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This content is provided by David Herpe.

Practice Areas

David counsels high-net-worth families, family offices, business owners, executives and individuals on all aspects of sophisticated estate and wealth transfer planning. Advises clients on the preparation, administration and construction of wills and trusts, charitable gift planning, private trust companies, formation and operation of private foundations, formation and reorganization of closely held corporations, partnerships and limited liability companies (LLCs), complex insurance planning, leveraged wealth transfer techniques and family-owned business succession planning.

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Professional Memberships

Chicago Estate Planning Council

American College of Trust and Estate Counsel