Wealth Accumulation, Preservation, and Transfer Planning

Welcome to LeFebvre Law Office Ltd, a law practice devoted to assisting individuals and families looking for experienced, professional help in planning and managing complex legal and financial affairs.

The firm emphasizes wealth accumulation and transfer planning: estates, trusts, and taxes; business organizations; probate; and elder law.

Specifically, the practice focuses on providing income, gift, and estate tax insights and recommendations to entrepreneurs, high net worth families, executives, and licensed professionals with respect to wealth accumulation, preservation, and transfer planning opportunities.

Follow the links below for more detail on specific areas of practice.


Wealth Accumulation and Preservation Planning:

Business Organizations
Employee Benefits
Life Insurance
  • Various forms of close-held business organizations (S- and C- Corporations, Sole Proprietorships, General and Limited Partnerships, LLCs).
  • Fragmentation of financial interests among business organizations.
  • Intra-family sales and leasebacks, market rate intra-family loans, third party guarantees, financing arrangements.
  • Combinations of business organizations, value deflection opportunities.

Wealth Transfer Planning:

Family Lifetime Gifting
Charitable Gifts
Probate Avoidance
Post-Mortem Planning
  • Illinois Estate Tax Planning.
  • Insurance strategies (Commercial annuity, joint and survivor life insurance).
  • Outright fractional interest gifts.
  • Basic Trust Strategies (Family residence trusts; intentionally tax defective trusts, insurance trusts).
  • Advanced Trust Strategies (grantor retained annuity and unitrust, charitable lead or charitable remainder trusts).
  • Intra-family sale/leaseback or gift/leaseback, installment sale, self-canceling installment note.
  • Reduced interest rate loan and third party guaranty.
  • Private annuity.
  • Joint or split property purchase.
  • Remainder interest sale.
  • Fractional interest real estate “sliver” gifts.
  • Cost basis determination, comparison of lifetime vs. testamentary gifts, carry-over basis v. date-of-death or alternate valuation date increase in cost basis.
  • Preparation and filing of gift tax returns.

About Charles A. LeFebvre, Esq.

Chuck LeFebvre has many years of experience in trust & estate planning, as well as trust administration and working with family-owned businesses. He particularly enjoys working with families as they plan for and navigate through periods of transition, and he offers both a strong financial background and an appreciation of the law's protection of individual dignity and the realities of aging.

Far from a typical lawyer, Chuck emphasizes clear communication and client service, and he offers mathematical and analytical skills not often present in the legal profession. Chuck believes in the following principles of practice. (Click a box for more information.)

1 Communication
2 Understanding the math
3 This law practice is focused

Communication.

Taking time to understand you. Making sure you understand our planning. Keeping you informed. Staying accessible with a commitment to same-day acknowledgement of client emails and other communications. Breaking down complex concepts into simple steps. Communication is the foundation of the trust clients place in their attorney. The entire process—from planning to billing—should be easy to understand.

Charles A. LeFebvre's Education and Legal Experience

Education

Education

University of Illinois
Champaign, IL

B.S. Mathematics, Highest Distinction, 1992.

See Details

G.P.A. 4.57 / 5.00

G.P.A. in Major 4.92 / 5.00

Edmund J. James Scholar, Academic Year 1989–90 (Recognizes extraordinary academic ability while participating in special curricular opportunities)

Dean's List, Academic year 1988–89 & Spring 1991

University of Illinois College of Law
Champaign, IL

J.D., Summa Cum Laude, Order of the Coif

See Details

G.P.A. 3.755 / 4.000, Class Rank 12 / 216

Law Review

Harno Fellow

Graduate School of Banking
University of Wisconsin, Madison 2013-2014


Cannon Financial Institute
Pepperdine University, Malibu, CA

May 2009 Graduate of 3–year Trust School

See Details

Certified Trust & Financial Advisor (CTFA), May 2009–May 2014

Heckerling institute on Estate Planning
University of Miami School of Law
Orlando, FL

2015, 2016, 2017, and 2018 Institute Attendee

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Continuing education on GRATs, SCINs, Split-Interest Trusts, Business Succession and Special Planning Techniques, Lifetime Asset Transfers, Intrafamily Alternatives to Gifts, etc.

Legal Experience

Education

University of Illinois
Champaign, IL

B.S. Mathematics, Highest Distinction, 1992.

See Details

G.P.A. 4.57 / 5.00

G.P.A. in Major 4.92 / 5.00

Edmund J. James Scholar, Academic Year 1989–90 (Recognizes extraordinary academic ability while participating in special curricular opportunities)

Dean's List, Academic year 1988–89 & Spring 1991

University of Illinois College of Law
Champaign, IL

J.D., Summa Cum Laude, Order of the Coif

See Details

G.P.A. 3.755 / 4.000, Class Rank 12 / 216

Law Review

Harno Fellow

Graduate School of Banking
University of Wisconsin, Madison 2013-2014


Cannon Financial Institute
Pepperdine University, Malibu, CA

May 2009 Graduate of 3–year Trust School

See Details

Certified Trust & Financial Advisor (CTFA), May 2009–May 2014

Heckerling institute on Estate Planning
University of Miami School of Law
Orlando, FL

2015, 2016, 2017, and 2018 Institute Attendee

See Details

Continuing education on GRATs, SCINs, Split-Interest Trusts, Business Succession and Special Planning Techniques, Lifetime Asset Transfers, Intrafamily Alternatives to Gifts, etc.

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