|
IN THIS ISSUE
How to Protect Assets from Long-Term Care Costs
By Anthony B. Ferraro
M&A Due Diligence: Red Flags That Can Kill a Deal
By Robert E. Harig
The Five Must Have Estate Planning Documents
By Julia Jensen Smolka
|
| How to Protect Assets from Long-Term Care Costs | | |
Are you Worried About the Devastating Costs of Long-Term Care in a Nursing Home, Assisted Living, or Home Care?
There Are Steps You Should Take to Protect Your Home and Your Hard-Earned Life Savings.
Approximately 66% of the U.S. population will need some form of long-term care.
There are only four ways to pay for long-term care in the United States...
| |
| M&A Due Diligence: Red Flags That Can Kill a Deal | | Mergers and acquisitions (M&A) present exciting opportunities for growth, but they also come with risks. Before finalizing a deal, buyers conduct due diligence, a thorough review of the target company’s finances, contracts, operations, and legal obligations. The goal is to uncover any hidden risks that could impact the deal’s success... | | | The Five Must Have Estate Planning Documents | | Estate planning is the process of arranging one’s health and financial matters, planning for the disposition of assets upon incapacity and death, and communicating aspirational goals for those left behind—all in the most accessible, tax-efficient, and asset-protected manner possible. While each estate plan is unique, as individuals have different assets, family situations, health concerns, and personal goals, there are basic documents that everyone should have as part of a comprehensive estate plan, no matter the size of their estate.. | | | RD Welcomes New Attorneys! | | |
RD is excited to welcome Attorney Sarah D. Jeong to the firm! Sarah focuses her practice on commercial matters, assisting clients in navigating complex disputes and contested litigation. With a strong background in real estate and property tax matters, Sarah brings a strategic, client-focused approach to resolving legal challenges. We are thrilled to have Sarah on our team!
T: 847.384.5928
E: sjeong@robbinsdimonte.com
| | |
John J. Pembroke
Of Counsel
| | |
RD is pleased to welcome Attorney John J. Pembroke to the firm as Of Counsel. With over 45 years of experience as a taxation and transactional attorney and more than 48 years as a licensed CPA, John brings a wealth of knowledge in taxation, trusts and estates, business planning and transactional law. Prior to joining RD, he was the founder and managing attorney of John J. Pembroke & Associates LLC, where he built a strong reputation for resolving complex financial and legal matters with innovative solutions. John brings with him his deep expertise and longstanding commitment to client service, ensuring his clients continue to receive the trusted guidance they have come to expect. We are thrilled to have John on our team and know that his experience and insights will be an incredible asset to our firm and clients alike.
T: 847.698.9600
E: jpembroke@robbinsdimonte.com
| |
|
Matthew E. Suhl
Associate
| | |
RD excited to welcome Attorney Matthew E. Suhl to the firm! With over 13 years of experience, Matt focuses his practice on labor and employment law and litigation. He works closely with businesses and individuals to identify risks, ensure compliance, and implement proactive strategies to avoid disputes. When litigation is necessary, Matt is a dedicated advocate, committed to protecting his clients’ interests and achieving the best possible outcome. We are proud to have Matt join our team!
T: 847.698.9600
E: msuhl@robbinsdimonte.com
| |
| Adam J. Poteracki was elected First Vice President of the Northwest Suburban Estate Planning Council (NWSEPC) in January 2025. NWSEPC is an organization of highly qualified attorneys, accountants, trust officers and other financial professionals dedicated to promoting excellence in estate planning. | | |
Julia Jensen Smolka was elected Third Vice President of the Advocates Society in February 2025. The Advocate Society strives to promote the welfare of its members; establish and maintain proper relationships with the general public; promote the progress of the law and the administration of justice; maintain the honor and dignity of the legal profession; and to foster interest in Polish-American culture and heritage.
