Barry Kozak is an Attorney and Counselor who specializes in the intersection of estate planning, tax planning, family business succession planning, and retirement and aging planning.
Barry has earned his B.S. degree in Applied Mathematics from the State University of New York at Albany, his J.D. and LL.M. in Employee Benefits degrees from The John Marshall Law School
(now the UIC Law School), and his M.P.P. degree in tax policy from the University of Chicago Harris School of Public Policy Studies. He is licensed to practice law, and is in good standing, in
Barry has enjoyed academic appointments at four law schools, including a visiting professorship in Shanghai, China, an appointment as Distinguished Scholar in Residence at Loyola University Chicago School of Law, and Professor and Director of the JD Certificate in Elder Law at The John Marshall Law School, has earned several professional designations including Enrolled Actuary, FINRA Registered Representative (Series 7 and 63), Chartered Financial Consultant and Retirement Income Certified Professional, and has authored textbooks, treatises, and numerous articles on various aspects of employee benefits, income tax elder law, and estate planning.
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Corporate Formations (LLCs)
Contracts and Agreements
Employee Administration / Mergers
Business Exit Strategies