Kenneth A. Goldstein

Kenneth A. Goldstein

KENNETH A. GOLDSTEIN focuses his practice on trust and estate planning for individuals and sophisticated tax planning for businesses.

Ken's clients depend on him for the latest strategies in federal and state tax planning, including the most advantageous exemptions for business owners with complex business structures.

As both an attorney and CPA, Ken's approach is to fully understand a client's unique goals and business needs and then develop specific planning strategies and documentation that fully support those short- and long-term needs.

Ken provides the full range of estate and tax planning solutions, including:

  • Income, estate, gift and generation-skipping transfer tax planning
  • Wills and trusts
  • Taxpayer representation in income, estate and gift tax audits
  • Planning for owners of closely-held businesses with diverse interests, including real estate and a variety of other non-cash assets
  • Operating and shareholder agreements, buy/sell arrangements and succession planning
  • Multi-generational wealth planning, including creditor protection
  • Charitable planning, including charitable trusts, donor advised funds, and public and private foundation set-up and administration
  • Utilization of non-profit vehicles
  • Art law

Always in step with the most recent estate and tax law changes and updates, Ken recognizes that an estate plan goes far beyond tax planning. With the higher exemption thresholds in place for the foreseeable future, Ken can help individuals and business owners look beyond simply reducing potential federal and (often overlooked) state taxes, focusing on use tax and estate planning to achieve their long-term personal and professional goals.

Known as a "lecturer to the advisors," Ken is a frequent speaker on income, estate and gift taxation to a wide range of professional and academic organizations, including the Center for Professional Education, where he is an instructor to CPAs from a variety of businesses.

His articles on tax planning have appeared in leading publications including Bloomberg BNA's Real Estate Journal, The Practical Lawyer and the Journal of Taxation of Investments.

When not practicing law or presenting on tax planning updates and strategies, Ken plays hockey in local Chicagoland leagues.


Memberships

  • Chicago Bar Association
  • Chicago Estate Planning Council
  • Greater North Shore Estate and Financial Planning Council
  • Moot Court Council
  • Phi Delta Phi Honors Fraternity

 
 

Presentations

     

    Cases

      • Contact Information
      • Bar Admissions
        • Illinois
        • Florida
      • Education
        • John Marshall Law School, J.D., cum laude
        • University of Iowa, B.B.A. in Accounting
      • Licenses
        • Certified Public Accountant, Illinois

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