"As both an attorney and CPA, my 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 is a partner in HMB’s Trusts and Estates Group and advises individuals and business owners on nearly every aspect of their estate and tax planning needs.
Ken combines his knowledge of federal, state and local tax and proactive planning strategies to help business owners and wealthy families maximize the value of their estates and align their charitable endeavors with their philanthropic goals. He works with clients to develop income, estate, gift and generation-skipping tax planning strategies; craft plans for businesses with diverse interests, including real estate and non-cash assets; and maximize the impact of charitable efforts, including forming and administering foundations.
Read MoreKen 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.
Planning for the Future by Understanding Where You Are Today
Clients trust Ken as their go to resource for up-to-date tax law changes and strategies. They depend on Ken for reassurance that their businesses and estates are on solid footing, today and into the future.
Experience
- 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
Education
- University of Illinois Chicago School of Law, J.D., cum laude
- University of Iowa, B.B.A. in Accounting
Licenses
- Certified Public Accountant, Illinois
Professional Memberships
- Chicago Bar Association
- Chicago Estate Planning Council
- Greater North Shore Estate and Financial Planning Council
- Moot Court Council
- Phi Delta Phi Honors Fraternity
News
- Client Success: Leading Hospitality SaaS Platform Craftable Announces Partnership with Gauge CapitalAugust 1, 2023
HMB would like to congratulate Craftable, the hospitality industry’s leading SaaS platform, on its partnership with Gauge Capital, a leading middle-market private equity firm based in Dallas, TX. This strategic investment further enhances Craftable’s position at the forefront of cutting-edge technology shaping the hospitality industry.
- Client Success: HMB Represents Myron, Inc. in Sale to GIG Myron Holdings SPVMay 15, 2023
HMB would like to congratulate Myron on its successful sale to GIG Myron Holdings SPV, LLC, an affiliate of Go Global Retail. Founded in 1949, Myron is dedicated to helping customers elevate their promotional marketing campaigns. Myron, Inc. was represented by Brian H. Axelrad, Brett M. Winterstein, Ati P. Khatri, Elise Anderson, Geoffrey J. Curley and Kenneth A. Goldstein.
- Client Success: Dunes Point Capital, LP Announces Hy-Tek's Acquisition of BP ControlsJune 21, 2021
Hy-Tek Holdings ("Hy-Tek"), a portfolio company of Dunes Point Capital, LP ("DPC"), has acquired BP Controls Inc. and Nogol Electric LLC (collectively "BP Controls"). Located in Columbus, OH, Hy-Tek Holdings is a material handling automation integrator serving clients in diverse end markets and applications, including ecommerce, third party logistics and parcel. DPC was represented by HMB’s Private Equity Team. Tax Partner Kenneth…
- Client Success: HMB Represents Caption Access LLC in Sale to Australia-based Ai-MediaJanuary 8, 2021
Illinois-based CaptionAccess is a deaf-owned and managed company providing communication access services to the government, corporate and education sectors. CaptionAccess is strongly positioned in the education sector, providing a broad and complementary expansion of Ai-Media’s enterprise customer base in the region.
blog
- Estate Planning Awareness Week 2022October 17, 2022
Why Estate Planning Awareness Week? In 2008, Congress designated the third week of October (October 17-23, 2022) as National Estate Planning Awareness Week as a reminder to the public of the importance of estate planning. Having a proper estate plan is important to ensure that you and your loved ones are taken care of. When done well, estate planning aims…