Bhavik R. Patel joined Sandberg Phoenix & von Gontard in 2004 and is the firm’s Business Law Practice Group Leader. Additionally, he is the Chair of the firm’s Wealth Planning Group and Special Needs Planning Group. Bhavik is also the managing member of the firm’s Clayton, Missouri office. Bhavik counsels individuals and families of all levels of wealth and at nearly every stage of life and has experience drafting revocable and irrevocable trusts, qualified spousal trusts, life insurance trusts, gift trusts, family trusts, dynasty trusts, qualified personal residence trusts, discretionary trusts, blind trusts, GST trusts, asset protection trusts, voting trusts, and much more. In addition to estate planning, Bhavik has extensive experience with complex and unique estate and trust administrations, as well as, prenuptial and postnuptial agreements.
Lorraine joined Sandberg Phoenix in 2012. She focuses her practice in business law, estate planning, estate and trust administration, litigation and real estate.
Lorraine has more than 20 years of experience in representing a wide range of clients in matters involving mergers and acquisitions, trusts and wills, estate and trust administration and litigation, tortious interference, commercial and residential leasing, and tax objections. She is a Certified Public Accountant and has effectively resolved numerous estate tax issues over the years. Her proficient knowledge of the court systems throughout the Illinois and Missouri state courts has also been beneficial in providing extraordinary legal counsel to her clients.
Lorraine’s experience in the estate planning practice has made her a well-respected informational lecturer. She has been invited on numerous occasions to various seminars and organizations to speak on topics pertaining to estate planning. She has also authored chapters for the Illinois Institute of Continued Legal Education (IICLE) and has previously served as their Chairwoman of the Board. Lorraine is a Fellow of the American College of Trust and Estate Counsel.
Sandberg Phoenix Counsel Carl Lothman joined the firm in 2013. As a member of the Business Practice Group, Carl’s practice spans more than 30 years, and focuses on helping business clients in the healthcare, construction, manufacturing and service industries, as well as assisting individuals in developing and implementing estate planning goals and strategies. Carl works closely with clients to develop effective, cost sensitive, strategies in areas such as advanced estate planning ideas, post death trust administration and probate procedures, real estate solutions, business taxes, business and non-profit governance and compliance, employee benefits, and succession planning.
With more than 35 years of legal experience, David Jones joined Sandberg Phoenix in 2013. A significant portion of David’s practice is dedicated to estate planning and wealth transfer for individuals and business owners. Through individualized plans, David assists clients in addressing tax issues, practical life issues, death issues, conflict among family member issues and business succession issues.
Bringing over twelve years of experience in estate planning, business and tax law, Jason Salinardi joined Sandberg Phoenix in 2016. He focuses his practice on providing comprehensive, personalized estate planning counsel to couples, families, individuals and businesses. Jason has created an estate planning practice that not only helps families plan for their financial capital (what they own) but also for their human capital (who they are) and intellectual capital (what they know). Jason’s journey to build this unique, one-of-a-kind practice began on September 11, 2001, when his oldest brother Richie was killed in the terrorist attacks in New York City. Jason has built a practice that is about much more than saving tax dollars and avoiding probate, but about appreciating the value of planning for themselves and truly leaving a lasting legacy for their loved ones.
Jason serves his clients by first learning their goals, dreams and concerns, and then works with his clients to develop plans that reflect the client’s unique situations, while putting his knowledge and experience to work.