I take pride in my highly personalized approach. As an estate planning attorney, I take into account the individual needs and goals of my clients to create custom tailored estate plans. My background as a C.P.A. and former IRS attorney, along with over 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.
I’ve been practicing law since 1983 and hold a C.P.A. license from the State of Illinois. In 1993 I started my own law firm specializing in probate, estate planning, asset protection and trust administration in Lake Forest, Illinois, which is where I also live. I have a Masters degree in taxation from Georgetown University Law Center (L.L.M. Tax – 1983) and twin degrees from the University of Detroit (J.D. – 1982; B.S. Accounting, magna cum laude - 1979). I began my legal career in 1983 in the IRS National Office, as an IRS Attorney in the IRS Office of Chief Counsel, Washington, D.C. This is where I began my career as a trust lawyer and developed a sophisticated knowledge of the Internal Revenue Code and the workings of the IRS.
