Our Chicago Estate Planning Attorneys
About Jeffery Ramirez
Jeff is a Senior Associate Attorney at the Matlin Law Group. He devotes his practice to estate planning, estate and trust administration, guardianship and corporate law. Prior to joining MLG, he held various positions ranging from Portfolio Administrator at a wealth management firm, to Partner at his previous law firm. As a Portfolio Administrator, Jeff worked with high net worth clients and families of closely held businesses in preparing financial reports and tax returns. Additionally, as a Portfolio Administrator, he gained invaluable experience in the areas of wealth transfer strategies, estate tax minimization techniques and partnership entities.
As law firm Partner, Jeff worked on guiding families through the probate and trust administration process, determining the applicability of a guardianship proceeding, advocating for clients’ rights in conflict situations, counseling business owners on selecting the right entities for their businesses and preparing succession plans. Additionally, he worked closely with clients and their families to successfully navigate them through the emotional and sometimes overwhelming process of handling the estate of a loved one so as to preserve family harmony while honoring a loved one’s wishes and assisting executors and trustees with their fiduciary responsibilities.
Jeff believes that during life’s transitions, professionals such as attorneys are instrumental in helping clients illuminate the best path forward in times of stress; whether it is negotiating a business transaction, preparing an accounting, making distributions to beneficiaries, counseling families through guardianship proceedings or helping them plan for contingencies by tailoring a comprehensive estate plan. Additionally, he believes in approaching each situation from a holistic perspective and actively incorporates strategic partners when necessary to maximize value for his clients.
Jeff earned his B.S. with honors from DePaul University in Accounting and a minor in Economics. Thereafter he attained his juris doctorate degree from DePaul University College of Law and was admitted to practice law in the State of Illinois. He is a member of the American Bar Association, the Illinois State Bar Association and sits on the Associate Board for the Dreams for Kids organization. He is a Bears and Blackhawks fan and competes in a men’s ice hockey league.
Email Jeffery Ramirez
What Our Chicago Clients Are Saying About Us
Dear Eric, I just want you to know how much I appreciate everything you've done for me and the thoroughness with which you did it. You are indeed a most impressive will-maker, including the the serendipitous coverage your "compulsivity" supplies. You truly lift the experience from the quotidian to an art-form. In addition, you are a real mensch, in its best sense: open, warm, caring, understanding and honest. Again, my thanks to you and your staff for your help. With best wishes, S.B
Eric and Julie: On behalf of the Edgebrook Women's Club would like to thank you and express our gratitude for your wonderfully informative presentation to our group. As was evident from the many questions your information was needed, very well received and your situational examples registered with many in the audience. Thank you again for providing a much needed and informative presentation.
"Eric, Thanks again for helping me get this signed and completed. It's a big comfort knowing that my will and estate is in order. Thank you again for your generosity and friendship. I really appreciate being able to get this taken care of and with a certain level of confidence. I trust you and feel really comfortable with your advice. I've already referred some friends to you. I will continue to be your advocate and biggest fan!"
"We felt very comfortable with both attorneys. We would feel comfortable if we had to call to have questions answered. The atmosphere with Mr. Matlin was great, and we left the office feeling positive about something that is so important to us."
"I believe Eric did an excellent job communicating the related issues, options and was very helpful in assisting in making final decisions. The process was very helpful and resulted in us making the right decisions for ourselves. It was very easy and educational to work with Eric Matlin and his team."
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