Estate Planning Attorney CPA in Orland Tinley Park

"I want to provide enough to my children so that they can do something, but not enough so that they can do nothing - Warren Buffet"

Estate planning attorney CPA services in Orland and Tinley Park Illinois

Estate Planning Services

Probate and Trust Administration

Medicaid and Elder Law Planning

Illinois Estate Tax Planning

As an experienced estate planning attorney serving the Orland Park and Tinley Park areas and the southwest Chicago suburbs, we help families in planning for the accumulation, management and preservation of assets, and for the distribution of those assets at death. We recognize that Estate Planning is a team effort and involves your financial planner, CPA, banker, insurance professional and estate planning Attorney. With multiple skills we effectively coordinate your overall planning process from its beginning through estate and trust administration and Probate litigation if necessary. Schedule a consultation with our office today. Call 708-460-6686 or contact us at paul@lechnerlawgroup.com. Our services include the following:

Estate planning attorney CPA services in Orland and Tinley Park Illinois

Learn more about our estate tax planning services or our probate litigation practice

Illinois residents will be subject to Illinois Estate Transfer Tax when their estate at death is over $4 Million. The Illinois applicable exemption is NOT portable like the current federal estate tax applicable exemption. Minimizing or eliminating estate transfer tax is only one of the issues that needs to be addressed. Managing basis step up for heirs is another. Visit our "GSU" practice area webpage where you can download class handouts from the estate planning class we are instructing. Or, visit our "SXU" practice area web page where you can download a previous estate planning presentation. Whether it's basic, advanced, or specialized planning consider following up with a call to our office for further discussions.

Download your Estate Planning Data Intake form or our "Preparing for Estate Planning Handout" Right-Click your mouse over "Estate Plan Data Intake" or "Prepare for Estate Planning" below and select either "Save Link" or "Save Target As" depending on your browser.

Estate planning and elder law attorney CPA services in Orland and Tinley Park Illinois

Estate Plan Data Intake

How to Prepare For Estate Planning

Paul has taught Retirement and Employee Benefit Planning, Estate Planning and Insurance Courses in the Saint Xavier CFP Certificate Program. He is a past member of Wealth Counsel, a national association of Estate Planning Attorneys and a current member of the National Association of Elder Law Attorneys ('NAELA') and Interactive Legal.

For more information contact Paul Lechner, Esq., CPA at 708.460.6686