prictice-area

Mildred V. Palmer

Partner

 

Mildred V. Palmer

 

 

 

 

PRACTICE AREAS

  • ESTATE PLANNING
  • WILLS & TRUSTS
  • PROBATE
  • ESTATE AND TRUST ADMINISTRATION

PROFESSIONAL PROFILE

Mildred “Millie” Palmer leads the Estate Planning and Administration Department at Waltz, Palmer & Dawson, LLC. Millie’s practice is divided into four areas: Estate planning, wills and trusts, probate, and estate and trust administration. By bringing her personal commitment to service and excellence to each client, Millie helps individuals not only identify and meet their objectives, but to position themselves to surpass their future goals.

Millie’s philosophy is to provide services that are both in-depth and reasonably priced, based on individual goals and personal reasoning. This practice utilizes her classic tax law training, big firm work ethic, and her passion to practice law in a positive way. Millie is honored to help real people make meaningful decisions regarding their business and their futures.

Millie graduated Cum Laude from University of Florida’s College of Law in 1990 where she earned American Jurisprudence Awards in Civil Procedure and Evidence and in Estate Planning, and where she was awarded an honorary teaching fellowship for her work with first year students in Contract Law. After graduation she went to work for Ernst and Young as the first hire following the firm’s merger. Millie worked as a tax attorney in the Special Services Corp, but also as a tax adviser concentrating on reorganization matters. During this time, she also attended LLM classes at Chicago Kent. In 1992, she moved from Ernst and Young to Gardner, Carton and Douglas where she practiced tax law. As a tax attorney attached to a large firm, Millie saw a wide variety of work in the area of taxation, charitable giving, corporate work and estate planning. During this time, she served as the ABA YLD Tax Law Chair and a CNN Tax Law Correspondent.

Although her work at both Ernst and Young & at Gardner Carton and Douglas was educational and interesting, Millie was determined to challenge herself again and practice law from a different perspective. In the summer of 1998, she left Gardner Carton and Douglas to open her own firm. She practiced on her own for the next ten years.

In early 2008, Millie formed Waltz, Palmer & Dawson, LLC with two other attorneys, Nichole M. Waltz, and Susan L. Dawson. The attorneys created WPD in response to the growing demand for reasonably priced, highly personalized legal services both inside and outside of the City of Chicago. The attorneys of WPD combined their years of experience and knowledge to better serve their individual practice areas and to increase the services available to our client base. Since forming WPD in 2008, the firm has increased in size and scope and has continued to grow beyond expectation.

Millie is also known for her volunteerism and is a member of the District 214 School Board of Education and a  board member of the Arlington Heights Rotary, Noon Club. She is a founding board member of the Michael J. de Zonna Foundation and a charter member of the Northwest Community Health Care Friends Advisory Council on Estate and Gift Planning. Over the years, she has been involved in a variety of school and youth related activities in Arlington Heights, IL such as Rolling Meadows High School Football, Orchesis and Athletic Boosters. She has served as the Arlington Cowboys Youth Athletics Director of Cheerleading and coached for 14 years. As a mother of four active children, and as a local business owner, Millie feels the need to stay in touch with her community.

EDUCATION

  • University of Florida – Juris Doctorate 1990 cum laude
  • University of Florida – BA 1987

INDUSTRY AFFILIATIONS

  • Northwest Suburban Bar Association, Member
  • Chicago Bar Association, Member
  • Illinois State Bar Association, Member

AWARDS

  • Awarded 2018 Lawyers of Distinction by The Lawyers of Distinction Organization
  • Awarded one of the 2017 Influential Women in Business by the Daily Herald Business Ledger in partnership with National Association of Women Business Owners
  • 2017, Top 100 Lawyers by the National Advocates
  • 2015,  Top 100 Lawyers by the National Advocates

SPEAKING ENGAGEMENTS (Presented at various locations 2011 – present)

  • “What Everyone Should Know…Preparing for Life’s Challenges;”
  • “Critical Choices: Protecting Your Family;”
  • “What Every Parent Should Know;”
  • “Estate Planning in the Sunset of Your Life;”
  • “Durable Power of Attorney, Executor and Trustee: Finding the Right Hat to Fit the Situation;”
  • “Death, Disability & Retirement;”
  • “Selling or Closing a Law Practice and Succession Planning”
  • “Empowerment Through Building a Better Law Practice”

RECENTLY PUBLISHED ARTICLES

  • “When is the time right to Update Your Will, Trust and Other Legal Documents?”

– Daily Herald, November 2016.

Mrs. Palmer writes a quarterly column for the Almanac, a publication local to Arlington Heights, IL and surrounding suburbs. Recent articles include the following:

  • A Brief History of Trusts
  • A Plan for All Stages of Your Life
  • Changes in the Law
  • Circumstances that Change Our Lives
  • Coming This Summer: Illinois Civil Unions!
  • Deciding on a Trust
  • Divorce and Death: A Cheery Spring Article
  • Estate Planning in the Autumn of Your Life
  • Estate Planning in the Springtime of Your Life
  • Estate Planning in the Summer of Your Life
  • Estate Planning in the Winter of Our Lives
  • Facing the New Year
  • Financial Matters of Utilizing a Reverse Mortgage
  • Focus on Health Care
  • From Ancient Greece, to My Big Fat Greek Wedding, to Illinois—Advice for Writing a Will
  • From the Bench, Part I
  • From the Bench, Part II
  • Getting Back to Basics
  • Illinois Joins Legalization of Marriage Equality
  • Is Your Daughter or Son a Child, an Adult… or Both?
  • Life Insurance and Taxation
  • Long Term Care and Skilled Care
  • Misconceptions Affecting Assets After Death
  • Planning a Safe and Enjoyable Vacation
  • Planning for Aging
  • Protecting Your Children
  • Summer Vacation: An Ounce of Prevention is Worth a Pound of Cure
  • The Law of Gifting
  • The Game of Life
  • Valuing Assets After Death
  • What? Me Worry?
  • When an Estate Goes Bad
  • When Siblings Do Not Get Along…
  • Who Should Be Your Trustee?

Many of these articles can be viewed on the Waltz, Palmer & Dawson, LLC website under “Blogs” and “Estate Planning”.

Prior to moving her practice to the NW Suburbs, Mrs. Palmer wrote for the Chicago Daily Law Bulletin, RIA Publications, and the ABA.

White Paper Available on Request:

  • Real Estate Transfer after Death
  • Powers of Attorney and the 18 Year Old

 

Mildred V. Palmer

Waltz, Palmer & Dawson, LLC

Ph.: 847-253-8800

Fax: 847-253-8822

mpalmer@wpdlegal.com