CV - Professional Experience 

     

Legal Services Officer, 2021 - present

InterVivos, PLLC, Chicago, IL (home office in Lindon, Utah)

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.
intervivosplan.com

  • As the law firm and its network of attorneys expands, in charge of quality control for legal documents and attorney services;
  • Assist with recruiting, onboarding and training of new attorneys;
  • in charge of law student clerkships and their professionalism experiences; and
  • liasion to the marketing team for referals from non-attorney professionals

Chief Legal Counsel, 2021 - present

LSPNpro, Chicago, IL (home office in Lindon, Utah)

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.
lspnpro.com

  • In charge of quality control as this professional network develops; and
  • in charge of legal issues with the professional network

 

Managing Attorney (and Sole proprietor), 2020 - 2021

Estate Law HELP, LLP., Chicago, IL 

Estate Law HELP is a legal services firm that educates and assists individuals and families as they plan for their retirements, aging, and legacies.

  • Assist individuals and families in the design and drafting of their estate plans, including Durable Powers of Attorney for Property and for Health, wills, and trusts for protecting assets, providing income to a surviving spouse, and endowing charities;
  • assist partners and sole proprietors with business and succession planning, including comparisons of cross-owned, entity-owned, and third-party-owned life insurance policies on the lives of the owners; and
  • assist families in understanding the benefits they are entitled to from retirement plans, IRAs, Social Security, and Medicare

 

Financial Wellness Educator and Consultant (and Sole proprietor), 2019 - 2021

Retirement HELP, Inc., Chicago, IL 

Retirement HELP is a consulting firm that provides an expertise in employee benefits issues and communications to small businesses, financial service professionals, and professional associations

  • Educate employees of small businesses about financial wellness;

  • Support Human Resources Departments in their communication of employee benefit programs; and

  • Assist financial service professionals as a subject matter expert in financial wellness, retirement readiness, and estate planning issues

 

ERISA Regulatory Consultant and Financial Wellness Consultant, 2017 - 2019

October Three Actuarial Consultants LLC, Chicago, IL

October Three consults, designs and administers retirement programs for businesses, with a focus on traditional pension plans and market return cash balance plans

  • Hired specifically to develop the content and market strategy for financial wellness and age-friendly workforce management services;

  • Participated in marketing, communicating, and ensuring the legal compliance of our client’s cash balance pension plans;

  • Served as an expert on non-pension benefits, such as executive compensation, health & welfare, ACA, HIPAA, COBRA, FMLA; and

  • Created an internal onboarding summary document which communicates our internal employee benefit programs available to new employees

 

Elder and Estate Planning Attorney, 2015 – 2017                     

Law Offices of Barry Kozak, Chicago, IL

The Law Offices of Barry Kozak provided elder law and estate planning counsel to individuals and families

  • Assisted families in discovering and memorializing their retirement, end-of-life and legacy goals;

  • Assisted families in understanding the benefits they were entitled to from retirement plans and IRAs; and

  • Established synergistic relationships with financial service professionals

 

Director of the Elder Law program, 2010 – 2015

UIC John Marshall Law School, Chicago, IL

UIC John Marshall Law School is fully accredited law school that offers JD and several LLM degrees to law students and several MJ graduate degrees to non-attorney professionals.  Prior to August 2019, the law school was independent and not yet part of the University of Illinois at Chicago

  • Developed the JD Certificate program in Elder Law (which requires 20 of the total 90 credit hours needed for the JD degree)
  • Managed all administrative aspects of the program including hiring adjunct professors and monitoring students’ academic performance
  • Ensured academic excellence in each class by hiring and managing appropriate adjunct professors to teach classes, counselling students enrolled in the program, and forming an Advisory Board
  • Operated programs and special events within institutional budgets
  • Adopted mind mapping software to support my mentorship of student progress and goals
  • 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
  • Served as the American Director of the Sino-American Research Center for an Aging Population (a joint collaboration between The John Marshall Law School, Chicago, and the East China University of Political Science and Law, Shanghai)
  • Reported directly to the Dean

 

Associate Director of the graduate Tax Law & Employee Benefits programs, 2001-2005 (part-time), 2005-2010

UIC John Marshall Law School, Chicago, IL

UIC John Marshall Law School is fully accredited law school that offers JD and several LLM degrees to law students and several MJ graduate degrees to non-attorney professionals.  Prior to August 2019, the law school was independent and not yet part of the University of Illinois at Chicago

  • Operated programs and special events within institutional budgets
  • Organized major conferences and smaller career-oriented programs
  • Served as faculty advisor for independent research papers for JD, LLM and MS students (all students needed to produce and defend an academic or policy paper, and the Director of the program assigned about half of the students to work with me as they developed and presented their research)
  • Worked with a different student editor selected each semester to produce a substantive newsletter
  • 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
  • Reported to the Director of the program, and performed other ad hoc duties as needed

 

Technical Education Consultant, 2005 (part-time)                                                   

The American Society of Pension Professionals and Actuaries, Arlington, VA

The American Society of Pension Professionals & Actuaries (ASPPA) is part of the American Retirement Association is a non-profit national organization for retirement plan professionals and one of its goals is to educate retirement plan professionals through a series of proctored and peer-reviewed examinations

