The Wochner Law Firm LLC is uniquely qualified to be your partner for estate and business planning. The firm has been serving individuals, families and businesses for over forty years with one principal in mind: to provide accurate legal advice that protects client assets. Our estate and business plans are built on a foundation of asset protection and tax avoidance. Our practice tailors estate and business plans to your needs and legacy goals.
Our attorneys have been at the forefront of the estate and business planning practice both nationally and locally. Jim Wochner, the firm’s founding partner, is a founding member of a national estate planning association. For nearly twenty years, Mimi Turney has counseled countless individuals, families, and businesses in transactions where complex estate and corporate interests intersect. John Heggie is a member of the Illinois State Bar Association’s Estate and Trust Section and has deep experience in insurance. Corinne Heggie’s years of representing financial services companies makes her well-positioned to partner with clients’ insurers, financial advisors and accountants to ensure estate and business plans protect assets and to advocate for clients in probate court.
Not only do our lawyers enjoy national and local reputations, our lawyers are known in the community, including as hospice trained volunteers. This training makes the firm an effective advocate for individuals and families who face or are on the brink of medical transition or crisis.
The firm provides a one-hour initial free consultation with an attorney who will review an estate planning questionnaire, discuss goals, and provide a recommended plan and fee. Our clients sign engagement letters to confirm the attorney-client relationship and foster communication and transparency. By investing the time to understand the client’s particular situation and to educate the client about planning options, the firm truly becomes your partner.
As our partner, clients will have an active role in the planning process by participating in decision making and sharing information about real estate, business interests, insurance, bank and investment accounts, and retirement accounts. After estate planning documents are signed, the firm is dedicated to counseling clients on trust funding. The firm’s instruction enables the client to take the necessary steps to title assets into trust. Remember, a functioning trust is a trust that is funded!
We recommend that clients keep the firm apprised of events that may impact their assets such as an inheritance, business acquisition, home purchase, birth of a child, or death of a spouse or child. Often, changes to state and federal laws will impact estate plans that incorporate tax planning or are drafted with specific tax avoidance goals. Regardless, change provides an opportunity for our attorneys to review your estate or business plan and discuss recommendations, if any, to enhance it.
We value our clients and look forward to serving you, your family and your business.
"Wochner Law Firm was helpful, thorough, and professional for our family estate planning. I have already recommended their services to friends and family looking to initiate or revisit wills and family trusts."
"Thank you for setting up today’s meeting and setting up our estate documentation. You guys made it painless yet informative."
"Thank you for your guidance and legal advice in preparing my estate plan. Your services have provided me with confidence and peace of mind for my estate."
“Thanks for the time and guidance on Friday. All very helpful and timely. The Estate Plan Summary document and walkthrough was a great refresher and way to retain the nuances of our estate planning.”