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Jay Kaufman
Cook County, IL Estate Planning Attorney with 44 years of experience
Estate Planning, Business, Elder and Tax
Northern Illinois University
As the founder of the firm Kaufman Law Group, LLC, Jay C. Kaufman practices in the areas of business law and estate planning. For nearly 35 years, he has been practicing at his own firm. Attorney Kaufman is a proud member of ElderCounsel, WealthCounsel, American Bar Association, and the Illinois State Bar Association. He received both his undergraduate and Juris Doctorate degrees from North Illinois University. Mr. Kaufman has earned an 8.5 Excellent rating on Avvo.com. For a case review, please contact his firm today.
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Margaret Szymansky
Cook County, IL Estate Planning Lawyer with 27 years of experience
Estate Planning, Elder, Probate and Real Estate
Loyola University Chicago School of Law
For over 26 years, Margaret Szymansky has provided experienced representation to clients through Probate and Trust Administration proceedings. She assists clients in effective resolution of existing claims and transfer of assets. Margaret guides executors, trustees and personal representatives of the estate and assists them in the successful closure of the estate. She further concentrates her practice in the area of Estate Planning such as: Wills and Trusts including Special Needs Planning for disabled individuals and guardianship proceedings, Elder Law with a focus on Medicaid issues, and Real Estate law.
For her dedication, leadership, and excellence in legal service, she has...
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David Nelson
Cook County, IL Estate Planning Lawyer with 30 years of experience
Free ConsultationEstate Planning, Bankruptcy, Probate and Real Estate
Drake University Law School
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Ben Schneider
Cook County, IL Estate Planning Lawyer with 15 years of experience
Free ConsultationEstate Planning, Bankruptcy, Foreclosure Defense and Probate
University of Illinois - Chicago John Marshall Law School
Ben Schneider is a client focused which means that it is important to him to cultivate a personal relationship with each of his clients. By doing this, he is able to give each new client’s case individual attention and analyze every legal issue thoroughly and completely.
Ben Schneider acts as the one of the principal bankruptcy attorneys for Schneider & Stone where he focuses on individual Chapter 7 and Chapter 13 filings as well as business Chapter 7 and Chapter 11 filings. Ben also practices in the areas of family law and litigation and is the point attorney for divorce and...
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Richard A. Greenswag
Cook County, IL Estate Planning Lawyer with 45 years of experience
Free ConsultationEstate Planning, Business, Construction and Probate
University of Iowa
Rick was affiliated with and became a partner in the law firm Chandler & Greenswag, P.C. from 1979-1993. Thereafter, he operated the Law Offices of Richard A. Greenswag, P.C. from 1993 until he then became a founding member of Kaplan & Greenswag LLC until March of 2011 when Greenswag & Associates, P.C. was formed.
Rick is a member of the Chicago Bar Association, the Illinois State Bar Association and the American Bar Association. Rick is also a member of the Board of Directors and is President of PADS Crisis Services, Inc., a charitable organization serving the needs of the homeless in...
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Mildred Palmer
Cook County, IL Estate Planning Lawyer
(847) 253-8800
3701 Algonquin Road
Suite 300
Rolling Meadows, IL 60008
Estate Planning, Business, Elder and Probate
University of Florida
Mildred ("Millie") V. Palmer graduated Cum Laude from University of Flordia's College of Law in 1990 with a concentration in taxation and estate planning. After graduation she went to work for Ernst and Young as a tax attorney in the Special Services Group while taking LLM classes at Chicago Kent. In 1992 she moved from Ernst and Young to Gardner Carton and Douglas where she practiced tax law. As a tax attorney attached to a large firm, Millie saw a wide variety of work in the area of taxation, charitable giving, corporate work and estate planning. During this time, she...
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Vincent C Mancini
Cook County, IL Estate Planning Attorney with 26 years of experience
Estate Planning, Business, Municipal and Probate
Chicago-Kent College of Law, Illinois Institute of Technology
With 25 years’ experience, Vince provides his clients with a diverse skill set for advising on and resolving most legal issues. As an experienced trial attorney, Vince advises his clients on how to resolve conflicts before litigation; yet, when a lawsuit is filed, Vince transitions to the role as staunch advocate, having been involved in a diverse array of cases related to business disputes, non-compete/non-solicitation claims, business dissolution and accountings, construction defect, mechanic’s lien and breach of contract claims, estate planning and probate matters, and municipal and pension hearings.
