His practice centers on structuring, preserving, and directing substantial pools of capital across generations, jurisdictions, and institutions. He is frequently engaged in matters involving concentrated wealth, cross-border planning, and high-stakes decisions where tax, control, and long-term outcomes must align.
Adam advises clients at critical inflection points, including business exits, generational transitions, trust administration, and the resolution of complex tax exposures. He works across the full lifecycle of these matters, from planning and implementation through controversy, administration, and dispute resolution.
In his tax controversy practice, Adam represents individuals, fiduciaries, and entities before the Internal Revenue Service and state taxing authorities. His work often involves complex reporting issues, incomplete historical compliance, and significant financial exposure. He focuses on achieving practical, durable resolutions that protect both financial outcomes and broader client objectives.
In his estate and wealth structuring practice, Adam designs and implements sophisticated planning strategies, including irrevocable trusts, cross-border structures, charitable vehicles, and family entities. He advises fiduciaries on the administration of large and complex trust structures, including matters involving discretion, beneficiary dynamics, and risk management.
Adam also advises business owners on entity structuring, transactions, and succession planning, integrating tax strategy with broader business, personal, and family considerations.
Clients rely on Adam for his ability to operate at the intersection of technical complexity and real world decision making, and for his focus on outcomes that extend beyond the legal structure itself.
Adam approaches his practice with a focus on how legal structures affect people, families, and capital over time. While technical precision is foundational, his work is driven by a broader objective: aligning tax and estate planning decisions with long-term family objectives, governance considerations, and meaningful capital deployment.
He works closely with clients and fiduciaries to ensure that planning is not only efficient, but executable, durable, and aligned with the realities of complex family and fiduciary structures.
Adam also serves as Deputy Member-in-Charge of the firm’s Chicago office.
