Overview

Lucy develops personalized solutions to help her clients achieve their wealth and legacy planning goals. She enjoys distilling complex ideas to discuss planning opportunities with her clients and to illustrate the plans they have chosen to implement.

Lucy advises on a range of estate and trust related activity: ensuring plans appropriately reflect the family dynamic and unique assets, preserving wealth, administering estates and trusts, and resolving disputes. She also prepares prenuptial agreements, restructures existing trusts, uses nonjudicial settlement agreements, addresses cross-border planning issues, advises on retirement benefits, and helps to value closely-held companies.

Lucy has particular strength with numbers and modeling to help guide a client’s course of action. She uses this skill to estimate transfer taxes, project the financial impact of particular planning opportunities, and track trust transactions, intra-family loans, and annuity payments.

Lucy strives to truly understand her families’ interpersonal relationships. As a trusted adviser, her talent in capturing the family dynamic helps her develop plans that honor the family's values and desires. Her clients include individuals, multi-generation family groups, surviving spouses, and corporate and individual executors and trustees.

  • Credentials

    Education

    • Northwestern Pritzker School of Law, J.D., 2011, cum laude
      Northwestern University Law Review, Associate Editor
    • Duke University, B.A., Cultural Anthropology, 2002

    Bar Admissions

    • Illinois

            Professional Memberships

            • American Bar Association, Section on Real Property, Trust and Estate Law
            • Chicago Estate Planning Council, Diversity Committee, Member
            • Leadership Council on Legal Diversity, Pathfinders Program class of 2017

            Teaching Appointments

            • Northwestern University Pritzker School of Law, Estate Planning, Adjunct Professor of Law (2018)
          • Insights

            TITLE
            News Release

            Schiff Hardin Elects 10 New Partners

            Schiff Hardin is pleased to announce that 10 attorneys have been elected to its partnership, effective January 1, 2019.

            Event

            Platinum Adventures Tax Seminar

            Wintrust Community Banks

            Location:
            Lake Forest, Ill.
            Event

            Trust Decanting in Illinois

            Chicago Bar Association Probate Practice Committee

            Location:
            Chicago, Ill.
            News Release

            Schiff Hardin Expands Parental Benefits with New Ramp Up/Down Policy for Working Parents

            The policy, which is effective immediately, will help working parents transition into starting their parental leave and returning to work.

            Event

            Diversity in the Field of Estate Planning

            Northwestern Pritzker School of Law

            Location:
            Chicago, Ill.
            In The News
            Event

            Decanting of Irrevocable Trusts

            Estate Planning Council of Greater Joliet November Meeting

            Location:
            Lockport, Ill.
            Article
            News Release

            Three Schiff Hardin Attorneys Named 2017 Leadership Council on Diversity Fellow and Pathfinders

            Founded in 2009, LCLD comprises more than 260 corporate chief legal officers and law firm managing partners who are committed to creating a more diverse and inclusive legal profession.

            Event

            Planning for Portability

            The Chicago Bar Association Trust Law Committee Meeting

            Location:
            Chicago, Ill.

            Other Publications

            • "Onshore Trusts," (co-author) in Asset Protection Planning, IICLE (2014)
            • "Federalism and Subsidiarity: Perspectives from U.S. Constitutional Law," (co-author) in Federalism and Subsidiarity, NOMOS Vol. LV (2014)

            Speeches & Presentations

            • “Platinum Adventures Tax Seminar,” Wintrust Community Banks, Lake Forest, Ill.  (Oct. 30, 2018)
            • “Trust Decanting in Illinois,” Chicago Bar Association Probate Practice Committee, Chicago, Ill. (Jun 19, 2018)
            • “Diversity in the Field of Estate Planning,” Northwestern Pritzker School of Law, Chicago, Ill. (Mar. 15, 2018)
            • “Fiduciary Income Tax Considerations Under the Tax Cuts and Jobs Act,” Monthly National Wealth Advisor Meeting, Northern Trust, Chicago, Ill. (Feb. 20, 2018)
            • “Decanting of Irrevocable Trusts,” Estate Planning Council of Greater Joliet November Meeting, Lockport, Ill. (Nov. 16, 2017)
            • “Engaging with Millennials Now Strengthens Key Relationships,” Fiduciary Advice in Action, Wells Fargo Webinar (Jul. 10, 2017)
            • “Helping Clients Create Trusts Without Creating Trust Fund Babies,” Chicago Bar Association YLS Estate Planning Committee, Chicago, Ill. (Mar. 7, 2017)
            • “Planning for Portability,” (co-presenter) The Chicago Bar Association Trust Law Committee Meeting, Chicago, Ill (Jan. 9, 2017)
          • Citizenship

            Civic and Charitable Memberships

            • Chicago Community Trust, Young Professional Advisory Committee