Adam joined CLA after more than 15 years as an attorney practicing in Estate and Tax Planning, Wealth Preservation, Estate and Individual Tax Compliance, and Not-for-Profit Advising.
Adam has experience working with high-net-worth individuals and families and has coordinated planning and compliance across multiple generations with a multiplicty of trusts. He has worked regularly with Federal Generation-Skipping Transfer Tax (GST) planning and compliance.
He has expertise in Forms 706, 709, 1041, and 1040.
JD, University of Chicago Law School