Estate & Gift Tax Return Preparation

Park Ridge Gift and Estate Tax Preparation Attorneys

Attorney John Pembroke has more than 26 years of experience in the preparation of estate and gift tax returns for individuals, estates, trusts, and fiduciaries in suburban Chicago.

The estate tax, also called "death tax," applies to the transfer of property at someone's death. Currently, this tax only applies to property in excess of $2 million. Our lawyers will help you determine of the estate tax applies and file the necessary return. Our lawyers can also do final state and federal income tax preparation for estates.

If you give money or property to your children or other individuals during your lifetime, you may also be subject to federal gift taxes. As the donor, you are responsible for paying any taxes that are due. In addition to preparing your gift tax return, our lawyers can help you minimize or eliminate gift and estate taxes through estate planning strategies.

We offer an exceptionally capable and experienced staff. Firm founder John Pembroke was the senior income tax attorney in a 50-lawyer firm in downtown Chicago and advised clients ranging from small businesses to Fortune 500 companies on domestic and international matters. For his clients, John has obtained tax refunds that exceeded the amount required for approval by a subcommittee of Congress ($250,000). Like Mr. Pembroke, associate attorney Erin Joseph Dulce is a certified public accountant in addition to being a lawyer. Paralegal Cindy Del Medico, who inputs the raw data on income tax returns, is a professor at a local community college and was a bank examiner for nine years.

We invite you to contact gift and estate tax preparation attorney John Pembroke to schedule a consultation.