Robert is Senior Counsel at CROKE FAIRCHILD MORGAN & BERES, where his practice focuses in the areas of estate planning, business succession planning and wealth preservation. His practice also involves matters pertaining to real estate and corporate transactions, including planning for the closely-held business enterprise in the context of the larger estate, and trust and estate litigation, including probate and trust construction actions.
From 2000 through 2017, Robert delivered the Illinois case law and legislative updates for the annual Estate Planning Short Course sponsored by IICLE. His important IICLE publications include the award-winning Illinois Estate Planning Forms and Commentary (3rd Ed. 2005, co-author), and all the Illinois will and trust forms for Estate Planning for Illinois Attorneys – The Basics and Beyond (2008, 2012). His other publications include Estate and Gift Taxation of Interspousal Joint Tenancy Property After the 1976 and 1978 Tax Acts, The Review of Taxation of Individuals (Vol. 5, No. 1, 1981), The Effective Use of Irrevocable Life Insurance Trusts, (39th IICLE Annual Short Course, 1996), Avoiding Tax Controversies, (40th IICLE Annual Short Course, 1997), and Irrevocable Life Insurance Trusts, (41st IICLE Annual Short Course, 1998). In 1999 Robert authored the chapter on closely-held business planning under the then new Code Section 2057 for the IICLE seminar Tax Planning for the Family-Owned Business.
Robert is a fellow of the American College of Trust and Estate Counsel. He previously served on the Board of Directors of the Illinois Institute for Continuing Legal Education where he was Chair from 2003-2004. Robert also taught Estate & Gift Tax as an adjunct professor at DePaul University Law School.
Robert was the 2006 Recipient of the Austin Fleming Distinguished Service Award from the Chicago Estate Planning Counsel and the 2008 Recipient of the Addis E. Hull Award for Career-Long Excellence in Continuing Legal Education from the Illinois Institute for Continuing Legal Education.