DolginLawGroup
Helping You Plan and Prosper
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Come to Dolgin Law Group for your estate and gift tax planning, wills, trust agreements, family partnerships, probate estates, and more.

At Dolgin Law Group, a Chicago law firm with a focus on estate planning, our philosophy is simple; help our clients create, keep and grow wealth and stability in a constantly changing financial environment. Through Estate and Gift Tax Planning, Asset Allocation, Family Partnership Planning and more, we're here to help you accomplish all your estate planning needs. Our knowledge of the new 2018 tax law, and our expertise in wills, trust agreements, investment policies, probate estates and grantor trusts will help you successfully plan at all levels of complexity. 

 

Our Services Include:

        

         Estate Planning

         Gift Tax Planning

         2018 - 2019 Federal and State Tax Planning

         Asset Allocation

         Asset Protection

         Domestic Partner Planning

         Special Needs Trusts

         Family Partnership Planning

         Trust Agreements

         Wills

         Probate Estates

         Grantor Trusts

         Charitable Gift Planning

         Powers of Attorney for Health and Property

         Retirement Planning

         Trust Counsel Services

         Income Tax Planning and Preparation

         Pre and Post Marital Agreements

         And more

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Jay L. Dolgin

Principal, Estate and Tax Lawyer, also practicing Corporate Law

Born in Chicago, Jay graduated from the University of Wisconsin-Madison with a Bachelor of Science Degree and received his Juris Doctor Degree from DePaul University. He was admitted to the Illinois bar, the Florida Bar, the U. S. Court, Northern District and the U. S. Tax Court. Jay‘s professional memberships include the American Bar Association, Illinois State and Florida State Bar Associations, the Chicago Bar Association, the Chicago Estate Planning Council, the North Shore Estate Planning Council, the Professional Advisory Committee of the Jewish United Fund, National Academy of Elder Law Attorneys, the Illinois Elder Law Association and the Illinois Guardianship Association. He has also been an Adjunct Professor of Law at John Marshall Law School where he taught estate planning, will drafting, and trusts and estates. His practice focuses on areas of estate and tax planning, asset protection, general probate, deceased estates, guardianships and trust administration; general corporate, including business planning, business transactions and succession planning.

Jay Dolgin has practiced estate and tax planning and more for many years in Chicago and Florida. He has represented closely-held family businesses including professional business corporations including attorneys, accountants, architects, engineers, medical service corporations, manufacturing, distributing, restaurants, food distributors, professional service corporations, and retail.

Complex Family Tax Situations:

Jay has handled many complex family situations where children and parents/step-parents have adverse interests that were resolved without need of court intervention.

In addition to creative tax planning helping families transfer substantial value to their children at little or no gift tax cost, Jay has been especially successful in mediating complex family relationships pre- and post-death.

Jay has also successfully handled many estate tax audits but is particularly proud of having created the strategy wherein a decedent’s estate owned 50% of a closely held business having $37,000,000 in cash, was valued at $7,000,000 and settled with the IRS for $8,000,000 value.

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Hilary Yoder

Partner

Hillary's practice focuses on estate and tax planning, trust and estate administration, guardianship matters, and federal and state taxation matters for individuals, trusts and estates. She is a graduate of the University of Notre Dame and the Loyola University Chicago School of Law. Hillary is a member of the Illinois State Bar Association and the Chicago Bar Association.

Contact

➤ LOCATION

30 N LaSalle St #2610
Chicago, IL 60602-3357

☎ CONTACT

contact@dolginlawgroup.com
312.705.2000

Estate and Gift Tax Planning

Dolgin Law Group has a vast array of planning techniques and tools that can be implemented for individuals and families. From the simple Will, which allows a person to choose his or her Executor to administer his or her estate, to the Guardian to take custody of his or her children and/or disabled adults, to very complex plans including Marital Deduction Planning, Generation-Skipping and asset protection and much more.  There is an estate plan for every person and family, and depending on individual needs, we offer alternatives and solutions to suit you best.

Our Expertise Includes:

Gift and estate tax planning, drafting and execution of Wills, Trust (revocable and irrevocable) i.e. declarations of trust, defective Grantor Trusts, Generation-Skipping and Dynasty Trusts, Minor’s Trusts, GRATS, GRUTS, CRATS, CRUTS, Health Care and Property Powers of Attorney. There is literally an "alphabet soup" of options available to our Estate Planning clients.

To provide for asset protection some of our solutions may include Discretionary Trusts or separately created entities including Family Limited Partnerships as well as Foreign Trusts.

We are also intimately involved in Estate and Trust Administration including all aspects related to decedent’s estates, Trust and Probate Administration, preparation of Gift and Estate Tax Returns, including valuation discounts and other tax planning techniques; managing Estate and Trust Administration, including preparation of accountings and fiduciary income tax returns; post mortem planning including qualified disclaimers fiduciary income tax elections, payment of decedent’s bills and expenses of administration; and the distribution of decedent’s estate, including the funding of any Trust required and finally the planning and administration of estates for minors and disabled adults.

The creation and implementation of Family Foundations has become a major planning device for persons with large IRA account balances, qualified plan benefits and other substantial deferred compensation assets. It provides a means to fund charitable intentions, reduce estate tax and income tax consequences and provide families with the means to carry out charitable intentions. 

Our solutions also include succession planning for family businesses, including shareholder freezes, sales to defective Grantor’s Trusts and the transfer of business interests via Grantor Retained Annuity Trusts (GRAT).

Wills and Trusts (Revocable and Irrevocable)

Special Needs Trusts

Powers of Attorney, Health and Property

Asset Protection

Family Limited Partnerships

Charitable Gift Planning 

Retirement Planning

Estate and Trust Administration

Trust Counsel Services

Income Tax Planning and Preparation

Family and Business Counseling 

Buy/Sell Agreements

Pre and Post Marital Agreements

Planning for Domestic Partners

And more…


 

 
 
Put not your trust in money, but put your money in trust.
— Oliver Wendell Holmes
 
 

 
 
 

Let's Chat.

To contact us regarding your estate and tax planning needs, please email jdolgin@dolginlawgroup.com or call us at 312.705.2000.

For job opportunities, please email us your resume. We’re always looking for new and exceptional talent to help Dolgin Law Group bring the best service and expertise to our clients.

 
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