Mary concentrates her practice in the areas of estate planning; asset protection planning; business succession planning; tax planning and charitable gifting; as well as estate and trust administration; and decedent’s and guardianship probate estate administration.
Mary’s estate planning practice focuses on advising each client regarding his or her best alternatives for lifetime and post-death planning based on each client’s family, financial, business and medical circumstances, using simple or advanced planning mechanisms for asset protection or tax minimization as needed. Her experience ranges from simple wills and powers of attorney to dynasty, generation-skipping, insurance, gift and other specialized trusts; as well as business succession planning; creation of limited liability companies; family limited partnerships; and family offices. Mary works with a client’s established advisors to institute the client’s estate plan.
In her estate and trust administration practice, Mary has assisted countless executors, trustees, agents under powers of attorney, and guardians to administer estates and trusts from a range of minimal involvement to total oversight of the administration process. She has prepared numerous federal and state estate tax returns and gift tax returns when required by state or federal law. Her goal is to complete the administration of a decedent’s estate and/or trust within one year of the date of death.
Mary is a Fellow of the American College of Trust and Estate Counsel where she serves on the State Law Committee and the Asset Protection Committee. She is past Chair of the Illinois Bar Association’s Trust & Estates Section Council and former chair of the Section Council's ethics committee and continuing legal education committee. She is also a member of the Chicago Bar Association’s Trust Law, Probate, and Asset Protection Committees. Mary is an adjunct professor at John Marshall Law School. She is a frequent author and lecturer at continuing legal education seminars for other attorneys.
Mary has been active in developing Illinois trust law legislation and was instrumental in developing the new (effective 2013) Directed Trust Statute and Decanting (Distributions in Further Trust) Statute. She also participated in the development of the 2011 amendments to the Illinois Power of Attorney Act.
Mary is a graduate of Loyola University Chicago School of Law, University of Chicago, and Loyola University Chicago.
"Managing Your Electronic Estate: The New Digital Assets Act," Illinois Bar Journal (November 2016).
"Trust Taxation and Due Process," Illinois State Bar Association – Trusts & Estates (February 2014).
"Trust & Trustees Act Modernized: Decanting and Directed Trusts" (co-author), Illinois Bar Journal (November 2012).
"Dynasty Trusts for Everyone," Illinois Bar Journal (August 2012).