Private Client and Wealth Management
Lifting the burden from your shoulders
- Estate planning and administration
- Wills, trusts and directives
- Conflict resolution and litigation
We also advise individuals on family matters such as:
- Child custody and support
- Orders of protections
In addition, out litigation team includes a former prosecutor who has tried dozens of felony trials and assists clients facing criminal charges.
Private Clients and Wealth Management News & Resources
IL CPA Society Presentation – Succession Planning
Understand best practices for planning for the transition of a business through sale or transfer to the next generation, including how to most effectively deal with family members in and out of the business. Learn more about buy-sell agreements, valuation issues, and estate tax planning as they affect succession planning.
Part 4 on January 30, 2019 is presented by Natalie M. Perry “Drafting Estate Planning Documents”. Wills, Revocable Living Trusts, and Powers of Attorney; Selection of Fiduciaries; Discretionary Standards; Trustee Powers; Tax Planning; and Other Drafting Considerations.