ABOUT ME - ATTORNEY ROBERT J. KOLASA

I take pride in my highly personalized approach which takes into account the individual needs and goals of each of my clients to create a custom tailored estate plan. My background as a C.P.A. and former IRS attorney, along with a 30-year legal career, complements my “straight talk” and strong technical analysis in leading clients through the estate planning, trust administration and estate tax maze. 


In 2009 I was elected President of the Lake County Estate Planning Council, a non-profit association comprised of the top estate professionals (attorneys, accountants, trust officers, financial, insurance and charitable planners) in Lake County Illinois. I’ve frequently written legal articles to educate my peers and clients on tax issues, including recent articles regarding gifting to save Illinois estate taxes, constitutional challenges to the Illinois income tax on trust income and estate tax portability. I have lectured extensively on probate and estate planning in many seminars and before the Chicago Bar Association, Lake County Bar Association, Lake County Estate Planning Council, North Suburban Bar Association and other groups. I have also taught adult education classes on estate planning and asset protection for the College of Lake County and Highland Park adult education program.  Estate planning seminars are also conducted before the general public.

 

Legal Services


Robert J. Kolasa, Ltd. offers a full range of estate planning, probate, and trust administration services. These include preparation of wills, revocable living trusts, life insurance, dynasty, and other irrevocable trusts, grantor trusts, charitable trusts, family limited partnerships, grantor retained annuity trusts, spousal access trusts, qualified personal residence trusts, stockholder agreements, buy-sell agreements, living wills, durable health and property powers of attorney, property transfers, probate documents, and estate and gift tax returns. In addition to formulating highly personal estate plans, I enjoy helping trustees, executors, and guardians fulfill their respective fiduciary responsibilities imposed by state law and the Internal Revenue Code.

 

Custom Planning and Drafting


Beware so-called estate planning attorneys who utilize the same forms for ALL their clients, irrespective of financial and family differences. My law firm is not a “trust mill” or “one size fits all” practice. Our trusts and estate planning documents reflect the individual needs, financial and family circumstances of the particular client involved. Of the many, many trusts I’ve drafted during my career, no two documents are ever exactly the same. Although there may be similarities between documents drafted for certain classes of clients (i.e., young families with minor children; seniors with adult children; families with special needs children; grandparents wanting to set up educational trusts for their grandchildren), the individual family circumstances of the clients dictate the precise terms of the documents.

 

I painstakingly take my time in the interview process to explain ALL reasonable and practical drafting options to my clients. We then make an informed decision as to what should work for the client’s unique circumstance. Drafts are never “pushed” in front of clients with the directive to “sign here.” We sincerely try to ensure that our clients are cognizant of what they are signing and the reasons why particular legal provisions appear in their documents. In short, there is a high degree of specialization and attention to detail for every estate planning document drafted by me. I would have it no other way.

 

My Family


My wife, Eileen, is a lawyer and hospital risk manager.  We're the proud parents of three active young adults: Kelsey, Carter and George. Kelsey (the ringleader and eldest of our fiercely independent children) graduated from Georgetown University, worked for EY consulting in D.C. and is attending the Kellogg M.B.A. program at Northwestern University.  Carter has launched a successful SEO and internet marketing business.  George attended the University of Chicago for undergraduate studies, but took a leave of absence to develop his internet businesses and is currently living in Austin, Texas.  He plans on earning a Computer Science degree to complement his formidable technology skills.  Both my boys strongly believe the internet is the new frontier and that the presented opportunities therein are boundless. 

I’ve been practicing law since 1983 and hold a C.P.A. license from the State of Illinois. In 1993 I started my own law firm specializing in probate, estate planning, asset protection and trust administration in Lake Forest, Illinois, which is where I also live.  I have a Masters degree in taxation from Georgetown University Law Center (L.L.M. Tax – 1983) and twin degrees from the University of Detroit  (J.D. – 1982;  B.S. 

Credentials

Accounting, magna cum laude -  1979). I began my legal career in 1983 in the IRS National Office, as an attorney in the IRS Office of Chief Counsel, Washington, D.C. This is where I developed a sophisticated knowledge of the Internal Revenue Code and the workings of the IRS.

Associations, Speaking Engagements and Publications

Estate planning, advanced tax planning, probate, estate and gift taxes, charitable trusts, educational trusts, wills, living wills, trust administration, asset protection, estate tax portability, property POA, health care POA. foundations

 

Estate planning, advanced tax planning, probate, estate and gift taxes, charitable trusts, educational trusts, wills, living wills, trust administration, asset protection, estate tax portability, property POA, health care POA. foundations

 

Estate planning, advanced tax planning, probate, estate and gift taxes, charitable trusts, educational trusts, wills, living wills, trust administration, asset protection, estate tax portability, property POA, health care POA. foundations

Seminar Speaker

I have lectured extensively on probate and estate planning in many seminars and before the Chicago Bar Association, Lake County Bar Association, Lake County Estate Planning Council, North Suburban Bar Association and other groups. I have also taught adult education classes on estate planning and asset protection for the College of Lake County and Highland Park adult education program.

 

 

Legal Author

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I’ve frequently written legal articles to educate my peers and clients on tax issues, including recent articles on estate tax portability, the unconstitutionality of the Illinois tax on trust income and gifting to save Illinois estate taxes.

 

To view my legal articles  and seminar outlines click ARTICLES & SEMINAR MATERIALS.

 

Former IRS Attorney

I began my legal career as an attorney for the IRS Office of Chief Counsel in Washington, D.C. (1983-1987). This is where I developed a sophisticated knowledge of the Internal Revenue Code and the workings of the IRS.

 

 

Tel: 847-234-6262

Fax: 847-234-7629

Email: robert@kolasalaw.com

Law Offices of Robert J. Kolasa, Ltd

1401 N. Western Avenue, 2nd Floor
Lake Forest, IL 60045

 
© 2020 by Robert J. Kolasa, Ltd.

All Rights Reserved.

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