Rivkin, Rivkin, & Kaplan, LLC

Planning for the future, especially when it involves the well-being of your family and the thoughtful distribution of your assets, can be one of the most significant and often emotional tasks you undertake. For residents across Illinois, particularly in the northern suburbs, Rivkin, Rivkin, & Kaplan, LLC stands as a highly reputable and specialized legal firm dedicated to guiding clients through the intricate world of estate planning, estate and trust administration, and crucially, planning for children with special needs. This firm takes a broad, holistic approach, understanding that these legal matters are deeply intertwined with personal and family dynamics.

Founded on principles of objectivity and a relentless commitment to clients' best interests, Rivkin, Rivkin, & Kaplan, LLC distinguishes itself by not forcing clients into pre-packaged solutions. Instead, they listen intently to desires and concerns, educate on tax and other legal issues, and tailor their work to meet individual needs. With attorneys like Larry Rivkin, a CERTIFIED FINANCIAL PLANNER™ who is licensed in both Illinois and Florida, and Denise Kaplan, the firm brings extensive expertise to complex planning issues. Their dedication to helping families create proud, secure, and harmonious legacies, especially for those with loved ones requiring special needs planning, makes them an invaluable resource for the Illinois community.

Rivkin, Rivkin, & Kaplan, LLC is conveniently located in Lincolnshire, Illinois, making it an accessible legal resource for clients throughout the northern suburbs of Chicago and the broader Illinois region. The office address is:

475 Half Day Rd Ste 100, Lincolnshire, IL 60069, USA

Half Day Road (Route 22) is a well-known thoroughfare in the northern suburbs, providing straightforward access to the office. Lincolnshire is a prominent village in Lake County, situated within a professional and commercial hub, which ensures easy navigation for clients. The office's location within a suite building suggests a professional and established environment, providing a comfortable setting for legal consultations.

For those traveling by car, there is likely ample parking available, a significant convenience that contrasts with the challenges often found in more densely populated urban centers. While public transportation options might be more limited in suburban areas, the firm's strategic location near major roadways makes it readily reachable from various parts of Illinois for those driving. This excellent accessibility underscores Rivkin, Rivkin, & Kaplan, LLC's commitment to serving their clients effectively and conveniently.

Rivkin, Rivkin, & Kaplan, LLC concentrates its practice on specialized areas of law, offering comprehensive and technically outstanding solutions. Their expertise ensures that clients receive tailored and effective legal guidance for their unique situations.

• Estate Planning:
  • Working with individuals and couples on a broad array of estate planning issues, ranging from simple wills, living trusts, and powers of attorney to complicated and multi-faceted estate plans.
  • Focus on creative and client-centered strategies to ensure assets are managed and distributed according to clients' wishes, while minimizing tax implications.
• Estate and Trust Administration:
  • Assisting executors, trustees, and guardians in administering estates and trusts in an organized, timely, and tax-efficient manner.
  • Striving to minimize fiduciary stress and family conflict, helping to preserve positive personal and family legacies during the administration process.
• Planning for Children with Special Needs (Supplemental Needs Planning):
  • Specialized expertise in creating estate plans for families who have a loved one with a disability.
  • Developing carefully crafted supplemental needs trusts to provide funds that enrich the quality of life for the loved one, while crucially preserving their eligibility for public benefits.
  • Offering a Pro Bono Supplemental Needs Planning Program for families of modest means, demonstrating a strong commitment to community support in this critical area.
• Planned Charitable Giving:
  • Providing guidance on incorporating charitable giving into estate plans, allowing clients to support causes they care about while potentially benefiting from tax advantages.

The firm’s approach is holistic, integrating financial planning considerations and sensitivity to the psychological and emotional issues involved in wealth transfer and family dynamics.

Rivkin, Rivkin, & Kaplan, LLC stands out for several key features and highlights that make them a premier choice for estate planning and special needs law in Illinois.

