Current Employment Positions:
Member
Areas of Practice:
50% Estate Planning
40% Trust & Estate Administration
5% Closely Held Business Planning
5% Real Estate
Bar Admissions:
Illinois, 1972
U.S. District Court, Northern District of Illinois, 1972
U.S. Tax Court, 1979
Education:
Loyola University School of Law (Chicago), 1972
J.D., Doctor of Jurisprudence
Honors:
Summa Cum Laude
Honors: Recipient, Weymouth Kirkland Scholarship (1969, 1970 & 1971)
Law Review: Member; Executive Editor
Georgetown University, Washington, D.C. (1969)
A.B., Bachelor of Arts
Major: English
University of Fribourg, Fribourg, Switzerland (1967 - 1968)
Published Works:
Co-Author, The Role of the Trustee, Trust Administration in Illinois (Illinois Institute for Continuing Legal Education), 1976 - 1999
Author / Speaker, Estate Planning Ethical and Malpractice Issues, Estate Planning Short Course (Illinois Institute for Continuing Legal Education), 2002
Author / Speaker, Estate Planning Ethical and Malpractice Issues, Estate Planning For Illinois Attorneys: The Basics and Beyond (Illinois Institute for Continuing Legal Education), 2002
Author / Speaker, Professional Responsibility and Malpractice Issues Confronting Estate Planners:
Estate Planning For Illinois Attorneys: The Basics and Beyond (Illinois Institute for Continuing Legal Education), Spring 2003
Basic Estate Planning: Introductory Drafting and Tax Issues (Illinois Institute for Continuing Legal Education), Fall, 2003
Author / Speaker, Choice of Trustees and Use of Team Advisors, Including Successor Trustees, Trust Administration: Essential Duties for Trustees and Their Advisors (Illinois Institute for Continuing Legal Education), Winter, 2004
Professional Associations and Memberships:
Member: Chicago Bar Association
Illinois State Bar Association
American Bar Association
Fellow: The American College of Trust and Estate Counsel
Member: Chicago Estate Planning Council
DuPage County Estate Planning Council
Member: Board of Directors, La Grange Kiwanis Charity Board
Member: Planned Giving Committee, La Grange Community
Family Service and Mental Health Association
Past Employment Positions:
Schiff Hardin & Waite (Chicago, Illinois), Partner: 1972 - 1985
De Paul University School of Law (Chicago), Instructor, 1973 - 1975 (U.S. Estate and Gift Tax; Estate Planning Seminar)
Loyola University School of Law (Chicago), Instructor, 1975 (Estate Planning Seminar)