Vince has conducted more than 100 jury and bench trials, involving...
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James Oberholtzer
Cook County, IL Estate Planning Attorney with 45 years of experience
Free ConsultationEstate Planning, Real Estate, Securities and Tax
DePaul College of Law and Washington and Lee University School of Law
James Oberholtzer has provided legal services to clients for over 35 years. He has provided legal representation to: Families. Estate planning, family wealth planning, wills and trusts, taxation of wills and trusts, guardianship and conservatorships, creation and administration of trusts, and probate of estates. Entrepreneurs. Closely held companies, family partnerships and individual entrepreneurs in formation and finance of enterprises, acquisitions and joint ventures, strategic planning and executive compensation, entity governance, integration of tax, legal and business objectives, protection of intellectual property and selection and supervision of local counsel. Senior Housing. Senior housing owners and operators...
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Manish C. Bhatia
Cook County, IL Estate Planning Lawyer with 19 years of experience
Estate Planning and Business
Loyola University Chicago School of Law
Manish C. Bhatia has focused his education and practice on Estate Planning and Business Succession Planning since the first year of law school. He has also added Asset Protection, Elder Law and Nonprofit Organizations/ Charitable Giving to his fields of practice. Manish is also a member of the Chicago Bar Association, the Asian American Bar Association of Chicago and the Indian American Bar Association.
To arrange an initial meeting, please visit www.mcb-law.com/contact. Several convenient locations are available to meet, including locations in Chicago, Schaumburg, Northbrook, Deerfield, Niles and other suburbs.
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Wendy D Calvert
Cook County, IL Estate Planning Lawyer with 25 years of experience
Estate Planning, Business and Real Estate
University of Wisconsin - Madison
Business Advisor and Real Estate Consultant:
Small boutique firm working to assist entrepreneurs, business start ups, property investors, new home buyers, and distressed owners
Business Advisor and Real Estate Consultant:
Small boutique firm working to assist entrepreneurs, business start ups, property investors, new home buyers, and distressed owners
Wendy Calvert began her career as a corporate attorney with a focus on complex commercial litigation, primarily in the fields of construction, property and casualty, and contractor liability. Through this experience, Wendy has managed and successfully litigated cases in Illinois and Wisconsin.
In 2004, Wendy relocated to...
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Sheni Hajat Djurisic
Cook County, IL Estate Planning Lawyer with 29 years of experience
Free ConsultationEstate Planning, Business, Elder and Probate
As a an attorney with over 20 years of expereince, I can provide quality legal services in a cost effective manner in the areas of Probate, Elder Law, Estate Planning, Health Care and business matters. Every matter is unique and I take the time to find solutions that work for each client's situation and goals.
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Tracy A. Ries
Cook County, IL Estate Planning Attorney with 20 years of experience
Estate Planning, Family, Probate and Real Estate
Loyola University Chicago School of Law
In estate planning: We all need an estate plan, yet we all need something different. Tracy's goal is to provide clients with a plan that addresses the unique needs of the individual and family.
Tracy’s practice is focused on estate planning such as drafting wills, trusts, powers of attorney for healthcare or property, and counseling clients on the administration of estates. Tracy guides individuals to plan for the future giving them the comfort of knowing they have clearly disseminated their wishes to family.
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Jessica M. Wollwage-Rymut
Cook County, IL Estate Planning Lawyer with 13 years of experience
(847) 749-1715
1114 N. Arlington Heights Rd.
Suite 202
Arlington Heights, IL 60004
Estate Planning, Divorce, Family and Probate
Chicago-Kent College of Law, Illinois Institute of Technology
Jessica Wollwage-Rymut graduated from Northwestern University in 2007 with a degree in Political Science. After working for a year at a commercial real estate firm, Jessica was offered admission to the Chicago-Kent College of Law Honors Scholar Program. As an Honors Scholar, Jessica and her classmates enjoyed many unique opportunities, including working with Illinoislegalaid.org to create online tutorials for victims of domestic violence, stalking, and sexual assault.
During law school, Jessica interned at the Chicago-Kent Taxpayer clinic helping taxpayers prepare returns and negotiate with the Internal Revenue Service. She also volunteered as a Court Appointed Special Advocate with CASA of DuPage...
