Steve is an attorney in Levenfeld Pearlstein’s Trust and Estates Practice Group. As a part of his estate planning practice, Steve generally focuses on counseling high net worth individuals and families on structuring and implementing their unique estate planning goals. Although he is experienced in all aspects of trust and estate administration, he concentrates on estate and gift taxation, wealth preservation and asset protection, and succession for closely held businesses.
Steve is involved in the Chicago Estate Planning Council (CEPC) as Chair of the Workshops and Roundtables Sub-Committee. Steve has written or presented for BNA Tax Management Estates, Gift and Trusts Journal, the Illinois Institute of Continuing Legal Education, and CEPC.
Steve received his B.A. from the University of Illinois, J.D. from the UIC-John Marshall Law School, and LLM in Taxation from Northwestern University Pritzker School of Law.
Almost 5% of the Population Identifies as LGBTQ. What Skills Do Planners Need to Properly Serve the Modern Family? The structure and composition of the modern family has evolved and continues to evolve. In 2018 approximately 4.5% of the…
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