Rob in His Own Words
"He's a great listener, and he gets what the issue is, and in our case, he saw some things that we didn't catch, which is exactly why we hired him." - Dulcie Truitt
Rob is a partner in LP’s Trusts & Estate Practice group and has served as Levenfeld Pearlstein’s Chairman and Managing Partner since January 2013.
Throughout his decades of experience as a Trusts & Estates attorney, Rob has counseled high net worth individuals, owners of closely held businesses, and their families on an array of estate, gift and income tax planning, and business succession planning. He welcomes the opportunity to work with clients to creatively problem solve the issues that matter most to them – their families, their businesses, and their legacy.
Rob’s knows estate and tax law can be complex and recognizes that a large part of his job is to present information in a digestible, applicable format that keeps his clients and their families informed and involved. He strives to explain how asset protection planning and the creation of sophisticated structures will help legitimately protect his clients’ wealth from the claims of potential future creditors. Estate planning matters commonly involve long-term and multigenerational planning. As a natural outgrowth of that, Rob has been actively involved in both contested and routine administration of trusts, guardianship, and decedents’ estates.
To better assist his clients, Rob stays on top ever-changing tax and estate laws through active involvement in the trusts and estates legal community. He was elected as a fellow of the American College of Trust and Estate Counsel (ACTEC) in 2002. Rob’s election to ACTEC was in recognition of his professional reputation, expertise in the field of trusts and estates and his continuing contributions to these fields through speaking, writing, and bar activities. 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 (IICLE) annual Estate Planning Short Course for 20 years.
In addition to his practice, Rob is also active in charitable and civic matters. He is a past President of Moriah Congregation in Deerfield, Illinois, past chair of the Professional Advisory Committee of the Jewish Federation of Metropolitan Chicago, and serves as an advisor to several charitable organizations in Chicago. Rob also is a member of the Executives’ Club of Chicago and a proud graduate of the renowned Wexner Heritage Foundation program for Jewish leaders.
Rob appreciates the confidence given to him by clients in an area of the law that takes trust and innovation to bring insight and integrity to a client’s matters. It is an approach that has helped turn new client relationships into lasting, personal ones.