Theresa M. H. Marx
Partner
Theresa M. H. Marx concentrates her practice in the areas of estate planning, estate and trust administration and income tax planning for individuals and closely held businesses.
Ms. Marx advises individuals on all aspects of their estate, disability and asset protection planning. In addition, Ms. Marx advises family groups on succession planning for their closely held businesses and other assets. She has extensive experience in the formation and reorganization of closely held corporations, partnerships and charitable organizations, and in the implementation of complex tax transactions. She also has considerable experience working with non-U.S. citizens and other individuals with international planning needs.
Publications
"Ticking Time Bombs in Irrevocable Life Insurance Trusts," (co-author) ABA Trusts & Investments (March/April 2008)
"Sell Trust Real Estate? - A Capital Idea if Handled Properly," (co-author) Estate Planning (July 2007)
Speeches and Presentations
"International Estate Planning from the U.S. Perspective," AICPA International Issues Conference (January 2008)
Education
Loyola University Chicago School of Law(J.D., magna cum laude, 2003)Certificate in Tax Law
University of Dayton(B.S., summa cum laude, 2000)Golden Key Honor Society
Professional Memberships
American Bar Association
Real Property, Trust and Estate Law Section
Taxation Section
Chicago Bar Association
Trust Law Committee
Probate Practice Committee
Civic and Charitable Memberships
Steppenwolf Theatre Company
Planned Giving Advisory Committee
Leukemia and Lymphoma Society - Chicago Chapter
Board of Trustees