Associate Attorney

Daniel (“Dan”) Edelstein joined our firm as an Associate Attorney in May 2021. He is an experienced attorney with a Master of Laws in Tax Law, and over a decade of legal practice. Having worked with small law firms and large tax consulting companies, along with several years as a Special Assistant Attorney General with the Illinois Department of Revenue, Dan is well equipped to meet the needs of small and middle market businesses. He is a former member and Legislative Sub-Committee Chair of the Illinois State Bar Association’s Business Advice & Financial Planning Section Council.

Dan provides a range of services for the firm’s clients, including:

  • Tax and estate planning
  • Federal and state controversy and compliance services for individuals, fiduciaries, and businesses
  • Advice on asset protection
  • Representation of interested parties in probate and contested estate matters
  • Exempt securities purchase agreements, filings, and registration with federal and state regulators
  • Corporate organization and governance matters
  • Employment matters
  • Business contracts and financing

Admissions

State of Illinois November 2005

United States District Court, Northern District of Illinois January 2006

United States Tax Court February 2013

Education

LL.M. in Tax Law, The John Marshall Law School, Chicago, IL  January 2010

J.D., The John Marshall Law School, Chicago, IL  May 2005

B.A. History, Lake Forest College, Lake Forest, IL  February 2002