Holmstrom & Kennedy

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Michael J. Schappert

Michael Schappert

"Leading Lawyer", Illinois
"Super Lawyer", Illinois
With Holmstrom & Kennedy since 1989

800 N. Church St.
P.O. Box 589
Rockford, IL 61105
ph. 815.962.7071
fx. 815.962.7181
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Biography

Mike Schappert is a member of the firm and Chair of the Trusts & Estates Group.  Mike handles advanced estate planning and estate and trust administration for the firm’s clients, focusing on the needs of high net worth clients, executives and family business owners.  Mike also advises trustees, bank trust departments and investment managers.  Mike has advised clients on sophisticated estate planning techniques including QPRTs, GRATs, family limited partnerships, generation skipping trusts, asset protection planning, charitable remainder trusts, intentionally defective grantor trusts and insurance trusts.  Mike also drafts Shareholder Buy/Sell Agreements and premarital and post nuptial agreements.

Mike is also a member of the firm’s Corporate & Business Law Group where he provides counsel for small to mid-sized entities with an emphasis on closely held companies.  Mike provides advice and guidance on succession planning for these business owners.

Professional & Civic Involvement

  • Winnebago County Bar Association.
  • Illinois State Bar Association
  • American Bar Association
  • Northern Illinois Estate Planning Council
  • Discovery Center Museum
  • Rockford Raptors/Dactyls Soccer Club

Recognition

Employment

  • Conde, Killoren & Stoner, P.C. (1980-1988)
  • Connolly, Oliver, Close & Worden, P. C. (1988-1989)
  • Holmstrom & Kennedy, P.C. (1989-Present)
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Emphasis

  • Estate Planning & Administration
  • General Corporate & Business Transactions
  • Taxation

Education

  • Marquette University JD 1980
  • University of Notre Dame BBA 1977

Bar Admissions

  • State of Illinois 1980
  • State of Wisconsin 1980
  • U.S. District Court, Illinois
    Northern District 1980