MONICA J. GURGIOLO
- ESTATE PLANNING
- PROBATE & TRUST ADMINISTRATION
- WILLS, TRUSTS & POWERS OF ATTORNEY
- END OF LIFE MATTERS
Monica is accomplished both as an attorney and as a CPA, with more than two decades of legal and accounting experience. This background in accounting, tax compliance, and law places Monica squarely at the crossroads of estate planning, trusts and taxation. Monica’s clients praise her ability to understand and carry matters through from beginning to end, preparing for challenges before they arise. She consistently provides clients with clear and concise personalized service, communicating with her clients to address the unique aspects of their particular situation.
Before joining Waltz, Palmer & Dawson, LLC, Monica spent several years with a law firm doing Medicaid and long-term care planning and other estate planning for clients. Prior to that, Monica had opened and managed her own law practice focusing on estate planning and administration, business creation and acquisitions, as well as other matters of business operations, such as assisting with issues that arise during the course of daily operations, to succession planning or the sale of the business to new owners, issues of tax compliance, shareholder agreements, operating agreements and buy-sell agreements.
Monica offers clients thoughtful and matter-of-fact counsel with regard to estate planning and end-of-life matters, combining her extensive background in wills, trusts, powers of attorney, and taxation with her experience in Medicaid and long-term care planning. She provides families with peace of mind through careful estate planning, utilizing wills and trusts, which can protect assets even for adult children and other family members, counseling them on both tax and non-tax considerations. Monica prepares clients for the possibility of incapacity, using advance directives such as powers of attorney, living wills, and HIPAA authorizations to help families make informed decisions in their best interests and avoid costly and time-consuming court guardianships if such circumstances do occur. Monica is also able to counsel and assist clients experiencing the recent loss of a loved one in the administration of their estates or trusts.
EDUCATION AND BAR ADMITTANCE
- Chicago-Kent College of Law – J.D., High Honors
- Roosevelt University – BSBA, Accountancy with Honors
PROFESSIONAL ASSOCIATIONS AND AFFILIATIONS
- Northwest Suburban Estate Planning Council, 1998 to Present
- Board of Directors, 2015 to Present
- Co-2nd Vice President, 2018-2019
- Northwest Suburban Bar Association, 2013 to Present
- Estate Planning and Probate Committee, Co-Chair
- WealthCounsel, 2009 to Present
- American Association of Attorney-Certified Public Accountants, 2015 to Present
- Illinois CPA Society-O’Hare Chapter, 1991-1994
- Secretary, 1993-1994
- Meetings Chairperson,1992-1993
RECENTLY PUBLISHED ARTICLES
- Simple Will Updated May Not Be Enough, Almanac, Spring 2018
Waltz, Palmer & Dawson, LLC is a full-service law firm with various areas of service to assist your business, including: Employment Law, Intellectual Property, Commercial Real Estate, Business Immigration, Litigation and general Business Law services. Individual services include Estate Planning, Wills and Trusts, Probate, Guardianship, Divorce and Family Law.
This attorney bio constitutes attorney advertising. The material is for informational purposes only and does not constitute legal advice. Content provided by Monica J. Gurgiolo.