About

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

Provided by Chambers
Private Wealth Law - Illinois
1
Band 1
What the Team is Known For

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

Notable Practitioners

Provided by Chambers
Jared Cloud
1
Jared Cloud
1
Band 1

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 J. Wolven
1
Lauren J. Wolven
1
Band 1

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
1
Robert Romanoff
1
Band 1

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
2
Stuart Kohn
2
Band 2

Stuart Kohn works on matters relating to trusts and estate planning, as well as some succession planning.

Carrie Harrington
3
Carrie Harrington
3
Band 3

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
3
Sheri Warsh
3
Band 3

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
4
Adam Garber
4
Band 4

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

Provided by Chambers
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Band

Illinois

Private Wealth Disputes

Jared Cloud
1
Jared Cloud
1
Band 1
Private Wealth Law

Lauren J. Wolven
1
Lauren J. Wolven
1
Band 1
Robert Romanoff
1
Robert Romanoff
1
Band 1
Stuart Kohn
2
Stuart Kohn
2
Band 2
Carrie Harrington
3
Carrie Harrington
3
Band 3
Sheri Warsh
3
Sheri Warsh
3
Band 3
Adam Garber
4
Adam Garber
4
Band 4