Estate & Gift Tax Attorney

Yorkville Estate Planning Lawyers

ESTATE & GIFT TAX ATTORNEY

Sean Robertson is an estate and gift tax attorney with offices in Yorkville and Kendall County. Our estate and tax attorney, Sean Robertson, provides sophisticated estate planning and advanced planning for high-net worth families and individuals. As a high net worth attorney, Sean Robertson understands estate and gift taxation rules and regulations. Furthermore, Sean Robertson regularly updates himself on the latest and cutting-edge taxation rules.

High Net Worth Estate Planning Attorney

As a high net worth estate planning counselor, Sean Robertson understands how trust operate and has the skills and experience to create innovative but effective tax planning strategies. As a Yorkville Estate Planning Attorney, Sean Robertson works with Yorkville residents and business owners and surrounding areas with regards to their Trust, Estate and Gift Taxation Concerns, and family estate planning goals.

IRREVOCABLE LIFE INSURANCE TRUST

Sean Robertson understands and works with life insurance trust or otherwise named “ILITs”. ILITs are an excellent estate planning strategy to minimize estate taxation. IN Illinois, the estate tax limit is $4 million in 2019 and the federal estate tax threshold is $11 million. The estate tax is in fluctuation so being adequately prepared is crucial.

ASSET PROTECTION AND BUSINESS PROTECTION ATTORNEY

Asset protection and business protection are critical concerns for high net worth families. Protecting real estate holdings is critical and often a major concern. Many individuals and family members own real estate jointly or in their individual capacity. Furthermore, many people hold real estate holdings in too many series LLCs, which threatens their assets.

RETIREMENT ASSET PROTECTION PLANNING

As a substantial asset protection strategy is employing the use of IRA Trust or otherwise known as “Retirement Plan Trust”. Retirement Plan Trust are an excellent tax deferral Trust to minimize any taxes and defer hundreds of thousands of dollars in taxes. A Retirement Plan Trust also enables a family or individual to pass their retirement assets such as 401(k)s, 403(b)s, and other retirement assets to their family members where their beneficiaries receive bankruptcy exemption. Bankruptcy exemption is critical because inherited IRAs and Retirement Accounts lose their bankruptcy exemption protection after the original owner deceases. The spendthrift provision of a Retirement Plan Trust provides beneficiaries creditor protection from in-laws and divorcing spouses.

YORKVILLE ESTATE PLANNING AND TRUST ATTORNEY

Sean Robertson is a Yorkville Estate Planning and Trust Attorney. Our Office is in Yorkville and Kendall County. As a Kendall County Estate Planning Attorney, we specialize in family estate planning, estate and gift taxation planning, and high net worth estate planning. Sean Robertson is an experienced DePaul University College of Law Graduate with a tax planning expertise. Sean Robertson may be reached at 630-882-9117 or via email at Sean@RobertsonLegalGroupLLC.com.