Real Estate Sales

Legal Experience

UNITED FINANCIAL OF ILLINOIS, INC., Naperville, Illinois 2009

Vice President - Corporate Counsel

Advised senior executives with respect to all legal and regulatory matters

of the corporation and maintained primary responsibility for the management

of all legal and documentation matters including contract development,

negotiations, and administration. Established document standards and

improved contract management through effective and consistent application

of corporate policy.

. Served as legal advisor on all major business transactions, including

negotiation and documentation of financial asset acquisitions and

underlying transactions and negotiation and documentation of asset

dispositions.

. Negotiated and drafted a broad range of transactional documents

including purchase and sale, guaranty, and confidentiality agreements.

. Developed technological and best practices procedures to eliminate

inefficiencies and to properly account for organizational risk.

. Established document standards and improved contract management through

effective and consistent application of corporate policy.

. Provided sales support for market and product development.

. Participated in the selection, retention, management and evaluation of

outside counsel.

. Researched and evaluated changes in enabling legislation, regulations,

and case law affecting various product areas.

LEVENFELD PEARLSTEIN, LLC, Chicago, Illinois 2006 - 2008

Associate, Corporate Practice Group, Tax Service Group

Represented entrepreneurs, real estate developers, mid-size companies and

large business organizations in structuring and implementing, tax-efficient

business structures and like-kind exchange transactions and advised clients

on conventional and sophisticated tax planning techniques.

. Drafted and negotiated purchase and sale, agency, and loan and security

agreements as well as other financing documents for intra-company and

third party transactions.

. Counseled clients on choice of entity, scope of guaranty and indemnity

agreements, and regulatory compliance issues.

. Assisted clients with federal, state, and local tax issues related to

proposed business transactions and creating and implementing tax-

efficient structures for a variety of transactions.

. Drafted operating agreements, partnership agreements, consents and

resolutions, and other organizational documents for newly formed

entities.

. Researched discrete federal, state, and local tax issues including

controlled foreign corporations and Subpart F issues, Subchapter S

election and compliance issues, comparative state income and sales/use

tax treatment of transactions, and real estate transfer tax application.

. Structured complex parking arrangements, deferred exchanges, and

simultaneous exchanges under Internal Revenue Code Section 1031 on

behalf of investors, mid-size businesses, and Fortune 500 companies.

. Managed day to day operations of firm related entity's like-kind

exchange services business including business development, customer

support, and financial accounting.

. Attended Probate Court hearings on opening, status, and closing of

decedent estates.

. Served on various committees to assist in firm marketing, business

development, and events activities.

JP MORGAN CHASE & CO., Chicago, Illinois 2000 - 2006

Senior Vice President and Corporate Counsel, J.P. Morgan Property Exchange

Inc. 2004 - 2006

Vice President, Bank One Exchange Corporation 2001 - 2004

Structured exchange transactions, negotiated various related agreements,

and maintained open and consistent communication with clients while

managing a team of professionals to support and maintain client accounts.

. Advised external clients on 1031 transaction structures including

reverse and parking exchanges, multi-asset program exchanges, and

simultaneous and deferred exchange transactions.

. Presented in person and web-based educational and marketing programs to

potential clients and participated in sales calls in support of business

development activities.

. Managed portfolio of exchange accounts with up to $1B in proceeds.

. Managed a team of professionals who supported and maintained client

accounts.

. Trained account representatives on the like-kind exchange product area

and internal operating procedures with focus on risk compliance and

financial security.

. Worked with risk management and bank auditors to assess and minimize

business and legal exposure.

. Reviewed technology system changes for application to business

operations.

. Led team on the successful restructuring of the business unit from a

division of the Corporate Trust department to a division of the

Commercial Bank.

. Received Service Star Awards in recognition of achievements in

transitioning money movement processing responsibility from outside

service provider to in-house staff and in recognizing and capitalizing

on new business opportunity provided from one time government program.

Trust Associate, Private Client Services, Guardianship, 2000 - 2001

Assisted in the management of court-controlled guardian accounts in a team

environment to ensure compliance with court directive while supporting

account managers in their relationships with clients.

. Drafted motions, pleadings, and affidavits for estate opening, closing,

and annual accounting.

. Assisted in managing unique case files for a variety of accounts.

. Developed improved reporting tools for gathering monthly management

information.

Education

INDIANA UNIVERSITY SCHOOL OF LAW - BLOOMINGTON Bloomington,

Indiana

Doctor of Jurisprudence, cum laude, May 2000 (Cumulative GPA: 3.45/4.0)

Dean's Honors, Fall 1997, Fall 1998, Fall 1999, Spring 2000

Highest Grade Award; Corporations, Fall 1998; Banking Law, Spring 2000

Operations Editor, Indiana Journal of Global Legal Studies, Vol. 7.

INDIANA UNIVERSITY Bloomington,

Indiana

Bachelor of Arts, May 1997. (Cumulative GPA: 3.35/4.0)

Majors: Political Science and History with additional coursework in

Computer Science

Bar Admission

State Bar of Illinois, November 2000

Publications and Presentations

Co-Author, 2008 Supplement to Limited Liability Companies and S

Corporations 2005 Edition, Updated 2008 (Chapters 7 and 8), Illinois

Institute for Continuing Legal Education.

Panelist, Everything you Wanted to Know About 1031 and TICS, Law Bulletin

Seminars Program - Real Estate Law Conference, October 4, 2007.

Co-Author, EXPERT OPINIONS: Partnership Transactions under Internal Revenue

Code Section 1031, 1031 Knowledge Exchange, Spring 2007.

Presenter, Innovative Ideas in IRC Section 1031 Like-Kind Exchange, J.P.

Morgan Property Exchange Webinar Series, Summer 2006.

Speaker, Hot Topics and Practical Opportunities - I.R.C. 1031, The Boyd

School of Law - University of Nevada, Las Vegas, September 28, 2005.

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