Jeffery Ramirez
Shareholder
30 N. LaSalle Street
Suite 2800
Chicago, IL 60602
P 312.600.6535
F 312.580.1201
P 312.600.6535 | F 312.580.1201
Overview
Jeff’s practice is focused in the areas of estate planning, guardianships, estates and trusts and business transactions. He works with individuals, families and businesses to implement estate planning strategies to preserve wealth and minimize taxation. He works closely with his clients and their advisors to understand each client’s planning objections while also identifying any future family disputes or contested ligation.
In addition to estate planning, Jeff represents fiduciaries, entrepreneurs, businesses, families, and individuals in estate and trust administration, including litigation of disputed probate and trust matters. Jeff also has extensive experience advising clients through the guardianship process for disabled adults and minors.
Prior to becoming an attorney, Jeff worked in wealth management at a global investment bank and financial services firm focusing on financial reporting, accounting and taxation of individuals and corporate entities. Jeff uses his background in accounting and finance to provide his clients with a holistic approach to estate tax planning and generational wealth transfer.
Languages
- Spanish
Services
Education
- DePaul University College of Law, J.D.
-
DePaul University,
B.S.,
Accounting
- cum laude
Credentials
Bar Admissions
- Illinois
Court Admissions
- U.S. District Court, Northern District of Illinois
Affiliations
Professional Affiliations
- Chicago Bar Association
- Illinois State Bar Association
Community Affiliations
- Little Brothers – Friends of the Elderly, Board of Directors
Insights
Presentations
"Estate Planning Overview" - The Bartlett Public Library (February 2022)
"Estate Planning Basics" - The Village of Niles Senior Center (October 2021)
"Discussing the Basics of Estate Planning" - The Lake Forest Public Library (April 2021)
"NBI Presentation on Key Parties, Terms and Legal Concepts Related to Trusts" - Naperville, Illinois (September 2019)
"NBI Presentation on Trust Administration, Trust Termination Basics and Closing Estates" - Naperville, Illinois (September 2018)
Firm News
Roetzel’s Firmwide Growth Continues in Chicago Office (Feb 13, 2023)
Services
- Estate Planning
- Wealth Transfer & Succession Planning
- Probate & Trust Administration
- Probate, Trust & Guardianship Litigation
Overview
Jeff’s practice is focused in the areas of estate planning, guardianships, estates and trusts and business transactions. He works with individuals, families and businesses to implement estate planning strategies to preserve wealth and minimize taxation. He works closely with his clients and their advisors to understand each client’s planning objections while also identifying any future family disputes or contested ligation.
In addition to estate planning, Jeff represents fiduciaries, entrepreneurs, businesses, families, and individuals in estate and trust administration, including litigation of disputed probate and trust matters. Jeff also has extensive experience advising clients through the guardianship process for disabled adults and minors.
Prior to becoming an attorney, Jeff worked in wealth management at a global investment bank and financial services firm focusing on financial reporting, accounting and taxation of individuals and corporate entities. Jeff uses his background in accounting and finance to provide his clients with a holistic approach to estate tax planning and generational wealth transfer.
Languages
- Spanish
Education
- DePaul University College of Law, J.D.
-
DePaul University,
B.S.,
Accounting
- cum laude
Credentials
Bar Admissions
- Illinois
Court Admissions
- U.S. District Court, Northern District of Illinois
Affiliations
Professional Affiliations
- Chicago Bar Association
- Illinois State Bar Association
Community Affiliations
- Little Brothers – Friends of the Elderly, Board of Directors
Insights
Presentations
"Estate Planning Overview" - The Bartlett Public Library (February 2022)
"Estate Planning Basics" - The Village of Niles Senior Center (October 2021)
"Discussing the Basics of Estate Planning" - The Lake Forest Public Library (April 2021)
"NBI Presentation on Key Parties, Terms and Legal Concepts Related to Trusts" - Naperville, Illinois (September 2019)
"NBI Presentation on Trust Administration, Trust Termination Basics and Closing Estates" - Naperville, Illinois (September 2018)
Firm News
Roetzel’s Firmwide Growth Continues in Chicago Office (Feb 13, 2023)