Daniel Lewis Email & Phone Number

I counsel individuals, business owners, and families on a wide variety of tax, wealth-transfer, wealth-preservation, and philanthropic matters. I work closely with my clients and their advisers on both the tax and non-tax aspects of estate planning, focusing on estate planning strategies designed to efficiently minimize taxes and to achieve my client’s specific lifetime and testamentary goals. I have extensive experience representing fiduciaries and beneficiaries on the administration of trusts and decedents' estates, probate, and pre- and post-mortem planning. In addition, I have experience in a wide range of income tax compliance and controversy matters and have represented clients in disputes before the Internal Revenue Service, the Illinois Department of Revenue, and other taxing bodies.

Listed skills include Estate Planning, Estate Tax Planning, Trusts, Wills, and 13 others.