Top best Estate Planning Lawyers in Wheaton | 35 available

The Law Office of Clifford R. Holm was established in 2016 by Cliff Holm, an accomplished attorney with more than 20 years of private law firm and in-house counsel experience.. Throughout his career, Cliff has been privileged to represent many individual, family, and business clients in DuPage, Cook, and Kane counties.  By concentrating his practice in the area of wills, trusts and estates, Cliff has been able to deliver practical and cost-effective legal services to his clients.

Practice focused in Estate Planning, Elder Law, Life Care Planning and Probate/Guardianships. Frequent speaker on Elder Law issues; Elder Abuse, Neglect and Exploitation; adjunct faculty U of I Certification programs. Peggy has a long prior career as a Registered Nurse with experience in critical care and case management of persons with catastrophic illnesses and injuries that provides her with a unique understanding of the care needs and medical/legal issues facing our aging and disabled population.

Kelly L. Petersen is a licensed attorney concentrating in the areas of estate planning and estate and trust administration, including decedent's estates and adult guardianships.  Prior to joining Huck Bouma, PC, Kelly practiced family law and represented clients in domestic relations proceedings. Kelly's experience in family law complements her practice in estate planning, particularly with respect to the negotiating and drafting of prenuptial and postnuptial agreements.. Ms. Petersen is active in the legal community, serving as a Chair of the Northwest Suburban Bar Association's Young Lawyers Committee and is published in the DuPage County Bar Association’s Brief.   While in law school at DePaul University College of Law, Ms. Petersen earned a certificate in Public Interest Law and received a CALI Award for the highest grade in Comparative Family Law for her dissertation on the enforcement of religious pre-marital agreements.

I am dedicated to helping my clients obtain competent legal advice for a fair price.  I utilize my eighteen years of legal expertise to assist clients in a variety of areas.  I enjoy working with others towards a common goal.

I am an attorney focusing on family law, estate planning and tax preparation. My practice areas include the following: 1. Estate Planning I prepare living trusts, living wills, pour-over wills, last wills, health care powers of attorney, property powers of attorney, HIPAA authorizations, grantor retained annuity trusts (GRATs), irrevocable trusts, irrevocable life insurance trusts (ILITs), and family limited liability companies and partnerships (FLLCs and FLPs). I help fund trusts and I also administer trusts after the death of the trustors. 2. Tax Preparation I prepare individual (1040), business (1120, 1065), trust (1041),  estate (706), and gift (709) tax returns. 3. Business Start-Up I prepare and maintain the documents that are necessary to start-up a partnership, S-corporation, or limited liability company. 4. Probate I determine whether a probate is necessary, prepare the requisite paperwork, go to court, and administer the estate from beginning to end.. 5.  Divorce and Paternity. I have experience in the area of complex financial litigation and I have worked on the distribution of multi-million dollar estates and I do the following:. 1. Dissolution of marriage proceedings, including child custody, child support, maintenance, and post-decree matters;2. Parentage cases; and3. Preparation of Pre-Nuptial Agreements.

HEINZ J. BRISSKE graduated from Monmouth College in 1971 with an A.B. degree in Economics and German, and then received his law degree from Duke University School of Law in 1974. He earned a certificate of completion of prescribed specialization courses in Estate and Personal Financial Planning from John Marshall Law School in Chicago in 1995, and an LLM degree in Taxation from the same institution in 1997.. Mr. Brisske began his legal career as an associate with the law firm of Hinshaw, Culbertson, Moelmann, Hoban and Fuller (now Hinshaw & Culbertson) in Chicago, Illinois. After three years, he and two other attorneys from the same firm formed the general practice law firm of Murphy, Jones and Brisske in Lombard, Illinois. That firm merged with the practice of Allen S. Greene in Wheaton in 1978. The firm of Greene, Jones & Brisske was active in the legal community in DuPage County for over 20 years.. Mr. Brisske co-founded the law firm of HUCK & BRISSKE, LLC of Wheaton, Illinois, with Kevin Huck in 1999. In 2013, after the retirement of Kevin Huck, he merged the law firm of Huck & Brisske with the law firm of Huck Bouma, P.C., of Wheaton, where the estate planning group is now known as the Life & Legacy Planning Group. He currently concentrates his practice in the area of Wealth Transfer and Estate Planning.. Currently residing in Wheaton, Illinois, with his wife of 44 years, Mr. Brisske still enjoys spending time with his two children, Laura and David. Even though they are no longer living at home, they have a close relationship and spend time together regularly. Laura is now married to Corey, and they have two daughters, Lilia and Josephine. Laura is a stay-at-home mom, living in Kalamazoo, MI. David is married to Jona; they have a daughter, Klara. David is a Partner at Permira, a London-based private equity firm, working out of their New York City offices. An avid photographer and wine collector, Mr. Brisske also enjoys the occasional round of golf. The Brisskes' favorite way to relax is to spend time at their getaway in Scottsdale, Arizona, no matter the season.. - Area of practice:. Wealth Transfer and Estate Planning. - Education/Degrees:. A.B. from Monmouth College, Monmouth, Illinois. J.D. from Duke University School of Law, Durham, North Carolina. L.L.M. in Taxation from John Marshall Law School, Chicago, Illinois. - Publications:. Estate Planning Traps and Pitfalls, DCBA Brief, 1995. Implementation of and Substitutes for Advance Medical Directives, DCBA Brief, 1996. The Family Limited Partnership: An Overview, DCBA Brief, 1997. The "Five Wishes" Document: Is it a suitable substitute for a Statutory Power of Attorney in Illinois?. - Speaking Engagements:. Mr. Brisske conducts Practice Building Boot Camps for estate planning attorneys in various cities throughout the country for WealthCounsel, LLC. Over the years, Mr. Brisske has also spoken on various subjects in the field of Estate Planning, Retirement Planning and Family Limited Partnerships in numerous forums.. - Professional Affiliations/Memberships:. DuPage County Bar Association. Chairman: Estate Planning and Probate Committee 1993 - 1994. Chairman: Business Law Committee 1992-1993. Suburban Chicago Planned Giving Council 1997 - 1999. Illinois State Bar Association. DuPage County Estate Planning Council. WealthCounsel. ElderCounsel. Elder Law Answers

