Current Employment Positions:
Member
Areas of Practice:
Estate Planning: 60%
Trust & Estate Administration: 30%
Closely Held Business Planning: 10%
Bar Admissions:
Illinois, 1976
California, 1978
U.S. Tax Court, 1995
Education:
Stanford Law School, Stanford, CA, 1976
J.D., Doctor of Jurisprudence
Law Review: Member
University of Southern California, Los Angeles, CA, 1973
A.B., Bachelor of Arts
Honors: Magna Cum Laude
Major: English
Trinity College, University of Dublin, Dublin, Ireland (1971 - 1972)
Published Works:
Co-Author, Income Taxation of Trusts, Trust Administration in Illinois (Illinois Institute for Continuing Legal Education), 1993 - 2004
Author / Speaker, Estate Planning for the Marital Deduction, National Business Institute, Chicago, Illinois (November, 2000)
Author / Speaker, Courtroom Drama - Planning for Discounts, Illinois CPA Society - Business Valuation Group, Chicago, Illinois (April, 2001)
Author / Speaker, Case Law Update, Business Valuation Association of Chicago (April 24, 2003)
Author / Speaker, Courtroom Drama Shareholder Valuation Issues, Illinois CPA Society - 2003 Estate & Gift Tax Conference, Chicago, Illinois (May 6, 2003)
Author / Speaker, Update on Valuation Issues, Illinois CPA Society - Business Valuation Conference, Chicago, Illinois (May 14, 2003)
Author / Speaker, Now That They're Gone . . . : Funding the Marital and Family Trusts and Filing the First 1041, Illinois Paralegal Association, Chicago, Illinois (October 30, 2003)
Author / Speaker, Non-Tax Considerations in Planning for the Family Business, IICLE Estate Planning for the Closely-Held or Family Business, Springfield and Chicago, Illinois (February 2004)
Author / Speaker, Funding Trusts, Valuing Trust Assets, and Making Trust Distributions, IICLE Trust Administration: Essential Duties for Trustees and Their Advisors, Springfield and Chicago, Illinois (February 2004)
Professional Associations and Memberships:
Member: Chicago Bar Association
Chair, Probate Committee, Division II (1992 - 1993)
Member: Chicago Estate Planning Council
Director: DuPage County Estate Planning Council
Past Employment Positions:
Nisen & Elliot (Chicago, Illinois), Associate: 1992 - 1994
Schiff Hardin & Waite (Chicago, Illinois), Associate: 1976 - 1983
