Life Insurance Sales
Resume:
Kevin C. Lane
Hinsdale, IL. 60521
Education: DePaul University College of Law
Graduated: June 1996
University of Notre Dame
Graduated: June 1990
Bachelor of Business Administration
Accounting
Professional
Status: Juris Doctor & Certified Public Accountant
Post-Law School
Work Experience:
May 2010-Present Winston & Strawn, Partner
Nov. 1999-May 2010 Sonnenschein Nath & Rosenthal, Partner ('04 -
'10), Associate ('99-'03)
Sept. 1997-Oct. 1999 Vedder Price Kaufman & Kammholz, Associate
Work experience at Winston & Strawn, Sonnenschein Nath &
Rosenthal and Vedder Price Kaufman & Kammholz focused
specifically on estate, business and financial planning
and included the following:
Lead relationship partner for two family office
groups with assets in excess of $1 billion dollars.
Served as the lead estate planning attorney on a
broad range of clients, including closely held
business owners, family offices, corporate
executives, private equity managers and the
independently wealthy.
Drafted estate plans, including marital & credit
shelter trusts, generation skipping trusts,
irrevocable life insurance trusts, charitable
remainder trusts, private foundations, charitable
lead trusts, family limited partnerships, limited
liability companies, grantor retained annuity trusts,
qualified personal residence trusts, sales to
intentionally defective grantor trusts and private
annuities.
Created a private trust company.
Implemented various gifting strategies, including the
use of net gifts and obtained valuation discounts
whenever possible.
Represented an off shore trust company with
respect to tax compliance matters.
Researched and drafted legal memoranda
regarding tax, estate planning and other legal issues
arising from the business transactions of
individuals, corporations, partnerships, S
corporations and limited liability companies.
Prepared numerous U.S. Income Tax Returns for Estates
and Trusts, Federal Gift (and Generation Skipping
Transfer) Tax Returns and Federal Estate (and
Generation Skipping Transfer) Tax Returns.
Appeared in court to handle various matters relating to
decedent's estates and trusts, including charitable
trust reformation cases.
Proficient with EXCEL, Word, Word Perfect Visio and
Outlook.
Sept. 1996-Sept., 1997 Arthur Andersen & Company
Tax Consultant
Analyzed numerous wills and declarations of
trust, documenting asset flow and resulting tax
consequences of clients' current estate plans.
Prepared presentations documenting potential estate
tax savings from use of various estate planning
techniques.
Prepared Federal Gift (and Generations Skipping
Transfer) Tax Returns, Federal Estate (and Generation
Skipping Transfer) Tax Returns & U.S. Individual
Income Tax Returns.
Analyzed clients' current asset allocations and based
on risk tolerance and desired return, established
optimal asset allocations.
Reviewed various qualified retirement plans and
audited financial statements to ensure compliance
with the Employee Retirement Income Security Act
(ERISA).
Researched and drafted memoranda regarding various
ERISA, estate tax, gift tax and income tax issues.
Pre-Law School
Work Experience:
Arthur Andersen & Company
Aug.1990 - July 1993 Auditor/Financial Analyst
Assisted in the examination of evidence supporting
the amounts and disclosures in the financial
statements of various organizations.
Prepared audited financial statements along with
footnote disclosure.
Evaluated the internal control structure of various
organizations to determine if the controls were
operating effectively.
Provided management with suggestions on ways to
improve their accounting system, internal control
structure, and day-to-day operations of their
business.
Gained a variety of business and accounting
experience working in a wide range of industries
including manufacturing, service, utilities, and non-
profit.
Worked directly with various partners/industry
heads in the administration, preparation and
presentation of operating plans.
Assisted in the administration, preparation and
presentation of quarterly financial forecasts and
monthly financial reports.
Performed research for, and assisted in, the
preparation of various client proposals.
Publications: Contributing Author to "21st Century Estate
Planning: Practical Applications," first edition
published by Cannon Financial Institute in 2002, with
a new publication each succeeding year.
Authored article entitled Maximum Control, published
in the August 2004 issue of Trust & Estates Magazine.
Quoted extensively in article entitled Considering
Special Needs, published in the October 12, 2004,
Planning Ahead Special Section of the Chicago
Tribune.
References: Available upon request.
Contact this candidate