Neil E. Cass

Neil E. Cass

Neil E. Cass advises clients on a broad variety of estate planning and estate and trust administration matters, including family limited partnerships, grantor retained annuity trusts, personal residence trusts, private foundations, supporting organizations and developing ownership succession plans.

He has also advised a variety of charitable organizations and individual and corporate trustees on a broad range of trust administration issues. Mr. Cass is a member of the American, Illinois, Pennsylvania, Iowa and Wisconsin State bar associations, the Chicago and Fox Valley Estate Planning councils and the Lawyers' Steering Committee of the Donors Forum.

A certified public accountant, he is a 1980 graduate of the University of Miami School of Law (LL.M., estate planning), a 1977 graduate of The University of Iowa College of Law, a 1977 graduate of The University of Iowa, where he received an MBA degree, and a 1974 graduate of the University of Puget Sound.

Areas of Practice

· Estate Planning and Administration

· Trust Administration

Representative Matters

· Counsel to clients regarding estate planning, estate administration, trust administration, contested estate and trust matters, charitable giving, the creation and administration of charitable entities, ownership succession and closely-held business matters.

Professional Activities

· American Bar Association

· Illinois State Bar Association

· Iowa State Bar Association

· State Bar of Wisconsin

· Pennsylvania State Bar Association

· Chicago Estate Planning Council

Experience

· Duane Morris LLP
- Partner, 2000-present

· Jenner & Block, Chicago, Illinois
- Partner, 1989-2000

· Licensed as a Certified Public Accountant in Illinois

Board Memberships

· Board of Trustees of Flossmoor, Illinois, 1985-1989

· Baccalaureate Trust Authority of the State of Illinois, 1988-1989

Honors and Awards

· Named to 2006 "Leading Lawyers" list for Illinois, a statewide list of attorneys recommended by their peers

· Named an Illinois Super Lawyer for 2006

Selected Publications

· Co-Author, "New Internal Revenue Code Chapter Fourteen Replaces Section 2036(c)," Illinois Bar Journal, October 1991

· Co-Author, "A New Burden for Fiduciaries," Trust and Estates, August 1987

· A Primer on Estate Planning

Selected Speaking Engagements

· Speaker, "Estate Planning," Merrill Lynch seminar, Winnetka, Illinois, August 24, 2000

(Also at Pittsburgh, Pennsylvania Office)