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Alan M. Berry concentrates his practice in all areas of wealth management. He advises on tax and estate planning matters, structuring proper ownership of closely-held businesses, creation of life insurance plans and products and planning for highly compensated individuals. He also has a separate practice counseling health care clients.
Mr. Berry is an active member of the Chicago Estate Planning Council and the American Association of Life Underwriters. He is a member of the Board of Directors of the National Kidney Foundation. Mr. Berry has spoken extensively on estate and tax planning matters.
After receiving a Bachelor of Science degree in 1966 from the University of Wisconsin, he received a Juris Doctor degree in 1969 from Boston University.
News & Publications
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February 28, 2012
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Firm News
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November 23, 2011
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Client Advisories and Bulletins
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December 17, 2010
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Client Advisories and Bulletins
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November 2010
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Client Advisories and Bulletins
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September 21, 2010
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Client Advisories and Bulletins
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March 24, 2010
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Client Advisories and Bulletins
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February 2, 2010
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Client Advisories and Bulletins
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January 7, 2010
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Client Advisories and Bulletins
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December 23, 2009
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Client Advisories and Bulletins
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December 2009
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Client Advisories and Bulletins
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September 28, 2009
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Client Advisories and Bulletins
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July 28, 2009
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Client Advisories and Bulletins
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December 2008
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Client Advisories and Bulletins
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June 2008
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Client Advisories and Bulletins
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February 2008
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Client Advisories and Bulletins
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Education
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J.D., Boston University School of Law, 1969
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B.S., University of Wisconsin, 1966
Memberships
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American Bar Association
- Association of Advanced Life Underwriting
- Chicago Association Life Underwriters
- Chicago Estate Planning Council
- Francis Parker School
- Kent Law School Program
- National Association Life Underwriters
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