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I am Jeannine Broadnax, Esq. a native of Chicago, Illinois an experienced attorney and founder of Strategic Tax & Estate Planning Strategies (STEPS). My practice specializes in estate planning, probate, guardianship, and tax disputes. I am compassionate to the needs of my clients and readily able to assist families during difficult times.. I received a Bachelor of Arts in Psychology from College of the Holy Cross in 2001.  In 2007 I received my law degree, magna cum laude from Texas Southern University’s Thurgood Marshall School of Law in Houston, TX . With a desire for more knowledge I returned to school and received with a Masters of Law (LLM) in Taxation and Estate Planning with honors from the John Marshall School of Law in Chicago, IL in 2013.. I started my legal career as a Cook County Assistant State’s Attorney where I prosecuted criminals, protected victims rights, recommended appropriate services for families, and continuously worked for the best interest of the community.. After obtaining a Masters of Law (LLM) in Taxation and Estate Planning I transitioned to the Otis Law Group Ltd. focusing on estate planning, probate, and guardianship. There I drafted custom estate planning documents to suit the needs of individuals and families with a variety of assets; as well as advised fiduciaries on trust administration matters and successfully litigated will contests, removal of trustee, citation of assets, objections to accountings, as well as sought equitable remedies.. I am very involved in my community, including doing volunteer tax prep with AARP, providing mentorship with the Big Shoulders Fund, and preparing Wills for first responders with the Chicago Bar Association.. If you are dealing with an issue related to probate, estate planning, guardianship or tax disputes, I am can help you. Please contact Strategic Tax & Estate Planning Strategies today.

Thank you for reviewing my profile.  I am a founding member of the law firm of Fagan, Fagan & Davis.  In addition to helping people plan for their future using Wills and Trusts through Estate Planning, I've tried several hundreds of Criminal and DUI cases, and havepursued more than a thousand pre-trial motions and have argued before the Illinois Appellate Court. Each year I and the lawyers in my law firm undergo training and education that far exceeds that required by the State Bar, specifically seeking to add to our knowledge of DUI, Criminal Defense and general trial advocacy skills. I am a member of the National College for DUI Defense, the National Association of Criminal Defense Lawyers, and the National Trial Lawyers: Top 100 Trial Lawyers. Fagan, Fagan & Davis has defended thousands of cases throughout Cook, Lake and DuPage counties, and we'd love the opportunity to help you.   That means that whether you must appear in Chicago, Waukegan, Skokie, Rolling Meadows, Maywood, Bridgeview, Wheaton, Markham, or other courthouses in those counties, we have the experience and reputation to put forward the best defense available and get you the best results possible.

Lindsey Paige Markus assists business owners and families plan their estates, protect assets, transfer wealth, and minimize taxation.  Lindsey works closely with clients to formulate succession plans, advise on business formation, wealth preservation and gift and estate taxation.An associate with the law firm of Chuhak & Tecson, P.C. since 2006, Lindsey received her J.D. degree from Loyola University of Chicago.  Lindsey was admitted to the Illinois Bar in 2006 and the Florida Bar in 2007.  Founded in 1987, Chuhak & Tecson, P.C. has over sixty attorneys who concentrate in a variety of areas which include estate planning, asset protection corporate transactions, secured lending, as well as civil and commercial litigation.Lindsey’s early career in business and finance and clinically applied neuroscience and neuroeconomics gives her a unique perspective.  She is comfortable with numbers and understands how her client’s needs are most effectively secured in our dynamic economic environment.  Lindsey assesses how the law affects her clients, generates creative solutions to their complex situations, and carefully communicates these options.In 1998, Lindsey earned her M.A. in International Economics and Finance from Brandeis University. Upon receiving her Masters Degree, Lindsey worked in the areas of finance and business development, where she structured joint ventures with domestic and international media conglomerates.  Lindsey leverages her international studies and work experience with her work on the “Welcome to the United States” program – a comprehensive program of services for Chinese corporations and high net worth individuals.Prior to attending law school, Lindsey studied cognitive restructuring training to maximize intelligence, a part of the evolving science of teachable intelligence.  She participated in NASA's Critical Thinking Project from 2001-2004.  Lindsey also co-authored Retrain Your Business Brain: Outsmart the Corporate Competition, published by Dearborn Press in 2003.  Retrain Your Business Brain has also been published in China, Japan, Korea and Indonesia.  She also co-authored The Road Trip: A Parable About Where to Lead, When to Follow, and How to Get Out of the Way, published in 2008.Lindsey graduated with honors from Brandeis University in 1997 with a B.A., cum laude, in Economics and minors in Spanish and Managerial Business.  As part of her M.A. program, Lindsey studied abroad at Bocconi University in Milan, Italy. She speaks Spanish and conversational Italian.

