Jeffrey M. Bergman focuses his practice on general estate planning, including wills, trusts, family partnerships and and other tools for wealth preservation, charitable planning, and asset protection, as well as probate and estate administration. He has particular experience in fiduciary income tax issues, asset protection techniques for physicians and other professionals, and the use of 529 plans and special purpose financial accounts in estate planning.

He also assists individuals, closely held businesses, and fiduciaries facing a variety of tax and regulatory issues, including tax audits and litigation relating to estate and transfer taxes, partnership and trust income taxation, and reporting of foreign financial accounts.

Mr. Bergman has lectured on "Advanced Issues in Trusts and Estates" and "Income Taxation of Trusts and Estates" at Northwestern University School of Law.

Publications

"Fiduciary Liability for Noninvestment Issues," ABA Trusts & Investments (July/August 2010)

"The Historical Roots of Gambling Law," in Criminal Law and the Regulation of Vice, Thomson-West (2007)

Speeches and Presentations

Mr. Bergman has given presentations addressing topics including:

• Virtual Representation in Illinois Trust Law
• Using Pay-on-Death Accounts in Estate Planning

Previous Experience

Prior to his legal career, Mr. Bergman worked in public affairs and as a nonprofit grants officer.