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Jason S. Ornduff

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Managing Partner

Jason S. Ornduff

Jason S. Ornduff advises high net worth families, business owners, executives, professionals and celebrities on state and federal laws regarding wealth transfer to the next generation, including estate planning, estate and trust administration, and estate and gift tax issues.

Jason also counsels closely-held companies on various legal issues, especially in the areas of succession planning.

Jason is a past president of the Greater North Shore Estate and Financial Planning Council. He is also a Fellow in the American College of Trust and Estate Counsel (ACTEC), serves on the Illinois Institute of Continuing Legal Education’s Estate Planning Short Course planning board, and is a member of the Chicago Estate Planning Council.

Education

  • University of Illinois College of Law, J.D., cum laude, 1996
  • University of Illinois at Urbana-Champaign, B.A., with high distinction, 1993

Organizations

  • Greater North Shore Estate and Financial Planning Council - Past President
  • American College of Trust and Estate Counsel (ACTEC) - Fellow
  • Illinois Institute for Continuing Legal Education
  • Chicago Estate Planning Council
  • Illinois Bar Association

Admissions

  • Supreme Court of Illinois
  • U.S. District Court for the Northern District of Illinois
  • United States Tax Court

Awards & Honors

  • Best Lawyers in America© in Trusts and Estates (2021)

Speeches & Publications

TREATISES

“Estate Tax Elections”, Illinois Institute for Continuing Legal Education – Post-Mortem Planning Guidebook (2010, 2012 and 2014 supplement)

“Post-Mortem Planning”, Illinois Institute for Continuing Legal Education - Estate Planning Guidebook (2008 and 2012)

ARTICLES

“The New Illinois QTIP Election: Answers to Your Questions and More Questions”, Trusts & Estates - Illinois State Bar Association (2009)

“The Illinois Estate Tax in 2009”, Chicago Bar Association (2008)

“Deducting Administration Expenses at the First Death: Form 706 vs. Form 1041 (Not as Simple as You Think)”, Trusts & Estates - Illinois State Bar Association (2008)

“Lessons That Planners Can Learn From Celebrity Estate Battles”, Estate Planning (2008)

“The New Illinois Estate Tax: One Year Later”, 18 Chicago Bar Association Record 28 (2004)

“Releasing the Elderly Inmate: A Solution to Prison Overcrowding”, 4 Elder Law Journal 173 (1996)

PRESENTATIONS

"New and Used Family Limited Partnerships -Where Are We At and What Should We Be Doing”, Co-Presenter, Illinois Institute for Continuing Legal Education, (2019)

“An Overview of Taxes and Returns - Interesting Issues in Estate Administration”, Illinois Institute for Continuing Legal Education, (2018)

“Religious Issues in Estate Planning”, Co-Presenter, Jewish United Fund/Jewish Federation of Metropolitan Chicago, (2018).

“Religious Considerations in Estate Planning”, Co-Panelist, American College of Trust and Estate Counsel - Summer Meeting (2017).

“Religion and Diversity in Your Estate Planning Practice”, Co-Presenter, Illinois Institute for Continuing Legal Education - Estate Planning Short Course (2016)

“Nuts and Bolts of Estate Planning”, New Lawyer Institute, Illinois Institute for Continuing Legal Education - New Lawyer Institute (2014 and 2017)

"Estate Planning - Recent Developments and Emerging Topics", Chicago Bar Association Forum (2014)

"Alpha to Omega: Life Cycle of an Estate Plan: The Wonder Years: Advising Clients at the Begining of the Journey", Co-Panelist, American College of Trust and Estate Counsel - Summer Meeting (2014)

"Nuts and Bolts of Estate Planning, Parts I and II", Illinois Institute for Continuing Legal Education - New Lawyer Institute.

“Planning for Families of Modest Wealth – Non Taxable Estates”, Chicago Estate Planning Council (2014)

“Best Practices for Individual Trustees”, Greater North Shore Estate & Financial Planning Council (2013)

“2013 and Beyond”, RMB Capital Presentation (2013)

“Technology in Estate Planning Practice - What are we supposed to do now?”, Illinois Institute for Continuing Legal Education - Estate Planning Short Course (2013)

“Individuals as Trustees – Best Practices”, Chicago Bar Association (2013)

“ABCs of the GST Tax”, First Midwest Wealth Management - 7th Annual Continuing Legal Education Event (2012)

“Powers of Attorney: Protections, Pitfalls and Practical Applications”, Chicago Estate Planning Council (2011)

“GST Planning”, DuPage County Estate Planning Council (2011)

“GST Tax Basics for CPAs”, Illinois CPA Society Estate and Gift Tax Conference (2010)

Revocable Living Trust v. ‘Simple’ Joint Tenancies - When the Simple is Not Always so Simple”, Illinois Institute for Continuing Legal Education - Estate Planning Short Course (2010)

“Generation-Skipping Transfer Tax Primer for Trust Professionals”, U.S. Bank-Internal Lecture (2009)

“Illinois Estate Planning and Administration for 2009”, Chicago Bar Association (2008)

“Estate Plan Tales of the Stars”, DuPage County Estate Planning Council (2008)

“GST for CPAs: Basics of the Generation-Skipping Transfer Tax”, Illinois CPA Society Estate and Gift Tax Conference (2008)

“Ethical Issues in the Representation of Spouses”, Illinois Institute for Continuing Legal Education (2008)

“The ABC’s of the Generation-Skipping Transfer Tax”, The Private Bank (2008)

“Star Wars: What Larry King, Leona Helmsley and Anna Nicole Smith Can Teach Us”, Illinois Institute for Continuing Legal Education – Estate Planning Short Course (2008)

“The Role of GST Taxes in Everyday Estate Planning”, Chicago Estate Planning Council Younger Members’ Program (2007)

“Back to Basics: The Role of Generation-Skipping Transfer Taxes in Everyday Estate Planning”, Harris Trust & Savings Bank (2007)

“GST Tax Basics”, Greater North Shore Estate and Financial Planning Council (2007)

“Demystifying the GST Tax”, Brown Brothers Harriman (2007)

“Basics of the Generation-Skipping Transfer Tax”, Illinois Institute for Continuing Legal Education - Estate Planning Short Course (2007)

“The Illinois Estate Tax: 2009 and Beyond”, Kane County Bar Association (2007)

“Estate and Asset Protection Planning for the Orthopedist”, American Orthopedic Society for Sports Medicine 2006 Practice Management Workshop (2006)

“Asset Concentrations in Trust”, Illinois Institute for Continuing Legal Education - Estate Planning Short Course (2006)

“Decoupling of State Death Taxes”, Northwest Suburban Estate Planning Council (2005)

“The Illinois Estate Tax”, Illinois Institute for Continuing Legal Education - Estate Planning Short Course (2005)

“Creating Liquidity in the Illiquid Estate”, Chicago Bar Association (2005)

“Adventures in Planned Giving”, Chicago Council on Planned Giving (2005)

“Estate Planning Before the Sale of a Business”, Chicago Bar Association (2004)

“Brave New World: Planning for Estate Death Taxes”, Chicago Bar Association (2004)

“Charitable Giving of Artwork”, Family Office Forum (1998)

OTHER ATTORNEYS

Alex Paul

Of Counsel

Bernard T. Wall

Of Counsel

Beth L. Fox

Attorney

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