Brett focuses his practice on all aspects of estate planning, wealth preservation strategies, and estate and trust administration.  Practicing over 20 years, Brett has extensive experience advising high and ultra-high net worth individuals and their families and designing and implementing comprehensive estate plans that utilize the wide range of wealth preservation and tax strategies appropriate to their circumstances.  Brett assists clients with specific needs, such as business succession, asset protection and charitable planning.


    • J.D., Valparaiso University, summa cum laude, 1997
    • B.S., in Accounting, Indiana University, 1992 


    • Illinois, 1997


    “Trusts 101,” National Business Institute, August 13, 2015

    “Estate Planning and Administration: The Complete Guide,” National Business Institute, June 29, 2015

    “Home Care and Caregiver Agreements,” National Business Institute, February 23, 2015

    “Demystifying the Estate Planning Process,” Chicago Estate Planning Council Public Outreach Initiative Presentation, October 2014

    “Apportionment of Estate Taxes and Administration Expenses,” CBA Trust Law Committee, May 10, 2010

    “Estate Planning for Closely Held Business,” CBA Trust Law Committee, June 8, 2009



    Chicago Bar Association
    Chicago Estate Planning Council – served on public outreach and networking initiatives committee
    Illinois State Bar Association
    Fry Family YMCA of Metro Chicago – Board member