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Lake County 341 Trustee Preferences

The preferences identified in the following charts are for informational purposes only and merely reflect a particular trustee's preferences. It does not expand or limit a trustee's discretion, nor does it expand or limit a debtor's duties to produce statutorily required information. If you have a question about the information in the chart, contact the trustee.

Trustee Name List the preferred method for debtors to transmit the tax return, pay stubs and additional documents to you. State any informal practices you have established - e.g., meeting continued if documents not received within 48 hours of meeting, etc.
Joseph E. Cohen Prefers documents emailed through the Epiq Electronic Portal but also accepts email to both acartwright@cohenandkrol.com and jcohen@cohenandkrol.com
PLEASE NOTE MY NEW ADDRESS EFFECTIVE MARCH 1, 2024
790 Estate Drive
Suite 180
Deerfield, IL 60015
312-368-0300
Meeting is generally continued if documents are not received at least 7 days in advance. Sometimes will file a motion to dismiss if the attorney routinely never provides the required documents.
Ilene F. Goldstein
To protect personal and sensitive information, the trustee does not accept documents via email or facsimile.

All documents must be uploaded to the Stretto document sharing system. Upon case filing, you will receive a system generated email from Document Portal (Stretto) instructing you to upload documents. If you have questions regarding this process, please contact Stretto client services at1-800-634-7734 for further instruction.

If you do not have an attorney, please contact Stretto client services at

1-800-634-7734 for further instructions for assistance uploading the required documents.

If you have questions about these required documents or need a registration key, please contact the Trustee at ifgcourt@aol.com or Stretto client services 1-800-634-7734 for further instructions.

Trustee requires the following documents at least 7 days in advance of the 341 meeting date.

Tax returns for the last 2 years – Debtor and Co-Debtor tax returns for the most recent 2 years before the filing.

Pay advices for the last 60 days and information for all sources of income for the last 60 days.

Drivers License/State ID – Debtor’s current driver’s license or State ID.

Social Security Card/W-2 – proof of Debtor’s social security number. Third party prepared tax returns are not acceptable.

All documents must be uploaded to the Stretto document sharing system. No documents by Mail.