Embedded Files
Current Employment Positions:
Managing Partner
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 - 2010
Author/Speaker, Engagement and Termination, Estate Planning Short Course (Illinois Institute for Continuing Legal Education), 2008
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), 2002-2010
Author/Speaker, Asset Protection Update: The Good, the Bad and the Ugly, Illinois CPA Society (May 2009)
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), annually 2003-2009;
Basic Estate Planning: Introductory Drafting and Tax Issues (Illinois Institute for Continuing Legal Education), annually, 2003-2009.
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), annually 2004-2009
Author/Speaker, Sophisticated Estate Planning for Uncertain Times: Using Established Planning Techniques, IICLE (2006)
Author/Speaker, Estate Planning and Administration Concerns for the Real Estate Attorney, IICLE Real Estate Short Course (2005)
Additional presentations for IICLE and for the La Grange Memorial Foundation, Chicago Bar Association, Illinois State Bar Association, Lake County Bar Association, University of Minnesota, and others.
Professional Associations and Memberships
Fellow:
The American College of Trust and Estate Counsel
Member of the Practice Committee
Technology in the Practice Committee
Professional Responsibility Committee
Contributor: ACTEC’s Commentaries on the Model Rules of Professional Conduct (4th edition, 2006) and Sample Engagement Letters (2nd edition, 2007).
Elected:
Illinois SuperLawyers
Illinois Leading Lawyers Network
Member:
Chicago Bar Association
Illinois State Bar Association
American Bar Association
Chicago Estate Planning Council
DuPage County Estate Planning Council
A-V rated by Martindale-Hubbell
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)
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