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Robert J. Kolasa

Estate planning Attorney at Lake Forest, IL

5.0   3 reviews
  • State Years
    Illinois - IL 33 years
    Michigan - MI 40 years
  • Licensed for 33 years
    State IL
    Acquired 1991
    Status
    Active and Authorized to Practice Law No misconduct found
  • Licensed for 40 years
    State MI
    Acquired 1983
    Status
    Not authorized to practice-Administrative No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Robert

Learn Robert’s areas of practice.

4
Practice areas
  1. Estate planning
    40%
    Drafting Wills and Trust in such a manner to ensure that WHAT your own, goes to WHO you want, WHEN you want and HOW you want.A well-crafted estate plan should provide for your loved ones in an effective and efficient manner by avoiding guardianship during your lifetime, probate at death, estate taxes and unnecessary delays. Once your estate plan is in place, you will have peace of mind knowing that you have provided for yourself and family members in case the worst happens.

    31 years

  2. Trusts
    25%
    Trust Administration. After a client's death, efficient trust settlement requires a thoughtful process to pay debts (including estate taxes) and distribute the assets to beneficiaries. Prompt action, a sound plan to share information, and careful handling of sensitive issues such as disposing of personal effects can lead to a more productive settlement.

    31 years

  3. Tax
    20%
    Estate and Gift Taxes. Estate and gift taxes are confiscatory taxes which may devour over 50% of your estate. There are proven and successful ways to proceed in order to reduce or eliminate your estate tax burden. Additionally, it takes specialized skill to file with the IRS and Illinois Department of Revenue the complicated estate tax return, which is due 9 months after death for large estates.

    31 years

  4. Probate
    15%
    Probate Administration. When an Illinois resident passes away with over $100,000 in his or her own name, the decedent’s estate then may be required to go through a court ordered settlement process called “probate.” Probate is generally needed to “unfreeze” assets owned solely in one’s name at death. Probate can be a time-consuming, frustrating, and expensive process.

    31 years

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.

Photos and videos

Welcome Video Robert J. Kolasa, Ltd.

Location

Kolasa Robert J Attorney Cpa
1401 N. Western Avenue
2nd Floor
Lake Forest, IL, 60045

Estate Planning lawyers nearby

Reviews

5.0 / 5.0
  3 customer reviews
5 Star
 
100%
4 Star
 
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3 Star
 
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1 Star
 
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Posted by Rick | September 20, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Probate Client
Attorney Kolasa was fantastic! I truly appreciated his efficiency and the speed with which he assisted our family in a difficult probate matter. Being from out of state and not familiar with the probate process in Illinois we were skeptical that we would find an attorney that would be honest, committed and stick to the price we were quoted. We were glad to meet Attorney Kolasa and were pleased with his work and the outcome.
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Posted by anonymous | May 13, 2015
Knowledgeable estate attorney
Robert was available to meet with me after work which is hard to find these day. He also listened to what I wanted to achieve and offered suggestions. Great job for a fair price.
Posted by Jay | May 13, 2015
An experienced professional with excellent service
I was referred to Robert by another attorney (whom I had found via a referral service at work) when my estate planning needs were deemed too complex for the first attorney to handle. Robert took my telephone call (personally) on my first contact attempt, then set up a no-charge consultation for my wife and me the very next day! Our initial appointment was highly informative, and we were able to use the feedback Robert provided (for free at that point) to make immediate changes to our portfolio beneficiaries, etc., and thereby achieve more than half of our stated objectives. We were so appreciative that we, of course, scheduled follow-up 'on-the-clock' appointments to further refine our plan. Subsequent meetings solidified our approach, and when concluded, we had a new trust, two new wills, updated POA's, and a feeling of confidence in our overall future plan. What I found so satisfying was that Robert was able to condense the actual documentation we required to a minimal number of changed or updated pages with carefully crafted amendments where applicable, or well-written new documents with specific, clear, and concise 'non-rambling' provisions. Mark Twain once quipped, "I wanted to write you a short note, but I didn't have time, so I wrote you this long letter". Robert has mastered the skill of the 'short but effective' vs. the 'long and rambling' and Twain would be proud! I could not have been more satisfied with our engagement, including with the very reasonable final fee. I highly recommend Robert Kolasa for anyone who needs an estate plan review, update, or commencement.
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Cost

Rates
  • Free Consultation 45 minutes
Payment methods
Cash, Check

Resume

AVVO RATING 8.7 (Excellent)

Work Experience

  • Managing Partner
  • Robert J. Kolasa, Ltd.
  • 1993 - Present
  • Associate Attorney
  • Corcoran & Corcoran, PC
  • 1990 - 1993
  • Supervising Senior
  • Kpmg Peat Marwick
  • 1989 - 1990
  • Associate Attorney
  • Raymond & Dillon, PC
  • 1987 - 1988
  • Attorney
  • Internal Revenue Service, Chief Counsel
  • 1983 - 1987
View all work experience

Education

  • Georgetown University Law Center
  • LL.M - Master of Laws
  • 1983
  • University of Detroit
  • JD - Juris Doctor
  • 1982
  • University of Detroit
  • BS - Bachelor of Science
  • 1979

Sample of Legal Cases

  • Specialized Trusts for IRA account
  • IRA Accumulation Trusts executed

Associations

  • Lake County Estate Planning Council
  • Member
  • 1995 - Present
  • Greater North Shore Estate Planning Council
  • Member
  • 1994 - Present

Languages Spoken

  • English

Honors and Awards

  • Certificate of Appreciation for Past Presidency of Organization
  • Lake County Estate Planning Council
  • 2009

Publications

View all publications

Speaking Engagements

View all speaking engagements

Attorney endorsements

Received (1)
Given (1)
Endorse Robert
Estate planning Attorney | May 12
Relationship: Worked together on matter
"Robert is an excellent estate planning attorney. He has successfully written estate plans for a diverse range of clients and is very knowledgeable regarding estate taxes, probate and asset protection. His CPA credentials and former IRS experience gives him a leg up on other attorneys. Robert has my highest recommendation as a very competent estate planning attorney."
Lake Forest Estate planning Lawyer Robert J. Kolasa
Robert J. Kolasa
Estate planning Attorney
Lake Forest, IL
Licensed for 40 years
Free Consultation