» Presentations

Congratulations to our team on a successful closing!

In September 2021, our team, led by Jay Glaubinger and Ben Feder, successfully closed a $21MM in Fannie Mae Supplemental Loans for a multifamily residential portfolio with four properties in two states having 1,382 residential units. This transaction… Read More
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Categories: Presentations

Benjamin N. Feder presented at the IICLE 64th Annual Short Course on May 25, 2021

Benjamin presented on the topic of “Promissory Notes – Everybody is Doing Them, But are They Doing Them Correctly? Opportunities to Maximize Related Planning Benefits and Minimize Corresponding Risks.” Location: Live Webcast – Registe… Read More
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SM&F Succeeded in Closing on Client's $24MM Apartment Acquisition - March 15, 2021

Partners Jay Glaubinger and Benjamin Feder successfully closed a client’s $24MM acquisition of a 400-unit apartment complex in Omaha, Nebraska. The transaction included negotiations with joint venture partners and the assumption of an existing loan… Read More
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Matthew S. Phillips is our newest Equity Partner

Strauss Malk & Feder LLP is pleased to announce Matthew S. Phillips has been elevated to the position of Equity Partner. Matt joined the firm in 2014 and continues to provide expertise in the areas of estate planning, estate and gift tax reductio… Read More
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Categories: Presentations

Benjamin N. Feder Will Present at the IICLE 64th Annual Short Course on May 25, 2021

Benjamin will present on the topic of “Promissory Notes – Everybody is Doing Them, But are They Doing Them Correctly? Opportunities to Maximize Related Planning Benefits and Minimize Corresponding Risks.” Location: Live Webcast – Regi… Read More
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Categories: Presentations

SM&F Succeeded in Closing on Client's $33.5MM Apartment Acquisition - May 5, 2020

Very proud of our team that closed a $33.5MM apartment portfolio acquisition with Freddie Mac as the principal lender and the principal acquirer being an irrevocable gift trust to leverage estate tax and creditor protection benefits. Not easy to do i… Read More
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Categories: Presentations

Michael S. Strauss presented at the CBA's Probate Practice Committee - April 21, 2020

Michael presented via webcast on “Filing and Payment Deadlines for Federal Estate Tax Returns and the Reasonable Cause Exception Under Section 6651(a).” Read More
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Michael S. Strauss presented at the ABA Tax Section 2020 Mid-Year Tax Meeting in Boca Raton, FL - February 1, 2020

Michael presented on “Can an AFR Loan be Treated as Not Issued for Full and Adequate Consideration if Later Valued in the Note Holder’s Gross Estate at a Discount?” Read More
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Michael S. Strauss presented at the 45th Annual Notre Dame Tax & Estate Planning Institute

Michael presented on “How § 7872 and the OID Timing Rules Impact Intra-Family Notes and Their Valuation for Transfer Tax Purposes” https://law.nd.edu/for-alumni/alumni-resources/tax-and-estate-planning-institute/ Read More
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Michael S. Strauss presents at the 62nd Annual IICLE Estate Planning Short Course (Chicago and Champaign)

Michael presented on the “Perils and Pitfall of Promissory Notes” Intra-family promissory notes: gifts caused by below AFR interest (Section 7872), income tax consequences if interest is not paid at least annually under the original issue discoun… Read More
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Attorney Spotlight

Arnie concentrates his practice in business and transactional matters, providing tax consulting, negotiating, structuring and documenting services for: corporations and their owners; persons engaged in sophisticated real estate transactions; health c…
Ben concentrates his practice in the areas of sophisticated estate and gift tax planning, asset protection planning, guardianship matters, charitable planning, and estate and trust administration. Ben also devotes a significant portion of his practic…
David concentrates his practice in the areas of litigation and domestic relations. He has experience in such matters as: contract disputes, real estate and construction litigation, personal injury, family law matters, trust and estate controversies,…
Matt concentrates his practice in the areas of estate and gift tax planning; probate, trust and estate administration; estate and gift tax compliance; tax law; and charitable planning. He is a member of the Chicago Bar Association, Illinois State Bar…
Joyce concentrates her practice in estate planning, probate, individual and partnership taxation, corporations and not-for-profit organizations. She is a graduate of Yale University and Vanderbilt University School of Law, where she was an editor of…
Ben concentrates his practice in: estate and trust planning, including asset protection, tax reduction, estate administration and estate and trust controversies; business transactions, including partnership, LLC and corporate matters, business transf…
Mike concentrates his practice in estate and trust planning, including estate tax reduction; asset protection; wealth succession; probate and estate administration; business transactions and real estate; and technology licensing and contracting. Mike…
Mark concentrates his practice in the areas of estate and gift tax planning, asset protection planning, probate practice, federal taxation, and real estate/business transactions. He is a member of the Lake County Bar Association, the Lake Forest-Lake…
Ken concentrates his practice in commercial real estate, probate and estate planning, litigation, and business planning matters. He takes pride in the long relationships he has established with his clients, some of which have spanned 40 years. With h…
William C. Weinsheimer (pronounced Weins-heimer) is now retired but practiced estate planning and estate and trust law. He focused on tax and succession planning for owners of closely held businesses, key executives, and other wealthy individuals. He…
Jay concentrates his practice in business and real estate transactions and their financing, tax law, employee benefits and estate planning. Jay assists clients in corporate, partnership and limited liability company matters, including negotiating and…
Julia concentrates her practice on designing and implementing estate plans and leveraged wealth transfer techniques for individuals and family groups. She counsels clients on all aspects of estate and business succession planning. Julia’s dedicated…
Brad concentrates his practice in the area of litigation and has experience in such matters as: breach of contract claims; business tort claims; trust and estate controversies; fraud and misrepresentation suits; shareholder remedy actions; partnershi…