|
|
Practice Areas include: estate planning, wills, trusts, probate & trust administration, real estate, & charitable planning
Overview:
Partner, Dunn Law Firm, LLP Bloomington, IL, and Pontiac, IL
As a third-generation lawyer, Thomas E. Herr has the privilege of representing multiple generations of families and businesses throughout the State of Illinois. His goal is to simplify complex estate, tax, real estate, and transactional concepts, educate clients, and formulate plans and strategies for tax savings and wealth transfer. Tom has handled virtually every type of estate and trust matter, from simple estates and trusts to complex planning and administration of estates in excess of $65 million. Tom provides guidance on the variety of techniques that allow clients to efficiently pass wealth and make tax-advantaged gifts to charities. Tom has assisted clients in creating lifetime and testamentary charitable lead trusts, charitable remainders trusts, and private foundations. In addition, he reviews and prepares fiduciary tax returns, and estate, gift, and generation-skipping transfer tax returns.
Tom received his B.A. from the University of Notre Dame, his J.D. from the Illinois Institute of Technology Chicago-Kent College of Law, and was admitted to the Illinois bar in 1992. He has practiced in numerous Illinois Circuit Courts, Illinois Appellate Courts, U.S. District Court, and U.S. Tax Court. He is a member of the McLean County Bar Association, Livingston County Bar Association, and the Illinois State Bar Association. Tom is also a member of the ISBA Estate & Trust Section Council and the Federal Taxation Section Council.
Tom is the recipient of the American Cancer Society’s 2021 National Professional Advisor of the Year award, the American Cancer Society’s 2017 Illinois Advisor of the Year award, and a member of the American Cancer Society National Professional Advisor Network. He lives in Bloomington with his wife Serena and has three children.
Partner, Dunn Law Firm, LLP Bloomington, IL, and Pontiac, IL
As a third-generation lawyer, Thomas E. Herr has the privilege of representing multiple generations of families and businesses throughout the State of Illinois. His goal is to simplify complex estate, tax, real estate, and transactional concepts, educate clients, and formulate plans and strategies for tax savings and wealth transfer. Tom has handled virtually every type of estate and trust matter, from simple estates and trusts to complex planning and administration of estates in excess of $65 million. Tom provides guidance on the variety of techniques that allow clients to efficiently pass wealth and make tax-advantaged gifts to charities. Tom has assisted clients in creating lifetime and testamentary charitable lead trusts, charitable remainders trusts, and private foundations. In addition, he reviews and prepares fiduciary tax returns, and estate, gift, and generation-skipping transfer tax returns.
Tom received his B.A. from the University of Notre Dame, his J.D. from the Illinois Institute of Technology Chicago-Kent College of Law, and was admitted to the Illinois bar in 1992. He has practiced in numerous Illinois Circuit Courts, Illinois Appellate Courts, U.S. District Court, and U.S. Tax Court. He is a member of the McLean County Bar Association, Livingston County Bar Association, and the Illinois State Bar Association. Tom is also a member of the ISBA Estate & Trust Section Council and the Federal Taxation Section Council.
Tom is the recipient of the American Cancer Society’s 2021 National Professional Advisor of the Year award, the American Cancer Society’s 2017 Illinois Advisor of the Year award, and a member of the American Cancer Society National Professional Advisor Network. He lives in Bloomington with his wife Serena and has three children.