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Meet Barry Kozak:As an estate planning attorney and licensed financial professional, I am dedicated to empowering families to discover and achieve their financial wellness goals with competence and integrity. While I serve families nationwide, my passion lies in supporting the unique needs of Illinois residents who identify as part of the LGBTQ+ community, own small family businesses, and who require specialized planning for individuals with disabilities or long-term care issues.I help families align their multifaceted and sometimes competing financial objectives. Whether it's overseeing day-to-day living expenses, strategizing for healthcare and long-term care needs, preparing for education and retirement milestones, or crafting enduring legacies for their children and charities, I provide tailored solutions to harmonize every aspect of their financial journey.My advanced degrees include a BS in Applied Statistics, a JD and an LLM in Employee Benefits Law, and a MPP in Tax Policy, and I have earned several professional designations such as Chartered Financial Consultant, Retirement Income Certified Professional, Enrolled Actuary (currently inactive), and Illinois Notary Public.I've had the privilege of sharing my insights through academic appointments at 4 law schools and as an author of an authoritative treatise, a textbook, and numerous academic articles on employee benefits, estate planning, and taxation.With unwavering dedication and a focus on client success, I stand as a trusted advisor, guiding families towards brighter and more secure futures.Please message me here on LinkedIn for any inquiries or assistance.
Estate Plans Usa
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Estate Plans UsaChicago, Il, Us
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Estate Planning Attorney And Financial ProfessionalSelf-Employed Nov 2023 - PresentAttorney affiliated with the nation’s largest estate planning law firm and Financial Professional affiliated with the nation’s largest organization of independent insurance brokers.
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Legal Services OfficerInter Vivos, Pllc May 2021 - Apr 2024Orem, Utah, UsInter Vivos provides comprehensive legal strategies in the areas of Estate Planning, Business Planning and Tax Planning. The ability to provide superior services at affordable rates has made Inter Vivos the largest Estate Planning law firm in the United States. Our services offer solutions that are affordable, effective, and innovative in their design. The LSPN is a network of professionals that services the Financial Advisor market in providing legal, financial, and administrative services and resources to financial professionals. The LSPN is the first and only professional network that provides national estate planning professionals and resources for the financial professional community. -
Attorney And Part Of The Management TeamInter Vivos, Pllc May 2021 - Apr 2024Orem, Utah, Us
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Founder And Managing AttorneyEstate Law Help, Llc Aug 2020 - May 2021
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Employee Benefits Educator And Consultant (And Sole Proprietor)Retirement Help, Inc. 2019 - May 2021Individuals and their families need unbiased and objective education about all of the moving parts as they plan their retirements, end-of-lives, and legacies. Retirement HELP provides a variety of holistic education and communication services to employers; targeted assistance to professionals so they can provide comprehensive retirement planning advice to their clients; coaching and support to individuals; and a subject matter expertise to various groups and organizations that need assistance with key note presentations, research projects, advocacy projects and expert testimony as needed.
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Erisa Regulatory Consultant – 2018-2019 ; Aging Workforce Management Consultant – 2017-2019October Three Consulting Jan 2017 - Mar 2019Chicago, Il, UsOctober Three consults, designs and administers retirement programs for businesses, with a focus on traditional pension plans and market return cash balance plans -
Adjunct ProfessorThe John Marshall Law School (Now Uic John Marshall Law School) 2000 - 2019CLASSES TAUGHT:Compensation Law: Taxation and Other Legal IssuesCurrent Topics in Information Technology Law: Workplace Privacy IssuesElder Law: Basics (live and on-line format)Elder Law: Informed Consent SeminarElder Law: IntroductionElder Law: Planning for Health and End of LifeElder Law: Planning for Property (live and on-line format)Estate Planning for Young Married Couples (on-line format)Estate Planning Issues for Elderly Clients (on-line format) Estate Planning with Retirement Plans and IRAs (on-line format) Federal Income TaxationIntroduction to Legal Analysis, and Substantive Law OverviewSexual Orientation LawSurvey of Employee Benefits LawTax and Employee Benefits ResearchTaxation of Corporations, Corporate Transactions and ShareholdersTrusts and Estates (live and on-line format)
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Elder Law And Estate Planning AttorneyThe Law Offices Of Barry Kozak 2016 - 2017The Law Offices of Barry Kozak provided elder law and estate planning counsel to individuals and families.
