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Brian R. Dolan
About | Practice Areas
Law Offices of Brian R. Dolan, LLC
5 Revere Drive Suite 200 Northbrook, IL 60062» view map
Estate Law
Your House Call Lawyer

I am available to meet with you at any time to prepare you each step of the way. I take great pride in providing these services and easing your transitions through life.

800-569-0101
1. Brian R. Dolan Northbrook, IL
  Attorney at Law - IL, 2020
  Nova Southeastern University J.D.
2. AboutLaw Offices of Brian R. Dolan, LLC
  More than 18 years of legal experience.
3. Practice AreasExpertise
  Estate Law
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Daniel Felix

Estate Planning, Estate, Employee Rights, Employment

Status: In Good Standing Licensed: 41 Years

CONTACT

707 Osterman Ave, Deerfield, IL 60015

Daniel Paul Felix

Estate Planning, Estate, Employee Rights, Employment

Status: In Good Standing Licensed: 41 Years

CONTACT

707 Osterman Ave, Deerfield, IL 60015

Theodore Daniel Kuczek

International Tax, Estate Planning, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 41 Years

CONTACT

Deerfield, IL 60015

Theodore Kuczek

International Tax, Estate Planning, Estate, Civil & Human Rights

Status: In Good Standing Licensed: 41 Years

CONTACT

Deerfield, IL 60015

Robert R. Brandt

Estate Planning

Status: In Good Standing Licensed: 31 Years

CONTACT

Deerfield, IL 60015

Michelle L. Heller

Tax, International, Trusts, Occupational Safety & Health

Status: In Good Standing Licensed: 23 Years

CONTACT

111 S Pfingsten Rd, Deerfield, IL 60015

Alan Orlowsky

Real Estate, Federal Appellate Practice, Estate Planning, Divorce & Family Law

Status: In Good Standing

CONTACT

250 Parkway Dr, Lincolnshire, IL 60069

Alan George Orlowsky

Real Estate, Federal Appellate Practice, Estate Planning, Divorce & Family Law

Status: In Good Standing

CONTACT

250 Parkway Dr, Lincolnshire, IL 60069

Steven Howard Peck

International, Estate Planning, Estate, Elder Law

Status: In Good Standing Licensed: 34 Years

CONTACT

300 Saunders Rd, Deerfield, IL 60015

William Blair Levy

Commercial Real Estate, Estate, Business & Trade, Contract

Status: In Good Standing

CONTACT

3400 Dundee Rd, Northbrook, IL 60062

800-923-0641

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LEGAL TERMS

SURROGATE COURT

See probate court.

HEIR APPARENT

One who expects to be receive property from the estate of a family member, as long as she outlives that person.

ADEMPTION

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she di... (more...)

The failure of a bequest of property in a will. The gift fails (is 'adeemed') because the person who made the will no longer owns the property when he or she dies. Often this happens because the property has been sold, destroyed or given away to someone other than the beneficiary named in the will. A bequest may also be adeemed when the will maker, while still living, gives the property to the intended beneficiary (called 'ademption by satisfaction'). When a bequest is adeemed, the beneficiary named in the will is out of luck; he or she doesn't get cash or a different item of property to replace the one that was described in the will. For example, Mark writes in his will, 'I leave to Rob the family vehicle,' but then trades in his car in for a jet ski. When Mark dies, Rob will receive nothing. Frustrated beneficiaries may challenge an ademption in court, especially if the property was not clearly identified in the first place.

ESTATE TAXES

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and... (more...)

Taxes imposed by the state or federal government on property as it passes from the dead to the living. All property you own, whatever the form of ownership, and whether or not it goes through probate after your death, is subject to federal estate tax. Currently, however, federal estate tax is due only if your property is worth at least $2 million when you die. The estate tax is scheduled to be repealed for one year, in 2010, but Congress will probably make the repeal (or a very high exempt amount) permanent. Any property left to a surviving spouse (if he or she is a U.S. citizen) or a tax-exempt charity is exempt from federal estate taxes. Many states now also impose their own estate taxes or inheritance taxes.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

SWEARING MATCH

A case that turns on the word of one witness versus another. The outcome of a swearing match usually depends on whom the jury finds most trustworthy.

FUNDING A TRUST

Transferring ownership of property to a trust.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

PROPERTY CONTROL TRUST

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who ha... (more...)

Any trust that imposes limits or controls over the rights of trust beneficiaries. These trusts include (1) special needs trusts designed to assist people who have special physical, emotional or other requirements, (2) spendthrift trusts designed to prevent a beneficiary from wasting the trust principal; and (3) sprinkling trusts that allow the trustee to decide how to distribute trust income or principal among the beneficiaries.

SAMPLE LEGAL CASES

In re Estate of Feinberg

This case involves a dispute among the surviving children and grandchildren of Max and Erla Feinberg regarding the validity of a trust provision. The circuit court of Cook County found the trust provision unenforceable on the basis that it is contrary to the public policy of the state ...

In re Estate of Feinberg

In re ESTATE OF Max FEINBERG, Deceased (Leila R. Taylor, as Independent Coexecutor of the Will of Max Feinberg, Deceased, Plaintiff-Appellant, v. Michael B. Feinberg, Individually and as Coexecutor of the Will of Max Feinberg, Deceased; Fifth Third Bank, as Trustee under ...

In re Estate of Ellis

Grace Ellis executed a will in 1964 naming Shriners Hospitals for Children (Shriners) as beneficiary of her estate if she died without direct descendants. In 1999, she executed a new will naming James G. Bauman as sole beneficiary. Bauman was the pastor of the church of which ...

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Deerfield Estate Lawyer, Illinois, page 2

Sponsored Law Firm

Law Offices of Brian R. Dolan, LLC

SPONSORED LAWYERS

Daniel Felix

Daniel Paul Felix

Theodore Daniel Kuczek

Theodore Kuczek

Robert R. Brandt

Michelle L. Heller

Alan Orlowsky

Alan George Orlowsky

Steven Howard Peck

William Blair Levy

TIPS

LEGAL TERMS

SURROGATE COURT

HEIR APPARENT

ADEMPTION

ESTATE TAXES

PER STIRPES

SWEARING MATCH

FUNDING A TRUST

TRUST MERGER

PROPERTY CONTROL TRUST

SAMPLE LEGAL CASES

In re Estate of Feinberg

In re Estate of Feinberg

In re Estate of Ellis

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