Recognized in Ones to Watch since 2021 
Jeff is a partner in NGE’s Private Wealth Practice Group, focusing exclusively on estate planning and trust administration. He works with individuals, families, and business owners across all levels of wealth to address complex legal and tax issues securing financial planning that lasts generations.
Jeff’s growing work advising entrepreneurs on Qualified Small Business Stock is strengthened by his combined legal and CPA background, enabling him to guide clients in optimizing both income and estate taxes. His dual training provides practical insight into sophisticated wealth‑transfer strategies that minimize tax exposure while preserving long‑term family legacies.
Taking time to ensure clients fully understand their plans, Jeff breaks down complex concepts into clear, actionable steps, empowering clients with the knowledge they need to make informed decisions with confidence. He assists business owners with succession planning, ownership transfers, and strategies to protect and grow family enterprises, and also advises clients on Florida residency and other state‑specific considerations.
A significant portion of Jeff’s practice involves working with corporate trustees to optimize trust administration. In instances where trusts no longer align with the client’s initial intent, Jeff provides trust modifications, nonjudicial settlement agreements, and decantings to improve trustee-beneficiary relationships and enhance trust performance.
Jeff drafts a full range of wealth transfer documents, including wills, revocable living trusts, dynasty trusts, charitable trusts, insurance trusts, grantor retained annuity trusts, QTIP marital trusts, and other complex structures. He also prepares gift and estate tax returns and manages all aspects of probate estates in Illinois and Florida.
Clients appreciate Jeff’s attention to detail, analytical skills, and commitment to achieving their goals. His ability to combine technical tax knowledge with practical estate planning strategies makes him a trusted resource for individuals and families seeking clarity and confidence in their planning.