Attorney Smolka was also moderator for a three-part series of educational webinars for the Illinois State Bar Association (ISBA) on the "Collecting Judgments & Bankruptcy Issues Series". Part 1 discussed "Understanding the Issues That Can Arise During Judgment Enforcements" in December 2024. Part 2 discussed "What You Need to Know about Cryptocurrency" in January 2025. Part 3 discussed "Collecting Against LLC Interests and Using Equitable Remedies to Enforce Judgments in February 2025.
| | Artur Zadrozny was appointed to the Planning & Zoning Board (PZB) for the City of Des Plaines in March 2025. The PZB conducts public hearings on petitions from the public for variations, conditional uses and development proposals requiring relief under the City of Des Plaines Zoning and Subdivision Ordinances. | | |
Congratulations
2025 Super Lawyers and Rising Stars Honorees!
| | Super Lawyers® has selected three RD attorneys to the 2025 Illinois Super Lawyers® list, and one firm attorney has been selected to the 2025 Illinois Rising Stars list. All attorney rankings are based on peer nominations, evaluations, and independent research. Due to a rigorous selection process, only 5% of all practicing lawyers are selected to the Super Lawyers® list for their state and practice area. Only 2.5% of all attorneys in each state who are under age 40 or have been in practice for less than ten years have been selected as Rising Stars. | | | |
Anthony B. Ferraro was selected as a 2025 Super Lawyer is the area of Elder Law. This is Attorney Ferraro's 9th consecutive year being nominated. | | | Stephen P. Patt Retires After 60 Years of Dedicated Practice | | |
Robbins DiMonte extends our heartfelt congratulations to Attorney Stephen P. Patt on his retirement as of December 31, 2024, after an impressive 60 years of dedicated legal practice. Throughout his career, Steve has been a trusted advisor in real estate, business transactions, and trusts and estates, earning the respect of colleagues and clients alike.
We are grateful for Steve's many contributions to the firm and the lasting impact he has made. As he steps into retirement, we are pleased to share that his son, Attorney Eric G. Patt will be continuing his practice, ensuring clients receive the same trusted guidance and support.
Please join us in celebrating Steve's remarkable career and wishing him all the best in this next chapter!
| | RD Celebrates Women's History Month | | This Women’s History Month, we recognize the strength, dedication, and excellence of our women attorneys—Julia Jensen Smolka, Carolina Y. Sales, and Sarah D. Jeong at Robbins DiMonte. Their talent and leadership inspire us every day. We also celebrate the achievements of women everywhere, whose contributions continue to shape the legal community and beyond. | | RD Attends 2025 Diversity Scholarship Foundation Unity Gala | | |
RD was honored to attend the 2025 Unity Gala and 22nd Annual Swearing-In of Bar Presidents presented by The Diversity Scholarship Foundation in January 2025. The Diversity Scholarship Foundation is dedicated to promoting diversity within the legal community through initiatives such as providing scholarships to law students, supporting educational programs, and partnering with bar associations to create more inclusive opportunities in law.
Robbins DiMonte attorneys in attendance included: Carolina Y. Sales, Anastas Shkurti, Dominic Erbacci, Riccardo DiMonte, and Jeiel Noh.
Congratulations to the awardees for their accomplishments!
| | Artur Zadrozny will be presenting on "Real Estate & Wealth: Taxes, Trusts, Probate & Estate Planning Essentials" hosted by the Women’s Council of REALTORS® Northwest. This event brings together industry experts to provide valuable insights on navigating real estate finances and securing your future. This event is a must for realtors, investors, and professionals looking to expand their financial and legal expertise in real estate. | |
Event Details
Date: Tuesday, April 8, 2025
Time: 4:00 PM - 7:00 PM CST
Address: Mainstreet Organization of REALTORS®
3701 W Algonquin Rd
Rolling Meadows, IL 60008
| |
Publication of this legal newsletter by Robbins DiMonte, Ltd. is not intended as a solicitation of legal representation, but rather educational purposes only as well as to give you general information and a general understanding of the law. It is written entirely by members of the firm. We welcome any comments or questions about topics covered in this or any issue. This newsletter is not intended as a replacement for individual legal advice. The contents of this publication may be quoted or reproduced if credit is properly given to the source.
| | | | |