About Adam M. Damerow
Adam Damerow assists ultra high-net-worth individuals in creating tax-efficient estate plans to preserve, protect and transfer wealth to future generations. He also guides fiduciaries and beneficiaries through disputes over estates and trusts, often helping them avoid the time, expense and burden of litigation.
Advising clients with both pragmatism and strategy
Adam focuses solely on private client matters. He knows that wealth creators don't just want to transfer their wealth in tax-efficient ways; they want to give their beneficiaries the flexibility to use and maintain that wealth for future generations. He works to understand his clients' values and goals with their tax planning, and then achieve those goals as efficiently and creatively as possible.
"He has a very good understanding of not only trust law but tax law and implications. He has an excellent manner about him that would work well with clients. He provides strong representation but he's personally quite congenial and co-operative.'"
Chambers HNW 2018
(Illinois, Private Wealth Law) survey response
Practice Focus
- Tax-efficient wealth transfer planning for ultra high-net-worth business owners, executives, individuals and family offices
- Drafting core estate plan documents (wills, trusts and powers of attorney)
- Implementation of wealth preservation and transfer strategies (dynasty trusts, family limited partnerships, etc.)
- Representation of beneficiaries and fiduciaries in disputed matters relating to estates and trusts
- Minimizing risk for fiduciaries tasked with administering trusts and estates
- Multi-jurisdictional wealth planning for US residents who have assets abroad, and non-residents with interests in the United States.
Representative Experience
News
-
July 9, 2020
-
August 26, 2019
-
July 12, 2019
-
September 18, 2018
Publications
-
January 15, 2021
-
November 24, 2020
-
March 23, 2020
-
December 30, 2019
-
November 25, 2019
-
January 2019
-
December 4–7, 2018
-
November 19, 2018
-
Tax Reduction Opportunities for Non-U.S. Families, Family Offices and Trusts after Tax Reform, Steve Leimberg's International Tax Planning Newsletter #23Co-authorJanuary 31, 2018
- View All Publications
Presentations and Events
-
Speaker | Advising UHNW Families During a Period of Seismic ChangesOctober 14, 2020
-
SpeakerOctober 15, 2019
-
SpeakerJuly 15, 2019
-
Trusts and Estates Practice Group of BMO Financial GroupSpeaker | Heckerling 2019 RoundupMarch 18, 2019
-
ABA Real Property Trusts & Estates Section Spring SymposiumSpeaker | Cabins and Compounds, Boats and Biplanes – Planning for Vacation and Recreation AssetsMay 11, 2018
-
Indiana Bankers Association MegaconferenceSpeaker | Fiduciary Litigation Update: Observing Pitfalls and Leaping Over ThemMay 2, 2018
-
Annual Charlotte Estate Planning SeminarSpeaker | Impacts of Tax Reform on Estate PlanningApril 24, 2018
-
Essential Insight on Sweeping Tax ReformsSpeaker | Tax Reform and the Impact on You and Your EstateJanuary 18, 2018
-
12th Annual Fiduciary Advisory Services Seminar: Issues Confronting Institutional FiduciariesSpeaker | Trust Modifications in Light of Unforeseen Circumstances and Mistakes
Speaker | Cross-Border Estate PlanningOctober 4, 2017 - View All Presentations and Events