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Michael Otte
Cook County, IL Estate Planning Attorney with 15 years of experience
Free ConsultationEstate Planning and Elder
Loyola University Chicago School of Law
Michael A. Otte concentrates his practice on estate planning, trust administration, and contested and litigated estates and trusts. Additionally, Michael's particular area of focus is in elder law matters, including Medicaid planning, Medicaid appeals, guardianship, contested guardianships, nursing home contract review, general elder law matters requiring litigation or other court involvement, and other issues affecting the legal needs of older people. Michael has given dozens of both public and private seminars on his areas of experience in order to educate the public and fellow attorneys on important estate planning and elder law concepts. Michael is a member of the Chicago...
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Thomas J. Hansen
Cook County, IL Estate Planning Attorney
Estate Planning, Elder and Tax
The John Marshall Law School
Thomas Hansen was born in Chicago, Illinois and grew up on the South Side of Chicago and Park Ridge, Illinois. Thomas lives in Park Ridge, with his wife and three children.
Thomas received a Bachelor of Science in Accountancy from Northern Illinois University, a Certified Public Accountant Certificate from the University of Illinois, a Master of Science in Taxation from DePaul University, a Juris Doctor with Distinction from John Marshal Law School.
Thomas is a member of the Illinois Bar Association, Chicago Bar Association, the Northwest Suburban Bar Association, American Association of Attorney-Certified Public Accountants, Illinois Society of Certified Public...
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Izabela Czajkowska
Cook County, IL Estate Planning Attorney with 17 years of experience
Estate Planning, Probate and Real Estate
Chicago-Kent College of Law, Illinois Institute of Technology
Izabela concentrates her practice in estate and trust planning, probate, and estate and trust administration and litigation. Izabela also assists clients in planning for disability and special needs. Izabela also handles guardianship proceedings and serves as a volunteer Guardian Ad Litem for the Cook County Circuit Court. Additionally, Izabela has experience with domestic and international income tax and business planning, and corporate and individual tax controversies. She also advises clients on business succession matters, wealth transfer and preservation, and corporate, partnership and limited liability company transactions, including drafting various business arrangements and agreements. Izabela was named as an Illinois Super...
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Roxanna Hipple
Cook County, IL Estate Planning Lawyer with 31 years of experience
Free ConsultationEstate Planning and Bankruptcy
DePaul College of Law
Hipple Law, P.C. specializes in bankruptcy and estate planning cases. We handle Chapter 7 and 13 bankruptcy cases throughout the Chicagoland area for individuals and small businesses. We serve clients located in Kane, DuPage, Cook, Will and Lake counties.
BANKRUPTCY: Ms. Hipple's education and prior work experience sets her apart from other bankruptcy attorneys. She has extensive financial services industry experience, including working closely with numerous types of financially distressed small businesses. Ms. Hipple's education also includes an MBA, which is unique for the majority of attorneys. She has also handled numerous divorce cases which provides her...
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George L. Schoenbeck
Cook County, IL Estate Planning Lawyer
Estate Planning
Chicago-Kent College of Law, Illinois Institute of Technology
George Schoenbeck represents clients in estate planning, estate administration, business succession planning, business general counsel matters. He enjoys assisting his clients in navigating through the various obstacles they face in their estate and business matters. George Schoenbeck received his juris doctor from the Chicago-Kent College of Law and was conferred a Bachelors of Science in Accountancy with highest honors from the University of Illinois at Urbana-Champaign. Mr. Schoenbeck has written articles published in the Illinois Bar Journal and various Section Council Newsletters of the Illinois State Bar Association on the topics of estate planning, estate administration, land use, zoning...
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Brian J Tharp
Cook County, IL Estate Planning Lawyer with 18 years of experience
Free ConsultationEstate Planning and Real Estate
Loyola University Chicago
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Brian J. Tharp is the founding partner of Tharp & Associates, Ltd. Brian is a graduate of St. Olaf College, where he obtained a Bachelor of Arts Degree in History and a concentration in Asian Studies. Brian attended law school at Loyola University Chicago School of Law, where he received a Juris Doctor Degree. In 2006 Brian began practicing as the Law Offices of Brian J. Tharp in the Chicago Loop. In 2010, Brian merged his practice with the Law Offices of Michael Gunderson, to form Gunderson & Tharp. In 2014 Brian moved his practice to Arlington Heights and...
