Who is Jay S. Goldenberg?
During five years as an estate and gift tax attorney for the Internal Revenue
Service, was selected to teach the training course and received recognition for
Has spent more than 25 years in private practice concentrating on estate
planning and administration, the use of trusts and business succession planning.
Wrote chapter on federal taxation of life insurance, and irrevocable insurance
trusts, for the Illinois Institute for Continuing Legal Education Handbook on
Taxation of Life Insurance. Articles have appeared in Estate Planning,
Taxation for Accountants, Estate Planners Quarterly, Taxes, ISBA Journal,
Illinois Trusts and Estates Journal, Journal of Financial Planning, Tax
Angles, Personal Finance and The CLU Journal.
Taught Estate Administration for the Roosevelt University Lawyers Assistant
Program and Business Tax Planning and Advanced Estate Planning for the Huebner
School of The American College. Lectured on family limited partnerships for the
ISBA Law-Ed Program, on irrevocable life insurance trusts for the Illinois
Institute for Continuing Legal Education and on charitable trusts for the Lyric
Opera of Chicago and ISBA Trusts and Estates Section. Also spoken for the
Wisconsin Bar Association Taxation Section, the Virginia Bankers Association
Trust Section, the Chicago Association of Life Underwriters and numerous estate
planning and financial planning groups.
Selected by American Research Corporation as one of
Illinois' Leading Trusts and Estate Planning Attorneys. Only attorneys
receiving multiple nominations by their peers are so listed.
Approaches range from wills and powers of attorney to buy-sell agreements,
living trusts, marital and
shelter trusts, generation-skipping,
irrevocable insurance trusts, charitable
remainder trusts, asset protection, family limited
partnerships and advanced trusts.
American Bar Association; Illinois State Bar Association (Trusts and Estates
Section Council 1992-96, 2000-); Chicago Bar Association (Federal Tax Committee
[Estate and Gift Tax Division, past Chair]); Chicago Estate Planning Council;
Chicago Council on Planned Giving; Co-Moderator of National Trusts and Estates
Web Page on Counsel Connect; member of the Chicagoland and Hyde Park Chambers of
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