Partner
David A. Berek
Private Clients, Trusts & Estates, Tax
Übersicht
David Berek is a partner in Mayer Brown's Chicago office and a member of the Private Clients, Trusts & Estates practice. David assists wealthy families, high net worth individuals, corporate executives and privately owned family businesses in advanced wealth planning, and transfer tax strategies for sophisticated partnerships and family office structures. His practice covers grantor trust planning, lifetime taxable transfers to generation-skipping transfer tax exempt trusts, self-cancelling notes, private annuities, grantor retained annuity trusts, beneficiary defective inheritor's trust and beneficiary deemed owner trusts.
Auszeichnungen
- Ranked, Chambers Private Wealth Law - Illinois (since 2021)
- Martindale-Hubbell AV Rated for Trusts and Estates (since 2004)
- Martindale-Hubbell AV Rated for Family Wealth Transfer (since 2004)
- Leading Lawyers, Tax Law: Individual - Illinois (since 2011)
- Leading Lawyers, Trust, Will & Estate Planning Law (since 2011)
- Top Private Client Planning Professional, Family Office Review (in 2015)
Ausbildung
- DePaul University, BA, Accounting
- University of Illinois at Chicago John Marshall Law School, JD
- University of Illinois at Chicago John Marshall Law School, LLM
- New York University School of Law , LLM
Zulassungen
- Arizona
- Florida
- Illinois
Mitgliedschaften
- American College of Trust and Estate Counsel (ACTEC) - Fellow and Co-Chair of the State Income Tax Subcommittee for the Fiduciary Income Tax Committee
- American Bar Association - Former Chair, Fiduciary Income Tax, Tax Section
- Illinois State Bar Association - Former Chair, Trust & Estate Section Council
- Chicago Bar Association - Former Chair, Estate Planning Committee
- Certified Public Accountant (Illinois)
- Certified Financial Planner