Ten Essential Rulings for the Estate Planner's Tool Box

Print PDF

Melissa C. Selinger, senior associate in the firm’s Wealth and Succession Planning practice, co-authored “Ten Essential Tax Rulings for the Estate Planner’s Tool Box” for the November/December 2010 issue of the ABA’s Probate & Property magazine, a national publication for attorneys practicing estate planning law.

Selinger and co-author, Tye J. Klooster, an associate in the Chicago office of Katten Muchin Rosenman LLP, wrote the article to provide an overview of certain landmark cases and tax rulings essential to estate planners. Selinger and her co-author worked with the editors of Probate & Property to solicit reader feedback in an earlier issue of the magazine. Readers were asked to review and rank 37 rulings by importance using an online voting site. The votes were tallied and a list of the top ten rulings was created. The survey results revealed that, from a long list of important cases and tax rulings, a handful of cases generate consistent interest among estate planning practitioners. The article gives an explanation of each of the 10 rulings in hopes of providing estate planners with a working knowledge of each ruling.

“The original article was over 40 pages, filled with case history and footnotes, but we chopped it down to 10 pages for publication. The end product provides an overview of each ruling, highlighting the fundamentals of some of the most important concepts in our practice area,” says Selinger. “I am happy to have the opportunity to contribute to the estate planning community.”

Selinger is the current co-chair of the Estate and Gift Tax Division of the Chicago Bar Association’s Federal Taxation Committee. She also serves on the Young Professional Advisory Committee for the Chicago Community Trust and sits on the junior board of Metropolitan Family Services, two of Chicago’s oldest and largest charitable organizations.

For a copy of the article or for more information, please contact Ms. Selinger at 312/840-7097 or mselinger@burkelaw.com.

330 North Wabash Avenue, Suite 2100
Chicago, Illinois 60611-3607
T: 312.840.7000
F: 312.840.7900