Lorri E. K. Otis began this trusts and estates practice, now Otis Law Offices, over 30 years ago.
Areas of Practice
Estate Planning:
Lorri E. K. Otis assists individuals and families who are seeking to successfully transfer wealth and special assets to future generations and charitable organizations. Ms. Otis works with her clients to understand their estate planning goals, and then balance those goals to achieve a plan with which they are happy. Some of the more common goals considered are privacy and discretion, equitable or special distribution among beneficiaries, transfer of uncommon assets, tax concerns, and charitable objectives. The estate planning process begins with an in-depth interview. Ms. Otis pays very careful attention to the particulars of her clients’ relationships with their families and with their charitable beneficiaries. She carefully analyzes the nature and value of her clients’ assets. Then, mindful of all everything she has learned from her client, and drawing upon her extensive knowledge of tax and estate planning matters, she tailors a distinctive estate plan for each client.
Trust and Estate Administration:
Lorri E. K. Otis believes that trust and estate administration should be a swift, considered and quiet process that begins with a well-crafted estate plan and concludes with inspired strategy. When trusts and estates must be administered, Lorri E. K. Otis does her best to conclude the matter expediently and resourcefully, with compassion.
Clients
Ms. Otis's clients have included, among others, multiple generation family businesses, professionals, artists, large company officers, small company officers, trust beneficiaries, lottery winners, entrepreneurs, and philanthropists. A number of Ms. Otis's clients have been other attorneys. Her clients are single, married without children, married with children, married with children from a prior marriage, divorced, and widowed. Their beneficiaries include spouses, children, relatives, charities, pets, and friends. They leave their gifts outright, in trust, and by way of specially created entities.
Each client is unique. Ms. Otis gets to know her clients and then -- drawing upon her extensive knowledge of tax and estate planning matters -- she tailors a distinctive plan for each client.
In spite of careful attention paid to each client, Ms. Otis remains sensitive to the cost of the estate planning and administration processes.
Educational Background
Lorri E. K. Otis received her J.D. from the University of Illinois and her L.L.M. in Taxation from DePaul University. She received her B.A. from the University of Pennsylvania.
Contact Info:
Otis Law Offices
53 W. Jackson Boulevard, Suite 1203
Chicago, IL 60604
312-427-0076
otislawoffices@gmail.com
Areas of Practice
Estate Planning:
Lorri E. K. Otis assists individuals and families who are seeking to successfully transfer wealth and special assets to future generations and charitable organizations. Ms. Otis works with her clients to understand their estate planning goals, and then balance those goals to achieve a plan with which they are happy. Some of the more common goals considered are privacy and discretion, equitable or special distribution among beneficiaries, transfer of uncommon assets, tax concerns, and charitable objectives. The estate planning process begins with an in-depth interview. Ms. Otis pays very careful attention to the particulars of her clients’ relationships with their families and with their charitable beneficiaries. She carefully analyzes the nature and value of her clients’ assets. Then, mindful of all everything she has learned from her client, and drawing upon her extensive knowledge of tax and estate planning matters, she tailors a distinctive estate plan for each client.
Trust and Estate Administration:
Lorri E. K. Otis believes that trust and estate administration should be a swift, considered and quiet process that begins with a well-crafted estate plan and concludes with inspired strategy. When trusts and estates must be administered, Lorri E. K. Otis does her best to conclude the matter expediently and resourcefully, with compassion.
Clients
Ms. Otis's clients have included, among others, multiple generation family businesses, professionals, artists, large company officers, small company officers, trust beneficiaries, lottery winners, entrepreneurs, and philanthropists. A number of Ms. Otis's clients have been other attorneys. Her clients are single, married without children, married with children, married with children from a prior marriage, divorced, and widowed. Their beneficiaries include spouses, children, relatives, charities, pets, and friends. They leave their gifts outright, in trust, and by way of specially created entities.
Each client is unique. Ms. Otis gets to know her clients and then -- drawing upon her extensive knowledge of tax and estate planning matters -- she tailors a distinctive plan for each client.
In spite of careful attention paid to each client, Ms. Otis remains sensitive to the cost of the estate planning and administration processes.
Educational Background
Lorri E. K. Otis received her J.D. from the University of Illinois and her L.L.M. in Taxation from DePaul University. She received her B.A. from the University of Pennsylvania.
Contact Info:
Otis Law Offices
53 W. Jackson Boulevard, Suite 1203
Chicago, IL 60604
312-427-0076
otislawoffices@gmail.com