Chuhak & Tecson's Lindsey Paige Markus provides tax planning strategies in "Planned Giving Opportunities"

December 27, 2018

Chuhak & Tecson, P.C. Principal Lindsey Paige Markus participated in a complimentary webinar hosted by Bernard Zell Anshe Emet Day School’s Endowment Committee titled “Planned Giving Opportunities” where she provided the audience with tax planning strategies to maximize charitable contributions. While examining the Tax Cuts and Jobs Act and its effect on the standard deduction, she reviewed the concept of bunching charitable gifts—where taxpayers can exceed the standard deduction and itemize their deductions in a given year—and explained the value of opening a donor-advised fund. Markus also detailed important items for consideration in order to leverage tax planning upon death.

Markus, leader of Chuhak & Tecson’s Estate Planning Practice Group, is an educator at heart. In addition to her regular column in Chicago Daily Law Bulletin, she is a dynamic contributor to local news outlets such as NBC 5 Chicago, Fox News Chicago, WGN Radio and WCIU. In serving her clients, she draws on her early career in business, finance and clinically applied neuroscience to develop innovative solutions to fit their estate planning, wealth protection and corporate needs. Her breadth of experience and commitment to training audiences about estate planning has afforded her recognition as a Crain’s Chicago Business Notable Women Lawyer, a Law Bulletin 40 Illinois Attorneys Under Forty, a Woman Making an Impact in the Law, an Illinois Super Lawyer and a Leading Lawyer. Markus has a national practice and is licensed in both Illinois and Florida.

Bernard Zell Anshe Emet Day School is an independent Jewish day school for the 21st century. Its mission is to engage students in a program of rigorous studies through a variety of classroom and real world learning opportunities, to educate students to be active and informed citizens in a pluralistic community, to inspire them to develop Jewish literacy and to guide them as they embrace their chosen Jewish practice and beliefs.