Lindsey Paige Markus speaks on “Not all trusts are equal” for Lake County Planning Council

Lindsey Paige Markus, shareholder and leader of Chuhak & Tecson’s 25-attorney Estate Planning & Asset Protection practice, presented an important and informative program titled “Not all Trusts are Created Equal – Proactive Estate Planning Strategies to Minimize Estate and Income Tax” on May 1, 2025, to members and guests of the Lake County Planning Council at the Lake Forest Club, 554 N. Westmoreland Road, Lake Forest, IL.  

Navigating the estate tax landscape requires meticulous and proactive planning at both the state and federal levels. Those in attendance learned how not all plans are created equal… and not all trusts are created equal. Subtle modifications in funding and drafting trusts can have a material impact on estate tax savings. In addition, attendees learned how annual lifetime gifts can be used to leverage wealth transfer and translate into millions of dollars of estate tax savings at the federal and state levels.

Markus has been widely recognized in countless publications, has appeared on local television shows and has a national practice. She is the author of A Gift for the Future – Conversations About Estate Planning, which has been a #1 Best Seller on Amazon in Legal Self-Help and a #1 New Release in several categories.

The Lake County Planning Council is part of a national network of 275 estate planning councils across the country as a member of the National Association of Estate Planners & Councils, an organization dedicated to providing resources and education to the estate planning profession.