Estate Planning

Philip M. Bluestein is the owner and founder of Rocky Mountain Law Firm. Our firm has two divisions; Rocky Mountain Healthcare Law and Rocky Mountain Wills and Trusts. Rocky Mountain Healthcare Law focuses on helping Physicians, Dentists, Nurses and other Healthcare Professionals and Businesses build, maintain, and protect their careers and practices. Rocky Mountain Wills and Trusts focuses on helping business owners and families plan for the future and protect their assets with effective will and trust planning. Rocky Mountain Law Firm works with doctors and other healthcare professionals and businesses throughout Colorado as well as clients outside of Colorado. This includes helping healthcare professionals with their professional employment contracts, starting, maintaining, buying or selling practices, regulatory matters, licensing and professional board matters, asset protection and estate planning, and helping doctors with the opportunities and challenges they face in their careers so that they can focus on taking care of patients. We also work with a variety of clients to address their estate planning needs. This includes basic Wills, Powers of Attorney, Healthcare Directives, Guardian Designations, and other documents, to Revocable Trusts (also referred to as Living Trusts), to more complex trust planning and Asset Protection trusts and strategies. Philip founded Rocky Mountain Law Firm (formerly the Bluestein Law Firm) in 1995 while living in Ohio. In 2000 he and his family relocated to Colorado. Upon graduating from law school, Philip practiced for a year and a half in one of the oldest firms in Cincinnati, Ohio that focused on estate planning, litigation and real estate. He started his own firm in 1995 focusing on Civil and Criminal Litigation, Business Law, and Estate Planning. While in Cincinnati, his now ex-wife was a surgeon still in training. Over time Philip found that many medical professionals that he or his then wife knew began asking him questions related to contracts, careers, and practices. He realized there was a definite need he could address and developed his practice to help healthcare professionals. When his then wife completed her training, they moved to Colorado where he helped her set up and run her medical and surgical practice, as well as restarting his law practice with a focus on healthcare professionals and practices. Philip grew up in the Midwest. After receiving a Bachelor of Arts degree in Government with a minor in History from the College of William and Mary in Virginia, he obtained his Juris Doctor degree from the University of Cincinnati College of Law. From 1995 to 2003 he served as a Judge Advocate General (JAG) in the US Army Reserves, where he assisted soldiers with estate planning and other assistance to meet their requirements prior to being deployed. He also represented soldiers in military separation boards and served as the Claims Officer for the 9th LSO, 88th RSC. He completed eight years of service rising to the rank of Captain. Philip is a member of the American Health Lawyers Association, the Colorado Bar Association, and the Boulder County Bar Association, where he served as the co-chair of the Business Law Section for two years. He is licensed in Colorado and Ohio. At the office, Philip is always glad to introduce clients to our golden retrievers Sadie and Zev, the office dogs. He is remarried and has two sons in college, Solomon and Isaac, and loves to spend time with his family. He also enjoys cycling, skiing, camping, and hiking.

