Jeff built his practice by creating long-term relationships with clients who value his accessibility and ability to bring creative, practical and empathetic solutions to their unique matters. Jeff prides himself on responding to calls and emails promptly and answering his own phone when sitting at his desk.
Jeff's clients include individuals, families, fiduciaries, closely held businesses, business owners, entrepreneurs, philanthropies and social impact investors. He advises on estate and tax planning, business and succession planning, asset protection and preservation, estate and trust administration, estate and trust litigation, and deployment of social capital.
Jeff regularly speaks and writes and has prepared and presented dozens of professional articles, treatises and speeches on a variety of topics related to his trusts and estates practice. He is a Fellow of the American College of Trust and Estate Counsel and a member of the Tax Management Estate, Gifts and Trust Advisory Board, the Chicago Estate Planning Council and the Society of Trust and Estate Practitioners, among other organizations. He regularly publishes in various professional journals, including Tax Management Portfolio, Tax Management Estates, Gifts, and Trusts Journal, ACTEC Journal and Estate Planning.
When not serving his clients, Jeff volunteers and holds leadership roles on a number of civic and charitable boards, generally preferring to work with hands-on, direct community-benefit entities. An avid exerciser, he also enjoys training for his next big event.
J.D., American University Washington College of Law, cum laude
B.A., University of Massachusetts, magna cum laude
Bloomberg Tax Management Portfolios
This Portfolio discusses the risky business of serving as trustee and addresses common pitfall areas for fiduciaries and highlights their actions that may result in litigation.
This Portfolio analyzes tax and non-tax issues that face American adults who are either divorced, widowed, or by legal proscription, are not involved in a marital relationship.