Estate, Trust & Wealth Preservation
Navigate the legal and tax complexities of wealth preservation
Capabilities at a glance
- Guiding generations of affluent families with insights informed by experience. We understand the intricacies of sophisticated wealth-preservation structures — when you need them and when you don’t.
- Comprehensive planning and administration of estates. We work with you to create a customized estate plan and then assist your family with the administration of your estate to ensure your wishes are carried out.
- Strong client relationships are at the heart of everything we do. We act as trusted advisors and take the time to understand our clients’ concerns and family dynamics.
- As part of a national, full-service law firm we draw on a deep bench of colleagues able to seamlessly assist clients with business law, charitable planning, tax, real estate and other matters.
Dedicated estate and trust attorneys who are here for your needs
The Estate, Trust & Wealth Preservation Practice Group has been an integral part of Quarles since the firm's inception, and one thing has not changed: our dedication to maintaining strong long-term relationships. Many of the families we counsel have been with us for decades. This long-range view of our clients’ histories and values enables us to provide counsel tailored to their needs. Our approach is personal, and we share a commitment with our clients to ongoing and proactive estate planning. We work with individuals and families to clarify their goals and set a course that enables them to direct their futures.
Comprehensive knowledge of transfer taxes and succession planning
We work with a wide spectrum of clients on their wealth transfer and preservation needs, including business owners seeking to implement succession planning and families with significant wealth they wish to preserve through careful stewardship. We also work with individuals who are engaged in the creation of new wealth and wish to plan thoughtfully for their future.
Experience
- Estate planning
- Trust and estate administration
- Fiduciary litigation
- Charitable planning
- Tax planning
- Adoption
News & Insights
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- Webinar
- Presentation"Considerations Regarding the Mental Capacity to Give"By Kirk A. HoopingarnerChicago Council on Planned Giving
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- Seminar
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- Article"Keep Your IRA Healthy With an Annual Checkup"By John T. BannenQuarles & Brady LLP Estate, Trust & Wealth Preservation Meeting
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- Seminar
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- Presentation"Reading the Tea Leaves: How Tax Reform Could Impact Future Charitable Planning"By Kirk A. Hoopingarner, Patrick J. Bitterman
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- Presentation"Estate Tax Repeal & Probable Impacts To Your Estate Plan"By M. Todd SmithQuarles & Brady
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- Presentation"A Brief Overview of the U.S. Department of Labor’s Fiduciary Rule Regarding Investment of Retirement Assets"By John T. BannenAmerican College of Trusts and Estates Employee Benefits Committee
- Podcast
- Presentation"The Charitable Tax Deduction and Exemption: Calm Before the Storm?"By Kirk A. HoopingarnerGreater North Shore Estate and Financial Planning Council
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- Presentation"Planning for Special Needs Beneficiaries"Patrick J. Bitterman, SpeakerAdvocate Health Care Advisors Breakfast
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- Presentation"Offering DAFs - How to Impact Donor Giving"By Kirk A. HoopingarnerCrescendo's Annual Practical Planned Giving Conference (Chicago, IL)
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- Presentation"A 360 On Donor Advised Funds: How They Are Changing Charitable Giving"By Kirk A. HoopingarnerDePaul University
- Presentation"Know Your Value / Know Your Worth"By Kimberly Leach JohnsonFAWL Spring Meeting
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- Presentation"Charitable Giving in Times of Economic Turbulence"By Kirk A. HoopingarnerChicago Zoological Society
- Article"Prepare for Bequest Challenges Based on Alleged Undue Influence or Incapacity"By Kirk A. HoopingarnerPlanned Giving Today
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- Presentation"Outlook of Philanthropy in 2016"By Kirk A. Hoopingarner, panelistThe Chicago Council on Planned Giving
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- Presentation"Trends in Charitable Giving"By Kirk A. HoopingarnerAnnual Professional Advisors Reception hosted by the Community Foundation of the Land of Lincoln
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- Presentation"Planning for Disability"By Kirk A. HoopingarnerFinancial planning seminar for donors of Chicago Zoological Society
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- Presentation"Maximizing the Impact of Charitable Giving Through Community Foundations"By Kirk A. HoopingarnerAlliance of Illinois Community Foundations
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- Presentation"Giving Options: Understand and Leverage Different Ways to Give"By Kirk A. HoopingarnerExponent Philanthropy
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- Media MentionKirk A. Hoopingarner quoted in article "Implications of Donor Advised Funds on Planned Giving"
- Presentation"The Implications of Donor Advised Funds on Planned Giving"By Kirk A. HoopingarnerChicagoCouncil on Planned Giving 2015 Annual Symposium
- Presentation"How to Incorporate Planned Giving Into Your Fundraising Strategy"By Kirk A. HoopingarnerChicago American Indian Community Collaborative
- Presentation"Federal Income Tax Basics That a Charitable Gift Planner Should Know”
- Presentation"Bequests under Wills, Gifts under Revocable Living Trusts and Beneficiary Designations for Life Insurance Policies"By Amalia L. TodrykPlanned Giving Council of Eastern Wisconsin
- Presentation"Second Annual Ave Maria School of Law Estate Planning Conference"By Kimberly Leach JohnsonAve Maria School of Law, Naples, Florida
- Presentation"Navigating the Changing Landscape of Philanthropic Investment"By Kirk A. HoopingarnerCo-hosted by Bernstein Private Wealth Management and the Donors Forum
- Presentation"Planned Giving Workshop"By Kirk A. HoopingarnerNational YMCA Development Organization National Conference, Atlanta
- Presentation"Donor Advised Funds and Social Impact Investing"By Kirk A. HoopingarnerModerated panel discussion for Impact Capitalism Summit, Union League in Chicago
- Presentation"Estate Planning"By Kirk A. HoopingarnerUniversity of Illinois Chicago
- Media Mention
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- Article"How to Minimize Naming Rights Conflicts"By Kirk A. HoopingarnerPlanned Giving Today
- Presentation"Reflections on Charitable Planning Two Years after the American Taxpayer Relief Act"By Kirk A. HoopingarnerLa Crosse Community Foundation's Tax and Legal Seminar
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- Article"Family Business Succession Planning"By Kirk A. Hoopingarner, James I. KaplanIllinois Banker Magazine
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- Presentation"Minor Beneficiaries of IRAs and Qualified Plans: How Might the Uniform Transfers to Minors Act (UTMA) Be of Assistance"By John T. BannenAmerican College of Trusts and Estates Employee Benefits Committee
- Presentation"Final IRS Regulations for Qualifying Longevity Annuity Contracts (QLACs)"By John T. BannenAmerican College of Trusts and Estates Employee Benefits Committee
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- Presentation"A Retirement Template Suitable for Baby Boomers and Others Who Will Retire Someday"By John T. BannenMilwaukee Bar Association, Probate Practice and Procedure Section
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Practice Contact
- Karen Alexander
- Kelsey Bailey
- Patrick Bitterman
- Abigail Bogli
- Lisa Brown
- Kimberley Dillon
- Abbey Dunn
- Lindsey Canonie Grady
- Sara Haas
- Katherine Hanes
- Samara Holland
- Kirk Hoopingarner
- Noleta Jansen
- Kimberly Leach Johnson
- Dallas Klemmer
- Bomie Leonard
- Sarah Linsley
- Rachel Loiacono
- Michele Malis
- Robert Mathers
- Kathryn Muldoon
- Taylor O'Day
- Kristin Occhetti
- Rigas Pappas
- Cheryl Payne
- Debra Seymour
- Terry Skworch
- Amalia Todryk
- John Wood
- Laura Yanow