Philip M. Bluestein is the owner and founder of Rocky Mountain Law Firm. Our firm has two divisions; Rocky Mountain Healthcare Law and Rocky Mountain Wills and Trusts. Rocky Mountain Healthcare Law focuses on helping Physicians, Dentists, Nurses and other Healthcare Professionals and Businesses build, maintain, and protect their careers and practices. Rocky Mountain Wills and Trusts focuses on helping business owners and families plan for the future and protect their assets with effective will and trust planning. Rocky Mountain Law Firm works with doctors and other healthcare professionals and businesses throughout Colorado as well as clients outside of Colorado. This includes helping healthcare professionals with their professional employment contracts, starting, maintaining, buying or selling practices, regulatory matters, licensing and professional board matters, asset protection and estate planning, and helping doctors with the opportunities and challenges they face in their careers so that they can focus on taking care of patients. We also work with a variety of clients to address their estate planning needs. This includes basic Wills, Powers of Attorney, Healthcare Directives, Guardian Designations, and other documents, to Revocable Trusts (also referred to as Living Trusts), to more complex trust planning and Asset Protection trusts and strategies. Philip founded Rocky Mountain Law Firm (formerly the Bluestein Law Firm) in 1995 while living in Ohio. In 2000 he and his family relocated to Colorado. Upon graduating from law school, Philip practiced for a year and a half in one of the oldest firms in Cincinnati, Ohio that focused on estate planning, litigation and real estate. He started his own firm in 1995 focusing on Civil and Criminal Litigation, Business Law, and Estate Planning. While in Cincinnati, his now ex-wife was a surgeon still in training. Over time Philip found that many medical professionals that he or his then wife knew began asking him questions related to contracts, careers, and practices. He realized there was a definite need he could address and developed his practice to help healthcare professionals. When his then wife completed her training, they moved to Colorado where he helped her set up and run her medical and surgical practice, as well as restarting his law practice with a focus on healthcare professionals and practices. Philip grew up in the Midwest. After receiving a Bachelor of Arts degree in Government with a minor in History from the College of William and Mary in Virginia, he obtained his Juris Doctor degree from the University of Cincinnati College of Law. From 1995 to 2003 he served as a Judge Advocate General (JAG) in the US Army Reserves, where he assisted soldiers with estate planning and other assistance to meet their requirements prior to being deployed. He also represented soldiers in military separation boards and served as the Claims Officer for the 9th LSO, 88th RSC. He completed eight years of service rising to the rank of Captain. Philip is a member of the American Health Lawyers Association, the Colorado Bar Association, and the Boulder County Bar Association, where he served as the co-chair of the Business Law Section for two years. He is licensed in Colorado and Ohio. At the office, Philip is always glad to introduce clients to our golden retrievers Sadie and Zev, the office dogs. He is remarried and has two sons in college, Solomon and Isaac, and loves to spend time with his family. He also enjoys cycling, skiing, camping, and hiking.

I am a lifelong Chicagoland resident with a passion for helping families plan their estates so their loved ones are cared for upon their passing. I utilize wills, trusts, powers of attorney for property, and healthcare, with the goal of ensuring that assets pass to your intended loved ones and to make sure that the right people are acting on your behalf if you are unable to make decisions. For families with a recently deceased loved one, I will represent the appointed fiduciaries in administering the estate, be it probate administration or trust administration. I am licensed to practice in Illinois and primarily work in Cook County, Lake County, McHenry County, DuPage County, Will County, Kane County, and Kendall County. I am also licensed for the Federal Bar of the Northern District of Illinois. I offer a no charge, no strings attached initial consultation for estate planning. We can formulate an estate plan that meets your needs without breaking the bank. If you recognize that you need estate planning (and everyone does!) then do not hesitate to give me a call.

OVER 30 YEARS OF EXPERIENCE IN FAMILY LAW, ESTATE PLANNING, AND REAL ESTATE LAW At the Law Office of Vincent C. Machroli, P.C., we are a general practice firm with over three decades of experience representing clients in DuPage County, Cook County, and communities throughout the Chicago metro area. Located in Hillside, Illinois, we are a suburban firm focused on providing highly personalized representation for each client we serve. We have extensive experience and in-depth knowledge in several practice areas, and over the years we have established a strong track record securing successful results for our clients. The number one goal at our office is, to not only meet our clients’ legal needs, but also to exceed their expectations. DELIVERING A WIDE RANGE OF LEGAL SERVICES As a general practice firm, we work hard to serve as a “one-stop” for just about all consumer legal matters. Some of our primary areas of focus include: Family Law and Divorce Estate Planning Real Estate We also provide legal representation for matters involving personal injury, criminal and traffic law, workers' compensation, civil litigation defense, and general legal services. To speak to a qualified attorney about any of these areas of practice, call 708-449-7400.

