Search for:
Author

David Berek

Browsing
David A. Berek is a partner in Baker McKenzie’s Chicago office. With nearly 30 years of experience as a lawyer and tax accountant, and a multidisciplinary approach to wealth management, he was recognized as the top private client planning professional by Family Office Review in 2015. Mr. Berek also teaches as an adjunct professor in DePaul University's Master of Science in Taxation graduate program, and serves as co-editor of Baker McKenzie’s Private Wealth Management newsletter.

The Baker McKenzie Global Wealth Management Subpractice Group is presenting a series of short webinars to keep members of the community abreast of recent developments in these uncertain times. On 10 November 2020, the topics focused on during the webinar were “Giving it away piece by piece: an update and discussion on conservation easement deductions from planning and controversy perspectives” and “US domestic planning opportunities amidst crisis”.

Click here to request the latest edition of this newsletter.  Feature Malaysia: Wealth management and tax planning in the wake of COVID-19 Case Summaries Brazil Private Letter Ruling No. 41 of 31 March 2020 — tax treatment of trust distributions to Brazilian beneficiaries France Wealth tax — The refusal to…