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Matthew Becker
Cook County, IL Estate Planning Attorney
Estate Planning
Loyola University Chicago School of Law
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Lauren LoMonaco
Cook County, IL Estate Planning Attorney with 12 years of experience
Estate Planning, Business and Real Estate
University of Illinois College of Law
Lauren's practice focuses on real estate transactions, estate planning and representing small businesses. Lauren has a diverse real estate practice and has helped hundreds of clients buy and sell personal residences, investment properties, and commercial properties. She understands how complex and time consuming buying and selling real property is and she assists clients in every aspect of the process. Lauren prides herself on her attention to detail, responsiveness, and knowledge of the ever changing real estate market. She maintains relationships with the area’s top realtors, builders, home inspectors, lenders, surveyors and title companies so that she can...
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T. Phillip Boggess
Cook County, IL Estate Planning Attorney with 27 years of experience
Free ConsultationEstate Planning, Business, Elder and Probate
Drake University
Attorney who helps bring peace and comfort to his clients by providing the individuals and businesses with solutions to help protect their interests and pursue their dreams and aspirations.
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Alan Sohn
Cook County, IL Estate Planning Lawyer with 55 years of experience
Estate Planning, Business and Elder
University of Illinois College of Law
Alan Sohn has provided expert legal counsel in the areas of wills and trusts, business succession planning, the organization and representation of privately-held businesses, probate and administration of estates, elder law, and real estate acquisition and leasing.
Alan is conversant with and has utilized S corporations and limited liability companies for business, estate planning and asset protection. Alan has also counseled and assisted his clients in connection with the resolution of family disputes and when necessary represented their interests in the courts and in arbitration proceedings where efforts in resolving such disputes have been unsuccessful.
Having dealt with a...
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Christopher L. Lufrano
Cook County, IL Estate Planning Lawyer with 12 years of experience
Free ConsultationEstate Planning, Real Estate, Securities and Stockbroker Fraud
Elisabeth Haub School of Law - Pace University
Christopher L. Lufrano is the managing attorney and principal of Lufrano Law, LLC and has extensive experience in matters involving securities investment disputes, regulatory defense, real estate law and business services. Mr. Lufrano is licensed to practice law in Illinois and New York, and often travels throughout the country to represent aggrieved investors in FINRA securities arbitrations where permitted under state law. Mr. Lufrano is a graduate of Boston University, where he majored in Business Management. Following college, Mr. Lufrano was employed by Morgan Stanley where he worked as...
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Marques A. Eason
Cook County, IL Estate Planning Attorney with 7 years of experience
Estate Planning, Probate and Real Estate
Atlanta's John Marshall Law School
Marques A. Eason is an attorney serving clients on the South Side of Chicago and throughout the South Suburbs in matters involving real estate property and a range of other legal issues. His areas of concentration include residential and commercial real estate, probate, and estate planning.
Eason has 10 years of legal experience, including three years as a licensed practicing attorney in the State of Illinois where he founded his own practice, The Marques Eason Law Group, in 2017. He also worked for seven years as a paralegal on cases involving real estate, contract, and family law, including with the Law...
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Anne Alison Bennett
Cook County, IL Estate Planning Attorney
Estate Planning, Elder and Probate
Indiana University Maurer School of Law
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Patrick Sean Sylvester
Cook County, IL Estate Planning Lawyer with 19 years of experience
Free ConsultationEstate Planning
Hamline University School of Law
Patrick S. Sylvester is the founder of PSS Law, which At PSS LAW, which is proud to provide outstanding representation to clients who are seeking legal assistance in the greater Chicago area, Wisconsin, and Florida. We offer experienced, dedicated legal counsel, and have achieved excellent results for our clients. PSS Law attorneys are skilled at both transactional law in the areas of estate planning, probate, wills and trusts, real estate, and business law as well as courtroom battles (estate litigation and trials). PSS Law attorneys understand that each case is unique and use their knowledge of the legal system...
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Cheri Costa
Cook County, IL Estate Planning Attorney with 18 years of experience
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
Chicago-Kent College of Law, Illinois Institute of Technology
Cheri Costa is an attorney serving the Southwest Suburbs of Chicago and Chicagoland since 2005.
