More than 25 years of experience with wills, trusts and estates
Formerly a Partner in the Chicago office of Reed Smith, LLP and Senior Legal Counsel for The Northern Trust Company
JD, Notre Dame Law School
LLM in Taxation, Chicago-Kent College of Law
BA, Loyola University Chicago
Licensed in Illinois and Florida
Member, Chicago Estate Planning Council
Member, Illinois State Bar Association, Trusts and Estates Section
Member, The Florida Bar
Recognized as an Illinois Super Lawyer in Chicago Magazine 2006, 2007, 2008, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017
Speaker, “Illinois Statutory Tools and Other Methods for Modifying Irrevocable Trusts,” Chicago Estate Planning Council, October 19, 2023
Speaker, “IRA Topics of Interest,” Northern Trust Suburban & PCS Advisory Practice Summit, February 5, 2019
Speaker, “Non-Judicial Settlement Agreements, Court-Approved Trust Modifications, and Virtual Representation Rules in Illinois,” American College of Trust and Estate Counsel (ACTEC), Great Lakes Regional Meeting, December 12, 2015
Speaker, “Planning for Life Insurance & Retirement Benefits; Summary and Review,” American Bar Association, Section of Real Property, Trust and Estate Law, Chicago Trusts & Estates Community Outreach Program, May 24, 2012
Speaker, “Estate Tax Update,” Oasis Group, Glencoe, Illinois, March 22, 2012
Chair, Subcommittee on “Vacation Homes and Family Jewels,” and Speaker, “Vacation Homes and Family Jewels - The Technical Options for Passing the Asset from One Generation to the Next,” Chicago Bar Association, Trust Law Committee, December 10, 2007
Author of presented written material, “Post-Mortem Issues Regarding Retirement Account Assets,” Chicago Bar Association, Trust Law Committee, February 12, 2007
Panelist, “The Future of Your Business Now: Succession Planning Basics,” Alliance for Illinois Manufacturing, June 13, 2006
Speaker, “Sophisticated Planning in a Low Interest Rate Environment - Charitable Trusts,” Chicago Bar Association, Trust Law Committee, December 8, 2003
Author of presented written material, “Taxation of Domestic Asset Protection Trusts,” Chicago Bar Association, Trust Law Committee, April 14, 2003
Speaker, “ABCs of Gift Tax Reporting (Adequate Disclosure, Bars to Reassessment and Consequences of Underpayment),” Chicago Bar Association, Federal Tax Committee, December 5, 2002
Speaker, “Leveraging the GST Exemption,” Chicago Bar Association, Trust Law Committee, May 8, 2000
Speaker, “Planning Opportunities with Qualified State Tuition Programs,” Chicago Bar Association, Federal Tax Committee, March 2, 2000
