About Jeffrey Glickman
With a practice focused on estates and trusts, Jeffrey Glickman helps clients transfer their wealth during life and at death. To Jeff, estate planning is not a one-size-fits-all project. A CPA and former tax accountant, he combines his legal acumen of estate planning with the tax and other numbers-driven aspects of transferring wealth. Jeff is licensed to practice law in Florida as well as Illinois. He can plan and administer estates in both states and advise clients on establishing Florida residency.
Educating and empowering the client should be part of any good estate plan
Jeff makes it a point to make sure clients understand the mechanics of their estate plan. He takes extra time to be sure that clients actually understand what they are signing. He also helps clients with transferring their ownership interests in their businesses to best leverage their available estate planning techniques. In addition, he helps ensure that business owners have a well-designed succession plan in place for the next generation.
Practice Focus
- Private wealth
- Fiduciary litigation
- Private client services
Publications
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November 25, 2019
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December 4–7, 2018
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November 19, 2018
Presentations and Events
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SpeakerOctober 15, 2019
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SpeakerJuly 15, 2019