We have created proprietary systems to aid in preparing sophisticated estate planning strategies and documents, especially customized trust agreements. We work closely with clients, their accountants and advisors to develop and enhance business, succession and retirement plans for medium to high net-worth individuals, including closely-held business owners. We also represent families in achieving their own succession planning goals.
We assist clients in opening, administering, and closing probate estates so that the process is not overly burdensome. Additionally, our firm prepares all necessary state and federal tax returns related to estate or trust administration. Advice is also provided for planning situations involving Insurance, Special Needs, Delaware and Asset Protection Trusts. We have extensive experience in preparing and addressing the following:
Please call us at (847) 466-5280 for more information.
Despite these uncertain times, please know that The Winkler Group LLC is open, ready, and available to serve your estate planning, real estate, and company needs. Please feel free to contact us should you have any questions and/or concerns. Pursuant to Governor J.B. Pritzker’s Executive Order dated March 20, 2020, the legal services we provide our clients is considered Essential Business and we will continue to provide the same services our clients expect of us. Please stay safe.