Meet The Team
Joe Zender, an associate in the Business and Corporate group at DUGGAN BERTSCH, serves as advisor and outside general counsel to business owners, founders, entrepreneurs, professional athletes and closely held/family-owned businesses.
Joe’s practice specializes in representing clients at all stages of the business life cycle – from formation or acquisition to exits. He regularly counsels clients on a broad range of corporate transactions, including acquisitions, sales, capital raises, minority investments, joint ventures and equity transfers.
As outside general counsel, in addition to working with clients to navigate day to day legal matters and risk analysis/mitigation, he regularly assists clients with respect to shareholder and operating agreements, employment, consulting and advisory agreements, commercial contracts, equity agreements and plans, and corporate and board governance matters.
Joe also works closely with his DUGGAN BERTSCH colleagues advising clients with respect to trust and estate planning/implementation, family office administration and governance, wealth transfer planning, asset protection planning and charitable giving. In that regard, Joe’s clients have access to the full range of private client services, with Joe serving as the point of contact.
Prior to joining DUGGAN BERTSCH, Joe was a member of the private equity / mergers and acquisitions group of Paul Hastings LLP in Chicago, IL. In that role he concentrated on corporate transactional matters with an emphasis on mergers and acquisitions for private equity clients.
Joe holds a Juris Doctorate from the University of Illinois College of Law and a Bachelor of Science degree in Economics from the University of St. Thomas in St. Paul, Minnesota.
The Illinois Super Lawyers and Rising Stars is an honor reserved for those lawyers who exhibit excellence in practice. Only 5% of attorneys in Illinois receive this distinction. Attorneys are selected through a patented selection process involving nominations, research, and peer reviews. In addition to our numerous prior and existing award recipients, DUGGAN BERTSCH, LLC […]
On January 5, 2023, the Federal Trade Commission (“FTC”) proposed a new rule that would prohibit non-compete provisions for workers and require employers to rescind existing non-competes. The proposed rule would apply to all employees, independent contractors, and consultants. The broad proposed rule would apply even to senior level executives and could potentially implicate agreements […]
“But there are legal considerations around actually using it that depend on city and state rules. According to the Prescription Drug Abuse Policy System, a database of prescription drug laws operated by Temple University’s Beasley School of Law, in 13 states, including Virginia, Arizona, and Florida, someone who administers the medication to another person does […]
Dear Clients and Colleagues, As the fourth quarter of 2022 is drawing to a close, we recommend that you review your comprehensive wealth planning and business structures to ensure that it is consistent with your long-term objectives. While the recent mid-term election results are still not final, with a Senate run-off left in Georgia, it […]
As indicated above, the recent changes to congressional control following the mid-term elections will likely mean a stalemate in Congress for the next 2 years with respect to any meaningful tax legislation. This means that from an estate planning perspective, the increased lifetime exemptions enacted as part of TCJA will continue to be available for […]
The relationship between individual taxpayers and their businesses continue to offer opportunity for effective tax savings, including the use in certain circumstances of C corporation structures to arbitrage tax rates, allow for greater deductions and potentially offer savings on an exit. However, much tax planning continues to focus on accessing these benefits before they sunset […]
The TCJA imposed a $10,000 limitation on individual’s deduction for payment of state and local taxes in itemizing their deductions. For many high taxed states, this resulted in significant limitations on state income and property tax deductibility and resulted in an effort to find a workaround from the legislation to allow for deductibility. Most states […]
The conference took place in Nashville from October 11-13, 2022. Tim spoke on the Terms & Conditions Power Panel. CLICK HERE for a recap on part 1 of the Terms & Condition Power Panel: https://www.ieba.org/2022panelrecaps/terms-amp-conditions-power-panel-part-1-insurance-and-employment-practices CLICK HERE for a recap on part 2 of the Terms & Condition Power Panel: https://www.ieba.org/2022panelrecaps/terms-amp-conditions-power-panel-part-2-contracts-and-yet-another-discussion-of-cois CLICK HERE for a […]
When a professional baseball player is accused of using performance-enhancing drugs (“PEDs,” inclusive of hormones for purposes of this article), the implications can be catastrophic.