DAVID F. ROLEWICK graduated from Loyola University School of Law in 1971.  He worked as a clerk to Illinois Supreme Court Justice Daniel Ward, then as Assistant Director of the Administrative Office of Illinois Courts.  He has been in private practice since 1979.  He has served in numerous positions in the Illinois State Bar Association and has been a hearing board Chairman of the ARDC since 1994.  In 2001, he was appointed by the Illinois Supreme Court to serve as Chairman of the Special Supreme Court Committee On Professionalism, and he was then named as Chairman of the Supreme Court Commission on Professionalism.  He has tried and arbitrated commercial disputes in state and federal courts in Illinois, Indiana, and Pennsylvania, and has authored several articles on business law.  In 2006, he was elected to serve as a Director of the Illinois Bar Foundation.

Carleton W. Yoder joined Huck Bouma, PC in 2013. Carleton, a Director with the Firm, concentrates his practice in the areas of Trusts and Estates, tax and transactional matters, business succession planning, estate and gift strategies, and wealth transfer through estate and gift planning.. Carleton handles estates both large and small, and represents his individual and business clients’ transactional and operational needs through the custom drafting of Wills, Revocable Living Trusts, Irrevocable Trusts, Grantor Retained Annuity Trusts, Charitable Remainder Trusts, and business succession plans. He believes in taking the time to understand his clients’ needs, objectives, and desires before applying the tools available to fulfill those needs.Carleton attended Pepperdine University where he graduated, magna cum laude, with a Bachelor of Arts degree in Political Science. He later returned to Pepperdine to attend its School of Law where he received his Juris Doctor. After graduating law school, Carleton moved back to DuPage County. Carleton enjoys the study of taxation, and during his first year with Huck Bouma, distinguished himself by finishing his Master of Laws in Taxation (LLM) at Chicago-Kent College of Law, earning the CALI award in Tax Accounting and State and Local Taxation.. Carleton was born in Chicago, raised in DuPage County, and currently resides in Wheaton with his family. He enjoys photography, automobiles, and going on bike rides with his family on the Illinois Prairie Path.

Attorney William A. Deitch founded The Estate Planning Law Group in 1996. His practice is dedicated to assisting successful individuals, families, and business owners create a secure and prosperous future. He built the practice upon a commitment to provide the highest possible level of service to client families. The focus of Bill’s estate planning practice is based on his own straightforward personal goals — fortifying families, protecting legacies, shielding against the problems brought about by incapacity, and ensuring that the dreams parents have for their children are not lost to taxes, poor planning or procrastination. In particular, Bill enjoys working with business owners who are planning to transition their business to the next generation. He provides comprehensive and customized planning solutions to address the individual needs and concerns of his clients.. Bill has assisted over a thousand clients in creating estate plans that work. Each client receives personal attention and the time necessary to ensure that their individualized plan meets their needs and is well understood. Clients often comment on Bill’s ability to make complex concepts understandable so that they can make the best possible decisions to protect themselves and their families. The Estate Planning Law Group is committed to fostering a team oriented planning model which actively includes our client’s trusted advisors in our unique planning process.. Bill will get to know you as a person and ask about your hopes and dreams so that he can understand what makes you most proud about your life and family. That’s the foundation. From there, he applies a mastery of the law, legal theories, taxes, and court and administrative decisions to create an estate plan that’s not only technically airtight but is animated by the spirit and values that define you—your work ethic, your devotion to family, your generosity.. The plan, and the documents that make it work for you, will be explained in straightforward language you and your family can understand. And, if you become incapacitated, or when you pass away, the caring staff at The Estate Planning Law Group will be there to assist your loved ones in protecting and settling your estate.. Bill received his B.A. from the University of Illinois at Champaign/Urbana and his J.D. from DePaul University, where he was involved in student government, the International Law Society, and the Phi Alpha Delta Law Fraternity. Bill is an Adjunct Professor at the College of DuPage, where he teaches a highly regarded estate planning course to C.P.A.’s. He is also a frequent speaker on the topic of Estate Planning and Business Succession Planning and is a contributing author of the Estate Planning book titled “Your Life, Your Legacy,” which was published in 2003. Bill has taught thousands of accountants, financial advisors, insurance professionals, and members of the public about the full range of estate planning topics.. He is a member of WealthCounsel, a nationwide organization of attorneys and financial advisors dedicated to providing their clients with the most sophisticated and comprehensive planning solutions available. He also participates in the Illinois Wisconsin Forum of Estate Planning Attorneys.. Bill is a lifelong resident of the Chicago area and has lived in Winfield for the past 20 years.  He is married to Amy and has four children.  Bill keeps busy chasing his kids around and enjoys his workouts and family vacations.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.

Experienced Estate Planning attorney serving clients in Wheaton and surrounding areas.