Dick has extensive experience fashioning customized trusts and navigating the many issues that arise in “decanting” old, irrevocable trusts into new trusts that better reflect clients’ current goals. Additional areas of experience include charitable planning and planning for owners of art. His decades of work helping high-net-worth individuals and families address their myriad personal and tax issues have placed him on a national short list of practitioners with the experience and judgment suitable for the most demanding private clients.

Dick maintains an office in the Firm’s Chicago office and is a frequent visitor to the Firm’s Silicon Valley and New York offices, enabling him to provide efficient and effective counsel almost everywhere his clients have financial, professional and personal interests. He lectures frequently on a variety of estate planning subjects and was an early contributor to the development of zCalc™, an Excel add-in that delivers sophisticated spreadsheet functions for estate planners.

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