• Posted on December 10, 2020

    Education

    • New York University (B.A., magna cum laude, 2008)
    • The John Marshall Law School (J.D., summa cum laude, 2013)

    Associations & Memberships

    • DuPage County Bar Association
    • Constitutional Rights Foundation “Lawyers in the Classroom,” participant
    • Illinois State Bar Association, Member
    • Chicago Bar Association, Member

    Honors & Awards

    • Selected to the 2017, 2018, 2019 and 2020 Illinois Rising Star list by Super Lawyers Magazine
    • CALI award, Constitutional Law I
    • CALI award, Civil Procedure I
    • CALI award, Civil Procedure II
    • CALI award, Criminal Procedure: Police Investigation
    • CALI award, Bankruptcy Law
    • CALI award, Securities Regulation
    • Distinguished Scholar Award, The John Marshall Law School (three-year tuition scholarship recipient)
    • Herzog Scholar Award
    • John N. Jewett Award for Highest Grades in the First Year
    • Order of John Marshall

    Admissions

    • Illinois

    Krista A. Smith, a Director with the Firm, concentrates her practice at Huck Bouma, PC in the area of Corporate law, representing middle market companies, individual business owners, and multi-national corporations. She assists with the formation and general legal issues of business organizations; the purchase or sale of companies; mergers and acquisitions; divestitures and restructurings; commercial contracting; and a wide variety of other transactional matters. Ms. Smith regularly advises clients and negotiates and drafts various transactional documents such as asset purchase or stock purchase agreements, operating agreements, confidentiality and non-disclosure agreements, customer or supplier contracts, vendor agreements, and corporate governance documents.
    Ms. Smith joined the firm in 2018 and previously practiced with a downtown Chicago law firm. She earned her B.A., magna cum laude, from New York University in 2008, where she majored in Anthropology (Honors), and was awarded her J.D., summa cum laude, from The John Marshall Law School in 2013, where she served as a Staff Editor for The John Marshall Law Review and was on the Executive Board for the Corporate Law Association.


  • Posted on December 10, 2020

    Education

    • DePaul University College of Law, Chicago, Illinois, 1996 J.D.
      Honors: Highest Honors; Order of the Coif
      Law Review: DePaul University Law Review, Member
    • University of Illinois, Urbana-Champaign 1993 B.S.
      Honors: With Honors
      Major: Finance

    Associations & Memberships

    • Midwest Business Brokers Institute
    • DuPage County Bar Association
    • Illinois State Bar Association
    • American Bar Association

    Admissions

    • Illinois

    David O’Sullivan is an Equity Shareholder at Huck Bouma and Co-Chair of Huck Bouma’s M&A and Corporate Transactional practice groups.

    With respect to his M&A practice, Dave has over 20 years of experience leading complex acquisitions,
    divestitures, reorganizations, recapitalizations and restructurings in a wide variety of transaction structures
    (including stock transactions, asset transactions, mergers, Section 338(h)(10) transactions, and tax-deferred equity
    rollover transactions) and in a wide variety of industries (including manufacturing, distribution, services and technology).

    Dave’s practice also includes representing private companies with general corporate matters, such as choice
    of entity planning and execution (including appropriate ownership arrangements such as operating agreements or
    shareholder agreements), corporate governance, joint ventures, strategic planning, succession planning and
    contract negotiation and review. In this role, Dave will very often act as outside general counsel to his corporate
    clients.

    Due to his extensive experience in M&A and general corporate transactions, Dave is known for bringing a
    practical and solutions-oriented approach to client matters.


  • Posted on December 10, 2020

    Education

    • DePaul University College of Law, J.D., 1991
      Law Review: DePaul University Law Review, Editorial Board
    • DePaul University College of Commerce, B.S. in Accounting, 1988
      Honors: Graduated with Highest Honors
      Stanley Scholar
      Strobel Honors Accounting Program

    Associations & Memberships

    • Certification/Specialties: Certified Public Accountant, 1988
    • Selected as an “Leading American Attorney” by the Leading Attorney Network
    • Selected as an “Illinois Super Lawyer” by Law & Politics magazine

    Admissions

    • Illinois
    • U.S. District Court Northern District of Illinois
    • U.S. Tax Court

    Nick Marsico is a businessman who happens to be an attorney, which allows him to provide practical, real-world answers and the ability to translate complex legal issues into business issues that can be more easily evaluated. Nick, a senior Director with the Firm, focuses his practice on business transactions for small and mid-sized businesses, such as buying and selling businesses, private placement offerings, limited liability company issues, license agreements and other technology issues, and trademark and copyright protection, as well as common transactional matters such as entity formation and structuring, contract drafting, and contract law.

