|
Dave Lullo is a partner in the Trust and Estate Department and has been with Chapman and Cutler LLP since 1990. Mr. Lullo focuses his practice on both estate planning and probate administration matters. He counsels families and individuals on all aspects of wealth transfer planning, with an emphasis on formulating estate plans that maximize and protect wealth while minimizing transfer taxes. Mr. Lullo represents individuals and corporate fiduciaries on a wide range of matters, including estate and gift planning, estate and trust administration, retirement account planning, fiduciary and individual income tax planning and compliance, charitable gifting, real estate matters and business succession planning. Mr. Lullo also advises trust counsel’s offices of Chicago and suburban trust companies on general trust administration and fiduciary matters. | 