Education

• Illinois Institute of Technology, Chicago-Kent College of Law, LL.M., Taxation, with honors
• Hamline University School of Law, J.D.
• University of Notre Dame, B.B.A., Accountancy

Bar Admissions

• Illinois

Court Admissions

• U.S. Supreme Court
• U.S. District Court for the Northern District of Illinois
• U.S. Tax Court

• American Bar Association, Taxation and Real Property, Probate and Trust Law Sections
• American Institute of Certified Public Accountants
• Merit Badge counselor and former scoutmaster, Boy Scouts of America
• Illinois State Bar Association, Federal Taxation and Trusts and Estates Sections

• Represented high net worth individuals in negotiating premarital agreements to protect family owned business assets and children from prior marriages.
• Represented trustees in resolving disputes with beneficiaries.
• Assisted owners of a closely held business with the buyout of family members no longer active in the operation of the business.
• Recovered the assets of a decedent’s estate removed by financial fraud and, working in close association with law enforcement officials, assisted with the successful criminal prosecution of the offender.
• Represented individuals before the U.S. Tax Court, resulting in significant reductions of tax assessments by the Internal Revenue Service.
• Represented numerous estates in audits of federal estate tax returns.

• Illinois Appeals Court Holds Taxation of Trust Established by Illinois Grantor Unconstitutional , GR Client Update , December 2013