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Adjunct ProfessorLoyola University Chicago School Of Law 2015 - 2017Chicago, Il, UsCLASSES TAUGHT:Elder LawFinancing an Aging Population -
Director Of The Elder Law ProgramThe John Marshall Law School 2010 - 2015Chicago, Illinois, Us Developed an entire JD Certificate in Elder Law, where students could focus about one third of their law school classes on this relatively new and continuously evolving area of the law. Ensured academic excellence in each class by hiring and managing the cadre of adjunct professors teaching classes and counselling students enrolled in the program. Organized the "2014 International Elder Law and Policy Conference" where international scholars and experts convened to present research and debate human rights for older persons. Traveled to the East China University of Political Science and Law, Shanghai, several times to discuss the emerging field of forensic gerontology with their faculty, and was invited back to be a visiting professor in 2014. Served as the American Director of the Sino-American Research Center for an Aging Population (a collaboration between The John Marshall Law School, Chicago, and the East China University of Political Science and Law, Shanghai). -
Director, Elder Law Program – 2010-2015The John Marshall Law School 2001 - 2015Chicago, Illinois, UsThe John Marshall Law School is fully accredited independent law school that offers JD and several LLM degrees to law students and several MJ graduate degrees to non-attorney professionals. In 2019, the school will become a public law school as part of the University of Illinois at ChicagoAssociate Director, graduate Employee Benefits and Tax Law programs – 2001-2005 (part-time), 2005-2010 I have developed and currently teach "Estate Planning for Clients who are Elderly or have Disabilities" and "Estate Planning with Qualified Retirement Plans" as on-line elective classes in the LL.M. in Estate Planning program.I have taught the following classes while a full time academic:- Compensation Law: Taxation and Other Legal Issues- Current Topics in Information Technology Law: Workplace Privacy Issues- Elder Law: Basics- Elder Law: Financial Aspects and Planning- Elder Law: Hot Topics (Informed Consent)- Elder Law: Introduction- Elder Law: Preserving Dignity and Independence for Elderly Individuals- Estate Planning Issues for Elderly Clients and Clients with Disabilities- Federal Income Taxation- Introduction to Legal Analysis, and Substantive Law Overview- Sexual Orientation Law- Survey of Retirement Plans (now called Employee Benefits Law)- Tax and Employee Benefits Research- Taxation of Corporations, Corporate Transactions and Shareholders
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ProfessorThe John Marshall Law School 2001 - 2015Chicago, Illinois, Us Developed and taught a variety of classes at the JD and LLM levels in the general areas of: Employee Benefits law, Tax law, Elder Law and Estate Planning, and general legal writing and research. Assisted in the school's preparation and presentation of accreditation review Served on the faculty Orientation Committee, and ad hoc committees on distance education and classroom and library technology. Served as faculty coach for the "shadow team" of students at its International Information Technology and Privacy Law Moot Court competitions, and served on its planning committee. Assisted with the school's bar preparation skills workshops. Served as faculty coach for a variety of Moot Court or Negotiation teams at inter-scholastic competitions, but consistently.
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Associate Director Of The Graduate Tax Law And Employee Benefits ProgramsThe John Marshall Law School 2005 - 2010Chicago, Illinois, Us Ensured academic excellence in each class by managing the cadre of adjunct professors teaching classes and counselling students enrolled in the programs. Organized major conferences and smaller career-oriented programs. Worked with a different student editor selected each semester to produce a substantive newsletter. Served as faculty advisor for independent research papers for JD, LLM and MS students. Served as faculty coach for the team of J.D. and LLM students representing the school at several Law Student Tax Challenges, hosted by the American Bar Association Section of Taxation.
