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.

A large portion of Jeff's practice focuses on assisting corporate trustees in their administration of trusts. Many trusts can quickly become outdated or no longer perform in the way the trust was initially intended. Jeff and his team identify tailored and creative solutions to enhance the administration of the trust (either by a trust modification or a change in approach in the administration of the trust) that help strengthen the trustee-beneficiary relationship for all involved. Jeff drafts all types of wealth transfer documents including wills, revocable living trusts, dynasty trusts, charitable trusts, insurance trusts, grantor retained annuity trusts, QTIP marital trusts, and other complicated non-grantor trusts and grantor trusts, as well as various agreements to modify irrevocable trust instruments (including nonjudicial settlement agreements and trust decantings). He also prepares gift tax returns, estate tax returns and handles all aspects of probate estates in Illinois and Florida.

Previously employed as a tax associate at PwC in Chicago, Jeff has experience drafting corporate and partnership tax returns. This familiarity with the tax code and tax strategies adds immeasurably to his ability to effectively counsel clients in estate planning and administration.

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Practice Focus

  • Private wealth
  • Fiduciary litigation
  • Private client services

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