847-382-9195
CHICAGO AREA'S PREMIER ATTORNEYS
Comprehensive Capabilities + Tailored Solutions = Peace of Mind
We are available for in-person or remote meetings
KEITH A. ZERMAN
ATTORNEY
Keith Zerman has been practicing law for over 37 years. His practice focuses on business and real estate transactions, including, mergers, acquisitions, sales, and both equity and debt financing. He also advises clients regarding entity formation and structure, contract negotiations, as well as day-to-day legal business matters.
Keith views client’s legal matters from both a macro-approach and micro-approach. While addressing specific matters or issues raised by his clients, he makes sure that the solution to that single matter is consistent with that client’s overall situation, including their business and personal estate plan.
Keith graduated from Drake University in 1978 (cum laude) and passed the national CPA exam. He received a joint law degree (Order of the Woolsack and law review editor) and Master of Business Administration degree (with honors) from St. Louis University in 1981.
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SERVICESEstate & Trust Administration Estate Planning Commercial Real Estate Employment Law Corporate Law
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AWARDSIllinois Leading Lawyer | 2020-current Illinois Super Lawyer | 2019-2021 Avvo Client’s Choice Award | 2014
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CERTIFICATIONSCertified Public Accountant | 1993
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BAR ADMISSIONSSupreme Court of Illinois Supreme Court of Florida Supreme Court of Arizona Supreme Court of Wyoming U.S. District Court U.S. Tax Court
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EDUCATIONJohn Marshall Law School, Chicago, Illinois J.D., LL.M. (Taxation with Honors) | 1995 DePaul University B.S. | 1990 Major: Accountancy
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PROFESSIONAL ASSOCIATIONS & MEMBERSHIPSMidwest Business Broker & Intermediaries (“MBBI”) | Director American Bar Association | Member Illinois State Bar Association | Member ProVisors West Loop 1 | Member Lake County Bar Association | Member Wealth Counsel | Member Worldwide Who’s Who | Member Illinois Farm Bureau | Member Lake Zurich Golf Club | Member The Club at Wynstone | Member Association for Corporate Growth | Member Northern Illinois Curated Connections | Member Chicago Business Connectors | Member
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PRO BONO ACTIVITIESSt. Anne’s Finance Committee, Member Saint Viator Summer Internship Program, Member & Participant Barrington Area Community Foundation, Directors’ Advisory Council Past President, St. Vincent De Paul Society, St. Francis De Sales Parish Chapter St. Anne’s Guys Group, Founding Member & Supporter
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PODCASTS/WEBINARS"2021 Estate + Tax Planning Opportunities" Webinar, Featured Speaker | 2021 "Blue Wave Tax + Estate Planning Opportunities" Webinar, Featured Speaker | 2021 "Timeliness of Estate Planning in 2021: Blue Wave Tax Planning Opportunities" Porte Brown Webinar, Guest Speaker | 2021 "2020 Election: How It May Impact Your Estate + Income Tax Planning" Webinar, Featured Speaker | 2020 “Timeliness of Estate Planning in Today’s World” Porte Brown Webinar, Guest Speaker | 2020 “Estate Planning Opportunities – Take Advantage of the Present to Improve Your Future” Webinar, Featured Speaker | 2020 “Paycheck Protection Program & Mortgage Forbearance” Oak Brook Chamber of Commerce Webinar, Guest Speaker | 2020 “Paycheck Protection Program & Addressing Loan Forgiveness Questions” Porte Brown Webinar, Guest Speaker | 2020 “PPP Loan Forgiveness and The Building Industry” Home Builders Association of Greater Chicago Webinar, Guest Speaker | 2020 “Stress Testing Deals in Good Times, Bad Times and Now” MBBI Webinar, Guest Speaker | 2020 “Recovering COVID-19 Business Expenses and Lost Profits” Webinar | 2020 “Employment Law Updates to Protect You During the Pandemic and Beyond” Webinar | 2020 “Paycheck Protection Program Update” LCBA Webinar, Guest Speaker | 2020 “Selling a Business, Buy/Sell Agreements and Life Insurance as Asset Protection”; M&A Unplugged Podcast Guest | 2020
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PUBLISHED WORKS"Preparation is Key at Any Age for Peace of Mind", Quintessential Barrington | Jan 2021
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SPEAKING ENGAGEMENTS“Changing Residency & Recent Tax Act Developments”; Wells Fargo Presentation | 2018
CONTACT KEITH A. ZERMAN
847-852-1134