Neil E. Cass

About Neil E. Cass

Neil E. Cass is a lawyer practicing wealth planning, estate planning and administration, trust administration and 1 other area of law. Neil E. has been licensed for 49 years. Neil E. practices at Duane Morris LLP in Chicago, IL and 1 other location.

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Services

Areas of Law

  • Other 4
    • Wealth Planning
    • Estate Planning and Administration
    • Trust Administration
    • Closely Held Businesses

Practice Details

  • Firm Information
    Position
    Partner
    Firm Name
    Duane Morris LLP
  • Representative Cases & Transactions
    Cases
    Representative Matters: Reorganized a professional sports franchise to freeze the value for multiple generations.
    Assisted clients in organizing, funding
    operating numerous grantor-retained annuity trusts
    personal residence trusts.
    Assisted clients in organizing, funding
    operating numerous family limited partnerships.
    Assisted clients in making sales to defective grantor trusts.
    Defended valuation discounts before the IRS.
    Advised clients in connection with estate
    trust litigation, including a trust holding more than one billion dollars in assets.
    Advised clients regarding all aspects of estate
    trust administration.
    Advised clients in connection with obtaining private letter rulings from the IRS.
    Developed business-succession plans
    drafted complicated buy-sell agreements.
    Assisted hundreds of clients to develop their estate plans
    drafted the documents to implement them.
    Counseled clients regarding estate planning, estate administration, trust administration, contested estate
    trust matters, charitable giving, the creation
    administration of charitable entities, ownership succession
    closely-held business matters.

Experience

  • Bar Admission & Memberships
    Admissions
    1977, Iowa
    1977, Wisconsin
    1980, Illinois
    2002, Pennsylvania
    2010, Maryland
    Supreme Court of Illinois
    Supreme Court of Pennsylvania
    District of Columbia
    Memberships

    Professional Activities

    •American Bar Association
    •Illinois State Bar Association
    •Iowa State Bar Association
    •State Bar of Wisconsin
    •Pennsylvania State Bar Association
    •Maryland State Bar Association
    •District of Columbia Bar Association
    •Chicago Estate Planning Council

    Board Memberships

    •Board of Trustees of Flossmoor, Illinois, 1985-1989
    •Baccalaureate Trust Authority of the State of Illinois, 1988-1989

  • Education & Certifications
    Law School
    The University of Iowa College of Law
    Class of 1977
    J.D.

    University of Miami School of Law
    Class of 1980
    LL.M.
    Estate Planning
  • Personal Details & History
    Age
    Born in 1952
    Carthage, Illinois, January 8, 1952

Neil E. Cass

Partner at Duane Morris LLP
Not yet reviewed

190 South LaSalle Street, Suite 3700Chicago, IL 60603U.S.A.

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190 South LaSalle Street, Suite 3700Chicago, IL 60603U.S.A.

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