Greg has been a partner at Hurley Toevs Styles Hamblin & Panter PA since 2008. He was formerly a partner of the trust and estate litigation firm of Popejoy & MacKenzie PC. Greg is a graduate of the Syracuse University College of Law and was admitted to practice before the New Mexico courts in 1993 and has been working as a litigation lawyer since that time. Since 1997, Greg has devoted virtually all of his practice to representing clients in probate, estate and trust litigation. This includes representing clients who are contesting or defending the validity of wills, trusts, and other estate planning documents and those who are involved in litigation over the administration of estates and trusts. His cases frequently involve allegations of breach of fiduciary duty and the construction of controlling instruments such as wills and trusts. Greg also frequently handles litigation in contested complex guardianships and conservatorships. He has served as guardian ad litem for incapacitated adults involved in those types of proceedings. Greg has received his certificate (2005) from the UNM School of Law mediation course and has served as a mediator in cases involving contested trusts, probates, and difficult guardianships and conservatorships. Greg is the chair of the Trust and Estate Division of the Real Property and Trust Section of the New Mexico State Bar and the Chair-Elect of that Section for the 2018 year. Greg has been recognized as AV-Rated by Martindale and was elected a fellow to the American College of Trust and Estate Counsel in 2010. He is an active member of the Fiduciary Litigation Committee of that College. Greg has been recognized as Best Lawyer of the Year (2017, 2018, and 2019) by Best Lawyers.

Jason D. Jones, Esq., our office’s founder, opened our office in 2018 after working for well over a decade in trusts & estates, estate administration, and taxation matters in both international and domestic estate planning areas. With B.A and M.A. degrees from Yale University and University of Chicago, Mr. Jones worked as a corporate paralegal at Morgan Lewis & Bockius LLP, specializing in airline lease transactions and other corporate matters. Mr. Jones also worked as the sole non-native Japanese paralegal at the former Komatsu Koma Nishikawa LLP, located in Tokyo, Japan, while on scholarship to complete work on his master's thesis. ​ Upon his return to the United States, Mr. Jones worked as a paralegal at Morrison Foerster LLP and at Loeb Block LLP, a boutique firm specializing in international trusts & estates matters for high net worth foreign individuals. While at Loeb Block LLP, Mr. Jones began his study at Fordham Law School and developed his interest in all trusts & estates related matters, including advanced work in estate taxation. During the summers as a law student, Mr. Jones interned at both the Queens County Surrogate’s Court, among other places, to augment his practical experience. After his admission to the New York Bar, Mr. Jones worked as an associate at Heidner Law Firm, where he worked on trusts & estates matters for high net worth individuals, primarily from Brazil but also from other Latin American countries. Selected matters included U.S. based real estate purchases for foreign clients, forming offshore entities in Bermuda, British Virgin Islands and the Cayman Islands. Mr. Jones next joined Eisenberg & Baum LLP as an associate in order to to serve more U.S. clients on a wider array of domestic estate planning and probate matters. At Eisenberg & Baum LLP, Mr. Jones worked in all Surrogate’s Courts city-wide, as well as in Westchester, Nassau and Suffolk counties. He soon realized that this work was most closely aligned with his mission: to assist all families and individuals with their domestic estate planning objectives while providing an empathetic ear towards the vital skills required of a trusts & estates practitioner towards his/her/their clients. To date, Mr. Jones has served as trustee on two different multimillion dollar trusts concerning notable figures and has prepared hundreds of Wills and revocable trusts. In addition, Mr. Jones has prepared family limited partnerships, irrevocable trusts, special needs trusts, and other sophisticated estate planning devices. Mr. Jones has completed many probate and administration proceedings, small estate (voluntary) administration proceedings, resolved inheritance disputes, and handled formation and dissolution matters of limited liability companies and corporations. As a value add-on to his primary practice, Mr. Jones assists his clients with residential real estate closings and deed transfers. Due to the strong connection between spousal rights and estate planning, Mr. Jones has been sought after by many couples to prepare prenuptial and postnuptial agreements. Mr. Jones is a native New Yorker, who was raised Queens, New York. He currently resides in New York City with his husband. When he is not furthering his clients’ interests, he enjoys playing tennis, reading contemporary fiction, listening to true crime podcasts, and traveling.

