Top Estate Planning Lawyers in Lake Forest | 3 available

Firm: Law Office of Amy Handler Kasallis

100 Saunders Road , Lake Forest , Illinois 60045

Practice Areas: Elder , Estate Planning, Health Care & Hospitalization, Probate , Guardianship, Guardianship, Guardianship, Guardianship

Attorney Amy Handler Kasallis founded the Law Office of Amy Handler Kasallis in 2006 to serve families with unique needs.. Amy has been practicing law for nearly 30 years, the majority of which she has concentrated her practice in the areas of guardianship and special needs-focused estate planning. As a mother of a young adult son with Autism, she brings both extensive personal and professional experience to her practice.. Amy provides clients with legal assistance from a place of understanding and compassion. She knows that when parents have a child with a disability, decisions about planning for the future can be complicated and emotional. She helps her clients to understand options, navigate complexities, and find the right tools to help on their unique journeys.. Amy is frequently appointed by the court to act as Guardian ad Litem in adult disabled guardianship matters. She has served as the committee chair for the Trusts & Estates Committee for Lake County Bar Association. She is also a frequent presenter on the topics of adult disabled guardianship, guardianship alternatives, and special needs planning for both parents' groups and her fellow attorneys.

Firm: Lesser Lutrey Pasquesi & Howe, LLP

191 E. Deerpath , Lake Forest , Illinois 60045

Practice Areas: Estate Planning

David M. Lutrey is the managing partner of the Lake Forest law firm of Lesser Lutrey Pasquesi & Howe, LLP.  For the past 20 years, Mr. Lutrey has counseled individuals and corporate fiduciaries as a seasoned litigation attorney in the areas of trusts, estates, probate and guardianships.  He assists individuals in the creation of wills, trusts and other estate planning documents that preserve and transfer meaningful legacies.. In addition to representing individuals and corporate fiduciaries in their capacities as trustee, executor, guardian or agent, Lutrey also represents financial institutions in their own right with regard to the creation and implementation of trust and estate policy manuals, risk management strategies and employee training.. David Lutrey is a powerful and effective litigator and has chaired numerous trials in Lake, Cook and McHenry Counties as well as appearing in Federal District Court involving complex trust and estate issues.  His trial successes include a recent $1,000,000 undue influence award in the Circuit Court of the Nineteenth Judicial Circuit in Lake in the estate of Augusta Gershman, deceased.  He has also been involved in numerous appeals addressing or creating new law, including the published decisions of the Estate of Helen Weiland, Deceased, and the Estate of Walsh, Deceased.. Lutrey is a respected and frequent speaker and writer on estate planning, administration and litigation issues. He served on the legal education and outreach committees of the Illinois Institute of Continuing Legal Education’s Estate Planning Short Course from 2009-2016.  He is a member of the ISBA’s Trusts and Estates Section Council and the Chicago Estate Planning Council.  He is a Past President of the Lake County Estate Planning Council and recently completed his fifth consecutive term as Chair of the Lake County Bar Association’s Trusts and Estates Committee.. Lutrey is a fellow of the American College of Trust and Estate Counsel (“ACTEC”) and Litigation Counsel of America (“LCA”), and was an adjunct trust and estate professor at Loyola Law School in Chicago from 2012 – 2015.  In 2015, Lutrey drafted portions of the Illinois trust legislation allowing distributions of trust in further trust (“decanting”).. David Lutrey is well known and respected by his peers. He was rated “AV” by both the bar and judiciary according to Martindale Hubbell; he was selected by Thompson Reuters as a “Super Lawyer” for the years 2014 through the present; and selected by the Law Bulletin Publishing Group as a “Leading Lawyer” for the years 2016 through the present.

Firm: Kolasa Robert J Attorney Cpa

1401 N. Western Avenue , Lake Forest , Illinois 60045

Practice Areas: Estate Planning

I take pride in my highly personalized approach which takes into account the individual needs and goals of each of my clients to create a custom tailored estate plan. My background as a C.P.A. and former IRS attorney, along with a 30-year legal career, complements my “straight talk” and strong technical analysis in leading clients through the estate planning, trust administration and estate tax maze.