Firm: Hedeker Law
Practice Areas: Estate Planning
Dean R. Hedeker is a leading Chicago-area authority on estate and tax planning, business law, and investments. Dean has more than 37 years' experience helping business owners and families grow, protect, and pass on their hard-earned money through tax planning, estate planning, and investment management services. Over the past 10 years alone, Dean has created more than 2,000 estate plans and every year he handles more than 300 complex tax returns for business and families. Currently, he manages the wealth of more than 80 hard-working families. Dean is a Certified Public Accountant (CPA) and has a Bachelor's degree and a Juris Doctor-both with highest honors-from DePaul University. He is licensed to practice law in Illinois and Pennsylvania. He is also a Registered Financial Consultant (RFC) and has served as an education adviser, Fellow and most recently appointed to Board of Governors of the American Academy of Estate Planning Attorneys. Dean has made presentations at more than 500 events attended by legal, financial, and healthcare professionals and has been a featured source for WBBM's Noon Business Hour, WGN Radio, WLS Chicago, and CBS 2 Chicago. He has also co-authored three additional books on estate planning. He is principal at Dean R. Hedeker, Ltd., and principal of Hedeker Wealth Management Group, LLC.. Most recently Dean co-authored the book CUT YOUR TAX IN 2010 whichprovides the straight talk on why poor estate and retirement planning can cost you dearly. Plus, the book provides insights on the capital gains trap, the tax benefits of living trusts, and other tax-saving tips. Many of the techniques discussed are the building blocks of a good estate plan. Without an estate plan, you’re paying too much in taxes on your assets right now. And your family will pay dearly—maybe even more than they can afford—after you’re gone. To learn more about this book go to
Contact: +1 (877) 600-7214
Firm: The Law Offices of Hoy & Sahlas, Ltd.
Practice Areas: Estate Planning
Attorney David E. Hoy is the senior partner of The Law Offices of Hoy & Sahlas, Ltd. and has 30+ years of experience as an attorney. The Law Offices of Hoy & Sahlas, Ltd. was formerly known as The Law Offices of David E. Hoy when Mr. Hoy founded the firm in 1985.. Mr. Hoy, having successfully passed the Illinois Bar Exam upon first examination in July, 1983, was admitted to practice in Illinois in November, 1983 by the Illinois Supreme Court as an Attorney and Counselor at Law and admitted to the practice of law in the U.S. District Court for the Northern District of Illinois in December, 1983. Mr. Hoy received his Juris Doctor degree in May, 1983 from Northern Illinois University and holds a Bachelor of Science degree in Business Administration from Elmhurst College.. Mr. Hoy has been in private practice since 1985 with offices in the western suburbs of Chicago. For nearly 30 years, he has concentrated his practice in Estate Planning, Estate Administration, Business Law, Condominium Representation and Commercial Real Estate. He is a registered title agent with Commonwealth Land Title Insurance Company, Fidelity National Title & Insurance Company, and First American Title Insurance Company.. Mr. Hoy serves on the Public Policy Committee of the Greater Oak Brook Chamber of Commerce. He currently serves as Board Chairman for Keep Believing Ministries, an international Not-for-Profit Christian ministry. Mr. Hoy has also served on the Planned Giving Committee of Elmhurst College and is past chairman of the Oak Park & River Forest branch of CBMC International (f/k/a Christian Businessmen’s Committee and n/k/a Connecting Business and the Marketplace to Christ); and is past chairman of a large church in Oak Park, Illinois. He is a member of the Du Page County Estate Planning Council, the Christian Legal Society, theIllinois State Bar Association, the Elmhurst Chamber of Commerce, the Greater Oak Brook Chamber of Commerce and formerly with the Oak Park - River Forest Chamber of Commerce.. For decades, Mr. Hoy has given seminars on Estate Planning for clients of various financial service firms and not-for-profit organizations in Chicago and the western suburbs.. Prior to beginning his private law practice in 1985, Mr. Hoy was employed with Chicago law firms in the roles of both plaintiff’s and defendant’s counsel. His business experience prior to law practice includes nine years as a Manager of Compensation, Benefits and Human Resources for three different major U.S. corporations.. In his free time, Mr. Hoy enjoys fishing, hiking, and various activites including teaching Adult Bible Classes, playing guitar in the worship band and singing at his church in Western Springs, Illinois. Mr. Hoy and his wife have been married more than 45 years, and together have conducted marriage seminars for decades at various churches in the Greater Chicago Metro Area. His wife, Lynette, is a counselor, author and owner of CounselCare Connection, P.C. and the Anger Management Institute.
Contact: Not Available
Practice Areas: Estate Planning
DAVID F. ROLEWICK graduated from Loyola University School of Law in 1971. He worked as a clerk to Illinois Supreme Court Justice Daniel Ward, then as Assistant Director of the Administrative Office of Illinois Courts. He has been in private practice since 1979. He has served in numerous positions in the Illinois State Bar Association and has been a hearing board Chairman of the ARDC since 1994. In 2001, he was appointed by the Illinois Supreme Court to serve as Chairman of the Special Supreme Court Committee On Professionalism, and he was then named as Chairman of the Supreme Court Commission on Professionalism. He has tried and arbitrated commercial disputes in state and federal courts in Illinois, Indiana, and Pennsylvania, and has authored several articles on business law. In 2006, he was elected to serve as a Director of the Illinois Bar Foundation.