Robert S. Bullock, Esq., CELA, CAP is the principal of the Elder & Disability Law Center and is licensed to practice in the District of Columbia, Maryland and Virginia. His practice focuses in the areas of Medicaid planning and eligibility, public benefits, Life Care Planning and Management, guardianships, conservatorships, disability planning, supplemental needs trusts, estate planning and general legal issue of competency, insurance coverage, Medicare and Elder Law issues. Mr. Bullock is an honors graduate of Lafayette College, and received his J.D. from the University of Pennsylvania Law School. He is the only Certified Elder Law Attorney (CELA) practicing fulltime in the District of Columbia.

Harvey L. Cox has been practicing law in Texas since 1990 and has extensive experience working with families and businesses. He limits his practice to estate planning and asset protection planning. Harvey earned two Bachelor’s degrees, one from Dallas Bible College in 1983 and the other from Criswell College in 1987. Between those two degrees, Harvey did work on a Master’s of Theology degree at Dallas Theological Seminary. He left Dallas Seminary in 1987 to pursue a career in law, graduating from the University of Houston Law Center in 1989. (Yes, there is a story there but it’s way too long for this space so feel free to ask Harvey about it when you’re in the office or have him on the phone.) Harvey did return to his theological studies, completing a Master’s of Theology degree in December 2018 at Campbellsville University School of Theology. Harvey is a member of the State Bar of Texas, the Texas Bar College, and the Waco-McLennan County Bar Association. He is a recipient of the 2019 Martindale Hubbell “Distinguished” Peer Review Rating for High Professional Achievement. Harvey believes there is an incredible amount of misinformation, half-truths, and estate planning myths masquerading as truth. He battles against incorrect information daily. That’s why he devotes a significant amount of time conducting seminars in local churches, senior citizen centers, and in his office to educate Seniors on Texas Estate Planning issues. When Harvey is not in the office helping clients or teach Senior seminars, he teaches Business Law at McLennan Community College (MCC) in Waco, Texas. MCC also offers an extensive selection of Continuing Education classes to the public each semester. Harvey and his Senior Legal Assistant, Gary Hill, teach a six-hour Estate Planning and Asset Protection Planning Class for Seniors as part of the Continuing Education Program. The date of their next class is available on the Seminars Page. Harvey was born and raised in Mexia, Texas. He lives in Waco, Texas with his wife, Rebecca. They have three sons.

T. McCall Stern ("McCall") is active in her community and has a passion for serving others. She practices predominately in the areas of estate planning, probate, corporate law, and fiduciary litigation. In 2014, she started the law firm and Purposed Planning, a non-profit focused on supporting elders, veterans and caregivers and on promoting a collaborative approach to planning. She received her Doctor of Jurisprudence from Mississippi College School of Law, graduating in the top 10% of her class. Prior to starting McCall Stern, PLLC, she worked for another law firm for eight years. During that time, she gained integral legal experience in the areas of business and corporate law, litigation, tax, estate planning, guardianships and conservatorships, and probate. Prior to entering the legal profession, she assisted various entities with lobbying initiatives, legislative tracking, business development, public relations, membership growth and retention, accounting and management.

Harry counsels predominately high net-worth families and closely-held businesses in a broad range of matters, including areas of taxation (state, national and international), formation, real estate, trust and estates, and business succession planning. Harry advises clients on structuring transactions in a tax-efficient manner. Harry has an acute understanding of the real estate and agricultural sector and helps clients meet their business objectives. Harry regularly advises corporations, partnerships, and individuals on a broad range of domestic offshore and cross-border transactions often focusing on complex and innovative structures to transfer wealth and business holdings. Harry’s experience includes acquisitions, dispositions (including like-kind exchanges), sophisticated financing, easements, and other asset management matters that add post-tax value to the respective client. Harry also helps individuals and families with sophisticated wealth planning and wealth preservation and multi-generational planning which minimizes income, estate, gift and generation-skipping transfer taxes. Understanding the desire to preserve wealth and closely held business enterprises, Harry ensures a client’s legacy is persevered while navigating potentially sensitive family dynamics. As part of legacy planning, Harry regularly counsels his clients in respect to charitable giving and has been involved with establishing private foundations, charitable lead and remainder trusts, and other not-for-profit entities. Harry remains active within the community. While not practicing law, Harry enjoys running basketball and hockey.