Profiles

phone | 847-870-7600 (ext. 301)
mrhoades@rhoadeslevylaw.com
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Michael P. Rhoades, Attorney

Michael P. Rhoades specializes in estate planning for clients, which includes preparing and coordinating estate planning documents; implementing business succession planning strategies through the use of family limited partnerships; sales and gifting programs; negotiating and drafting pre-marital agreements; coordinating clients’ charitable goals by use of gift annuities, charitable remainder trusts, gifts of fractional interests in real estate and gifts of closely held stock; and preparing gift and estate tax returns. Mike earned his law degree from Chicago-Kent College of Law. He obtained a Masters of Law in Taxation from Georgetown University, which provides him with a uniquely holistic view to each client’s estate planning needs. He is exceptionally committed to serving his clients and a true find among estate planners.

 

Education:
L.L.M. (Masters of Law in Taxation), Georgetown University Law Center, 1997 J.D., Chicago-Kent College of Law, 1995, Dean’s List B.A. (International Studies) DePaul University, 1992, Dean’s List, Golden Key Honor Society, Model UN Ambassador

Admissions:
Illinois State Bar
The Florida Bar

Memberships:
Illinois State Bar Association Chicago Bar Association, Estate Planning Committee – Young Lawyers Section, Secretary

 

phone | 847-870-7600 (ext. 302)
wlevy@rhoadeslevylaw.com
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William B. Levy, Attorney

William B. Levy offers business and personal legal services for small to medium sized businesses, the owners of these businesses, their families and individuals. Bill’s areas of focus are business and corporate law, commercial real estate sales and leasing, mergers and acquisitions, estate planning and estate and trust administration. Bill has extensive experience counseling clients on business entity formation; organizing corporations and limited liability companies; advising clients with regard to day-to-day business operations; handling commercial real estate sale and leasing transactions; and negotiating and drafting a wide variety of business-related documents including shareholder (buy-sell) agreements, operating agreements, employment agreements, vendor agreements, supplier agreements, private label agreements, website development agreements, software development agreements, consulting agreements, independent contractor agreements and confidentiality agreements. Additionally, Bill has niche experience in the unique estate planning needs of the LGBT community and other non-traditional couples including preparing estate planning documents (trusts, wills, powers of attorney, living wills, etc.) and negotiating and drafting co-ownership agreements. Bill is committed to building collaborative relationships with clients and their advisors and providing comprehensive, cost-effective, client-focused service utilizing sound legal strategies and judgment.

 

Education:
J.D., Chicago-Kent College of Law, 1985
Bachelor of Science in Business Administration, Major in Accounting, University of Arizona, 1982

Admissions:
Illinois State Bar
Arizona State Bar
Wisconsin State Bar

Memberships:
Illinois State Bar Association
Lesbian and Gay Bar Association of Chicago
Greater North Shore Estate & Financial Planning Council
Lake County Estate Planning Council

 

phone | 847-870-7600 (ext. 303)
trocap@rhoadeslevylaw.com
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Timothy A. Rocap, Attorney

Tim focuses his practice in estate planning and estate and trust administration as well as business law. He has a strong background in elder law and has experience counseling a wide range of clients, from young families to those transitioning to senior communities. Tim has drafted hundreds of diverse plans, including plans for high net-worth individuals, individuals in second marriages and estranged family members. He employs a holistic approach with his clients and seeks to understand their needs and then develops the details of their plan. Tim’s competent and confident handling of all legal issues surrounding the administration of an estate plan allows the families rely on his legal expertise so they may focus on grieving and remembering their loved ones. Tim helps his business clients create and maintain their companies, assisting with bylaws, operating agreements, buy/sell agreements, shareholder agreements, and annual filing requirements with the state. His goal is to fully support his clients and to develop and maintain personal relationships while counseling them through life’s changes and challenges.

 

Education:
Loyola University-Chicago School of Law, J.D., 2010
Roosevelt University Paralegal School, Paralegal Certificate with Honors, 2003
Hanover College, Bachelor of Arts, 2002

Admissions:
Illinois State Bar

Memberships:
American Bar Association
Illinois State Bar Association
Chicago Bar Association
Greater North Shore Estate & Financial Planning Council

Community Involvement:
President, Kiwanis Club of Glenview-Northbrook, 2011–2012
President-Elect, Kiwanis Club of Glenview-Northbrook, 2010–2011
Board of Directors, Kiwanis Club of Glenview-Northbrook, 2005–2012
Chairman, Glenview School District 34 Caucus, 2005
Member, Arlington Heights Chamber of Commerce

 

phone | 847-870-7600 (ext. 304)
dbaltazar@rhoadeslevylaw.com
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Deborah A. Baltazar, Paralegal

Deborah A. Baltazar has over 20 years’ experience as a Paralegal in estate and trust administration, corporate and business law and commercial and residential real estate transactions.

Debbie has extensive experience in trust administration and probate matters, including the entire administration process from participating in the initial meeting with clients, to preparing documents to open the estate, handling asset transfers and preparing and filing the final report, final account and receipts to close the estate or trust. In the corporate practice area, Debbie prepares a full range of corporate documents including articles of incorporation, articles of organization, annual reports, corporate minutes, merger/consolidation documents, amendments, by-laws and stock certificates. In the real estate practice area, Debbie analyzes and researches various documents including title searches, title commitments, surveys, zoning reports, leases, building ordinances, subdivision ordinances and other due diligence matters. Debbie also prepares all documents necessary to close real estate transactions.

Debbie enjoys significant client contact and is the ultimate professional, dedicated to promptly and competently serving the lawyers at Rhoades Levy Law Group and their clients.

 

Education:
Robert Morris University — Chicago
Roosevelt University — Chicago, Paralegal Certificate

Memberships:
Illinois Paralegal Association
Institute for Paralegal Education
Organization of Legal Professionals
Illinois State Bar Association

 

phone | 847-870-7600 (ext. 309)
jwallace@rhoadeslevylaw.com
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Jessica M. Wallace, Paralegal

Jessica M. Wallace has over 8 years’ experience working in the legal industry specializing in estate planning, probate, and corporate law.  Jessica’s expertise is drafting of estate planning documents and funding of assets to correspond with estate planning strategies.
 
Jessica has assisted in preparing a significant range of estate plans including various special provisions such as Pet Trust Provisions and Special Needs Provisions.  Jessica has extensive knowledge of how funding of the estate plan corresponds with the client’s intentions of what happens to their hard-earned wealth once they pass away.  Jessica also has experience in probate including attending cases with supervising Attorneys, preparing documents to open the estate, annual accountings and status reports, and preparation of documents to close the estate.  In the corporate area, Jessica has prepared annual reports and corporate minutes, articles of organization, articles of incorporation, by-laws, stock certificates, and buy-sell agreements to name a few.
 
Jessica is committed to value-driven client relationships and maintains a high level of professionalism in every aspect of her career as a Paralegal.

 

Education:
Harper Community College – Paralegal Studies - Palatine, Illinois

Memberships:
Illinois Paralegal Association