Knowledge Center

Tuesday, April 28, 2015


Horwood Marcus & Berk Adds Trusts & Estates Lawyer David A. Berek in Chicago

CHICAGO (April 29, 2015) - David A. Berek has joined Horwood Marcus & Berk's Trusts & Estates practice. He will focus his practice on counseling high net worth individuals, corporate executives, family offices and privately owned family business owners. Clients will benefit from David's multi-disciplinary approach to wealth planning and his unique training as both an accountant and attorney.

"We are thrilled to have David join HMB's Trusts and Estates Group," said Jeff Zaluda of Horwood Marcus & Berk's Trusts and Estates Group. "His unique background provides the skills needed to better serve our clients and help them pass both value and values down to the next generation."    

David has been practicing law for over 16 years and for six years left law firm life to work within a global wealth management institution, first as a Family CFO in a multi-family office and later as leader of a wealth planning group. Prior to practicing law, he spent several years as an accountant in public accounting specializing in the taxation of high net worth individuals, as well as with a local corporate fiduciary specializing in fiduciary income tax, estate tax, estate settlement and trust administration.

 "I am very excited to be part of HMB," said David. "I've been in the trusts and estates industry for approximately 25 years as both an accountant and attorney, and know what an amazing reputation HMB has within the estate planning community. I am proud to join the ranks of what I consider to be one the preeminent trust and estates firms in Chicago."

David earned his J.D., cum laude, and LL.M., with honors, from the John Marshall Law School, and his B.S. in Accountancy from DePaul University, and is licensed to practice law in Illinois and Florida. He is also a Certified Public Accountant and a Certified Financial Planner.

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