Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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Jeffrey D. Shelley

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.

Webinar Participation:

Estate Planning & Asset Protection in an Hour


Premiere Date: 01/22/2019 1:00pm

The Legal & Tax Aspect of Investing: Asset Protection; Estate Planning, and Tax Efficiency


Premiere Date: 08/14/2018 2:00pm

Estate Planning & Asset Protection – 101


Premiere Date: 06/19/2018 11:00am