Chase J. Moery

Chase J. Moery practices in the areas of private wealth and estate planning, with a focus on advising individuals and families on estate, trust, tax, and wealth-transfer matters.

Chase's path to private wealth law began in the Blue Ridge Mountains of North Carolina, continued through law school in California, and ultimately brought him to the greater Chicago area. Before becoming an attorney, he worked in a retirement community, where close relationships with residents gave him an early appreciation for the personal, financial, and family considerations that shape legacy planning.

During law school at the University of California, Davis, Chase focused his studies on tax, trusts, and wealth-transfer planning, including federal income taxation, corporate and partnership tax, state and local taxation, and will and trust drafting. He also served as a taxpayer advocate with the California Franchise Tax Board, where he litigated appeals.

Chase brings a practical, relationship-driven approach to estate planning. His work is grounded in technical precision, clear communication, and an understanding that effective planning is not only about preserving wealth, but also about helping families make thoughtful decisions for future generations.