, he enjoys carpentry work and creating living spaces.
Leonard concentrates his practice in corporate and business matters, commercial real estate, business litigation, contracts, business transactions, mergers and acquisitions, and tax controversies. Leonard is licensed to practice law in both Illinois and Wisconsin.
Leonard received his J.D. from the University Of San Diego School Of Law, received his B.S. from Northern Illinois University in 1979 with a degree in accounting, and practiced in public accounting before attending law school. Leonard is admitted to practice before the United States Tax Court and the United States District Court for the Northern District of Illinois.
Leonard enjoys music, restoring stereo equipment and playing vintage guitars.
Joan has decades of experience in the legal field. She enjoys her varied duties and responsibilities and loves meeting and working with the firm’s clients. She is involved in many charitable organizations and is an avid sports fan.
Andrea has been working in the legal field for almost twenty years and is highly experienced in trust administration and accounting. Andrea received her undergraduate degree from Westwood College and her Paralegal Certificate from DePaul University. In her free time, Andrea volunteers at the Marillac St. Vincent Family Services where she mentors and tutors at-risk youth. She is also a member of the Associate Board which heads fundraising efforts for the Hope Jr. Program and other cost-free services offered at the social center.
Misty has many years of experience in documentation, process improvement, and benefits administration. As a native Kansan, she has two very important mantras – to the stars through difficulties “ad aspera per aspera” and Rock, Chalk, Jayhawk.
