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Proper estate planning provides more than the orderly transfer of assets at death. Since 1997, the attorneys at Kelleher & Buckley, LLC have acted as experienced guides and advocated for clients’ estate planning needs and goals. We also assist individuals and companies to ensure they properly administer a trust or estate.

At the Chicago-area law firm of Kelleher & Buckley, LLC, our attorneys help clients with a wide range of estate and trust administration matters, including:

  • Estate administration and probate
  • Representation of executors and trustees
  • Preparation of estate and trust accountings and inventories
  • Federal and state estate tax returns and gift tax returns
  • Final distribution of assets
  • Payment of debts and expenses
  • Tax strategy and final income tax return preparation
  • Contested trust litigation
  • Probate litigation/will contests
  • Guardianships (minors and adults)

We also handle litigation related to probate and trusts, seeking to resolve disputes quickly and effectively.

Estate Administration

We provide depth and experience.

Our law firm concentrates on minimizing stress and tax burdens for both simple and complex probate, trust and guardianship estates.

Our seasoned attorneys work diligently and efficiently with other professionals to maximize the retained value of the estate. We work with your trusted advisors, such as your accountant, insurance advisor, financial advisor, valuation advisor, or we can refer you to other competent professionals. The core group of professionals from key areas come together to meet the goals and needs of both the estate and the beneficiaries. Each professional retains independence advising you in his or her area of competence and the coordinated effort keeps your goals and needs central.

We emphasize an individual approach and personal service for our clients. We are personal counselors, and we take very seriously our responsibilities as such. Proper planning does more than just provide for the transfer of assets at death. We work with our clients, who include both individual and corporate fiduciaries to provide seamless solutions in probate, guardianship and trust estates.

We work to meet our clients particular needs, and involve other professionals.

Kelleher & Buckley LLC’s cooperative approach creates efficiencies with respect to administering an estate. We have the relevant resources to provide seamless guidance from estate planning, to estate administration, to planning for future generations based on prior generations planning.

We also assist our clients with probate administration, postmortem tax planning (including effective use of disclaimers, alternate valuation elections, special use valuations, and other tax elections), IRS audits and negotiation, and the negotiation and settlement of intricate estate matters.

We also provide guidance regarding the ongoing administration of irrevocable trusts and other estate planning techniques, including trust reformation.

Our experienced litigators working closely with our estate administration lawyers handle disputed probate and trust issues, including beneficiary disputes, will contests, will and trust construction and modification, fiduciary (executor, guardian, and trustee) liability, and the establishment and administration of guardianships. We work closely with a clients accountants and other advisors to coordinate the preparation and filing of gift, estate, and generation-skipping tax returns. We provide guidance regarding income taxation of trusts and estates, and, when necessary, we represent clients before the IRS throughout the audit and settlement of estate, gift, generation-skipping, and fiduciary income tax returns.

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