LAKE COUNTY ESTATE PLANNING COUNCIL

The presentation will focus on elder law and Medicaid planning for a rapidly aging population and will also include case studies and the intertwining of estate planning with long-term care planning.  More information to follow when we get closer to the date.

Lindsey Paige Markus is a shareholder with Chuhak & Tecson, P.C., a boutique law firm in Chicago, where she leads the firm’s 25 attorney Private Wealth Services Practice Group. In her practice she assists business owners and families in planning their estates, protecting assets, transferring wealth and minimizing taxation. She works closely with clients to formulate succession plans, advise on business formation, maximize wealth preservation and minimize gift and estate taxation. Licensed in Illinois, New York and Florida, Lindsey has a national practice. Passionate about educating clients and advisors about death and taxes, Lindsey appears on local television shows and authored A Gift For the Future – Conversations About Estate Planning, in April, 2022. The book was quickly a #1 Best Seller on Amazon in Legal Self-Help and a #1 New Release in several categories.  A Gift for the Future takes readers on a journey through the world of estate planning. In her easy-to-follow writing style she provides the ins and outs of every estate planning tool from simple to advanced. By interweaving the family story of Jack and Diane she leads readers through estate planning needs from the time they decide to marry through the birth of children, business growth, divorce, and the formation of new families and relationships along the way.  Russ Sullivan, the former staff director for Senate Finance Committee and one of America’s leading tax authorities, authored the foreword, noting “Death and taxes are inevitable for all of us, making this book a wonderful tool for everyone.” 

Passionate about philanthropy and giving back, Lindsey is a founding member of Chuhak & Tecson's Women Helping Women initiative, sits on the Jewish United Fund’s Legacy & Endowments Committee, Advocate Charitable Foundation’s Gift Planning Advisory Committee and co-chairs American Technion Society’s Midwest Planned Giving Committee.

Lindsey has been recognized in countless publications, including Leading Lawyers, Super Lawyers, Crain’s Chicago Business as a Notable Gen X Leaders in Accounting, Consulting and Law, Crain’s Notable Women in Law, and as a Top Woman in Law by Chicago Lawyer.

Mallory Moreno's Bio is attached - please see the attachment for information.