John is a partner at HMB and Chair of the firm’s Private Client, Trusts and Estates Group. He focuses his practice on business planning and tax issues, estate and charitable planning and trust and estate litigation.
Representing business owners, banks, charitable organizations, wealthy families, athletes and high-net-worth individuals, John advises clients on income, corporate, estate, gift and generation-skipping tax considerations, as well as general business matters that help business owners build and grow successful enterprises.
John partners with business owners on day-to-day corporate issues, succession planning, shareholder agreements and divestitures. He also regularly advises individuals in all manners of estate planning, estate administration, will and trust litigation and asset protection planning.
With over 20 years of experience counseling both “donee” and “donor” side philanthropists, John counsels large public charities, sophisticated private family foundations, grant-making organizations and high net-worth individuals on issues related to governance, tax, structure of gift agreements and preserving legacy.
A Holistic Approach to Estate, Business and Charitable Planning
Clients rely on John for practical advice that compliments their full state of affairs. They appreciate John’s devotion to learning their life, their goals and their businesses, and they depend on his close guidance as a true family counselor and charitable tax authority to help them pass wealth and wisdom across generations.
Loyola University Chicago School of Law, J.D. with honors
University of Michigan, B.A. in History
“Gift Agreements: Whether Giving or Receiving, How Can Good Intentions Be Preserved.” Family Foundation Advisor. (May/June 2019).
“How to Connect With the Next Generation of Philanthropists.” Family Foundation Advisor. (January/February 2017).
“Philanthropy Well Planned.” Family Foundation Advisor. (September/October 2016).
“Understanding the Business Owner Donor: Key Issues and Solutions in Transferring Closely Held Business Interests to Private Foundations.” BNA Tax Management Estates, Gifts and Trusts Journal. (September 2016).
“When Does a Private Foundation Make Sense? Initial Questions and Organizational Issues Donors Must Consider.” Family Foundation Advisor. (November/December 2015).
“The Family Business: Preserving and Maximizing an Investment in the Past, Present and Future.” Journal of Taxation of Investments (December 2014).
“Reaching Potential: Planning for Families With Young Children.” Journal of Taxation of Investments. (Winter 2011).
“Maximizing a Charitable Gift.” Journal of Taxation of Investments. (Fall 2011).
“Restructuring Charitable Gifts in Tough Economic Times.” Family Foundation Advisor. (July/August 2010).
Putting Family First: Intergenerational Wealth Transfer and Investment Planning.” Journal of Taxation of Investments. (Spring 2010).
“Promoting Family Values.” Family Foundation Advisor. (May/June 2008).
The necessary details of charitable agreements are often overlooked by the parties, potentially resulting in serious legal ramifications. Incorporating charitable giving in an estate plan involves careful consideration to specific rights, conditions, restrictions and other vital provisions within a charitable gift to ensure the donor's intent and the benefits allowed for estate planning purposes. Charitable gift agreements must outline the…
8/7/18 - 8/8/18 Momentum Advanced Planning: Family Office Symposium Ritz-Carlton Philadelphia Philadelphia, Pennsylvania Click here for more info and to register. This symposium will provide the opportunity to explore what it takes to succeed in the family office space with fantastic guest speakers who are eager to share their expertise by discussing the myriad of challenges they've helped affluent families…
Family Foundation Advisor is a publication of the Civic Research Institute, offering guidance for effective foundation management, development and grant-making. Family Foundation Advisor is devoted exclusively to helping family foundation administrators and their professional advisors. In How to Connect With the Next Generation of Philanthropists, John and Christin discuss the changing landscape of philanthropy with respect to millennials joining the…