Estate and Succession Planning

CCM’s estate planning attorneys design customized plans to meet specific objectives and reduce potential tax burdens. We advise individuals, business owners, and families throughout all phases of estate planning, wealth transfer, and probate and trust administration. Frequently, our estate planning clients visit us for revisions to their plans, as life circumstances change over time. Our estate planning services include:

  • Wills and living trusts, living will declarations, and property and health care powers of attorney
  • Special needs and minor’s trusts
  • Irrevocable insurance trusts
  • Dynasty trusts
  • Charitable trusts and foundations
  • Granted retained annuity and income trusts
  • Intentionally defective grantor trusts
  • Qualified personal residence trusts
  • Family limited partnerships
  • Asset protection planning
  • Business succession planning
  • Interpretation of wills and trust agreements
  • Estate and trust income tax planning and preparation of tax returns
  • Representation of executors and interested parties in probate proceedings
  • Advising trustees concerning their duties and responsibilities under Illinois law