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Jerry Jambrosek practices in the areas of taxation, estate and trust administration, probate and business law, providing counsel to high net worth individuals and families. Jerry has extensive experience in both taxation and closely held business valuation. He is uniquely qualified to advise owners of interests in closely held entities of strategies to pass those ownership interests to subsequent generations in the most effective and least costly manner.
Jerry began his career with the the Internal Revenue Service as an IRS Estate Tax Attorney, retiring in 1970 as the Supervisory Attorney responsible for all IRS Estate and Gift tax audits conducted in the northern district of Illinois.
From 1976 to 1985 Jerry served as counsel to Chapter 10 of the National Treasury Employees Union, representing approximately 2000 IRS employees in the Chicago District, in contract negotiations, adverse action hearings, FOIA and EEO complaints.
Jerry has been a NACVA Certified Valuation Analyst since 2000 and has prepared numerous business valuation reports for taxpayers involved in state and federal tax audits, acquisitions and civil litigation.
DePaul University College of Law, L.L.B.
Illinois Supreme Court
United States Tax Court
Illinois State Bar Association
Chicago Bar Association
National Association of Certified Valuation Analysts
Institute of Business Appraisers