    In his mergers and acquisitions practice, Nick counsels clients on the appropriate transaction structure for buying or selling the business, performing due diligence, and negotiating transaction documents including the letter of intent, the purchase agreement, confidentiality agreements, employment agreements, and consulting agreements.

    In his trademark practice, Nick conducts trademark searches; files trademark applications; provide opinions as to the availability of a desired mark or the infringement or validity of the mark; prosecutes trademarks before the Patent and Trademark Office; negotiates license agreements; negotiates trademark disputes and consent agreements; and represents clients before the Trademark Trial and Appeal Board in actions such as opposition proceedings.

    Nick also counsels businesses trying to raise capital from private investors. Typically, these businesses need capital for their business plan, but cannot obtain a traditional bank loan. These businesses typically issue equity or convertible notes to the investors. Raising capital from investors must be done carefully in order comply with federal and state securities laws. Nick counsels clients on the structure of these transactions, which are typically Reg D private placements, drafts the private placement memorandum, and advises on compliance with federal and state securities laws.

    Nick also has a tax background and advises on federal and state tax planning matters, tax compliance matters, tax litigation, and Illinois franchise tax matters.

    Nick is also Certified Public Accountant and has taught business law classes as an adjunct professor for DePaul University’s CPA Review Program. He has been a speaker at various seminars involving recent developments in limited liability companies, business law, and tax. He is a regular speaker for the National Business Institute on LLC issues. He has been selected as a member of the “Leading American Attorneys” by the Leading Attorney Network (lawlead.com), which is awarded to the top 5% of attorneys. He has been named an “Illinois Super Lawyer” by Law & Politics magazine (superlawyers.com), which is awarded to the top 5% of Illinois attorneys.

    Nick joined Huck Bouma in 2007. Prior to joining Huck Bouma, Nick was a partner at the Chicago law firm of Rooks, Pitts and Poust, which later merged into Dykema Gossett PLLC, which is a large national law firm.

    Nick lives in Wheaton with his wife, Kelly and their two sons. He enjoys biking and golfing. He actively participates in his sons’ Boy Scouts troop and their other activities. He is a passionate life-long Chicago Blackhawks fan, an optimistic Chicago Bears fan, and a long-suffering Chicago Cubs fan.

    Publications:
    Current Status of the Series LLC: Illinois Series Improves Upon Delaware Series LLC But Many Open Issues Remain, vol. 9, no. 6, Journal of Passthrough Entities, November-December, 2006
    Illinois Series LLC: New Vehicle For Holding Multiple Properties, vol. 10, no. 3, Illinois Real Estate Journal, March, 2007
    Will the Series LLC Work For Holding Real Estate?, vol. 22, issue 12, Midwest Real Estate News, December, 2006
    Chopping Down the Fruit Tree: Caruth Corp. v. United States Applies Assignment of Income Doctrine to Gift of Stock Between Declaration and Record Dates, v.40, no. 3, DePaul Law Review, Spring, 1991

    Speaking Engagements:
    Anatomy of the LLC, December, 16 and 17, 2008
    Advanced LLC Issues, April 18, 2007
    Advanced LLC Issues, December 5, 2006
    Limited Liability Company Update in Illinois, September 14, 2005
    Operating as a Privately Owned Company in the 21st Century, May 17, 2005
    Advanced LLC Issues in Illinois, March 22, 2005
    The Ins and Outs of Limited Liability Companies in Illinois, November 12, 2004
    Limited Liability Companies and Limited Liability Partnerships in Illinois, October 21, 2003
    Tax Aspects of Limited Liability Companies in Illinois, August 23, 2002
    Adjunct Professor, Business Law, DePaul University’s CPA Review Program


  • Posted on December 10, 2020

    Education

    • DePaul University College of Law, Chicago, Illinois: J.D.
    • DePaul University Kellstadt Graduate School of Business, Chicago, Illinois: M.B.A.
    • Knox College, Galesburg, Illinois: B.A.

