Our team of tax and wealth structuring specialists advises high net worth individuals and their families to protect assets and minimize tax liability. Many of our attorneys hold CPA designations and have worked in public accounting firms. They are uniquely equipped to help our clients navigate the complex web of changing tax laws and guidelines and develop personalized solutions to preserve, grow and protect their wealth.
How We Help High Net Worth Individuals
Asset Protection Planning
You may be surprised to learn that proper estate planning not only protects your assets upon your death, but it can also provide significant tax, financial and legal advantages for you and your family while you are alive. Kelleher & Buckley, LLC’s tax and wealth structuring team offers a wide range of services to help you protect your assets and minimize your tax liability in accordance with local, state and federal tax laws. We help our clients reduce gift, estate and income taxes. Many of our tax attorneys are also certified public accountants (CPAs) and have worked in public accounting firms in many different areas of taxation. This means our team offers a unique background and depth of experience for clients.
Our primary goal is to provide the most efficient and effective solutions to exceed our clients’ expectations. We work hard to make sure you keep what you’ve worked hard for.
Tax and Wealth Structuring
Kelleher & Buckley, LLC’s tax and wealth structuring team offers a wide range of services to help you protect your assets, minimize your tax liability in accordance with local, state and federal tax laws. Our primary goal is to provide the most efficient and effective solutions.
Wills and Trusts
A properly prepared estate plan can help you avoid probate, minimize estate taxes, and help shield your assets from creditors. It can also allow you to control how your assets will be distributed, when they will be distributed, and who they will be distributed to without the involvement or cost of the probate courts.
Since no two families are the same, Kelleher & Buckley, LLC takes an individual approach to estate planning. We create unique estate plans for each of our clients focusing on meeting their personal goals. In many instances, we work with other family advisors, including accountants, financial planners, stockbrokers, insurance agents and other attorneys to ensure a comprehensive approach to a client’s estate plan.
Estate & Trust Administration
Estate Administration is the process of managing and distributing assets when a loved one passes away without any advance estate planning, which requires court involvement called probate. Probate proceedings are highly regulated and can bring additional costs, delays of settlement and loss of privacy if not administered properly. Administering an estate can be an emotional process, but our attorneys act as personal counselors, and we take very seriously our responsibilities as such. Our seasoned attorneys work diligently and efficiently, so you are left with the maximum value of the estate.
Trust Administration is the process of managing and distributing assets when a loved one passes away with a trust plan in place. Trust administration has several working parts, so Kelleher & Buckley, LLC works as your guide through the process. We also work with your advisors, such as your accountant, insurance advisor and financial advisor to create a synchronized plan to meet the goals and needs of both the estate and the beneficiaries.
Pre and Postnuptial Planning
Prenuptial agreements are not just for celebrities and the wealthy. Most couples contemplating marriage should work together to plan and inventory premarital assets to promote both emotional and financial harmony. The attorneys at Kelleher & Buckley, LLC can help establish proper expectations to avoid surprises and disagreements.
Prenuptial agreements provide the opportunity to privately and logically address marital and financial issues, such as the division of marital assets and maintenance well before the emotional strains of a possible divorce. Peacefully addressing marital issues can save significant amounts of time, emotional hardship and legal fees.
Illinois law recognizes postnuptial agreements, so even married couples still have time to put a plan in place. Both premarital and post marital planning can offer financial protection and create a solid marital foundation.
Family Law & Divorce
Few legal matters are more significant and stressful than those involving children or the dissolution of a marriage. Each family law matter is unique and challenging. The family law attorneys at Kelleher & Buckley, LLC always treat clients with compassion when helping resolve complicated family matters. We understand the impact each case has on the future of our clients and provide individualized counsel and guidance through difficult times.
Unfortunately, everyday people are unexpectedly injured due to the negligence of others. Kelleher & Buckley, LLC is experienced in handling a wide range of personal injury claims including car accidents, wrongful death, medical malpractice and workers’ compensations. Our team is devoted to advocating for those unfairly injured to recover financial compensation for medical bills, lost wages, reduced earning capacity and pain and suffering.
Dealing with a personal dispute can be an intimidating process. Whether you are considering filing a claim or having to defend one, Kelleher & Buckley, LLC can help find the most cost-effective solution. Sometimes our best work is done outside the courtroom. We feel it is our duty to exhaust all avenues of conflict resolution such as negotiation, mediation and arbitration before taking a case to trial.
Residential Real Estate
At Kelleher & Buckley, LLC, we believe our clients deserve a legal team that understands a real estate transaction from every side of the table. Our team brings that unique perspective because we regularly work with buyers, sellers, borrowers and lenders. Our real estate and finance attorneys help each party to a transaction focus on the critical issues, making sure you can move ahead with confidence.
Kelleher & Buckley, LLC has a team of real estate attorneys to represent buyers, sellers, landlords and tenants for all of their real estate needs. Our team has over 125 years of combined experience. Our clients can feel confident that their transaction will be handled with the utmost care from initial negotiations to closing.