• OVERVIEW

    Bob concentrates his practice primarily on tax oriented issues. He began his law practice at a small firm in Chicago in 1967 and has practiced in the tax area his entire career. He represents clients in structuring their business transactions as well as planning their personal financial and income tax matters, including a broad range of techniques to minimize or defer the recognition of income. Bob’s representation of clients always includes a strong emphasis on sophisticated and aggressive estate planning in conjunction with other business planning. He has experience handling the full range of estate planning matters, including wills and living trusts, generation-skipping trusts, charitable trusts, private foundations, life insurance planning, probate and guardianship.

    In addition to domestic issues, Bob has extensive experience dealing with international tax matters involving representation of United States clients active in Canada, Europe, South America, the Middle East and Asia. He has also represented the U.S. business and investment interests of non-resident clients and has been active in planning for non-resident families with investments in the United States or in which one or more family members have migrated to the U.S. An integral part of Bob’s international practice is the extensive use of offshore trusts and other entities in order to develop the most tax efficient structures possible. Bob is recognized as a Leading Lawyer in Tax Law as well as Trust, Will and Estate Planning Law by the Illinois Leading Lawyers Network.

    Bob follows the philosophy that he can only properly advise clients with respect to their tax matters by becoming intimately familiar with their desires and goals for their businesses, finances and families. As a result of his familiarity with his clients’ needs and goals, many clients ultimately look to him for more than tax advice.

    An avid art collector, Bob has chosen many of the paintings and sculpture purchased for the firm. He has been active in various philanthropic activities throughout the years, including MIT’s Council of the Arts.

    EDUCATION

    • J.D., University of Chicago Law School, 1967
    • M.S., Northwestern University, 1965
    • B.S., Massachusetts Institute of Technology, 1963

    ADMISSIONS

    • Illinois, 1967
  • PRESENTATIONS

    “Estate Plan Syndrome: Why Smart People Fail to Plan” presented for The Family Business Consulting Group audio conference, May 2009

    “Income Tax Planning,” presented for members of the American Matrimonial Lawyer Association, November 2004

  • PROFESSIONAL ACTIVITIES

    • American Bar Association
    • Chicago Bar Association