Planning Service
Resume:
Joseph C. Vitek
Chicago, Illinois 60646
*******@*****.***
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Experience
Arnstein & Lehr, LLP, Chicago, Illinois
Feb. 2009 to Dec. 2010
Partner, Trusts and Estates Practice Group
Primary Practice Areas: Strategic wealth and estate planning, taxation, tax
compliance, probate and trust administration, business succession planning
and general corporate. Counsel high net worth clients in various aspects
of wealth management strategies, including family related entities.
Significant experience in drafting, administering and accounting for a
variety of types of irrevocable trusts, including charitable trusts, GRATs,
QPRTs and domestic asset protection trusts, and family related entities.
Administer trust settlements and probate estates and preparation of estate,
gift and fiduciary income tax returns. Advise closely-held business owners
and their families regarding business succession planning strategies,
including buy-sell agreements. Counsel high net worth clients regarding
personal income tax planning strategies.
Pedersen & Houpt, P.C., Chicago, Illinois
Feb. 2007 to Feb. 2009
Partner, Wealth Preservation Practice Group
Primary Practice Areas: Strategic wealth and estate planning, taxation, tax
compliance, probate and trust administration, business succession planning
and general corporate. Preparation of personal, fiduciary and partnership
tax returns and compliance matters.
Patzik, Frank & Samotny Ltd., Chicago, Illinois
Aug. 2004 to Feb. 2007
Associate, Chair of Wealth Transfer Service Group
Primary Practice Areas: Strategic wealth and estate planning, taxation,
probate and trust administration, business succession planning and general
corporate.
Levenfeld Pearlstein, Chicago, Illinois
Oct. 2000 to Aug. 2004
Associate, Wealth Transfer Service Group
Primary Practice Areas: Strategic wealth and estate planning, taxation,
probate and trust administration, business succession planning and general
corporate.
Ellsworth, Vitek and Associates, Omaha, Nebraska
1995 to 2000
Partner
Primary Practice Areas: Estate planning, taxation, probate and trust
administration, business succession planning and general corporate.
Gross & Welch, Omaha, Nebraska
1993 to 1994
Associate
Primary Practice Areas: Estate planning, taxation, probate and trust
administration, business succession planning and general corporate.
Education
University of Missouri-Kansas City College of Law, Kansas City, Missouri
LL.M. in Taxation, May 1992
University of Nebraska College of Law, Lincoln, Nebraska
J.D., May 1989
. Executive Editor, Nebraska Law Review
. Phi Alpha Delta Legal Fraternity
. Academic Scholarship Recipient
University of Nebraska, Lincoln, Nebraska
B.A. in English and Economics, May 1986
. Honors: Dean's List; Academic Scholarship Recipient; Member, Honorary
Societies
Admitted to Practice
Illinois (2001), Nebraska (1989) and U.S. Tax Court (1989)
Publications
Succession and Liquidity: Two Key Considerations for Closely-Held
Businesses, Inside the Minds: Family and Business Succession Planning, 2010
edition
Current Trends in Fiduciary Litigation: The Evolving Responsibility of the
Trustee to Diversify its Portfolio, The Journal (Summer 2009)
Tax Planning with Your Residence, The Tax Advisor (2003)
Tax Aspects of Limited Liability Companies, 27 Creighton L. Rev. 191 (1993)
Form Over Substance: A Step-By-Step Analysis, 69 Neb. L. Rev. 728 (1990)
Inverse Condemnation and Compensatory Relief for Temporary Regulatory
Takings, 67 Neb. L. Rev. 435 (1988)
Professional Associations
Illinois State and Chicago Bar Associations; Chicago Estate Planning
Council (Member, Membership Committee); Society of Trust and Estate
Practitioners; Nebraska State Bar Association (Member, Publications
Committee)
References
References available upon request
Contact this candidate