The Wochner Law Firm LLC is uniquely qualified to be your partner for estate and business planning. Our hospice trained attorneys have 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 avoidance of unnecessary estate and death taxes. 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 is a founding member of a national estate planning association. Jim Wochner and John Heggie are members of the Illinois State Bar Association’s Estate and Trust Section. Mimi Turney has counseled countless individuals, families, and businesses in transactions where complex estate and corporate interests intersect. 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.
Not only do our lawyers enjoy national and local reputations, our lawyers are known in the community in many ways, including as hospice volunteers. With this specialized training, our lawyers are effective partners and advocates for individuals who either 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 know 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 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 provides clients with detailed funding recommendations and instructions. These instructions enable clients to take the necessary steps to title assets into their trusts. 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 or your business.
“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.”
"Thank you for setting up today’s meeting and preparing our estate documents. You guys made it painless, yet informative.”