Log In

Stephen M. Margolin Edit Profile

Stephen M. Margolin, American lawyer. Bar: Illinois 1964, United States District Court (northern district) Illinois 1964, Wisconsin 2000. Named one of Top 5% Attorneys in Illinois, Legal Peers, 2010. Served to 1st lieutenant United States Army, 1958. Member American Bar Association (employee benefit committee, tax committee, federal estate planning committee), Illinois State Bar Association, estate planning section).

Background

Margolin, Stephen M. was born on December 23, 1935 in Chicago, Illinois, United States. Son of Albert and Mae Dorothy (Kaufman) Margolin.

Education

University of Illinois (Bachelor of Science, 1957). John Marshall Law School (Juris Doctor, 1964).

Career

Worked at Chuhak & Tecson, P.C. (Chicago, Illinois) specializing in Family Wealth and Estate Planning, Employee Benefits, Taxation, Corporate Law. Admitted to the bar, 1964, Illinois and United States. District Court, Northern District of Illinois.

Author: "That Crummey Feeling & Exclusive Relief," NAPFA News, 1994. "Feeling Crummey? Try the Annual Exclusion," Life Association News, 1993. "ESOP -- No Fable, It's Fabulous," NAPFA News, 1993.

"How to Avoid Estate Taxes on Residence Transfers," Life Association News, 1993. "Yanking Taxes From the Estates," Life Association News, 1993. "Use GRATs to Reduce S Corp Taxes," Life Association News, 1992.

"GRATs Avoid Estate Taxes on S-Corp Transfers," Lifeline, 1992. "How Life Insurance Can Protect Benefits From Creditors," The National Association of Life Underwriters, 1988. "ESOPs: A Businessman's Perspective," 1986.

"Salary Reduction Plans: Code Section 401 (k)," 1985. "Tax Viability of an Educational Benefit Trust," Journal of Pension Planning and Compliance, 1983. "Pension Plans: Still the Ultimate Tax Shelter," Life Association News, 1982 and 1983.

"Pension Plans: Opportunities After The Tax Equity Act," 1982. "Voluntary Employees' Beneficiary Associations: Practical Aspects of Self-Funded Plans," Life Association News, 1982. "Pension Plans: The Ultimate Tax Shelter," 1982.

"Voluntary Employees Beneficiary Associations: A New Enhanced Business Market Technique," Life Association News, 1982. "Voluntary Employees' Beneficiary Associations Offers Substantial Benefits to Business," Taxes - The Tax Magazine, 1982. "The Not So Irrevocable Trust," The Insurance Law Journal, 1973.

"The United States Tax Characteristics of Foreign Limited Liability Companies," Taxes Magazine, 1968. "Big Savings on Taxes: Western Hemisphere Trading Corporations," Business Abroad, 1967. "Liquidation-Reincorporation: Reorganization?" Taxes Magazine, 1964.

Former Internal Revenue Agent. Member: Estate and Gift Taxes Committee of the American Bar Association Section of Taxation. Employee Benefit Section of the Illinois State Bar Association, Federal Taxation Section of the Illinois State Bar Association.

Midwest Pension Conference. American Society of Pension Actuaries. Estate Planning Council.

Military: First lieutenant, United States.

Membership

Served to First lieutenant United States Army, 1958. Member American Bar Association (employee benefit committee, taxation committee), Illinois State Bar Association (employee benefit section), Midwest Pension Conference, Chicago Association Commerce and Industry (employee benefit sub-committee since 1981). Clubs: League American Wheelmen, Wheeling Wheelmen.

Connections

Married Hedy L. Freed, October 27, 1966. Children: Jocelyn, Holly, Jonathan.