Anthony grew up in Vienna, Illinois--located in Southern Illinois. He served in the U.S. Army out of high school and earned his Bachelors degree from Southern Illinois University - Carbondale and his Juris Doctor and MBA from University of Illinois - Champaign Urbana. Anthony is also a licensed foster/adoptive parent and currently resides in Millstadt, IL with his wife and four children.

Max Elliott, Managing Attorney and Founder of The Law Offices of Max Elliott, Ltd., is a nationally recognized estate planning, probate, and business planning attorney. Her firm, with offices in Chicago and New York City, focuses on unique families, the LGBTQ community, and women small business owners, and services include estate planning for taxable and non-taxable estates, estate administration, and advising small businesses in start-up, growth, restructuring, and succession planning phases.. Ms. Elliott routinely speaks to lawyers, students, and community groups on the intersection of estate and retirement planning; small business essentials, including legal entity selection, succession planning, generational wealth transfers, and cybersecurity program planning; and fiduciary selection and other protective measures for seniors and the LGBTQ community.. Her recognitions and memberships include but are not limited to:. In addition to her legal experience, Ms. Elliott has more than 20 years of non-legal experience, including several years’ employment in the American Bar Association’s International Liaison Office and several years with Fortune 500 companies, including a former “Big 8 Accounting Firm” and a leading international management consulting firm.. Throughout her career, she has also assisted entrepreneurs in creating viable business planning solutions, such as creating and implementing marketing plans, strategic operation plans, securing capital, and business succession. She has worked with start-ups in the personal care, healthcare, small manufacturing, and nonprofit sectors. This experience provides a solid foundation for the business advisory services she provides to small business owners.. Starting in law school and continuing through her legal career, Ms. Elliott has received numerous awards for her commitment and dedication to advocating for and supporting the rights and needs of marginalized individuals and communities.

Deborah B. Cole is a partner and member of the firm’s Estate Planning Group. Deborah has built her practice based upon her belief that professionally done estate planning is essential for every adult American. Although some estate planners focus on the super wealthy and senior citizens, Deborah believes that estate planning is an ongoing process, beneficial for young families, single parents with young children, recent divorcees, persons contemplating marriage, new retirees, as well as persons in non-traditional relationships and families planning for a person with Aspecial needs@ often due to a disability or the receipt of a large settlement. She focuses her practice on estate planning, which includes drafting wills, trusts, asset protection plans, health care directives and mental health directives. She also handles probate and trust administration matters, real estate matters and family business succession planning.. Although Deborah is well versed in the sophisticated planning tools and techniques required by larger estates and more complex situations, Deborah prides herself on assisting all of her clients in maintaining the maximum control over their assets and affairs, avoiding conflicts and accordingly financial abuse or exploitation during periods of mental incapacity. She also has been very effective at strategies to minimize taxation, and avoid, to the extent possible, lengthy and expensive probate and guardianship court proceedings. Deborah understands that providing thorough and personal service is the basis for successful client relationships, whether she is counseling individuals, families, corporate fiduciaries, charitable organizations or family business owners.. Deborah is a certified mediator and has provided mediation services on a volunteer basis with the Center For Conflict Resolution. She has handled disputes involving property damage, neighbor disputes, and child custody and visitation. However, because of her experience with guardianship matters, she has been particularly successful not mediating disputes among family members fighting over the care and control of finances of an elderly parent or family member. To Deborah, success in these situation is achieving a resolution to the dispute that all participating family members agree to, which avoids further court interaction, allows resources that would have been consumed in litigation costs to be redirected towards enhancing the care of the elderly person, and preserves family relationships. As of 2015, Deborah has added Guardianship and Probate mediation services to her practice.. Deborah’s professional work also reflects her conviction that preserving and supporting African American business owners and charitable organizations is critical to the growth and vitality of the community and to addressing issues concerning employment, education and crime. Deborah works with for profit business owners and charitable institutions to preserve and protect their businesses through trademark and copyright protection, planning for the proper business form, best practices, reporting to the appropriate governmental agencies and general planning for growth and diversification. Deborah is particularly proud of the work that she has done with family businesses to develop plans that will allow the business to continue with the next generation or maximize profit on sale.. In her spare time Deborah plays duplicate bridge as often as she can, and enjoys reading and travel.

