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REAL ESTATE
Our Real Estate Practice is divided into both Residential and Commercial transactions. In the Residential arena, we handle both home sales and purchases in the Chicagoland area. We also are well versed in contract negotiations for new construction of condominiums, conversions, and single family homes. In addition, we have longstanding relationships with real estate professionals, surveyors, title companies, home inspectors, and mortgage brokers to assist our clients with all aspects of the real estate transaction.
On the commercial side, we negotiate the acquisition and sale of commercial properties, retail, and office leasing, and mortgage lending work.
INCOME TAX PREPARATION
We have a wide range of tax clientele, from the solo practitioner to the complicated investor. As a result, we prepare a wide range of individual, corporate, partnership, and fiduciary returns for our diverse clients. Part of our service includes assistance with tax notice compliance, audits, estimated tax payments, and extensions. We also provide the taxpayer with a method to organize your tax documents to facilitate the seamless transition from organizing your receipts to preparation of your 1040 return.
ESTATE PLANNING
At Ruben & Goldberg, LLC, we have a three- pronged approach to estate planning: peace of mind, asset protection, and minimizing estate taxes. First and foremost, we’d like to provide our client with peace of mind that your wishes will be carried out through a will that will appoint your executor, guardian of your children, and dispose of your personal property. We can also provide powers of attorney for health care and property in the event that you become disabled so that medical and financial decisions can be made under the terms you desire. Secondly, through a living trust you can ensure that your assets will pass to your heirs without the inconvenience and expense of going through probate court. Moreover, with a larger estate, an insurance trust may be utilized to ensure the payment of estate taxes. Lastly, through gifting strategies and careful planning, we can minimize the effect of federal estate taxes on your estate. Of course we are happy to assist you with updating your existing estate plan to make sure these goals are met by your current estate plan.
TRUST ADMINISTRATION
Our Trust Administration practice complements our Estate Planning practice. We administer both living or inter vivos trusts, as well as testamentary trusts. As a Trustee, we assist with accounting, managing, and disbursing trust assets. We also perform these services in cases where the client is the named Trustee. It is common for us to work closely with financial planners for the protection and distribution of trust assets, but we do not give investment advice. Lastly, in connection with our Tax practice we file all required Federal and State fiduciary returns.
GENERAL CORPORATE
Our corporate practice consists of organizing limited liability companies, partnerships and corporations, drafting operating agreements, bylaws, articles of incorporation, board of director and shareholder minutes and resolutions. We also are experienced with drafting various corporate documents, including shareholder, buy-sell, stock sales, and asset sale and purchase agreements. Other legal documents for our corporate clients include consulting agreements, confidentiality agreements, noncompetition and nonsolicitation agreements, and promissory notes. We also assist our business clients with their annual filings of minutes and annual reports and other documentation required annually by the Secretary of State. Our business clients range from the solo entrepreneur to sophisticated multi member organizations.
PROBATE AND GUARDIANSHIP
Our probate practice consists of opening, administering, and closing all types of probate matters. We will file all initial court papers, attend court appearances, secure a surety bond, and make sure all notice provisions are met including those during the mandatory claim period. In addition, we assist our clients with all required court filings throughout the administration of the estate. On the guardianship side, we also assist clients who are in need of a temporary, permanent, or limited guardian to be appointed for a disabled adult or minor. We have experience with representing special needs children who have reached the age of majority and need assistance with applying for state Medicaid, and social security benefits. In conjunction with our Estate Planning practice, we can also set up a special needs trust to provide for protection of assets for the disabled person. |
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