David Berek
Partner at Mayer Brown | Chicago, Illinois, United States
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David Berek is a distinguished Partner at Mayer Brown, where he leverages his extensive expertise in the Private Clients, Trusts & Estates practice group to provide comprehensive counsel to family offices, high net worth individuals, corporate executives, and privately owned family business owners. With a unique blend of qualifications as an attorney, CPA, and Certified Financial Planner (CFP), David adopts a multi-disciplinary approach to private client planning that sets him apart in the industry. His deep understanding of estate tax planning and income tax strategies allows him to craft tailored solutions that align with his clients' financial goals and family dynamics.
Currently, David is spearheading several key projects that focus on optimizing wealth transfer strategies and enhancing the financial security of his clients. His work often involves intricate estate planning and the establishment of trusts that not only mitigate tax liabilities but also ensure the seamless transition of assets across generations. David's proficiency in tax law and financial planning enables him to navigate complex mergers and acquisitions, providing invaluable insights that help clients make informed decisions.
In addition to his technical skills, David is known for his exceptional legal writing, which enhances the clarity and effectiveness of the documents he prepares. His commitment to client education and proactive communication fosters strong, trusting relationships, allowing clients to feel secure in their financial futures. As a thought leader in the field, David continues to contribute to the discourse on private client matters, ensuring that his clients are well-equipped to navigate the evolving landscape of wealth management.
Partner at Mayer Brown in November 2021 to Present
Adjunct Professor, Masters of Science in Taxation at DePaul University in September 2006 to January 2024
Partner at Baker McKenzie in July 2016 to November 2021
Partner at Handler Law, LLP in May 2011 to June 2016
Adjunct Professor, Graduate Tax Program at The John Marshall Law School in January 2000 to December 2013
Director at Credit Suisse in May 2005 to April 2011
Prior Experience at Prior Legal and Accounting in January 1990 to May 2005
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Martindale-Hubbell AV 5.0 Rating (2004 - Present)
Estate Tax Planning
Tax Research
Estate Planning
Trusts
Due Diligence
Wealth Management
Finance
Income Tax
Accounting
Financial Planners
Tax
Wealth
Legal Research
CPA
Mergers & Acquisitions
Tax Accounting
Corporate Law
Legal Writing
Private Equity
Tax Law
Small Business
Succession Planning
Financial Planning
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Discover more about Mayer BrownWhat is David Berek email address?
Email David Berek at [email protected] and [email protected]. This email is the most updated David Berek email found in 2026.
What is David Berek phone number?
David Berek phone number is +18473405588 and +13122946060.
How to contact David Berek?
To contact David Berek send an email to [email protected] or [email protected]. If you want to call David Berek try calling on +18473405588 and +13122946060. (updated on October 29, 2024)
What is David Berek net worth?
David Berek has an estimated net worth of $750,000 to $999,999
What company does David Berek work for?
David Berek works for Mayer Brown
What is David Berek's role at Mayer Brown?
David Berek is Partner
What industry does David Berek work in?
David Berek works in the Law Practice industry.
David Berek Email Addresses
David Berek Phone Numbers
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