  • Wrote 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

  

Technical Assistant, 2005 (part-time)                                                                                      

Freelance Independent Contractor, Chicago, IL

Donald Delves (now Executive Compensation practice leader for North America at Willis Towers Watson) is an expert in the accounting aspect of executive compensation, and was asked to author a book published by Specialty Technical Publishers titled “Accounting For Compensation Arrangements”

  • Assisted Don Delves, a colleague, in researching and understanding the new rules promulgated by the Financial Accounting Standards Board, and helped edit his manuscripts before he submitted them

   

ERISA Consultant, 2001 - 2005 (part-time)

CCA Strategies, Chicago, IL

CCA Strategies, which is now part of Aon Hewitt, was a national pension consulting and actuarial administration firm

  • Assisted clients with technical issues about their pension plans, 401(k) plans, and ESOPs;

  • Educated the firm about the ever-changing landscape of ERISA governance and trending policy issues for employee benefits; and

  • Cultivated public data to help develop strategic and proprietary best practices for the firm and for individual actuaries

 

ERISA Associate Attorney, 2000 - 2001

Bell, Boyd & Lloyd, LLC, Chicago, IL

Bell, Boyd & Lloyd, which is now part of K&L Gates, was a regional law firm that specialized in business planning

  • Researched issues, drafted documents, analyzed ROI, and educated clients about their retirement benefit plans, health and welfare benefit plans, group insurance programs, and other employee benefit plans and programs;

  • Performed due diligence of employee benefits issues for business transactions, such as mergers and acquisitions issues;

  • Reviewed Requests for Proposals and negotiated contracts for vendors on behalf of clients; and

  • Supervised several junior and summer associates

   

Employee Benefits Law Clerk, 1998 - 2000 (part-time, while attending law school)

Laner Muchin Dombrow Becker Levin Tominberg, Ltd., Chicago, IL

Laner Muchin is a regional law firm that specializes in labor and employment law

  • Provided research support for attorneys in the ERISA and Employee Benefits group

  

Summer Intern, 1998 (as part of a summer study abroad program)

Ministry of Social Security, State Private Funds Supervision, Budapest, Hungary

The Ministry, among other duties, approves all private investment funds that applied to maintain pension accounts for Hungarian citizens

  • Communicated major features of the United States Social Security system.
  • Helped in crafting laws and regulations that would ultimately harmonize all relevant domestic Hungarian laws regarding Social Security and pensions in anticipation of the country’s admittance into the European Union

 

Legal Research Assistant, 1997 - 1998 (part-time, while attending law school)

Schiller Ducanto & Fleck, Chicago, IL

Schiller Ducanto & Fleck is a regional law firm that specializes in family law

  • Assisted several attorneys in researching, writing and editing chapters of a book on the income taxation and employee benefits issues with divorce

 

Federal Income Tax Planning Clerk, 1997 - 2000 (part-time, while attending law school)

Gilson Labus and Silverman CPAs, Chicago, IL

Gilson Labus Silverman is a regional accounting firm that provides business tax planning

  • Assisted in the preparation of income tax returns for individuals and businesses
  • Provided research for tax advisory projects and inquiries

 

Senior Administrative Manager, Consultant and Actuary, 1994 - 1996

Consulting Actuaries International Inc., New York, NY 

CAI, now based in Fairfield, New Jersey, is a regional pension consulting and actuarial administration firm

  • Managed 3 associates, and the annual operation of about 150 pension plans
  • Participated on the new business development team

  

Director of Actuarial Services, 1993 - 1994

Belcor Pension Consultants, New York, NY

Belcor, now inactive, was a regional pension consulting and actuarial administration firm

  • Acted as the liaison between the firm’s clients' pension plans and an external actuary on all consulting, design and administration issues
  • Managed 2 associates, and the annual operation of about 100 pension plans
  • Accompanied CEO on many new business meetings

 

Retirement Plan Consultant and Pension Plan Administrator, 1990 - 1993

Pay Plans Corp., New York, NY

Pay Plans, now based in Greenlawn, NY, is a regional pension consulting and actuarial administration firm

  • Acted as the quality control review for the administration of all plans
  • Researched issues and discussed directly with clients
  • Worked closely with the business owner to develop uniquely tailored plans for business clients, especially as the new world of nondiscrimination testing was being introduced

 

Senior Pension Administrator and Consultant, 1998 - 1990

The Ibex Group, New York, NY

Ibex, now inactive, was a regional pension consulting and actuarial administration firm

  • Administered all aspects of pension plans
  • Served as the lead trainer for all new junior associates

  

Pension Plan Administrator and Consultant, 1987 - 1988

Improved Funding Techniques, Inc., Lynbrook, NY

Improved Funding Techniques is a regional pension consulting and actuarial administration firm

  • Assisted in the general administration and communication of defined benefit pension plans
  • Received great training in the mechanics of pension plan and how they further a client’s business goals
  • Recognized that technical issues needed to be communicated to clients in simple terms