Overview


David A. Herpe counsels high-net-worth families, family offices, business owners, executives and individuals on all aspects of sophisticated estate and wealth transfer planning. He advises clients on the preparation, administration and construction of wills and trusts, charitable gift planning, private trust companies, formation and operation of private foundations, formation and reorganization of closely held corporations, partnerships and limited liability companies (LLCs), complex insurance planning, leveraged wealth transfer techniques and family-owned business succession planning.

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Recognition


  • Chambers USA, 2011-2016, Wealth Management
  • Chambers High Net Worth 2016-2018, Illinois, Private Wealth and USA, Private Wealth: Central Region
  • The Best Lawyers in America, 1999-2019, Trusts and Estates Law

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Community


  • Chicago Estate Planning Council, past president
  • American College of Trust and Estate Counsel, fellow
  • WTTW 11/WFMT Planned Giving Advisory Committee

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Credentials


Education
University of Chicago Law School, JD, cum laude, Order of the Coif, 1978
University of Illinois at Urbana-Champaign, BA, magna cum laude, 1975

Admissions
Illinois

Courts/Agencies
US District Court for the Northern District of Illinois
US Tax Court
Illinois Supreme Court