CONTACT INFORMATION

Chicago t 312.258.5571 f 312.258.5600 E-mail Download vCard

PRACTICE AREAS

BAR ADMISSIONS

  • Illinois

Jeffrey M. Bergman

Associate

Jeffrey M. Bergman's practice covers general estate planning, including wills, trusts, family investment companies and other tools for wealth preservation, inter-generational business planning, charitable planning, asset protection, and estate administration. He has particular experience in fiduciary income taxation, asset protection for physicians and other professionals, and the use of retirement and 529 accounts in estate planning.

Mr. Bergman 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.

Publications

"Estate Planning's Most Powerful Tool: Powers of Appointment Refreshed, Redefined and Reexamined," (co-author) Real Property, Trust and Estate Law Journal, American Bar Association (Winter 2013)

"Asset Protection During Estate and Trust Administration," (co-author) in Asset Protection Planning, IICLE (2012)

"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 presents to attorneys, accountants, financial advisers and other professionals on a variety of topics in the estate planning and tax planning areas. Sample presentations include:

"New Issues in Residential Real Estate: An Estate Planner's View," Illinois Credit Union League, Oak Brook, Ill. (September 2012)

"Gifting Strategies: Guiding Your Clients through the Current Environment and Identifying Strategies in Need of Repair," Illinois CPA Society, Chicago, Ill. (January 2012)

"Fundamentals of Trust Income Taxation," Baker Tilly Virchow Krause, LLP, Chicago, Ill. (August 2011)

"Virtual Representation in Illinois Trust Law," Schiff Hardin LLP, Chicago, Ill. (July 2009)

 

Previous Experience

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

Education

University of Chicago Law School(J.D., 2008)
Grinnell College(B.A., with honors, 2003)

Teaching Appointments

Adjunct Professor, Northwestern University School of Law

Professional Memberships

American Bar Association
Section on Real Property, Trust and Estate Law
Illinois State Bar Association
Trusts and Estates Section