Edward Alan Trio
Rated by Super Lawyers
loading ...
loading ...
As the leader of the firm's probate, estate and trust administration team, Ed Trio works with individuals and families to meet both current and long-term financial and asset-protection goals. These goals are met by coordinating:
- income, estate and gift tax planning at the individual level
- creating trusts for younger generation family members (whether born or unborn)
- trusts for disabled family members
- premarital agreements at the family level
- agreements among shareholders, partners, and members of limited liability companies
- management succession planning at the entity level
- post-mortem planning
Ed, who is also a Certified Public Accountant, has been named an Illinois SuperLawyer and an Illinois Leading Lawyer in the area of Tax Law.
Credentials
Education
- Illinois Institute of Technology, Chicago-Kent College of Law, LL.M., Taxation, with honors
- Hamline University School of Law, J.D.
- University of Notre Dame, B.B.A., Accountancy
Bar Admissions
- Illinois
Court Admissions
- U.S. Supreme Court
- U.S. District Court for the Northern District of Illinois
- U.S. Tax Court
Affiliations
- American Bar Association, Taxation and Real Property, Probate and Trust Law Sections
- American Institute of Certified Public Accountants
- Merit Badge counselor and former scoutmaster, Boy Scouts of America
- Illinois State Bar Association, Federal Taxation and Trusts and Estates Sections
Key Cases or Transactions
- Represented high net worth individuals in negotiating premarital agreements to protect family owned business assets and children from prior marriages.
- Represented trustees in resolving disputes with beneficiaries.
- Assisted owners of a closely held business with the buyout of family members no longer active in the operation of the business.
- Recovered the assets of a decedent’s estate removed by financial fraud and, working in close association with law enforcement officials, assisted with the successful criminal prosecution of the offender.
- Represented individuals before the U.S. Tax Court, resulting in significant reductions of tax assessments by the Internal Revenue Service.
- Represented numerous estates in audits of federal estate tax returns.