Estate & Business Law Group, PC
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About
Estate & Business Law Group, PC, founded in 2007, serves Libertyville, IL, and surrounding areas. This firm provides a proactive, tax-focused, and risk-managed approach to business and estate planning. It offers comprehensive counsel on wealth preservation, estate planning, tax avoidance, and asset protection. The firm also assists clients through the probate process, and helps with business transactions, risk management, mergers, acquisitions, and sales. They're known to provide innovative solutions, efficiently executed.
Location and hours
Estate & Business Law Group, PC
700 Florsheim Drive
Libertyville, IL 60048
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Resume
Work Experience
Partner
Estate & Business Law Group, PC
2016 - Present
Director
Huck Bouma, PC
2013 - 2016
Associate Attorney
The Gierach Law Firm
2010 - 2013
Senior Associate
Kpmg Peat Marwick
2007 - 2010
Owner
Estate & Business Law Group
1979 - Present
Adjunct Professor
Michigan State Law School
2001 - 2005
Trial/ Defense Counsel
U. S. Navy Active Duty
1984 - 2017
Education
The John Marshall Law School
2007
Northern Illinois University
2003
Northern Illinois University
Economics
Northern Illinois University
1967
Chicago-Kent College of Law Illinois Institute of Technology
Law
1974
Chicago-Kent College of Law Illinois Institute of Technology
1974
Northern Illinois University
2003
Northern Illinois University - College of Business
2003
Northern Illinois University - College of Business
2003
The John Marshall Law School
2007
Associations & Affiliations
Illinois CPA Society
Member
Chicago Bar Association
Member
Illinois State Bar Association
Member
American Institute of Certified Public Accountants
Member
DuPage County Bar Association, Tax Law Committee
Chair
DuPage County Bar Association
Editorial Board Member
DuPage County Bar Association, Tax Law Committee
Vice Chair
DuPage County Bar Association, Tax Law Committee
Chair
Military Outreach USA
Founding Member
Arab-American Bar Association of Illinois
Founding Member
WealthCounsel
Founding Member
Illinois/Wisconsin Forum of Estate Planning Attorneys
Founding Member
Estate Planning Institute of Collaborative Resources
Fellow
Lake County Bar Association
Board Member
Publications
Illinois State Bar Association Trust and Estates Newsletter
Stalled SECURE Act Finally Enacted Into Law
2020
Illinois State Bar Association Trust and Estates Newsletter
2019
Illinois State Bar Association Trust and Estates Newsletter
Use it or lose it: The IRS proposed regulations will not clawback sunsetting exemption amounts
2019
Illinois State Bar Association Trust and Estates Newsletter
Estate Tax Account Transcript Now Formally Recognized as a Substitute for an Estate Closing Letter
2017
Journal of Practical Estate Planning
Family Business Governance, Transition and Transformation: Gaining a Competitive Advantage
2005
Unknown
Your Life Your Legacy
2003
Esperti Peterson Institute Contributory Series
IRAs, Hot Topics and Recent Developments in the IRA/Qualified Plan Distribution Arena: From the Sublime to the Ridiculous
2000
Esperti Peterson Institute Contributory Series
Generations: Planning Your Legacy
1999
Esperti Peterson Institute Contributory Series
Legacy: Plan, Protect and Preserve Your Estate
1996
Esperti Peterson Institute Contributory Series
Conspectus Current
Speaking Engagements
Wills, Trusts and Estates Committee
Top Five (or So) Things Every Probate and Trust Attorney Should Know About Fiduciary Income Taxes
2019
Estate Planning Committee
Fixing Broken Trusts: Decanting, Merger and Nonjudicial Settlement Agreements
2019
Wintrust Legal Panel Discussion Series
Wills and Powers of Attorney
2018
Wills, Trust & Probate Committee
Trust Administration of Business Entities
2018
Vernon Hills Office - Quarterly Conference
The Future of Estate Planning for Financial Advisors
2017
Corporate Wellness Program
Estate Planning
2016
Family Law Committee
Income Tax Planning for the Divorcing Client
2015
CLE
Estate Planning
2016
CLE
Estate Planning
2015
CLE
Estate Planning
2014
CLE
Estate Planning
2012
Services offered
Corporate Law Attorney
Estate Attorney
Probate Attorney
Tax Attorney
Wills And Estate Planning