About Jeffrey D. Glickman
With a practice focused on estates and trusts, Jeffrey D. Glickman helps clients at all levels of wealth transfer their assets during their lifetime and at death. To Jeff, estate planning is far from a one-size-fits-all endeavor and requires providing precise and tailored advice to each client to meet their unique goals. 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 also does extensive and comprehensive work representing corporate trustees in their multi-faceted issues related to providing the best service possible — and creative solutions — to trust beneficiaries. Jeff is licensed to practice law in Florida and 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 or administrative matter
Jeff makes it a point to make sure clients understand the mechanics of their estate plan and other trust documents. Estate planning (and the tax strategies that go with it) are often not intuitive, but Jeff breaks down the various components of estate planning into terms and illustrations that make the abstract much more understandable. 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 so that uncertainty regarding the direction of the business can be mitigated to the greatest extent possible.
Practice Focus
- Private wealth
- Fiduciary litigation
- Private client services
News
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August 19, 2021
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August 20, 2020
Publications
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November 22, 2021
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September 24, 2021
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January 15, 2021
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November 24, 2020
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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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November 18, 2021Presenter | Recent (and Very Recent) Developments in Illinois Trust Law and Estate Planning
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November 10, 2020Speaker
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October 14, 2020Speaker | Advising UHNW Families During a Period of Seismic Changes
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October 15, 2019Speaker | Aggressive Tax Planning and the Ethical Advisor
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July 15, 2019Speaker
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March 18, 2019Speaker
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January 14, 2019Speaker