Spencer provides bespoke estate planning services for high-net-worth individuals, families, and business owners, with a primary focus on U.S. income and transfer tax planning.  He has broad experience drafting and administering complex dynasty trusts, family-held investment entities, and tax-exempt organizations.  Spencer has also helped structure and form numerous single family offices.

Prior to joining Kozusko Harris Duncan, Spencer was a trusts and estates associate at a prominent international law firm.  Spencer graduated from Loyola University Chicago School of Law in 2015.

Professional Licenses
and Designations

  • Attorney (Licensed in Illinois)

Education

  • Juris Doctor (J.D.), Loyola University Chicago School of Law
  • Bachelor of Arts (B.A), History, University of New Mexico