They have together with educated Neighborhood University kinds, and additionally offered a huge selection of meetings and you will classes

They have together with educated Neighborhood University kinds, and additionally offered a huge selection of meetings and you will classes

Michael J. Fitzgerald is actually a very knowledgeable attorney from the Trusts and you can Locations Department, focusing their habit principally Wide range Import and you may Property Think, Unique Means Believed, and Older Laws.


Mr. Fitzgerald comes to united states lately from the Fitzgerald Laws Workplace, LLC, in which the guy served as the both the inventor and managing lover. He could be together with an excellent Chartered Economic Associate® with over 25 years of experience on areas of property and you can monetary thought.

Immediately after having the ChFC® designation and you can 10 years’ sense because the a financial coordinator, the guy registered Northern Illinois University College out-of Rules attain brand new expertise and you may certification in order to promote his members the incorporated home package the guy thinks folks is worth.

Dedicated to teaching both their website subscribers and you can allied gurus, he has got come a highlighted presenter during the businesses, such as Monetary System Investment Enterprise, Western Nearest and dearest Insurance coverage together with University of Illinois Scientific University.

He or she is a member of the newest Kane County Bar Connection in which he’s involved in the Property, Trust and you can Estate Rules Point, Older The advice™ and you may WealthCounsel™ the brand new National Contacts regarding best Elder Laws and Estate Planning Lawyer.

They are productive in the church and civic organizations, he takes on guitar inside a match ring and you may wants to rating out and you can seafood when date it permits.

Stephen A beneficial. Freeze

  • Trust & Estates
  • Money Transfer and you can Home Think
  • Organization Attributes
  • Income tax
  • Selling and buying Businesses
  • University off Iowa School out of Law, J.D. Iowa Condition College, B.S. (Industrial Administration)

Because the a corporate and you will property considered attorneys, Steve Freeze, a movie director to your Corporation, signifies directly-stored people and their owners, a home people, and highest internet someone. Steve’s subscribers-some of which were having him getting 15 to 20 years-is central so you can his routine. Along with three decades of expertise and perception, along with getting an authorized Personal Accountant, Steve support their website subscribers succeed personally along with business. Steve is actually happy to supply the availability and you can responsiveness that members expect within this extremely aggressive community. Business owners appreciate Steve’s strong comprehension of team with his fundamental remedies for resolving difficulties.

Money Transfers Steve models and implements sophisticated wealth import tips for entrepreneurs and you will highest websites really worth someone. Also earliest house thought vehicle, he uses complex tax savings techniques including: discounted presents, family minimal partnerships, split focus trusts, irrevocable coverage trusts, cost transformation in order to purposefully bad grantor trusts, charitable trusts and personal foundations in order to meet a buyer’s requirements. Steve together with directs brand new preparing regarding present and you may home taxation filings needed to securely report including wealth transfers. The guy works together with website subscribers to adopt energetic investment defense steps.

Trust and you may Estate Administration Steve delivers brand new management away from estates and you can trusts to get to arranged consequences and you will maximize offered tax saving potential. Inside the tough several months pursuing the a household member’s death, Steve works with household and supervises the brand new import away from property in accordance with a decedent’s plan. The guy plus supervises this new constant administration out-of trusts (plus charity trusts) and private foundations, and assists clients during the securely reporting eg administration issues on the compatible taxing regulators.

Company and Transition Think Steve advises business owners associated with the providers, procedure and you can changeover of several sort of directly-stored businesses. The guy designs and you can tools workable strategies to change the latest control out-of enterprises. Steve works together subscribers to address handle items, tax believe methods, and get/sell plans to ensure for each and every providers normally remain in accordance having a customer’s desires. Business Planning Steve advises clients concerning your access to limited liability businesses and other flow-as a result of agencies in numerous organization purchases. The guy counsels members regarding the max formations into the purchase otherwise sales from established enterprises. Steve and additionally recommends subscribers regarding your taxation outcomes from performing a beneficial company otherwise managing an investment.