Contact: Not Available
Practice Areas: Estate Planning
As an estate planning attorney, David consults with individuals regarding their estate planning and estate administration needs, including business succession planning, leveraged gift giving, philanthropic goals and the structuring of estate planning documents. He has extensive experience – including more than 16 years as a practicing attorney – with tax compliance issues affecting trusts and estates and the preparation of both simple and complex federal estate and gift tax returns, fiduciary income tax returns, and various postmortem tax issues. Among his accomplishments, David:. Used a little-known provision in the Internal Revenue Code to help a family avoid the loss of a family farm due to the imposition of federal and state estate taxes. David helped structure a payment plan that not only allowed the farm to remain in the family, but helped the family avoid further indebtedness that may have resulted from procuring further financing to pay the estate taxes.. Through careful research of the IRS regulations, David restructured the payout terms of a decedent’s IRA that was left to his surviving spouse under a defective beneficiary designation. Through David’s assistance, the surviving spouse was allowed to rollover the money and defer income taxes, rather than pay significant income taxes as a result of the defective beneficiary designation.. Administered both smaller and larger estates ensuring proper accounting methods, distributions, tax compliance and income tax planning.. Employed estate planning techniques such as gift giving, charitable planned giving, family limited partnerships, life insurance programs and trusts, to save clients from the imposition of unnecessary federal and state estate taxes.. In addition to having established his own law practice, David was the former Director of Estate Planning for the accounting and consulting firm of Frost Ruttenberg & Rothblatt (FR&R), a 130+ member firm located in Deerfield, Illinois. He is a graduate of the accounting program at the University of Illinois at Urbana-Champaign (one of the highest regarded accounting schools in the United States). In addition to being a CPA, David is a licensed attorney and received his Master’s in Law (LL.M. in taxation) degree at DePaul University College of Law. David is a former speaker for the Illinois CPA Society and a former chairman of the Chicago Bar Association's Estate Planning Committee for the Young Lawyer's Division. Currently, David is a member of the Chicago Bar Association's Probate Practice Committee, Estate Planning and Trust Law Committee, and Federal Taxation Committee. He is also a member of the American Institute of Certified Public Accountants, the Illinois CPA Society, the North Shore Estate Planning Council, the Northwest Suburban Bar Association Estate Planning Committee, the Lake County, Illinois, Estate Planning Council, and the National Association of Elder Law Attorneys. David is also a member of the Skokie Chamber of Commerce and the Wilmette Chamber of Commerce.
Contact: Not Available
Firm: David Jarmusz CPA, JD, LLM
Practice Areas: Estate Planning
I am a lifelong practitioner in the area of international tax, starting with my early years after college in Buffalo, NY along the Canadian border. I live in Winnetka, IL with my family and spend my off-time driving my kids in car pools for swim team, karate and orchestra.
Contact: Not Available
Firm: Lesser Lutrey Pasquesi & Howe, LLP
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.
Contact: Not Available
Firm: Cover, Evans & Fricke, LLP
Practice Areas: Estate Planning
David is a corporate generalist representing small to medium-sized corporations and limited liability entities, and is engaged in tax planning, real estate transactional and end-stage capital and debt financing, and estate and trust planning and administration. He engages in commercial and fiduciary litigation on a limited basis.. He has the unique distinction of maintaining a satellite office in Toulon, Illinois, where he has concentrated on representing farm families and agricultural businesses for over 40 years; and through loyal client relationships, he is now dealing with several generations of the same family.. David resides in Peoria Heights, Illinois, with his wife, Margaret, and is an avid cyclist, sailboat racer, outdoor enthusiast, and has been a scuba diver for 40 years. He has two grown children and four grandchildren.
Contact: Not Available
Firm: Kamensky Rubinstein Hochman & Delott, LLP Attorneys At Law
Practice Areas: Estate Planning
Contact: Not Available
Firm: Group Administrators, Ltd.
Practice Areas: Estate Planning
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Firm: Kahn and Kahn, Attorneys At Law, P.C.
Practice Areas: Estate Planning
Contact: Not Available
Firm: David J. Lasky Ltd.
Practice Areas: Estate Planning
Contact: Not Available
Firm: Dordek Rosenburg and Associates, P.C.
Practice Areas: Estate Planning
Contact: Not Available
Practice Areas: Estate Planning
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Firm: Discover Financial Services
Practice Areas: Estate Planning
Contact: Not Available
Firm: Law Office of David W Schopp
Practice Areas: Estate Planning
Contact: Not Available
Firm: Law Offices of David G. Seil
Practice Areas: Estate Planning
Contact: Not Available
Firm: Shockey & Cox Llc
Practice Areas: Estate Planning
Contact: Not Available
Firm: David M. Spitz, Attorney At Law
Practice Areas: Estate Planning
Contact: Not Available
Practice Areas: Estate Planning
Contact: Not Available
Firm: Hynds Law Firm
Practice Areas: Estate Planning
Contact: Not Available