[WSBAPT] Chicago Referral for Trust Attorney

[Diane J. Kiepe]

You might reach out to Kelly McGinnity
20 N. Clark Street | Ste 1600
 Chicago, IL 60602
 p. 312-368-1266
 f. 312-368-1267 20 N. Clark Street | Ste 1600
 Chicago, IL 60602
 p. 312-368-1266
 f. 312-368-1267

I had to work with her on a trust matter briefly which went well.  Additionally and unfortunately our paths crossed in person when she lost a brother her in Spokane - the whole family seemed great.  Her brother was also an attorney here in town.  

Per her e-mail - Kelly has been a practicing attorney since 1992 and is a graduate of Loyola University of Chicago School of Law (Juris Doctor 1992; Master of Laws (LLM) in Tax Law 2017). She is a founding partner of Schlack & McGinnity, P.C. and was an associate and principal of its predecessor law firm, Haddad, Schlack & Associates. Kelly is admitted to practice before the Illinois Supreme Court (1992) and the United States District Court for the Northern District of Illinois (1992).

Kelly concentrates her practice in the areas of Federal and State Tax Settlements including Offers in Compromise, Installment Agreements, Collection Due Process Hearings, Protests, Hearings and Board of Appeals Petitions; Estate & Trust matters including contested and uncontested Probate administration, drafting Wills, Trusts, Living Wills, Powers of Attorney for Health Care and Property and preparing and filing estate & gift tax returns.

Kelly was born in Wisconsin and has lived in Chicago since 1989. She has two adult daughters

Diane J. Kiepe

Diane J. Kiepe
Douglas Eden
717 W. Sprague Ave.
Suite 1500
Spokane, WA  99201
djkiepe at depdslaw.com
509-455-5300

-----Original Message-----
From: wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com> On Behalf Of Paul Neumiller
Sent: Wednesday, September 16, 2020 3:13 PM
To: wsbapt at lists.wsbarppt.com
Subject: [WSBAPT] Chicago Referral for Trust Attorney

Good client of mine is trying to help his daughter ("Mother") who lives in Lincoln Park, Chicago.  Mother had an out-of-wedlock child with a very rich but married man about 8 years ago (think 1%er).  (It is very complicated,  he lives with Mother and daughter part of the year and with wife part of the year.)  So, anyway, they are looking for a trust attorney so they can safely sock money and assets away for the benefit and protection of the daughter.  An asset of the trust will include a $2mil+ house in Chicago that the mother would get to live in similar to a life estate.  The client approached me but I deferred because Mother and daughter and most assts will be located in Illinois so I have recommended an Illinois attorney.  Anyone work with a trust attorney in that area?