John W. Newlin III has over two decades of experience assisting high-net-worth individuals, private investment partnerships, closely-held businesses and charitable organizations with wealth management. Jack focuses his practice on complex estate planning matters, including counseling families on the setup and administration of sophisticated family office structures. Jack advises principals in private equity, venture capital, and hedge funds on various strategies for transferring their fund interests to minimize the impact of estate, gift, and GST taxes. Jack is experienced in dealing with matters involving the formation and operation of investment entities, liquidation and sale strategies, charitable trusts and foundations, estate administration and asset protection.
Professional Associations and Memberships
- Chicago Bar Association – Member, Probate and Trust Law Section
Admissions
- Illinois
Education
- University of Illinois College of Law (J.D.)
- Pennsylvania State University (B.A.)
Practice Focus
- Estate Planning and Wealth Transfer
- Family Office Services
- Family Limited Partnerships
- Charitable Planning and Nonprofit Organizations
