概览
Charlotte Schmidt assists clients with estate planning, trust and estate administration, and fiduciary representation. She drafts complex revocable and irrevocable trusts, including charitable and multigenerational planning vehicles, and represents fiduciaries in probate proceedings. Charlotte conducts detailed legal research on federal and state tax law, fiduciary obligations, and related matters, and collaborates closely with accountants and financial advisors to implement comprehensive wealth transfer and charitable planning strategies.
教育背景
- Boston University School of Law, 法律博士, cum laude
Editor, Boston University Law Review - University of Notre Dame, 文学学士, cum laude
执业资格
- 伊利诺伊州