Ronald E. Webb practices in the areas of estate planning, estate administration and business law. He drafts wills, trusts, and powers of attorney. His practice commonly involves asset protection, probate, real estate, business succession planning, general corporate law, and business transactions, including partnerships and limited liability companies. He also organizes family limited partnerships and drafts life insurance trusts and special needs trusts for disabled persons. Ron practices tax law in the areas of gift and estate taxation.. Ron graduated with a Bachelor's degree in economics from Loyola University of Chicago and received the degree of Juris Doctor, cum laude, from the John Marshall Law School. While a student at the John Marshall Law School, Ron was a staff editor for the John Marshall Journal of Computer & Information Law and authored an article entitled "Borders Online, LLC v. State Board of Equalization: It's Time for Congress to Weigh the Possibilities of this California Decision", which was published in the Journal; Volume XXIV Number 4, Summer 2006. Ron is also listed in the 2009 Who's Who Among Students in American Universities and Colleges.. Ron is an active member of the Chicago Bar Association, the Illinois State Bar Association, the American Bar Association, and his local Chamber of Commerce.

Gregory Berlowitz, J.D., is committed to making estate planning accessible and straightforward for families across Chicago. Located in Andersonville and serving clients on the north side, Gregory’s mission is to ensure that individuals can protect their assets and loved ones while avoiding court and family disputes. Gregory graduated cum laude from the University of Illinois College of Law, where he was honored as a Dean’s List student, Harno Scholar, Rickert Award recipient for Service, and pro bono honoree. Following a federal judicial clerkship and five years in private practice, Gregory broadened his professional experience by founding an organic food co-op and focusing on his family. He is admitted to practice before the Illinois Bar, U.S. District Court for the Northern District of Illinois, and the U.S. Courts of Appeals for the Seventh and Eighth Circuits. Gregory Berlowitz offers compassionate and experienced counsel to all those seeking to secure their family’s future.

Puneet is a Partner at Latimer LeVay Fyock LLC. Puneet concentrates his practice in the areas of tax planning, trust and estate administration, probate practice, minor and adult guardianship, estate and trust litigation, asset protection planning, and business succession planning. Puneet has experience in the administration of trusts and estates and the preparation of estate and gift tax returns, drafting post-nuptial and pre-nuptial agreements, generation-skipping trusts, qualified personal residence trusts, grantor retained annuity trusts, special needs trusts, qualified domestic trusts, intentionally defective grantor trusts and irrevocable life insurance trusts, and organizing and creating limited liability companies, corporations and limited partnerships. Puneet designs estate plans to meet the personal and business needs of a wide variety of clients, including (a) small to medium sized business owners seeking to transfer their business, (b) wealthy individuals and families seeking to facilitate the transfer of wealth within the family structure while minimizing the imposition of gift, estate or generation-skipping tax, (c) young professionals and families seeking to accumulate and protect their wealth and (d) families with special needs.

Abosede Odunsi is the founder and principal advisor of Infinity Strategic Group ("ISG"). She advises clients on a wide variety of estate planning and administration and adult guardianship issues.. Prior to founding ISG, Abosede worked for private law firms in Chicago and as an assistant state’s attorney. Her volunteer commitments include serving on the Professional Advisory Committee of the Chicago Foundation for Women, and past Treasurer of the Black Women Lawyers’ Association of Greater Chicago, Inc. Abosede obtained her Bachelor of Arts degree from the University of Illinois at Champaign-Urbana, a Master of Arts degree from Pennsylvania State University, her Juris Doctor from the University of Wisconsin Law School, the Certified Financial Planner Certificate program at DePaul University in Chicago and an LL.M in Taxation from Northwestern Pritzker School of Law.ISG works with a team of highly credentialed attorneys and financial professionals with specialized knowledge and experience. Our use of flexible staffing arrangements enables us to offer quality estate planning services at a reasonable cost.

Like most law firms, we offer full representation to clients upon payment of an up-front retainer. But unlike most law firms, we don't believe that clients unable to afford an initial retainer should be denied access to high-quality legal services. This is why we also offer unbundled "pay-as-you-go" legal services at an affordable flat-fee.. With unbundled legal services, a/k/a “limited scope representation,” an attorney and client agree that the attorney will handle some, but not all, aspects of a client’s legal matter. The client is responsible for handling all other aspects of his or her own case for which the attorney has not been retained. This allows the client to choose the level and scope of representation he or she desires, and provides predictable control over the cost of various legal services. Most significantly, with unbundled legal services, instead of charging an up-front retainer for full legal representation, clients can pay for individual services as they are needed at a reasonable flat-fee rate.. Whether you desire one of our many unbundled legal service options, or full representation, we have an option for you. Please contact our office to learn more about the full list of legal services we provide, and to discover our current flat-fee rates.

My practice focuses on probate and trust administration, probate litigation, trust litigation, fiduciary litigation, and estate/asset protection planning. I advise individuals and families in contested matters with an emphasis on will, trust, and guardianship proceedings. I counsel executors and trustees during the probate/trust administration process and assist them in the preparation of estate and fiduciary tax returns. I also help individuals and families meet their estate and asset protection planning needs.