Effective May 31, 2021, Barry Kozak has closed down Estate Law HELP, LLC.
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Barry now serves as the Legal Services Officer of InterVivos PLLC.
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Inter 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.
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Barry also serves as the Chief Legal Counsel for LSPNpro.
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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.
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Photo by Andrew Weeks
andrewweeksphotography.com
Click here for more detail about Barry's career arc.
Barry Kozak
Barry Kozak is a seasoned professional.
Throughout his career, whether employed as a consultant and actuary at various pension administration firms, as an attorney in various law firms, or as a law professor at various law schools, Barry has consistently been a thought leader.
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Barry has been an attorney licensed in Illinois since 2000.
Education -
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Bachelor’s of Science (BS) in Applied Statistics, State University of New York at Albany (1994)
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Juris Doctorate (JD), UIC John Marshall Law School (2000)
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Master of Legal Letters (LL.M.) in Employee Benefits Law, UIC John Marshall Law School (2000)
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Master’s of Public Policy with a specialization in Taxation Policy, University of Chicago Harris School of Public Policy Studies (2009)
Other Professional Designations -
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Retirement Income Certified Professional (RICP®), American College Financial Services (2018)
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Chartered Financial Consultant (ChFC®), American College Financial Services (1996)
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Certified Pension Consultant, American Society of Pension Professionals & Actuaries (2001)
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Enrolled Actuary, US Department of Treasury (1995, voluntarily allowed to lapse in 2000)
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General Securities Representative (“Series 7”) and Uniform Securities Agent (“Series 63”), Financial Industry Regulatory Authority (1995, voluntarily allowed to lapse in 1996)
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Life and Health Insurance broker, New York State Department of Financial Services (1990, voluntarily allowed to lapse in 1996)
The Rest of the Team
Although Barry is currently the sole employee of Estate Law HELP, he is an active member of several professional organizations, including the Illinois State Bar Association and the Society of Financial Service Professionals. Therefore, he is frequently in a learning and networking environment, and all current and future clients of Estate Law HELP will benefit from Barry's leadership and recognition as a subject matter expert in the areas of retirement planning, elder law, and estate planning.
In order for Estate Law HELP to provide each client with effective, appropriate and ethical advice, we need underlying life planning and estate planning documents that are cutting-edge, drafted from scratch for each client, and adaptable for each client's unique family dynamics. We are therefore part of the InterActive Legal Subscriber Alliance, which provides support when we draft documents, shares their internal expertise and thought leadership, and allows us to freely network with over 3000 similarly concerned attorneys across the nation. Additionally, we are part of the Yourefolio community, which assists us in the secure and private collection of client information, communication of the plans, and a vault for the client to use going forward to store all relevant and tangential documents.
As a perpetual mentor, Barry offers internship opportunities as often as possible to high school, college, and law school students. While they primarily assist with ministerial tasks, Barry invites them to attend client meetings so they can learn about the service and professionalism aspects of being a compassionate and principled counselor at law.
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Last, but certainly not least, each client becomes an integral member of the Estate Law HELP team. Whether through answering a survey from time to time, or through participating in a client group discussion, or through recommending our services to your family, friends and colleagues, you are individually, and collectively, the true key to the continuing success of EL HELP!