Chicago
P +1 (312) 999-7036
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Overview
Mitch combines legal and accounting experience to help clients achieve tax-efficient estate planning and wealth transfer goals.
Mitch counsels his clients in both the tax and non-tax aspects of estate planning, with a specific focus on estate planning strategies to efficiently minimize taxes through the creation of trusts, business entities, and charitable organizations, as well as the use of gifts, sales, and other wealth-transfer strategies.
He has experience preparing federal and state income tax, estate tax, and gift tax returns and drafting a wide variety of estate planning documents, including wills, powers of attorney, revocable living trusts, irrevocable life insurance trusts, gift trusts, GRATs, QPRTs, and freeze and investment partnerships. Mitch is a certified public accountant.
