Richard counsels clients on complex domestic and international estate planning, including trusts and estates administration, fiduciary income tax planning, and tax-efficient wealth transfer strategies. He has experience structuring, implementing and administering family-controlled and tax-exempt entities, as well as private trust companies. Richard is a trusted advisor who works closely with clients in creating personalized plans to achieve their long-term planning goals.

  • Credentials


    • Northwestern Pritzker School of Law, J.D., 2014
    • University of Wisconsin - Madison, B.B.A., Economics, 2009

    Bar Admissions

    • Illinois
    • New York

            Professional Memberships

            • Chicago Bar Association, Trust Law Committee, Member
            • New York Bar Association
            • American Bar Association
          • Insights


            Trust and Estate Conference

            New York State Society of Certified Public Accountants (NYSSCPA) and Foundation for Accounting Education (FAE)

            Video Webcast

            Speeches & Presentations

            • “Update on Family Office Structures in light of the Lender Case,” NYSSCPA/FAE Trust and Estate Conference, Webinar (Dec. 8, 2021)
            • “State Income Taxation of Trusts Post Kaestner,” Chicago Bar Association, Trust Law Committee, Chicago, Ill. (Jan. 13, 2019)