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Gerald (Jerry) Jambrosek

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Of Counsel 

Gerald (Jerry) Jambrosek

Gerald F. 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 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.

Education

  • DePaul University
  • DePaul University College of Law, L.L.B.

Organizations

  • Illinois State Bar Association
  • Chicago Bar Association
  • National Association of Certified Valuation Analysts
  • Institute of Business Appraisers

Admissions

  • Illinois Supreme Court
  • United States Tax Court

Awards & Honors

Speeches & Publications

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