• Specialized Expertise in Special Needs Planning: A significant highlight is their deep specialization in planning for individuals with special needs. This includes crafting supplemental needs trusts, which are critical for preserving eligibility for public benefits while enhancing the quality of life for a loved one with a disability. This specific expertise is highly valued by families in Illinois.
• Holistic and Client-Centered Approach: The firm prides itself on taking a broad, holistic approach to each individual or family situation. They prioritize listening to clients' desires and concerns, educating them on tax and legal issues, and tailoring solutions rather than offering pre-packaged plans. As one client enthusiastically stated, "Jennifer is amazing! She explained everything to me, even before I could ask. I never felt intimidated like I have with other attorneys." This speaks volumes about their client service and clear communication.
• Experienced and Qualified Attorneys: Larry Rivkin, a key attorney, is not only licensed in Illinois and Florida but is also a CERTIFIED FINANCIAL PLANNER™. This dual qualification provides a comprehensive understanding of both the legal and financial aspects of estate planning, offering clients a more integrated and insightful approach.
• Pro Bono Program for Special Needs Families: Their commitment to the community is evident through their Pro Bono Supplemental Needs Planning Program. This initiative helps families of modest means facing the challenges and expense of raising a child with disabilities, providing essential legal documents like wills, powers of attorney, and third-party supplemental needs trusts.
• Focus on Education and Clarity: The firm emphasizes educating clients on tax and other legal issues affecting their planning, ensuring that clients fully understand their options and the implications of their decisions. This dedication to clear, understandable communication is a major benefit.
• Long-Term Client Relationships: Their work doesn't end with document preparation; they provide clear directions for implementation and communicate about updating plans as needs change, fostering long-term relationships and ongoing support.

Rivkin, Rivkin, & Kaplan, LLC offers a truly notable and impactful special program: their Pro Bono Supplemental Needs Planning Program. This initiative is designed to assist families of modest means who have a loved one with a disability. It reflects the firm's deep commitment to community support and ensures that critical legal planning is accessible to those who might otherwise face significant financial barriers.

Key aspects of this Pro Bono program include:

• Comprehensive Document Preparation: As part of the program, the firm prepares essential legal documents, typically including a will, property power of attorney, health care power of attorney, and a third-party supplemental needs trust for the child with special needs. They also provide memorandums regarding asset titling, beneficiary designations, and trust implementation, along with an estate plan illustration.
• Eligibility Requirements: While a pro bono program, there are specific eligibility limitations to ensure the program can serve many families throughout the year with its available resources. Interested families are encouraged to view these eligibility criteria directly through the firm's pro bono program information.
• Two Consultation Opportunities: Participants are typically given two separate opportunities to consult with an attorney: an initial phone consultation and an in-person meeting to sign documents, ensuring questions are addressed throughout the process.
• Focus on Preserving Benefits: The core aim of the supplemental needs trust created through this program is to provide funds to enrich the quality of life for the loved one with a disability while preserving their eligibility for public benefits.

This pro bono program is a testament to the firm's compassionate approach and its dedication to making a tangible difference in the lives of Illinois families facing unique challenges. For those who meet the eligibility requirements, this program offers invaluable legal support at no cost. For all other services, the firm's fees are described as being in the upper middle range relative to other Chicago metropolitan area firms, reflecting their extensive expertise and boutique service, with hourly rates for lawyers ranging from $420 to $685.

For individuals and families in Illinois seeking specialized legal guidance in estate planning, trust administration, or special needs planning, Rivkin, Rivkin, & Kaplan, LLC can be reached using the following contact details:

Address: 475 Half Day Rd Ste 100, Lincolnshire, IL 60069, USA

Phone: (847) 793-2484

Mobile Phone: +1 847-793-2484

The most direct way to initiate contact is by calling their office during their business hours (Monday-Friday, 9:00 AM - 5:00 PM). When you reach out, be prepared to briefly explain your legal needs. This will help them understand your situation and guide you towards scheduling an initial consultation or providing more specific information about their services, including their noted Pro Bono Supplemental Needs Planning Program.

For residents across Illinois, particularly those in the northern suburbs of Chicago, Rivkin, Rivkin, & Kaplan, LLC presents an exceptionally suitable and highly recommended legal resource. Their specialized focus on estate planning, estate and trust administration, and crucially, comprehensive planning for individuals with special needs, directly addresses vital concerns for many families in the state. This level of specialization ensures that clients receive expert, technically sound advice that is specifically tailored to their unique circumstances, rather than a generic approach.

The firm’s client-centric philosophy, highlighted by the glowing testimonial about Jennifer's empathetic and clear communication, fosters an environment where clients feel heard, understood, and never intimidated. This personalized and compassionate approach is invaluable when dealing with sensitive and often emotional topics like family legacies and the future care of loved ones. The presence of attorneys like Larry Rivkin, who is also a CERTIFIED FINANCIAL PLANNER™, provides a holistic perspective that integrates legal and financial strategies, offering a more comprehensive and robust plan for clients.

Furthermore, their commitment to the community through the Pro Bono Supplemental Needs Planning Program demonstrates a genuine dedication to making essential legal services accessible to families of modest means, truly embodying a spirit of service. The convenient Lincolnshire location ensures ease of access for local residents, making consultations and collaborative planning straightforward. For any Illinois resident seeking sophisticated, compassionate, and highly specialized legal guidance to secure their family's financial future and well-being, especially for those with special needs, Rivkin, Rivkin, & Kaplan, LLC stands as an exemplary and trustworthy partner.