My goal is to provide you and your family with Legal Advice and Legal Representation that you may need throughout your life. I understand the difficulties life may bring and I wish to be your Personal Attorney there for you at those times, whether it is going through a Divorce, obtaining Child Support, Maintenance (Alimony) or Parenting Time with your Children, helping with debt situations using our Bankruptcy Laws, Preparing your Estate Plan with Trusts and Wills, buying or selling your home, or...
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Charles E. Hutchinson
Cook County, IL Estate Planning Lawyer
Estate Planning and Business
The John Marshall Law School
Charles is a creative problem solver and long time resident of Illinois. He has lived in Wilmette since 2011 with his wife and their three children. He received his B.A. in History from the University of Kentucky. He has a Juris Doctorate from Chicago's John Marshall Law School and is licensed to practice in Illinois. Charles is a member of the Illinois State Bar Association, the Chicago Bar Association, Phi Delta Phi honorary Legal Society, and the Wilmette/Kenilworth Chamber of Commerce.
Following his entrepreneurial spirit he has had since a child, Charles started his firm right...
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David B. Sosin
Cook County, IL Estate Planning Lawyer with 52 years of experience
Estate Planning, Business, Municipal and Real Estate
Northwestern University
Mr. Sosin is a Partner in the firm Sosin, Arnold & Schoenbeck Ltd. A 1972 graduate of the Northwestern University School of Law, he has a bachelor's degree in finance from the University of Illinois. David Sosin has served as Village Attorney for the Village of Crestwood, Illinois for over a decade, and practices in all areas of auto dealership representation, real estate law, and zoning law. He is licensed to practice law in the states of Illinois, Indiana, and Wisconsin.
David Sosin was elected to the Illinois State Bar Association's College of Laureates in 2011, joining a select group of...
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Patrick Quinn
Cook County, IL Estate Planning Attorney with 18 years of experience
(847) 232-7180
350 S. Northwest Highway
Suite 300
Park Ridge, IL 60068
Free ConsultationEstate Planning, Medical Malpractice, Nursing Home and Personal Injury
The John Marshall Law School
Throughout much of Pat's career, he has worked defending insurance companies against personal injury, wrongful death, and healthcare negligence cases. This experience gives Pat a unique perspective, since he knows the "tricks of the trade" which insurance companies use as they value a personal injury claim and defend against a case. With this knowledge and understanding, Pat will ensure you are not taken advantage of in these situations, allowing you to achieve maximum compensation for the damages you have suffered.
Pat has been a trial lawyer for more than a decade and has tried numerous cases to verdict. Pat first developed...
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Elizabeth M. Fink
Cook County, IL Estate Planning Attorney with 15 years of experience
Estate Planning, Elder and Probate
The John Marshall Law School
Elizabeth Fink focuses her career on the practice of Elder Law, Estate Planning, Probate and Trust Administration, Guardianships, and Medicaid Planning. She has been practicing law in Chicago, IL since 2009 and has represented clients throughout the Chicago metropolitan area. Elizabeth received her Bachelor of Arts degree from Denison University and spent a semester of study at Justus-Liebig-Universität in Giessen, Germany. She received her Juris Doctorate from The John Marshall Law School in Chicago, IL and was admitted to the Illinois State Bar in May 2009. Elizabeth is a member of the National Academy of...
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Ms. Sheryl Rae Ghezzi
Cook County, IL Estate Planning Lawyer with 39 years of experience
Estate Planning and Family
The John Marshall Law School
The Law Offices of Sheryl Rae Ghezzi was established in 1986. General litigation developed into a boutique practice concentrating in Family Law and Estate Plannning. Focus Forward strategies are utilized to competently address the unique personal issues involving divorce, children,child custody, and individual estate directives. I support my Clients as they go through the process of transitioning their lives and assist them in Focusing Forward as a strategy to assist them in resolving the emotional stresses inherent in family law legal issues. I have lectured in the areas of child custody, family law, the divorce process and...
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Anthony J Madonia
Cook County, IL Estate Planning Attorney with 33 years of experience
Estate Planning, Business and Tax
Professional Career
Senior tax accountant and manager at Peat, Marwick, Mitchell & Co.
Partner at a boutique law firm
Founded Anthony J. Madonia & Associates, Ltd. (AJM&A) in 1995.
Practice areas include estate planning & administration, business strategy & planning, corporate law, and taxation
Anthony J. Madonia & Associates, Ltd. came from the vision of a service-oriented, hands-on practice where clients receive comprehensive support and expedient attention. Early in my career, I recognized the value of providing multi- dimensional insight when guiding clients through complex transactions. We are a law firm that prides itself on being a resource for helping privately held firms,...
