• OVERVIEW

    Simon’s practice focuses on estate planning services for high net worth individuals and families and estate administration.  He has particular experience in crafting complex estate plans and settling large estates, and has represented both individual and corporate fiduciaries.  He frequently advises clients regarding the estate and income tax implications of planning for disposition of substantial retirement assets while working to achieve their personal planning objectives.

    Simon has been designated an ‘Emerging Lawyer’ by Leading Lawyers, a distinction given to the top lawyers in Illinois who are age 40 or younger or have practiced for no more than 10 years.

    EDUCATION

    • J.D., Harvard Law School, 2009
    • B.A., Harvard University, 2005

    ADMISSIONS

    • Illinois, 2009
  • PRESENTATIONS

    Presenter “Estate Planning Considerations When Selling an Insurance Agency” Independent Insurance Agents of Illinois Convention and Showcase, October 9, 2013.

  • PUBLICATIONS

    “Court Limits Once-Taxable, Always Taxable Approach to Trust Residency, Income Tax” Chicago Daily Law Bulletin, December 29, 2014

    “Putting the “Success” in Succession Planning for Family Businesses” Chicago Daily Law Bulletin, August 4, 2014

  • PROFESSIONAL ACTIVITIES

    • American Bar Association
    • Chicago Bar Association
    • Chicago Estate Planning Council
    • Illinois State Bar Association
    • New York State Bar Association