Chicago
P (312) 999-7056
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Overview
Peggy helps clients achieve their goals utilizing her tax experience to efficiently transfer their wealth.
Peggy assists clients with planning and drafting tax efficient estate plans. She advises executors and trustees in the estate administration process. Additionally, Peggy prepares and files estate and gift tax returns and assists clients with tax controversies, including exams, administrative appeals, and collection matters.
Experience
Representative Experience
- Advises and assists clients with estate planning matters, including wills, revocable trusts, powers of attorney, and irrevocable tax planning trusts.
- Advises trustees regarding trust administration.
- Represents executors in the probate process and all aspects of estate administration.
- Represented individuals and business entities in federal tax controversies, including examinations, administrative appeals, and collections.
- Represented a taxpayer with an innocent spouse claim.
*Certain representations occurred prior to joining Dorsey.