概览
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.
表彰
- 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)
教育背景
- DePaul University, 文学学士, Accounting
- University of Illinois at Chicago John Marshall Law School, 法律博士
- University of Illinois at Chicago John Marshall Law School, 法学硕士
- 美国纽约大学法学院, 法学硕士
执业资格
- 亚利桑那州
- 佛罗里达州
- 伊利诺伊州
专业及社区参与
- 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