Carleen Schreder

Levin & Schreder, Ltd

Carleen Schreder

Levin & Schreder, Ltd

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Firm Summary

Carleen focuses her practice on estate tax and income tax planning, working with both U.S. and international clients. She works extensively with families on multiple strategies for wealth transfer while minimizing taxes. She is experienced in the formation and operation of private trust companies to administer trusts for a client’s family and is an officer of two such companies. She advises on charitable planning, including private foundations, charitable trusts and donor advised funds.

Carleen also handles tax controversies, including estate gift tax and income tax audits and litigation. Carleen works with many clients, particularly in the real estate area, to structure loans, investments and sales or exchanges in order to maximize the deductibility of available losses and defer income taxation as appropriate. She represents family owned businesses and helps them with succession planning, governance and implementation of techniques to minimize gift and estate tax on transferring interests to the next generation.

Carleen is recognized as a Leading Lawyer in Tax Law as well as Trust, Will and Estate Planning Law by the Illinois Leading Lawyers Network. In addition to her legal work, Carleen has been recognized by her peers for her community achievements. She was a recipient of the Chicago Bar Foundation’s Maurice Weigle Award as an Outstanding Young Lawyer in Chicago. She has been recognized by Illinois Super Lawyer® in Estate Planning and Probate. Carleen is active in several social service and support organizations which has included leadership positions with the Chicago Foundation for Women, Chicago Legal Advocacy for Incarcerated Mothers and Chicago Abused Women Coalition.

EDUCATION

• J.D., University of Chicago, 1982
• B.A., Lake Forest College, 1979
  – Phi Beta Kappa

ADMISSIONS

• Illinois, 1982
• U.S. Tax Court
• U.S. Court of Appeals for the Seventh Circuit, 2005