David Berek

David Berek is a partner in Mayer Brown's Chicago office and a member of the Private Clients, Trusts & Estates practice. David assists wealthy families, high net worth individuals, corporate executives and privately owned family businesses in advanced wealth planning, and transfer tax strategies for sophisticated partnerships and family office structures. His practice covers grantor trust planning, lifetime taxable transfers to generation-skipping transfer tax exempt trusts, self-cancelling notes, private annuities, grantor retained annuity trusts, beneficiary defective inheritor's trust and beneficiary deemed owner trusts.

Academic Degrees

• LLM, Employee Benefits, John Marshal Law School
• JD, Tax Law, John Marshall Law School
• BS, Accountancy, DePaul University

Professional Certifications

Certified Public Accountant

Courses Taught:

Income Taxation of Estates Trusts and Decedents Estate Planning Estate and Gift Taxation Overview of Transfer Planning for Wealth Management Multigenerational Advanced Planning Structures