Practice Areas
Estate Planning
Closely-Held Business Representation and Succession Planning
Estate and Trust Administration
Background
Chicago Estate Planning Council (an organization of more than 700 estate planning professionals) served as:
President
Director three terms
Family Business Association of Illinois (an organization of family-owned businesses and their advisors) served as:
President
Director two terms
Illinois CPA Society served as a member of the estate and gift taxation committee.
Authored more than 60 newsletters relating to business succession planning and estate planning.
Delivered more than 20 speeches and presentations relating to business succession planning and estate planning.
Member of Chicago Bar Association Federal Taxation Committee, Trust Law Committee, and Probate Practice Committee.
Education
DePaul University College of Law
Juris Doctor
Law Review
University of Illinois
B.S. Accountancy
Certified Public Accountant