James R. Carey is a Partner at Levin Schreder & Carey, Ltd., in Chicago, where he focuses on trust and estate litigation. He is a member of the American Bar Association’s Real Property, Trust and Estate Law Section, where he is a former Chair of the Probate and Trust Litigation Committee, and a former Chair of the Chicago Bar Association’s Probate Practice Committee. Mr. Carey received his B.A. from Marquette University and his J.D. from Loyola University Chicago School of Law.
Margot Gordon is Of Counsel to Monahan Law Group, LLC, in Chicago, a law firm focused on guardianship, estate planning, estate and trust administration, and mental health and disability law, where she concentrates her practice in estate planning and guardianship. Ms. Gordon has extensive experience handling the full range of estate planning matters for both high-net-worth and smaller clients, including planning for business succession, special needs, and charitable purposes and handling trust and estate administration. She also routinely represents corporate and individual trustees, trust beneficiaries, guardians, and agents. Ms. Gordon was the first attorney to obtain authority to engage in estate planning in a minor’s guardianship matter in Cook County. Prior to entering private practice, she was a staff attorney at the Cook County Public Guardian’s Office, where she represented abused and neglected children, handled appeals in both state and federal appellate court, and represented the Public Guardian in matters involving adults with a disability. She has written predominantly on issues related to estate planning in guardianship matters for IICLE®, the CBA Record, the Illinois Bar Journal, and Illinois Bar Section Newsletters. She is also a member of the Chicago Estate Planning Council. Ms. Gordon received her B.A. from the University of California San Diego and her J.D. from the University of Chicago Law School.