Joel M. Friedman, JD, CPA, Partner

Background

Formerly of Horwood, Marcus & Berk, Joel M. Friedman is a tax partner with Warady & Davis LLP where he specializes in estate and gift planning, related tax matters, high net-worth individuals, trusts, foundations and not-for-profit organizations.

Joel provides both tax and legal technical acumen and knowledge of the individuals, families and entities that are involved. With his extensive background, Joel often assists clients and attorneys in matters related to taxation, estate planning and business law.  In addition, Joel does extensive work in the not-for-profit area. He is President of the Alvin H. Baum Family Fund, a significant donor to many charities.

Among his awards and activities are the John Marshall Law School Spirit Award and the Cove School’s Prism Award. Joel is also the founder of the Environmental Change Institute at the University of Illinois (Champaign/Urbana campus), which has become the Institute For Sustainability, Energy and Environment (iSEE). Joel maintains an active role in iSEE’s activities.  He is also a two-time Recipient of Chicago Magazine's Five Star Wealth Manager Award and has achieved a Martindale -Hubbell  AV® Preeminent™ Peer Review Rating.

Areas of Specialization

Joel specializes in the areas of estate and gift planning, trust planning and administration including acting in a fiduciary capacity,  foundations and not-for-profit organizations, asset protection, closely-held businesses and high net-worth individual tax and accounting services.  His consulting activities include entity formation, family limited partnerships, estate, gift and overall tax planning, buy/sell agreements, as well as general business and tax consulting services.

Professional Affiliations

• American Institute of Certified Public Accountants
• Illinois CPA Society
• American Bar Association
• Chicago Bar Association
• Illinois State Bar Association

Community & Business Involvement

• Alvin H. Baum Fund, President
• Environmental Change Institute at the University of Illinois Champaign Urbana, Founder
• Jewish Federation of Metropolitan Chicago, Government Affairs Committee, Member
• John Marshall Center for Real Estate Law Advisory Board, Member
• Institute Of Environmental Sustainability, Loyola University of Chicago, Director
• Cove School Advisory Board, Member

Education

• University of Illinois, Chicago School of Law, J.D.
• University of Illinois, B.S. in Accounting