    Admissions

    • Illinois

    Michael J. Marshall is a director with the Firm and a member of the Firm’s corporate practice. Michael has a wide-ranging practice that encompasses business and tax planning, entity formation and governance, contractual agreements, dispute resolution, mergers and acquisitions (M&A), reorganizations, and succession planning.

    Michael serves as a legal advisor for the Small Business Development Center and is a member of its local advisory board. Michael frequently presents on topics relevant to business owners, including asset protection, tax, intellectual property, deferred compensation, third party financing and security holder relations, and acquisitions.

    Prior to joining Huck Bouma, Michael was a senior consultant with a big four firm in Chicago.

    Michael earned a B.A. from Knox College and a J.D. and M.B.A. from DePaul University.

    Michael and his family reside in the western suburbs.

    Speaking Engagements: Primer on Leading Clients Through Private M&A Transactions , Thursday, October 3, 2019 meeting of the Fox Valley Chapter of the ICPAS.


  • Posted on December 9, 2020

    Education

    • John Marshall Law School, Chicago, Illinois, 1974
      J.D. Butler University, Indianapolis, Indiana, 1967
      B.S

    Admissions, Associations & Memberships

    • DuPage County Bar Association
    • Illinois Real Estate Lawyers Association
    • 18th Judicial Circuit, DuPage County, Illinois Arbitrator
    • Illinois Bar Association

    Admissions

    • Illinois

    Calvin E. Koeppel focuses his practice on general corporate law, commercial transactions, commercial and residential real estate law, real estate development and estate planning, which includes successor planning for his corporate clients.

    After more than thirty-five years as a transactional lawyer, Cal merged his suburban law practice with Huck Bouma in 2011.

    Cal resides in Illinois and Florida with his wife and enjoys golfing.


  • Posted on December 9, 2020

    Education

    • Harvard Law School, J.D., 1999
    • University of Illinois at Champaign/Urbana, M.A. in Comparative Literature, 1996
    • Northern Illinois University, B.A. in English and Philosophy, 1993

    Associations & Memberships

    • American Bar Association
    • Illinois State Bar Association
    • DuPage County Bar Association
    • Kane County Bar Association
    • Chicago Bar Association
    • Elder Counsel

    Admissions

    • Illinois

    Jennifer A. Johnson is a senior Director with the Firm, concentrating her practice in estate planning, special needs planning, business succession planning, guardianship, estate administration and elder law. She represents individuals and families at all income levels.

    Jennifer’s practice involves designing and implementing a custom estate plan for each client. Designing the right plan means choosing the right estate planning tools. Jennifer frequently utilizes irrevocable insurance trusts, family limited partnerships, limited liability companies, shareholder agreements, qualified personal residence trusts, grantor retained annuity trusts, intentionally defective grantor trusts, charitable lead trusts and charitable remainder trusts, and revocable and irrevocable trusts utilizing generation skipping transfer tax planning. Jennifer also draws on her extensive experience with special needs, Medicaid, and Veterans benefit planning when helping clients design their estate plan, as well as appealing Medicaid decisions, Social Security disability decisions and Veterans benefit decisions. Additionally, Jennifer handles all aspects of guardianship, probate, estate and trust administration, including funding and liquidity issues, estate and gift tax return preparation and succession planning for beneficiaries.

    After graduating from law school, Jennifer joined the Milwaukee, Wisconsin office of Quarles & Brady, LLP, where she practiced multi-generational estate and closely held business planning. In 2003, Jennifer became a partner with The Kingsbury Firm, LLC, a boutique estate planning firm serving high net worth families. Looking to give back to the community, Jennifer joined Prairie State Legal Services, Inc. in 2010 as a staff attorney. Prairie State is a non-profit legal services firm that provides free civil legal services to low-income individuals and seniors. At Prairie State, Jennifer worked primarily with seniors and those with disabilities, representing many clients in administrative hearings with the Illinois Department of Human Services and the Social Security Administration. Returning to the for-profit sector in 2012, Jennifer joined American Bank and Trust Company, N.A. as a vice president and trust officer. In this role, Jennifer worked with many special needs trusts, as well as traditional trusts for individuals of all income levels.

    Jennifer frequently speaks on the topics of special needs planning, estate planning, elder law and Section 529 college savings plans, including presentations at the Kane County Bar Association, DuPage County Bar Association, Annual Wisconsin State Bar Tax School, the Wisconsin Institute of Certified Public Accountants Annual Tax Conference, the Financial Planners Association’s Financial Planning Symposium, and the Association of Women Lawyer’s Luncheon Seminar Series.

