Contact number
+1 312 346 8380About
Provided by Levenfeld Pearlstein LLC
The Trusts & Estates Group at LP helps individuals and families achieve their business and personal goals, whether through gift planning, charitable planning, business succession planning, or estate planning. The group, which includes nine members of the American College of Trust & Estate Counsel, drafts basic estate plans as well as plans spanning multiple generations, states, and businesses.
Chambers Review
The team at Levenfeld Pearlstein is highly regarded in the market for its expertise and experience in trusts and estates. Partners advise on multi-generational family and business planning, and gift tax planning for wealthy individuals, among other matters.
Strengths
Provided by Chambers
"Levenfeld Pearlstein are really responsive and very practical in their approach. They really think about what's appropriate for the client. They can look at the big picture and see the overall result."
"They are able to draw up solutions and ideas that have worked for other clients. Simply put, they have seen a lot and are able to apply that to their clients."
"The team are highly responsive and client-focused. We enjoy working with them. Beyond their technical expertise, they bring an appreciation for and understanding of the human side of estate planning."
"Levenfeld Pearlstein are really responsive and very practical in their approach. They really think about what's appropriate for the client. They can look at the big picture and see the overall result."
"They are able to draw up solutions and ideas that have worked for other clients. Simply put, they have seen a lot and are able to apply that to their clients."
"The team are highly responsive and client-focused. We enjoy working with them. Beyond their technical expertise, they bring an appreciation for and understanding of the human side of estate planning."
Notable Practitioners
Jared Cloud focuses his practice on trust and estate litigation, as well as fiduciary matters.
"Jared knows the law, the application of the law to the particular facts and how to guide the client through the process. He is also quite good at understanding the client and what's important to them."
Lauren Wolven centres her practice on estate planning and trust and estate administration and litigation. She often helps multiple generations of a family to update their estate planning in a more tax-efficient manner.
"Lauren is a top-rated estate planning attorney in Chicago. She is practical when handling client matters. In client meetings, Lauren boils down complex concepts into soundbites clients can understand."
"Lauren Wolven has great judgement, and I love that she shares it with clients. She is very valuable because she provides them with the benefits of her judgement and guidance."
Robert Romanoff focuses his practice on tax planning, in which he works with wealthy clients who operate across various sectors.
"Rob is a terrific attorney - we have enjoyed an exceptionally strong working relationship with him. His technical skills are excellent and he always gives our clients excellent service."
"Rob brings his decades of experience to client situations, helping craft solutions that are creative and focused on the client's goals. I enjoy working with him."
"He is one of the city's best estate planning attorneys. Robert's technical skills are outstanding and he has great client abilities. He is creative and can think differently."
Stuart Kohn works on matters relating to trusts and estate planning, as well as some succession planning.
Carrie Harrington is chair of the trusts and estates group at the firm and advises clients on related matters. She is well regarded in the market as someone who contributes to the growth of the industry.
"Carrie takes matters seriously and wants to make sure clients are being served to the highest level. She is a known expert in the estate area."
"She provides excellent client service, especially in estate planning."
"Carrie's a total delight to work with and a rising star. She has such a positive energy - people love working with her. She's smart, down to earth, approachable and knows how to speak without jargon."
Sheri Warsh advises affluent clients on private wealth matters such as multi-generational tax and trusts issues.
"Sheri is a consummate professional and a knowledgeable attorney. She can hold many things as true at once and find the best outcome for the client, not just the best strict legalistic outcome."
"Sheri is really good at helping clients take a step back to assess the big picture and help them think about their goals. She can then help tailor their plans to their needs."
"She is very good at explaining and at understanding people. She can talk to people and explain complex issues in terms and in a way that gets to the human side of estate planning and private wealth."
Adam Garber helps wealthy individuals and businesses with their wealth transfer and succession aims. He leverages his expertise in tax to tailor structures to specific client circumstances.
"Adam is probably the most responsive lawyer with whom I have worked. He has a high level of experience in sophisticated matters and good interpersonal skills. It is really a pleasure to work with him."
"Adam's my first call for a client who needs help with estate planning. Not only is Adam extremely responsive, but he's an out-of-the-box thinker who does a great job collaborating with other advisers."
Ranked Individuals at
Levenfeld Pearlstein LLC
Illinois
Members
Provided by Levenfeld Pearlstein LLC