Not all Trusts are Created Equal -Proactive Estate Planning Strategies to Minimize Estate & Income Tax

Date: Thursday, May 1, 2025
Time: 12:00pm - 2:00pm
Location: Lake Forest Club: 554 N Westmoreland Rd, Lake Forest, IL 60045
Speaker: Lindsey Paige Markus, JD MA

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Dear Members and Guests!!!

Ready to hear the best speaker with the fabulous planning ideas?

Let's not wait to RSVP for our upcoming May 1st Luncheon at Lake Forest Club!!!

Topic:Navigating the estate tax landscape requires a meticulous attention and proactive planning at both the state and federal levels.  Participants will learn how not all plans are created equal…and not all trusts are created equal.  Subtle modifications in funding and drafting of trusts can have a material impact on estate tax savings. In addition, learn how annual lifetime gifts can be used to leverage wealth transfer and translate into millions of dollars of estate tax savings at the federal and state levels for clients.

Speaker Lindsey Markus's Biography:

Lindsey Paige Markus is a shareholder with Chuhak & Tecson, P.C., a boutique law firm in Chicago, where she leads the firm’s 25 attorney Private Wealth Services Practice Group. In her practice she assists business owners and families in planning their estates, protecting assets, transferring wealth and minimizing taxation. She works closely with clients to formulate succession plans, advise on business formation, maximize wealth preservation and minimize gift and estate taxation. Licensed in Illinois, New York and Florida, Lindsey has a national practice. Passionate about educating clients and advisors about death and taxes, Lindsey appears on local television shows and authored A Gift For the Future – Conversations About Estate Planning, in April, 2022. The book was quickly a #1 Best Seller on Amazon in Legal Self-Help and a #1 New Release in several categories.  A Gift for the Future takes readers on a journey through the world of estate planning. In her easy-to-follow writing style she provides the ins and outs of every estate planning tool from simple to advanced. By interweaving the family story of Jack and Diane she leads readers through estate planning needs from the time they decide to marry through the birth of children, business growth, divorce, and the formation of new families and relationships along the way.  Russ Sullivan, the former staff director for Senate Finance Committee and one of America’s leading tax authorities, authored the foreward, noting “Death and taxes are inevitable for all of us, making this book a wonderful tool for everyone.” 

Passionate about philanthropy and giving back, Lindsey is a founding member of Chuhak & Tecson's Women Helping Women initiative, sits on the Jewish United Fund’s Legacy & Endowments Committee, Advocate Charitable Foundation’s Gift Planning Advisory Committee and co-chairs American Technion Society’s Midwest Planned Giving Committee.

Lindsey has been recognized in countless publications, including Leading Lawyers, Super Lawyers, Crain’s Chicago Business as a Notable Gen X Leaders in Accounting, Consulting and Law, Crain’s Notable Women in Law, and as a Top Woman in Law by Chicago Lawyer.

Also, please sponsor us to get the incredible benefits for your firm/organization and your profession!!!

Did you know?

Lake County Estate Planning Council is part of a national network of 275 estate planning councils and 2,200 AEP® designees from across the country as a member of the National Association of Estate Planners & Councils, an organization dedicated to providing resources and education to the estate planning profession.

Build your national network of estate planning professionals by attending the 62nd Annual NAEPC Advanced Estate Planning Strategies Conference & Council Leadership Conference, scheduled from October 19 - 23, 2025 at Gaylord National Resort & Convention Center in Washington, DC area. This event is hosted for every estate planning professional and every member of every EPC... including YOU! 

Here are the links to get more information about NAEPC and Conference!!!

https://www.naepc.org/conference

https://www.naepc.org

Please Note for LCEPC meeting:

The meeting cost is complimentary for currently paid members or $40-$50 for guests.  All attendees must register in advance; walk-in reservations will be accepted on a space-available basis only.  If registered but do not attend consistently, you will be given a notice and charged the Venue cost immediately after the meeting.

Please RSVP to join us - we hope to see you all there with your guests.

Nimisha Patel, CPA, CAA, AEP

Pinnacle Worldwide, Inc. - Vernon Hills, IL 60061/Lincolnshire, IL 60069
Phone: 1-847-680-3829/Toll Free: 1-877-704-0516 Direct:1-847-287-0021 

https://pinnacleworldwide.com                

 

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