Wealth Management: Central Region (Band 1)
Practice Areas: Extensive experience in estate, tax and charitable planning, business succession, and trust and estate administration, in particular for closely held businesses and principals of private equity, venture capital and hedge funds.
Professional Memberships: ACTEC; Editorial Advisory Board of Tax Management Estates, Gifts and Trusts; professional advisory committees of several non-profits.
Publications: ‘Tax Law Update’ column in Trusts & Estates Magazine. Estate planning treatise, 'Drafting the Estate Plan: Law and Forms.' Articles in leading estate planning and taxation journals. Lectures extensively at professional seminars.
Personal: Northwestern University School of Law, J.D.; University of Illinois, B.S., Finance, highest honors.