Wolak, Keith

Keith Wolak
Keith Wolak

Practice Areas:
Estate Planning and Wealth, Preservation Practice, Business and Corporate Practice

Firm: Hoeppner Wagner & Evans LLP
103 East Lincolnway, P. O. Box 2357 Valparaiso, IN 46384-2357
Phone: (219) 464-4961 / Fax: (219) 465-0603
kwolak@hwelaw.com
Firm Website: hwelaw.com

Keith Wolak, an attorney and Certified Public Accountant, focuses his practice on estate and tax matters, which includes matters relating to minimizing estate taxes through wealth transfer contingency planning, as well as addressing fiduciary appointment. Mr. Wolak is a Certified Estate Planning and Administration Specialist, certified by the Indiana State Bar Association’s Estate Planning and Administration Specialty Certification Board. He has counseled clients on the various ways to effectively transfer wealth, including the use of Irrevocable Life Insurance Trusts, Testamentary Trusts, and Revocable Trusts. Mr. Wolak also prepares tax returns, including income, gift and inheritance tax returns. His work also includes representing estates in probate.

In addition to his estate planning practice, Mr. Wolak advises clients on entity formation and has handled both business and real estate transactions. He has also helped clients establish private foundations, tax exempt organizations and public charities. Additionally, he has significant experience handling contested matters. Mr. Wolak has represented clients before all levels of the IRS and before the United States Tax Court.

Prior to joining the firm in 2008, Mr. Wolak practiced law in Munster, Indiana. Before becoming an attorney, he was a staff accountant with Crowe Chizek & Company where he was responsible for preparing corporate, personal and partnership tax returns, as well as conducting audits for a number of the firm’s clients.

Bar Admissions

  • Indiana, 1998
  • United States District Court for the Northern District of Indiana, 1998
  • United States District Court for the Southern District of Indiana, 1998
  • United States Court of Appeals for the Seventh Circuit, 1998
  • United States Supreme Court, 1998
  • United States Tax Court, 1998

Undergraduate School

  • Indiana University (B.S., with Honors of High Distinction 1992)

Law School

  • Indiana University School of Law (J.D., 1998)

Professional Associations:

  • Indiana State Bar Association
  • Lake County Bar Association
  • Porter County Bar Association

Awards and Recognitions:

  • Board Certified Indiana Trust and Estate Lawyer, as certified by Trust and Estate Specialty Board
  • Certified Public Accountant (1996)

Community Involvement:

  • Kiwanis Club of Highland (Past Distinguished President, Past Fundraising Chairman, 5 years; and Board Member, 3 years)
  • St. James the Less Catholic Church (Member, Finance Committee, 2008 – Current)
  • Meals on Wheels of Northwest Indiana, Inc. (Board of Directors, 2009 – Current)