    Jennifer lives in St. Charles with her husband, Scott, and their four children. Jennifer is a board member of the Youth Robotics and STEM Education Foundation, Co-Coordinator of FIRST Robotics Team 2451, and an enthusiastic Girl Scout leader.

    In October, 2017, Jennifer presented an interactive workshop at the WealthCounsel Symposium 2017, in Hollywood, California, leading a discussion on the topic “Decanting and Friends – Modifying Irrevocable Trusts”. The presentation covered various techniques for modifying irrevocable trusts, with particular emphasis on Decanting and Trust Protector. State law differences were also be discussed, with special emphasis on taxation and asset protection. “Navigating the Transition to Estate Planning”.

     


  • Posted on December 9, 2020

    Education

    • DePaul University College of Law, Chicago, Illinois, J.D. 1996
    • University of Florida, M.A. – Masters in Accounting and Taxation, 1991
    • University of Florida, B.A. 1990

    Admissions

    • Illinois
    • Florida

    Brett M. Dale is a Shareholder with the firm and Chairman of the Estate Planning Group. He represents highly compensated individuals and closely held businesses in various industries. Brett concentrates his practice in estate planning, estate and trust administration and corporate planning. Brett is licensed to practice in Illinois as well as in Florida.

    Brett counsels individuals, executives and business owners on various estate planning, succession planning and corporate planning techniques. Many of his clients are closely held businesses. His planning techniques focus on federal and state estate, gift, generation-skipping and income taxation. Brett also represents fiduciaries and beneficiaries in estate and trust issues.

    Brett is a frequent lecturer for various groups including the Illinois Certified Public Accounting Society. He is the past President of the Fox Valley Chapter of the Illinois Society of Certified Public Accountants and past President of the Wheaton Rotary Club. Brett is a Director at Cadence Health, member of the Marianjoy Foundation and also a member of the Board of Trustees of the DuPage Community Foundation.

    Brett resides in Wheaton with his wife, Kristine, and their four children. Brett is actively involved in his community, the schools his children attend, along with his personal enjoyment of playing basketball, fishing, hunting and golf.

    Below are just a few frequently asked questions designed to help you to understand the broad concept of estate planning and how it will benefit you.

    “How Does the Estate Planning Process Work?”
    An up-to-date estate plan helps you preserve, protect and manage your assets. This video provides a quick overview of the process.

    “When Do I Need to Update My Estate Plan?”
    It is important to keep your estate plan up to date. This video explains the critical times to review your estate plan.

    Special Consideration for Business Owners
    Business owners face unique issues when creating their estate plans.

    Remote Estate Planning
    During this unprecedented time, people’s need for urgent estate planning has increased, requiring attorneys to employ innovative methods of providing services.


  • Posted on December 9, 2020

    Education

    • University of Iowa College of Law, J.D., 2005
      with Highest Distinction
    • University of Notre Dame, B.B.A., 1998
      Honors: Magna Cum Laude

    Associations & Memberships

    • Certified Public Accountant
    • DuPage County Bar Association, Secretary Treasurer, 2017-2019

    Recognitions

    • 2019 Lawyer of the Year,
      DuPage County Bar Association

    Admissions

    • Illinois

    Tricia R. Buhrfiend is a senior Director with the firm, representing individuals, high net worth families and business owners, and concentrates her practice on estate planning, taxation, succession planning and other general corporate matters.

    Tricia assists her clients in preparing custom revocable trusts, wills, irrevocable trusts, limited partnership, limited liability company agreements, shareholder agreements and various other agreements. Tricia also has substantial experience in assisting individuals, business owners, and tax-exempt organizations in general tax structuring and tax-related issues.

    After college, Tricia worked in public accounting at a large public accounting in Chicago, Illinois. After law school and prior to joining the firm, Tricia practiced law at a large law firm in Chicago, Illinois.

    Tricia has a J.D. from the University of Iowa College of Law (with Highest Distinction) and graduated with a bachelor’s in business administration from the University of Notre Dame (magna cum laude).

    Tricia is a certified public accountant (CPA). She has also served in several leadership positions with the DuPage County Bar Association.

    Tricia resides in Elmhurst with her husband and three children. Personally, Tricia enjoys entertaining, spending time with friends and family and watching college football.


