Jeffrey D. Shelley focuses his practice on estate planning, estate and trust administration, charitable planning, tax matters, business transactions, and intellectual property. Jeff’s prior scientific, tax, and business background gives him unique insights when providing individuals, entrepreneurs, business owners, and family offices with personal and business solutions.
Jeff assists clients with various estate planning and tax services, which range from preparation of basic estate plans to creation and implementation of comprehensive wealth transfer and business succession plans for high net worth individuals to minimize the impact of gift, estate, and generation-skipping taxes. Jeff represents trustees and personal representatives through administration of trusts and estates, including representing clients in probate court and counseling clients on federal and state estate tax returns and gift tax returns.
Jeff works with owner managed businesses helping them with transactions, tax planning, succession planning, and intellectual property protection. Jeff transaction experience includes the sale of a major stake of an executive in a large, publicly traded company. Jeff works with clients to enforce their intellectual property rights through litigation in state and federal courts and through other dispute resolution forums.
Before joining SFGH, Jeff had a multi-disciplinary practice at another Chicago law firm. Jeff worked as a Big Four professional services firm consultant, where he advocated for clients in complex business tax credit matters. Jeff prepared patent applications before the U.S. Patent and Trademark Office.
Prior to practicing law, Jeff gained extensive business experience as a research scientist for a Fortune 500 company that manufactures and markets consumer and health care products worldwide. During his career there, he developed and launched next-generation products and manufacturing processes and was granted several product and process patents.
Chicago Bar Association
Illinois State Bar Association
Chicago Estate Planning Council
Selected by peers as a Leading Lawyer in: Tax Law: Individual; Trust, Will & Estate Planning Law (2017)
Civic & Professional
Jeffrey D. Shelley is a named inventor in the following United States patents:
“Wipes Including Microencapsulated Delivery Vehicles and Phase Change Materials,” Patent Number US 7,914,891 (issued March 29, 2011).
“Multilayer Approach to Producing Homofilament Crimp Spunbond,” Patent Number US 7,025,914 B2 (issued April 11, 2006).
“Dual Capillary Spinneret for Production of Homofilament Crimp Fibers,” Patent Number US 6,830,640 B2 (issued December 14, 2004).
“In-Line Heat Treatment of Homofilament Crimp Fibers,” Patent Number US 6,632,386 B2 (issued October 14, 2003).
“Dual Capillary Spinneret with Single Outlet for Production of Homofilament Crimp Fibers,” Patent Number US 6,619,947 B2 (issued September 16, 2003).
Jeffrey D. Shelley's recent or notable engagements and experience includes:
Jeffrey D. Shelley’s recent or notable engagements and experience includes:
- Assisted clients with estate planning and tax services, ranging from preparation of basic estate plans to creation and implementation of comprehensive wealth transfer and business succession plans for high net worth individuals to minimize gift, estate, and generation-skipping taxes.
- Advised a former chief executive officer of a Fortune 500 company on advance estate planning techniques such as grantor retained annuity trusts, irrevocable life insurance trusts, dynasty trusts, and family limited partnerships.
- Represented corporate and individual executors, personal representatives, trustees, and other fiduciaries in the administration of probate estates and trusts.
- Prepared estate tax returns and represent trustees and personal representatives during Internal Revenue Service audits.
- Counseled clients on tax and corporate issues regarding the formation and management of private foundations.
- Advocated for trustees, executors, and beneficiaries in trusts and estates litigation.
- Represented a board member and former chief investment officer in the sale of his ownership stake in a large, publicly traded investment company.
- Prepared patent applications before the U.S. Patent and Trademark Office and advised clients on intellectual property matters.