400 Skokie Blvd.
Suite 700
Northbrook,
Illinois
60062
Rob is a partner and leads the Asset Planning & Preservation Service Group. He has extensive experience in estate, gift and income tax planning and broad-based wealth transfer planning for high net worth individuals and owners of closely held businesses and their families. He emphasizes the design and implementation of sophisticated estate planning techniques in conjunction with business and succession planning. Rob also is actively involved in both the contested and routine administration of trusts, guardianship and decedents’ estates.
Rob’s practice also includes a focus on asset protection planning and the creation of structures to legitimately protect clients’ wealth from the claims of potential future creditors. Rob recently worked as a general editor and chapter author of a handbook on Asset Protection Planning published by the Illinois Institute for Continuing Legal Education in early 2007.
In addition to his other services, Rob provides expert witness, consulting and co-counsel services to attorneys and accounting professionals in estate and income tax planning matters.
Rob is a member of the esteemed estate planning organization, the American College of Trust and Estate Council (ACTEC). ACTEC membership is based on professional reputation, expertise in the fields of trusts and estates and on the basis of having made substantial contributions to these fields through lecturing, writing, teaching and bar activities.
Rob is also active in a number of charitable and civic matters. He is a frequent speaker on estate and tax planning matters and has been a member of the faculty of the Illinois Institute for Continuing Legal Education’s annual Estate Planning Short Course and Advanced Asset Protection Planning seminar for many years. Rob is a Vice-President of Moriah Congregation in Deerfield, Illinois and serves as an advisor to several charitable organizations in Chicago. Rob is also a graduate of the renowned Wexner Heritage Foundation program for Jewish leaders.