  • Posted on December 9, 2020

    Education

    • Northwestern University
      School of Law, J.D.
    • Bradley University,
      B.S., with honors

    Admissions

    • Illinois
    • Federal Trial Bar
    • U.S. District Court for the Northern District of Illinois
    • U. S. Supreme Court
    • U.S. Court of Appeals, Seventh Circuit

    David Zajicek is a highly experienced attorney whose practice includes corporate and real estate transactions, as well as related lítigation. He represents companíes in sales of businesses; mergers and acquísitions; leveraged buyouts; executive compensation matters; employment law; shareholder disputes, and business succession planning.

    As part of his corporate practice, Mr. Zajicek represents major lending institutions as well as borrowers ín all types of private and public financíng arrangements, including aircraft financing, federal and state New Markets Tax Credit (NMTC) financing and Tax Incremental (TIF) financing, and workout negotiation and litigation.

    Mr. Zajícek’s real estate practice includes the representation of developers from acquisition through construction, sale and leasing. He also has extensive experience in zoning and land use matters before more than 30 local communities in the Chicagoland area and in state courts regarding annexation, zoning, special use permits, wetlands permits, impact fees, storm water management disputes and building permit disputes.

    On the trial side of his practíce, Mr. Zajicek has tried cases in both state and federal courts, regarding commercial matters, ìncluding shareholder disputes, manufacturer/distributor (and franchisor/franchisee) disputes, as well as real estate matters of all types.

    Honors & Awards
    Named as a “Super Lawyer” in inaugural issue of lllinois Super Lawyer magazine, where selected by peers in area of closely and privately held Business Law.

    Member of the Leading Lawyers Network, where selected by peers in the area of Land Use, Zoning & Condemnation Law.

    Holds the AV@ Peer Review Rating from Martindale-Hubbell, its highest rating for ethics and legal ability

    Presentations
    Documenting Unusual Real Estate Loans, Commercial Loans-Buílding Lender Protections From Start to Finish Seminar, live video conference, October 2012.

    Publications
    Mr. Zajicek has written and lectured to professional groups on the topic of the Federal New Markets Tax Credit Program, which was enacted as part of the Federal Community Renewal Tax Relief Act of 2000.

    Mr. Zajicek has also been a guest lecturer on zoning and land use law conferences sponsored by the lnternational Conference
    of Shopping Centers, and has taught real estate courses at
    Roosevelt University in Chicago.

    Personal
    Mr. Zajícek was a Captain in the United States Air Force and
    is the recipient of the Air Force Commendation Medal.

    AV®, AV Preeminent®, Martindale-Hubbell DistinguishedSM and Martindale-Hubbell NotableSM are certification marks used under license in accordance with the Martindale-Hubbell® certification procedures, standards and policies.


  • Posted on December 9, 2020

    Education

    • Chicago-Kent College of Law,
      Illinois Institute of Technology, Chicago, Illinois J.D. with honors
    • Marquette University,
      Milwaukee, Wisconsin, B.A.

    Associations & Memberships

    • Selected as a leading lawyer in the areas of Secured Transactions Law, Closely & Privately Held Business Law and Real Estate Law: Commercial by the Leading Lawyers Network
    • Member, American Bar Association (Sections of Business Law and Real Property, Probate and Trust Law, Commercial Real Estate Transactions And Management Group; committees on Banking Law, Loan Documentation, Real Estate and Commercial Lending and Commercial Finance)

    Admissions

    • Illinois

    T. Gregory Mieczynski, has been advising business, banking and real estate clients for over twenty-five years on local, regional, and national operations and transactions. Greg has been a part of the Huck Bouma team since 2004 and before that, practiced with firms in Chicago and the western suburbs.

    Greg, a senior Director with the Firm, concentrates his practice in the areas of commercial real estate, business transactions, mergers and acquisitions, and finance.

    Greg’s practice includes extensive commercial real estate expertise including construction, acquisitions, leasing and property development. In addition, Greg has worked with entrepreneurs and established companies to assist them with business development and financing, partnering and protecting the value of their business entities. Greg also works with the Firm’s business clients, both lenders and borrowers, to negotiate and document the terms of all manner of credit facilities, including asset-based lending, mortgage-backed lending, taxable and tax-exempt bond financings, and private equity transactions.

    Greg lives in the near western suburbs and enjoys many activities away from the office including bicycling, golfing, traveling, cooking and reading.