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Jeffrey P. Story
Cook County, IL Estate Planning Attorney with 18 years of experience
Estate Planning, Elder and Probate
Northeastern University School of Law
Attorney Bio Jeffery P. Story, Attorney at Law: Jeff Story graduated from Northeastern University School of Law in Boston, Massachusetts in 2005 and was admitted to the Illinois State Bar that same year. During the past eight years he has worked in civil litigation in Chicago. He is married to Amy Marinacci, a fellow attorney that he met in law school. Amy grew up in Evanston where her family still lives. Jeff and Amy have a young son, Gabriel who goes to Pope John XXIII School in Evanston. Jeff recently lost his mother and father within...
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Shekar Jayaraman
Cook County, IL Estate Planning Attorney
Estate Planning, Business, Probate and Real Estate
University of South Dakota School of Law and Loyola University Chicago School of Law
Attorney Shekar Jayaraman, Esq., LL.M has a multi-faceted background of both public and private sector experience. He is passionate, zealous, and detail oriented.
Notably, Attorney Jayaraman was a Judicial Clerk for a United States Magistrate, with a heavy focus on violent crimes. He earned an LL.M. from Loyola University Chicago School of Law in Business and Corporate Governance, and has served under the Ohio Secretary of State as a Regional Liaison, handling Business Services and Elections.
While in law school, Attorney Jayaraman was selected as an Extern for a United States Magistrate for the summer after his first year, and...
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Gregg Garofalo
Cook County, IL Estate Planning Attorney with 24 years of experience
Free ConsultationEstate Planning, Elder and Probate
Chicago-Kent College of Law, Illinois Institute of Technology and Chicago-Kent College of Law, Illinois Institute of Technology
Gregg focuses his practice in the areas of probate administration and litigation, estate planning, elder law, and real estate. In addition, Gregg is a guardian ad litem appointed by the Circuit Court of Cook County, not only in the probate area, but other divisions including domestic relations division and law division.
Gregg is an active member of the legal community, where he is serving or has served in several leadership roles within the Illinois Bar Association and the Chicago Bar Association. Gregg is a past Chair of the Chicago Bar Association’s Probate Practice Committee, where he served two years as Chair....
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Jacklyn A. Truppa
Cook County, IL Estate Planning Attorney
Free ConsultationEstate Planning and Probate
Chicago-Kent College of Law, Illinois Institute of Technology
Meet Jacklyn Truppa, Your Trusted Estate Planning Attorney at Dynasty Law, LLC!
Jacklyn Truppa is not your ordinary estate planning attorney. With a genuine passion for helping individuals and families shape their legacies, Jacklyn brings a unique combination of legal expertise and heartfelt compassion to her practice.
Known for her warm and approachable demeanor, Jacklyn understands that estate planning is more than just paperwork—it's about empowering you to protect your loved ones and create a lasting impact. She takes the time to listen attentively to your goals, concerns, and wishes, ensuring that every aspect of your estate plan is customized to your...
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Nora Baker
Cook County, IL Estate Planning Attorney with 7 years of experience
Estate Planning, Elder and Probate
Chicago-Kent College of Law, Illinois Institute of Technology
Nora’s practice focuses on estate planning, elder law, estate and trust administration, business law and she also practices tax law in the areas of gift and estate taxation.
Nora drafts many types of trusts for clients including: life insurance trusts, special needs trusts for disabled persons, grantor retained annuity trusts, qualified personal residence trusts, charitable lead trusts, and charitable remainder trusts.
Nora provides services for businesses including: choosing the proper corporate entity; formation of the corporate entity; drafting partnership agreements, operating agreements, and corporate shareholder agreements and bylaws; buying and selling business; purchasing and leasing assets and real property in conjunction with...
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Andrew Hays
Cook County, IL Estate Planning Lawyer
Estate Planning, Business and Real Estate
The mission of Hays Firm LLC is to provide individualized services based on the unique facts of each client's situation. To accomplish this goal, the firm establishes close relationships with its clients in order to understand their present financial situation, future goals and the type of legacy they wish to leave behind. By considering each client's global financial picture, the firm is able to specifically tailor an estate plan that most efficiently accomplishes their goals.