Présentation


Bobbi J. Bierhals has built her practice by developing creative and customized solutions for her clients. Her experience centers on tax and business planning for high-net-worth individuals and families. Her clients range from executives and first-generation entrepreneurs to multi-generational families, with net worth from $40 million to many billions of dollars, and include a number of individuals listed in the Forbes 400.

Bobbi’s breadth of experience across a wide range of client profiles enables her to help them identify and structure tax-advantageous structures for transferring wealth and business interests to younger generations. While many other estate planners focus almost exclusively on tax issues, Bobbi takes a holistic approach that balances tax and family considerations to fit each individual client’s goals. With a geographically diverse client base spanning the United States, Bobbi adeptly navigates the nuances of local law while addressing broader federal tax considerations.

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Results


  • Structured a new family office for a client following the multibillion-dollar sale of the family business, including innovative structures that provided tax efficiency and administrative ease for the family office’s investment partnerships
  • Formed a private trust company to provide much-needed flexibility for the future governance of a multibillion-dollar family trust
  • Identified and implemented solutions for a client faced with the possibility that her unborn child conceived through artificial insemination may not qualify as a beneficiary of family trusts

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Distinctions


  • Chambers High Net Worth, Illinois, Private Wealth Law, 2019-2021
  • The Best Lawyers in America 2019–2022, Trusts & Estates
  • American College of Trust & Estate Counsel (ACTEC)
  • Law & Politics, Illinois Rising Star

Community


  • American Bar Association
  • Chicago Estate Planning Council

Credentials


Education
Harvard Law School, JD, cum laude, 2001
University of Pennsylvania, BA, summa cum laude, Phi Beta Kappa, 1998

Admissions
Illinois
Wisconsin
Wyoming

Virtual Event / Speaking Engagements / April 22-23, 2021

Chicago, IL / McDermott Event / May 13 - 15, 2019

Chicago, Illinois / Speaking Engagements / May 23-24, 2018

Chicago, Illinois / McDermott Event / May 14 - 16, 2018

Madison, Wisconsin / Speaking Engagements / June 25-30, 2017

Philadelphia, Pennsylvania / McDermott Event / June 5 – 7, 2017

ALI CLE Estate Planning Course Materials Journal / October 2016

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