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Visiting LecturerEast China University Of Political Science And Law 2014 - 2014Shanghai, Shanghai, CnCLASSES TAUGHT:Comparative Elder Law (taught to English-speaking LL.M.-level students)Legal Research for American Law (taught to English-speaking JD-level students)Legal Writing for an American Audience (taught to English-speaking JD-level students) -
Adjunct ProfessorDepaul University College Of Law 2010 - 2012Chicago, Il, UsCLASSES TAUGHT:Employee Benefits Law -
Technical Education ConsultantThe Pension Education And Research Foundation 2005 - 2006The American Society of Pension Professionals & Actuaries (ASPPA) is part of the American Retirement Association, the premier non-profit national organization for retirement plan professionals in the industry. One of its major goals is to educate retirement plan professionals through a series of proctored and peer-reviewed examinationsWrote the initial learning objectives and bank of exam questions for one of the organization’s new exams (the Retirement Plan Fundamentals Part 2 (RPF-2), which is a required course to receive their Qualified 401(k) Administrator ("QKA") designation. Topics for this exam include: plan administration, including census collection, benefit allocations and coverage and nondiscrimination testing, daily valuation recordkeeping, appropriate investments for daily valuation plans, fiduciary considerations including investment fees and revenue sharing, the processes involved in daily valuation recordkeeping, mutual fund trading and ethics concerning trading errors, and plan mergers and terminations.
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Legal ConsultantCca Strategies 2001 - 2005CCA Strategies, which is now part of Aon Hewitt, was a national pension consulting and actuarial administration firm
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Erisa Associate AttorneyBell, Boyd & Lloyd, Llc 2000 - 2001Bell, Boyd & Lloyd, which is now part of K&L Gates, was a regional law firm that specialized in business planning
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Employee Benefits Law Clerk (As Law Student)Laner Muchin Dombrow Becker Levin Tominberg, Ltd. 1998 - 2000Laner Muchin is a regional law firm that specializes in labor and employment law
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Federal Income Tax Clerk Planning (As A Law Student)Gilson Labus And Silverman Cpas 1997 - 2000Gilson Labus Silverman is a regional accounting firm that provides business tax planning
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State Private Funds SupervisionIntern (As Part Of A Summer Study Abroad Program) Jun 1998 - Jul 1998The Ministry, among other duties, approves all private investment funds that applied to maintain pension accounts for Hungarian citizens
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Senior Administrative Manager, Consultant And ActuaryConsulting Actuaries International Inc. 1994 - 1996CAI, now based in Fairfield, New Jersey, is a regional pension consulting and actuarial administration firm
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Director Of Actuarial ServicesBelcor Pension Consultants 1993 - 1994Belcor, now inactive, was a regional pension consulting and actuarial administration firm
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Retirement Plan Consultant And Pension Plan AdministratorPay Plans Corp. 1990 - 1993Pay Plans, now based in Greenlawn, New York, is a regional pension consulting and actuarial administration firm
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Senior Pension Administrator And ConsultantThe Ibex Group 1988 - 1990Ibex, now inactive, was a regional pension consulting and actuarial administration firm
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Pension Plan Administrator And ConsultantImproved Funding Techniques, Inc. 1987 - 1988IFTI is a regional pension consulting and actuarial administration firm
Barry Kozak Skills
Barry Kozak Education Details
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University Of Chicago - Harris Graduate School Of Public PolicyPublic Finance And Taxation -
The John Marshall Law School (Now Uic John Marshall Law School)Employee Benefits Law
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University At AlbanyApplied Mathematics
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East Islip High SchoolMathematics And Computer Science
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University Of Illinois At ChicagoDisability Studies
Frequently Asked Questions about Barry Kozak
What company does Barry Kozak work for?
Barry Kozak works for Estate Plans Usa
What is Barry Kozak's role at the current company?
Barry Kozak's current role is Passionate about assisting individuals to age and retire with dignity and to leave a legacy.
What is Barry Kozak's email address?
Barry Kozak's email address is 6k****@****mls.edu
What is Barry Kozak's direct phone number?
Barry Kozak's direct phone number is +131054*****
What schools did Barry Kozak attend?
Barry Kozak attended University Of Chicago - Harris Graduate School Of Public Policy, The John Marshall Law School (Now Uic John Marshall Law School), University At Albany, East Islip High School, University Of Illinois At Chicago.
What are some of Barry Kozak's interests?
Barry Kozak has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Human Rights.
What skills is Barry Kozak known for?
Barry Kozak has skills like Legal Research, Legal Writing, Teaching, Employee Benefits, Public Speaking, Policy Analysis, Research, Curriculum Design, Healthcare, Public Policy, Higher Education, Publishing.
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