| Theodore
G. Gertz Shareholder
Theodore G. (Ted) Gertz has over 40 years experience in estate planning, deferred compensation, succession planning, and related corporate and tax issues. A significant portion of Ted's practice involves representing and assisting in estate tax reduction techniques and succession planning for family-owned and other closely held businesses.
EDUCATIONJD, 1962, Northwestern University School of Law BA, 1958, University of Chicago
BAR ADMISSIONSIllinois U.S. District Court, Northern District of Illinois
PROFESSIONAL AND CIVIC AFFILIATIONSIllinois State Bar Association, Fellow
Chicago Bar Association
Law Club of Chicago
Chicago Estate Planning Council
Among other professional honors he has received, Ted is listed in Who’s Who in American Law, Super Lawyers, and is a member of the Leading Lawyers Network. He has been awarded an AV® Peer Review Rating from Martindale-Hubbell, its highest rating for ethical standards and legal ability.
Extensive community leadership activities, including:
Village of Mettawa
- Former Trustee
Mettawa Open Lands
- Secretary
Numerous public service leadership positions, including:
Hull House Association
- Trustee and General Counsel
Blind Service Association
- President
- Trustee
- General Counsel
- Chair of the Development Committee
Lawyers for the Creative Arts
- Auxiliary Board Member
Jewish Federation
- Professional Advisory Committee
Lincoln Park Zoo
- Professional Advisory Committee
Jewish Council on Urban Affairs
- Advisory Board Member
SPEECHES AND PUBLICATIONS"Retirement Plans and Creditor Protection" in Retirement Benefits Issues in Estate Planning (IICLE, 2007) (with coauthors David W. Nyberg and Susan G. Berman).
"A Guide to Estate Planning: Charitable Trusts Are an Alternative to Qualified Plans" in Taxation for Lawyers (July 1991) (with coauthors David W. Nyberg and Jo Breen).
A Guide to Estate Planning (Southern Illinois University Press, 1983) (with coauthors Elmer Gertz and Robert K. Garro).
"Dealing with Estate Planning for the Family or Closely Held Business," 2003 program materials for IICLE presentations.
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