847-382-9195
CHICAGO AREA'S PREMIER ATTORNEYS
Comprehensive Capabilities + Tailored Solutions = Peace of Mind
We are available for in-person or remote meetings
MONICA J. GURGIOLO
ATTORNEY
Monica Gurgiolo is an accomplished attorney and CPA with more than two decades of estate planning, trusts and taxation experience. Monica’s knowledge of tax and planning techniques using Wills, Trusts, and Advance Directives, such as Powers of Attorney, Living Wills, and HIPAA Authorizations, allows her to counsel clients and ease stress on families when they need help the most.
Prior to joining Kelleher + Holland, LLC, Monica worked with other firms and managed her own law practice, focusing on estate planning and administration, business creation and acquisitions, as well as other matters of business operations, such as succession planning, tax compliance issues, shareholder agreements, operating agreements and buy-sell agreements.
Monica is a member of several professional and estate planning organizations, including WealthCounsel, the Northwest Suburban Bar Association, and the Northwest Suburban Estate Planning Council, where she was Co-President in 2020 and continues to serve on the Board of Directors. She is also involved in her community Chamber of Commerce and serves on the Planned Gifts Committee for the Northwest Community Hospital Foundation in Arlington Heights.
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SERVICESEstate & Trust Administration Estate Planning Commercial Real Estate Employment Law Corporate Law
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AWARDSIllinois Leading Lawyer | 2020-current Illinois Super Lawyer | 2019-2021 Avvo Client’s Choice Award | 2014
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CERTIFICATIONSCertified Public Accountant | 1993
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BAR ADMISSIONSSupreme Court of Illinois Supreme Court of Florida Supreme Court of Arizona Supreme Court of Wyoming U.S. District Court U.S. Tax Court
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EDUCATIONJohn Marshall Law School, Chicago, Illinois J.D., LL.M. (Taxation with Honors) | 1995 DePaul University B.S. | 1990 Major: Accountancy
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PROFESSIONAL ASSOCIATIONS & MEMBERSHIPSMidwest Business Broker & Intermediaries (“MBBI”) | Director American Bar Association | Member Illinois State Bar Association | Member ProVisors West Loop 1 | Member Lake County Bar Association | Member Wealth Counsel | Member Worldwide Who’s Who | Member Illinois Farm Bureau | Member Lake Zurich Golf Club | Member The Club at Wynstone | Member Association for Corporate Growth | Member Northern Illinois Curated Connections | Member Chicago Business Connectors | Member
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PRO BONO ACTIVITIESSt. Anne’s Finance Committee, Member Saint Viator Summer Internship Program, Member & Participant Barrington Area Community Foundation, Directors’ Advisory Council Past President, St. Vincent De Paul Society, St. Francis De Sales Parish Chapter St. Anne’s Guys Group, Founding Member & Supporter
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PODCASTS/WEBINARS"2021 Estate + Tax Planning Opportunities" Webinar, Featured Speaker | 2021 "Blue Wave Tax + Estate Planning Opportunities" Webinar, Featured Speaker | 2021 "Timeliness of Estate Planning in 2021: Blue Wave Tax Planning Opportunities" Porte Brown Webinar, Guest Speaker | 2021 "2020 Election: How It May Impact Your Estate + Income Tax Planning" Webinar, Featured Speaker | 2020 “Timeliness of Estate Planning in Today’s World” Porte Brown Webinar, Guest Speaker | 2020 “Estate Planning Opportunities – Take Advantage of the Present to Improve Your Future” Webinar, Featured Speaker | 2020 “Paycheck Protection Program & Mortgage Forbearance” Oak Brook Chamber of Commerce Webinar, Guest Speaker | 2020 “Paycheck Protection Program & Addressing Loan Forgiveness Questions” Porte Brown Webinar, Guest Speaker | 2020 “PPP Loan Forgiveness and The Building Industry” Home Builders Association of Greater Chicago Webinar, Guest Speaker | 2020 “Stress Testing Deals in Good Times, Bad Times and Now” MBBI Webinar, Guest Speaker | 2020 “Recovering COVID-19 Business Expenses and Lost Profits” Webinar | 2020 “Employment Law Updates to Protect You During the Pandemic and Beyond” Webinar | 2020 “Paycheck Protection Program Update” LCBA Webinar, Guest Speaker | 2020 “Selling a Business, Buy/Sell Agreements and Life Insurance as Asset Protection”; M&A Unplugged Podcast Guest | 2020
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PUBLISHED WORKS"Preparation is Key at Any Age for Peace of Mind", Quintessential Barrington | Jan 2021
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SPEAKING ENGAGEMENTS“Changing Residency & Recent Tax Act Developments”; Wells Fargo Presentation | 2018
