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Contact
Email
Phone
(847) 852-7116
Address
Lake Forest, IL, US
Professional
About
I take pride in my highly personalized approach which takes into account the individual needs and goals of each of my clients to create a custom tailored estate plan. My background as a C.P.A. and former IRS attorney, along with a 30-year legal career, complements my “straight talk” and strong technical analysis in leading clients through the estate planning, trust administration and estate tax maze.
About Estate Planning Law
Estate planning attorneys help individuals plan for the distribution of their assets and care during incapacity. They create wills, trusts, and other documents to protect families and minimize taxes. Common matters include wills, trusts, powers of attorney, healthcare directives.
Credentials
Education
1983 Georgetown University Law Center LL.M - Master of Laws 1982 University of Detroit JD - Juris Doctor 1979 University of Detroit BS - Bachelor of Science
Languages
English
Recognition & Involvement
Awards
2009 Certificate of Appreciation for Past Presidency of Organization, Lake County Estate Planning Council
Publications
2014 Illinois State Bar Association Trusts & Estates Newletter Avoiding malpractice under the new estate tax portability rules 2013 Illinois Bar Journal Making Constitutional Challenges to the Illinois Tax on Trust Income 2012 Illinois Bar Journal Making Gifts can Reduce Illinois Estate Taxes 2011 The Docket - A Publication of the Lake County Bar Association The New Federal & Illinois Estate Tax Laws 2010 Illinois State Bar Association Trusts & Estates Newsletter George Steinbrenner's Estate Tax Home Run
Associations
1995 - Present Lake County Estate Planning Council Member 1994 - Present Greater North Shore Estate Planning Council Member
Speaking
2015 Estate Planning Seminar How to Control Your Wealth after Death (if you want to) 2014 Estate Planning Seminar Income Taxation of Trusts 2013 Estate Planning Seminar Fun with Esate Tax Portability 2012 Estate Planning Seminar How to Keep Money in the Family 2012 Estate Planning Seminar Planning for the Illinois QTIP Election
Other Estate Planning Attorneys in IL
Updated: May 27, 2026